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