The Hurdle Rate Podcast (@HurdleRatePod) / X

The Hurdle Rate Podcast

285 posts

The Hurdle Rate Podcast

@HurdleRatePod

Manhattan

Joined March 2025

Following

7,174

Followers

Pinned
The Hurdle Rate Podcast
@HurdleRatePod
Jun 16
Welcome Back to The Hurdle Rate. Episode 61: What’s Your Time Preference? In this week's Hurdle Rate, the crew breaks down the latest corporate Bitcoin market activity and Strive's growing Bitcoin holdings, before turning to Strategy's Bitcoin sale and what the balance sheet
00:00
82K
The Hurdle Rate Podcast
@HurdleRatePod
Aug 5, 2025
Welcome back to The Bitcoin Treasuries Podcast. Episode 21: The Intelligent Leverage Trade: Winter Isn't Coming Back. The crew is back with the latest on the @Strategy earnings call recap, ATM adjustment, Bitcoin per share, leverage ratios and more. Here's the Hurdle Rate for
00:00
182K
The Hurdle Rate Podcast
@HurdleRatePod
Jul 1, 2025
Welcome back to The Hurdle Rate Podcast. Episode 16: Dividend Drip. The crew is back with the latest from the end of Q2 including @Strategy entering the Russell Top 200 Value Index, stock market all time highs, and @metaplanet climbing the Bitcoin Treasury leaderboard to
00:00
186K
The Hurdle Rate Podcast
@HurdleRatePod
Sep 9, 2025
Welcome back to The Hurdle Rate Podcast. Episode 26: Zoom Out - We're Early. The crew is back with guest @BitcoinPierre. Topics include S&P 500 inclusion, how @saylor reframes the world of risk, the landscape of @Strategy's ATMs, and more. Here's the latest with Matt Cole,
00:00
157K
The Hurdle Rate Podcast
@HurdleRatePod
Oct 28, 2025
Welcome back to The Hurdle Rate Podcast. Episode 33: Credit Ratings for Digital Capital. The crew is back covering Strategy's credit rating, how this could impact the insurance industry, interest coverage ration and industry credit ratings, what it will take for Bitcoin
00:00
241K
The Hurdle Rate Podcast
@HurdleRatePod
Mar 26, 2025
Welcome to The Hurdle Rate Podcast! @ColeMacro, @werkman, @PunterJeff & @TimKotzman dive into Bitcoin, energy, treasury management, markets, macro, AI and more. Bitcoin is the hurdle rate for capital deployment, but there is substantial depth to that statement that we
00:00
114K
The Hurdle Rate Podcast
@HurdleRatePod
May 20, 2025
Welcome back to The Hurdle Rate. Episode 10. Have Bitcoin - Get Money. The Hurdle Rate crew is back to cover the latest. Another Big Buy for @Strategy. @SemlerSci adds @natbrunell to their Board. Jamie Dimon reminds us that Bitcoin is akin to smoking cigarettes. Here's the
00:00
111K
The Hurdle Rate Podcast
@HurdleRatePod
Jun 3, 2025
Welcome back to The Hurdle Rate Podcast. Episode 12: Upgrade with Junk Grade The crew is back with analysis of $STRD in real time. Has Bitcoin peaked for this cycle? What should the Bitcoin interest rate be? All this and more with @ColeMacro, @PunterJeff, @TimKotzman and
00:00
99K
The Hurdle Rate Podcast
@HurdleRatePod
May 20, 2025
No email. No warning. No appeals process. Just erased. Not cancelled. Erased. @HurdleRatePod respectfully requests reinstatement on @YouTube. @ColeMacro @werkman @PunterJeff @TimKotzman
23K
The Hurdle Rate Podcast
@HurdleRatePod
Mar 25, 2025
The World Premiere of The Hurdle Rate Podcast Is Happening Tomorrow.
00:00
105K
The Hurdle Rate Podcast
@HurdleRatePod
Jun 10, 2025
Welcome back to The Hurdle Rate Podcast. Episode 13: Building for Decades. @ColeMacro weighs in on American politics, @PunterJeff describes Bitcoin Treasury Companies as tax advantaged perpetual Bitcoin Dividend Drips, and @werkman walks us through a 20-30% debt to equity
00:00
76K
The Hurdle Rate Podcast
@HurdleRatePod
Jun 17, 2025
Welcome back to The Hurdle Rate Podcast. Episode 14: The World's Evolving. @ColeMacro, @werkman and @PunterJeff are back to cover the latest including alt coins announcing Bitcoin Treasury strategies, Chanos, the US dollar, @saylor's latest buy, and more. Here's your host
00:00
74K
The Hurdle Rate Podcast
@HurdleRatePod
Jul 8, 2025
Welcome back to The Hurdle Rate Podcast. Episode 17: @Strategy hits their STRD. The crew is back with the latest including Jeff's big announcement, what STRD having an ATM facility means to you, Elon Musk saying fiat is hopeless, and more. Here's the Hurdle Rate for July 7
00:00
66K
The Hurdle Rate Podcast
@HurdleRatePod
Jul 15, 2025
Welcome back to The Hurdle Rate Podcast. Episode 18: Transparency is Not Priced In. The crew is back with the latest on @Strategy's latest Bitcoin buy, AI's impact on Bitcoin Treasury Companies, the misplacing of risk for Bitcoin Treasuries, and more. Here's the latest with
00:00
110K