Full episodes: https://tnorth.com/hurdle-rate/

In this week's Hurdle Rate, the crew breaks down the mechanics of volatility and liquidation events, before turning to shifting investor behavior and how markets react to sudden liquidations. We dig into how digital credit stacks up against traditional financial instruments, the innovations shaping the future of the lending landscape, and what it takes for protocols to remain resilient in brutal bear markets. We close with a deeper look at the Federal Reserve, the opinions surrounding Kevin Warsh, and why navigating economic uncertainty requires a unique strategy for the anticipated super cycle ahead.

Here’s the latest with Tim Kotzman, Matt Cole, Jeff Walton, and Ben Werkman.

00:00 - Welcome To The Hurdle Rate

06:24 - Analyzing Volatility and Liquidation Events

11:28 - Understanding Market Reactions and Investor Behavior

17:23 - Comparing Digital Credit to Traditional Financial Instruments

22:11 - The Future of Digital Credit and Market Innovations

30:52 - Resilience in Bear Markets

36:07 - Opinions on Kevin Warsh and the Fed

41:48 - Navigating Economic Uncertainty

51:53 - Optimism for a Super Cycle