The Hurdle Rate Podcast Episode 27 - The Starting Line
Sep 16, 2025
Discover the power of in-person networking at conferences, where casual chats can spark unique connections. Uncover investment opportunities in Bitcoin and explore the innovative options that could redefine fixed income strategies. Get excited for the upcoming Bitcoin Unconference, packed with interactive sessions designed to foster community engagement. Reflect on Bitcoin's resilience amidst economic uncertainty and analyze job data revisions that shake market confidence. Join the discussion on navigating market trends with a focus on wealth preservation through Bitcoin.
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Episode notes
Building A High-Agency Board
- Matt Cole recounts assembling a diverse, high-agency board for Strive after closing its merger.
- He describes the chemistry and rapid, unpaid effort as central to their readiness at the start line.
Perpetual Prefs Create New Volatility Profile
- Strive announced ambitions to launch a perpetual preferred equity offering and an unlimited shelf for diverse capital tools.
- That structure creates a new volatility and funding profile distinct from common equity-only approaches.
Staff A Small, High-Execution Core Team
- Build a small, highly capable team to run a public merger and bitcoin treasury strategy.
- Prioritize people who can execute across filings, custody, trading, and investor relations without burning out.