Episode 54: The Management of The Treasury

[00:00:00] Welcome Back to The Hurdle Rate

Episode 53 - Bitcoin, AI and The New QE

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[00:00:00] Welcome Back to The Hurdle Rate

Episode 52 - An Increasingly Digital World

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[00:00:00] Welcome Back to The Hurdle Rate

Episode 51 - A Digital Credit Treasury

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[00:00:00] Welcome Back to The Hurdle Rate

Episode 50 - Some Pretty Good Money Printing

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[00:00:00] Welcome Back to The Hurdle Rate

Episode 49 - Digital Credit is for Corporations

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[00:00:00] Welcome Back to The Hurdle Rate

[00:02:00] Bitcoin as Digital Freedom Money Amid Global Uncertainty

[00:20:30] Strategy World Recap

[00:27:55] STRC as The Hurdle Rate?

[00:39:20] Traditional Finance at Strategy World

[00:50:40] The Liquidity Component

[01:05:50] Closing Thoughts

Episode 48 - Bullish Digital Credit

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[00:01:51] Reflections on Bitcoin Investor Week & Matt’s Cardone Debate

[00:10:28] Amplification in a Bear Market

[00:22:04] The True Risk Profile of Digital Credit Instruments

[00:37:00] Private Credit, Compounding GDP, and Government Spending

[00:45:35] AI Disruption and the K Shaped Economy

Episode 47 - A Time To Build

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[00:00:00] Welcome Back to The Hurdle Rate

[00:01:50] Bitcoin Investor Week in NYC

[00:09:50] Bull vs Bear Markets

[00:28:00] Is the Bottom In?

[00:41:40] Strategy’s Earnings Call

Episode 46 -  Build The Structure

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[00:00:00] Welcome Back to The Hurdle Rate

[00:01:05] Kevin Warsh Named Fed Chair

[00:24:38] Clawdbots & Moltbook

[00:32:10] The Pref Only Model & Digital Risk

[00:44:05] Bitcoin as a Term Asset & What a Supercycle Means

Episode 45 - Preferred Equity Demand

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[00:00:00] Welcome Back to The Hurdle Rate

[00:00:40] Does the Preferred Equity Present a Systemic Risk to Bitcoin?

[00:21:42] Strive + Semler: The First M&A Transaction in Bitcoin Treasuries

[00:33:30] IBIT Bitcoin Covered Call ETF

[00:41:51] Gold & Silver Price Action

[00:47:30] What is Japan Saying to the World Right Now?

[00:58:54] Bitcoin in an Action-Packed 2026