Episode 41 - Structurally Bullish

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

[00:01:21] Reflections on 2025

[00:08:14] The Bitcoin Era

[00:18:12] Amplification and the Power of Compounding

[00:30:30] Do You Beat The Hurdle Rate of Bitcoin?

[00:53:04] Tim’s Review of Bitcoin Treasuries Big Year

Episode 40 - Set Up For A Supercycle

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

[00:02:08] The Latest on Bitcoin

[00:10:18] A Decade-Long Supercycle?

[00:19:47] OCC Greenlights Crypto Bank Charters

[00:26:14] Valuations

[00:34:48] Quantum Risks?

[00:40:15] MSTR Staying in Nasdaq 100

[00:43:57] Final Thoughts

Episode 39 - The Hurdle Rate Is High

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[00:00:30] Welcome Back to The Hurdle Rate

[00:01:30] Bitcoin MENA

[00:22:53] Bitcoin As The Hurdle Rate

[00:37:27] Closing Thoughts

Episode 38 - The Incentives Are Aligned

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

[00:00:40] The Incentives Are Aligned

[00:10:50] MSTR’s Green Dots & USD Reserve

[00:46:16] STRC Dividend Rate Hike

Episode 37 - Meet Them Where They're At

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

[00:00:50] Market Uncertainty & MSCI Exclusions

[00:34:14] Mike Green Article and the K-Shaped Economy

Episode 36 - Inside the Digital Credit Revolution

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

[00:01:30] Bitcoin Amsterdam & Cantor Conference Miami Recaps

[00:19:24] Volatility in the Prefs

[00:41:08] Underwriting Bitcoin

[00:47:28] Hedging with Zcash?

Episode 35 - Amplified Bitcoin and Digital Credit

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

[00:00:30] The IPOs of Digital Credit

[00:12:41] The Process of Launching a Preferred Product

[00:27:06] ASST & SATA Update

Episode 34 - The Preferred Strategy is Digital Credit

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

[00:00:34] Strive’s SATA Announcement

[00:01:15] Strategy Introduces Stream

[00:15:37] MSTR Q3 Earnings Call Recap

[00:36:10] ROC Dividends

[00:42:02] Additional Highlights from Strategy Earnings Report

Episode 33 - Credit Ratings for Digital Capital

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

[00:00:30] Strategy Gets a Credit Rating

[00:12:43] How This Will Impact the Insurance Industry

[00:21:50] Interest Coverage Ratio and Industry Credit Ratings

[00:27:23]  What Will It Take for Bitcoin Treasury Companies Credit Ratings to Go Higher?

[00:44:08] Mike Alfred, Big Volumes, and What It All Means

[00:51:18] US China Trade Deal and Other Macro Tailwinds

Episode 32 - Strategic Risk Taking

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

[00:00:34] Recapping Tim’s Latest Bitcoin Treasuries Digital Conference

[00:13:34] Sentiment vs Conviction with Bitcoin Treasury Companies

[00:25:17] Why do Bitcoin Treasury Companies Exist?

[00:38:18] Strategic Risk Taking