Welcome Back to The Hurdle Rate. Episode 51: A Digital Credit Treasury The crew is back this week and focuses primarily on an update around Strive ASST & SATA, breaking down the latest developments. They also touch on Strategy’s latest buy and what it could signal. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff and @Werkman . 0:00 - Welcome Back to The Hurdle Rate 0:36 - Strive ASST & SATA Update 49:14 - Strategy’s Latest Buy

Welcome Back to The Hurdle Rate. Episode 50: Some Pretty Good Money Printing The crew is back this week and kicks things off with Strategy’s latest moves and what they could mean going forward. They then discuss the milestone of the 20 millionth Bitcoin being mined and what it says about Bitcoin’s supply schedule. The back half of the episode shifts to a broader conversation about the speed at which AI is advancing. Here's the latest with @TimKotzman, @IIICapital, @PunterJeff and @BitcoinPierre 0:30 - Welcome Back to The Hurdle Rate 3:50 - Strategy’s Latest 13:25 - 20 Millionth Bitcoin is Mined 37:45 - The Speed at Which AI is Advancing

Welcome Back to The Hurdle Rate. Episode 49: Digital Credit is for Corporations The crew is back this week and dives straight into Bitcoin as digital freedom money amid growing global uncertainty, followed by a full Strategy World recap. They examine whether STRC itself represents The Hurdle Rate, then look at how traditional finance showed up at Strategy World and what that signals. The back half of the episode focuses on the liquidity component and wraps with closing thoughts. Here's the latest with @TimKotzman , @ColeMacro , @PunterJeff and @Werkman 0:30 - Welcome Back to The Hurdle Rate 2:30 - Bitcoin as Digital Freedom Money Amid Global Uncertainty 21:00 - Strategy World Recap 28:25 - STRC as The Hurdle Rate? 39:50 - Traditional Finance at Strategy World 51:10 - The Liquidity Component 1:06:20 - Closing Thoughts