The Hurdle Rate Podcast

thehurdleratepod
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13 snips
Aug 5, 2025 • 58min

Episode 21 - The Intelligent Leverage Trade: Winter Isn't Coming Back

Explore the fascinating evolution of investor relations as bold questions reshape dialogue in the Bitcoin realm. Discover the innovative strategies surrounding At-the-Market capital raising and how financial leverage is transforming corporate finance. Unpack insights from a recent Bitcoin conference that examine the volatile nature of treasury companies and the resilience needed for navigating potential bear markets. Join a discussion on the significance of transparency and communication in an ever-evolving digital landscape.
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8 snips
Jul 29, 2025 • 52min

Episode 20 - Convert to IPO

Dive into the thrilling world of Bitcoin-linked financial instruments, where the intricacies of converting debt can reshape a company's future. Discover the impact of a massive IPO and underwhelming ATM usage on the evolving market landscape. Explore how Bitcoin could address systemic financial issues amidst economic uncertainty. Plus, witness the theatrical blend of politics and entertainment in a recent public performance that sparked discussions on authenticity versus spectacle. Gain insights into MNAV as a vital indicator of market sentiment.
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Jul 23, 2025 • 54min

Episode 19 - A Huge Wave of Capital isn't a STRC

Episode 19 - A Huge Wave of Capital isn't a STRC Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] - Welcome Back to The Hurdle Rate [00:00:23] - STRC - What Does It Mean to You? [00:20:54] - Real Estate Vs Perpetual Preferred Products [00:38:45] - Is Winter Coming Back? [00:50:25] - Ben Breaks The Top 20 [00:51:01] 351 and Joining the Strive Family
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Jul 15, 2025 • 48min

Episode 18 - Transparency is Not Priced In

Episode 18 - Transparency is Not Priced In Thank you to our sponsor, Swan Bitcoin. [00:00:00] Welcome Back to The Hurdle Rate [00:01:47] Strategy’s Latest Buy [00:08:25] Altcoin Treasury Companies? [00:18:58] AI’s Impact on Bitcoin Treasury Companies [00:25:17] Breaking Down ‘Analysts’ Estimates on MSTR [00:33:24] So Much for Sideways Summer? [00:37:51] The End of Earnings Volatility? [00:41:28] The Mispricing of Risk for Bitcoin Treasury Companies [00:43:36] New Tariffs, No Flinch
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10 snips
Jul 8, 2025 • 39min

Episode 17 - Strategy hits their STRD

A new vice president of Bitcoin strategy at Strive brings fresh insights to the evolving role of authenticity and community in finance. The discussion dives into Bitcoin treasury management, highlighting innovative strategies for enhancing shareholder value. Also explored are the emerging trends in preferred equity instruments and their impact on market resilience. The podcast emphasizes the need for companies to adapt their business models in the face of changing market conditions and the growing interest in Bitcoin as a treasury asset.
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18 snips
Jul 1, 2025 • 52min

Episode 16 - Dividend Drip

Dive into the fascinating world of dividend reinvestment and its impact on market dynamics. Discover how preferred securities outperform corporate bonds and the surge in valuations due to new capital. Bitcoin's role in corporate finance also steals the spotlight, highlighting its long-term potential as an inflation hedge. Explore the complexities of risk in fixed income investments and the challenges posed by the dynamic cryptocurrency market. Finally, unpack the currency conundrum affecting younger generations and the real estate landscape.
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13 snips
Jun 24, 2025 • 55min

Episode 15 - Billions in Bitcoin Treasuries

The podcast dives into the exciting world of Bitcoin treasuries, highlighting recent capital raises and strategies by companies in the sector. Insights from a Bitcoin event in Prague showcase growing global interest, contrasting European dynamics with those in Las Vegas. Discussions around institutional investments reveal a potential shift in market trends, emphasizing long-term strategies. Recent fundraising successes and ETF inflows underscore evolving opportunities, while the importance of aggressive communication in investor relations reflects a changing digital landscape.
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7 snips
Jun 17, 2025 • 51min

Episode 14 - The World's Evolving

Delve into the shifting landscape of the cryptocurrency market, with a focus on Bitcoin's dominance and treasury strategies. Discover the complexities of valuing Bitcoin amidst a declining U.S. dollar and the need for a patient investment approach. The conversation also explores the risks and rewards of short-selling in a bullish market, alongside a historical perspective on Bitcoin's role in preserving wealth. Finally, witness how Bitcoin has shown remarkable resilience during global tensions, reshaping investor sentiment in uncertain times.
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18 snips
Jun 10, 2025 • 55min

Episode 13 - Building for Decades

The podcast delves into the shifting landscape of American politics and its implications for the financial sector. It explores innovative Bitcoin financial products and their role in enhancing investment strategies. The hosts discuss the ongoing debt crisis, the impact of AI on society, and the potential of Bitcoin as a strategic reserve. They also examine the complexities of integrating Bitcoin with traditional investment mandates and the intricacies of fixed income benchmarks amidst market volatility.
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12 snips
Jun 3, 2025 • 48min

Episode 12 - Upgrade with Junk Grade

Dive into the innovative world of investment with discussions on the newly introduced STRD preferred stock and its advantages over traditional securities. Explore whether Bitcoin has peaked in its current cycle and what interest rates should look like. Discover James Wynn's fascinating journey through the financial landscape. The podcast also highlights the dynamic roles of retail versus institutional investors and the transformative power of Bitcoin as collateral in modern finance.

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