Onramp Media

Bitcoin Is the New Hurdle Rate: Corporate Treasuries Are Waking Up


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Connect with Onramp // Jackson Mikalic on X // Ethan Peck on X // Strive Asset Management


Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, Scarce Assets provides invaluable insights for wealth managers aiming to outperform their peers in the decades ahead. Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets.


00:00 - Intro to Ethan Peck and His Role at Strive

06:27 - The Shift from ESG to Bitcoin Advocacy

09:11 - Engagement Strategies and Shareholder Proposals

12:00 - Challenges of Bitcoin Adoption in Corporations

16:45 - Identifying Internal Advocates for Bitcoin

21:19 - Bitcoin as the Real Hurdle Rate

24:05 - Capital Allocation Decisions and Bitcoin

30:11 - The Necessity of Bitcoin Adoption for Survival

32:20 - The Role of Shareholder Activism in Bitcoin Adoption

37:14 - Corporate Governance and Bitcoin Treasury Companies

39:50 - The Evolving Landscape of Bitcoin Asset Management

54:13 - Future Trends in Bitcoin Adoption and Structured Products

01:01:24 - Navigating SEC Regulations and Corporate Proposals

01:10:25 - Outro and Disclaimer


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