The Hurdle Rate Podcast

Delve into the ambitious capital strategies launched by MSTR and their implications for Bitcoin investments. Discover how 'torque' can enhance shareholder value and the critical need for transparency in Bitcoin ventures. Explore the innovative world of Bitcoin-linked fixed income and the opportunities for investors. Learn how companies are leveraging strong over-collateralization to reshape market perceptions. Finally, see how Bitcoin purchases are impacting balance sheets and becoming increasingly relevant to institutional investors.

Episode 6 - Win or Win More [00:30] Welcome Back to The Hurdle Rate [01:15] MSTR Earnings [29:19] 21 Capital’s Announcement [41:10] Next week’s Bitcoin for Corporations Conference and MSTR True North World [43:25] What’s taking so long with GameStop? [49:47] Ray Dalio - Is it too late?

Episode 5 - DXY vs. Store of Value Assets [00:30] Welcome Back to The Hurdle Rate [01:26] DXY Breakdown [22:51] Gold vs Bitcoin as the Hurdle Rate [36:59] Interest rates and stagflation [48:00] Strategy, Metaplanet, and Bitcoin dominance

Episode 4 - Bitcoin Portfolio Theory [00:30] Welcome Back to The Hurdle Rate [01:30] Catching up on economic news from the last week [24:15] Jeff’s Monte Carlo simulations [43:13] Matt and Strive’s engagement with Intuit [53:30] Strategy’s mNAV [01:03:41] Closing thoughts

Explore the amusing complexities of recent tariff announcements and their global implications. Discover how AI and offshoring are reshaping the U.S. labor market, and why reskilling is crucial for job seekers. Delve into the discussions around Universal Basic Income and Bitcoin's resilience amid market chaos. The conversation emphasizes the importance of innovation and adaptability as we approach a future shaped by rapid technological disruption.

GameStop makes waves by diving into the Bitcoin market, revealing strategies to boost its finances. The Trump family's entry into Bitcoin mining adds a fascinating twist, showcasing a new chapter in their business exploits. Discussions on economic impacts, like tariffs and inflation, hint at potential opportunities in cryptocurrency. The evolving relationship between Bitcoin and renewable energy is explored, alongside debates about whether Bitcoin serves as a risk-on or risk-off asset, making the whole discussion lively and thought-provoking.

Discover the intriguing relationship between Bitcoin and corporate investment strategies. The discussion dives into what hurdle rates mean today and why Bitcoin is emerging as a key benchmark. Explore the robust security of Bitcoin's decentralized network and its dual role in personal savings and corporate treasuries. Uncover the psychological shifts needed to view Bitcoin as a reliable asset. The conversation also touches on the impact of AI on society and the workforce, alongside insights into the complex interplay of tariffs and inflation in the current economic climate.