About This Episode
In this week’s Hurdle Rate, the crew breaks down Strive’s largest Bitcoin purchase ever, 6,182 BTC that brings total holdings to 43,000, plus the new $1 billion SATS ATM and hitting the 61% amplification target. They also discuss SpaceX’s $40 billion off balance sheet GPU deal, why perpetual digital credit backed by Bitcoin beats time-bound chip financing, and whether capital is the last moat in an AI world. The episode closes on the future of income and why risk may be mispriced across Bitcoin balance sheets. Here’s the latest with Jeff Walton, Ben Werkman, Joe Burnett, Adam Livingston, and Tim Kotzman.
In This Episode
- 00:01:39 — 43,000 BTC And The SATS ATM
- 00:04:41 — Our Largest Bitcoin Buy Ever
- 00:10:35 — Engineering Amplified Bitcoin
- 00:14:25 — Is The Bear Market Over?
- 00:21:49 — Inside SpaceX’s $40B GPU Deal
- 00:26:57 — GPUs Vs. Bitcoin As Collateral
- 00:31:29 — Why Perpetual Beats Time Bound
- 00:39:08 — Is Capital The Last Moat?
- 00:51:25 — Will AI Labs Hold Bitcoin?
- 00:56:05 — The Future Of Income
- 01:00:27 — Risk Is Mispriced