Episode 9 - A Movement Has Started

[00:00] Welcome Back to The Hurdle Rate

[02:14] The latest in the Bitcoin Treasury space

[12:12] Being bold and having courage

[28:00] Why are retail investors understanding Strategy’s playbook better than institutions?

[34:46] What will be the main themes for investors to learn about?

[49:00] Closing thoughts

Episode 8 - Strategy World Recap: A Revolution Ignited

[00:00] Welcome Back to The Hurdle Rate

[00:34] - Strategy World Recap

[07:10] - Strive’s Announcement

[19:44] - How Michael Saylor utilized AI to create fixed income products

[23:19] - Tim’s takeaways from the conference

[26:52] - Ben’s conference breakdown

[29:07] - Matt’s remarks on the conference

[30:55] - Is Jeff a double or triple Maxi?

Episode 7 - Fully Torqued Bitcoin

[00:00] Welcome Back to The Hurdle Rate

[00:20] Strategy (MSTR) earnings call recap

[01:39] 42/42 Capital Raising Plan

[11:43] Permanent Leverage without Refinancing Risk

[12:19] Seniority & Volatility of Strategy’s BTC-Backed Securities

[17:38] Using BTC Risk for Credit Analysis

[23:29] Strategy Liabilities and Capital Structure

[33:53] BTC Torque

[40:39] Credit Comparison of Strategy products

[45:14] Closing thoughts and looking ahead to Orlando

Episode 6 - Win or Win More

[00:30] Welcome Back to The Hurdle Rate

[01:15] MSTR Earnings

[29:19] 21 Capital’s Announcement

[41:10] Next week’s Bitcoin for Corporations Conference and MSTR True North World

[43:25] What’s taking so long with GameStop?

[49:47] Ray Dalio - Is it too late?

Episode 5 - DXY vs. Store of Value Assets

[00:30] Welcome Back to The Hurdle Rate

[01:26] DXY Breakdown

[22:51] Gold vs Bitcoin as the Hurdle Rate

[36:59] Interest rates and stagflation

[48:00] Strategy, Metaplanet, and Bitcoin dominance

Episode 4 - Bitcoin Portfolio Theory

• 0:30 - Welcome Back to The Hurdle Rate
• 1:30 - Catching up on economic news from the last week
• 24:15 - Jeff’s Monte Carlo simulations
• 43:13 - Matt and Strive’s engagement with Intuit
• 53:30 - Strategy’s mNAV
• 1:03:41 - Closing thoughts

Episode 3 - Negotiating with Penguins

[00:30] Welcome Back to The Hurdle Rate

[01:20] Tariffs are based on deficits, right?

[21:18] What position is the US workforce in to absorb these changes?

[31:10] Universal Basic Income

[39:40] Should we expect more volatility in the market?

[43:05] How does all of this impact Bitcoin?

[51:59] What is the path out of this?

Episode 2 - GME On!

[00:30] Welcome Back to The Hurdle Rate

[00:54] GameStop and the current state of Bitcoin Treasury Adoption

[26:00] Metaplanet’s big move

[29:27] The Trump Family’s involvement in the Bitcoin Community

[38:56] Liberation Day and tariffs

[53:36] Is Bitcoin Risk-On or Risk-Off?

[59:04] Closing thoughts