Episode 48 - Bullish Digital Credit

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate

[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

Thank you to our sponsor, Swan Bitcoin.

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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

Episode 44 - Digital Credit Clarity

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

[00:00:56] Strategy’s Latest

[00:11:55] Credit Spreads Hit All Time Tights

[00:30:06] Coinbase Pulls Out of Clarity Act

[00:43:54] Matt Cole Corners the Bitcoin Treasury Podcast Industrial Complex

Episode 43 - The Best Message Is Digital Credit

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We buy Bitcoin at Swan.com

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

[00:02:55] Strategy’s $1.25 Billion Orange Buy

[00:15:56] Michael Saylor on What Bitcoin Did

[00:39:58] Jerome Powell in Hot Water and Disenchantment with the Fed

[00:49:30] Trump Caps Credit Card Interest

[00:56:03] Strive Semler Merger

Episode 42 - Pensions, Private Equity & Digital Credit

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• 0:00 - Welcome Back to The Hurdle Rate
• 0:55 - Strategy Gears Up for Massive 2026
• 12:10 - Looking Back at 2025: Year Zero in Digital Credit
• 30:12 - Capital Allocation and Pension Funds
• 50:18 - 2026 Outlook

Episode 41 - Structurally Bullish

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[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