About This Episode
In this week’s Hurdle Rate, the crew breaks down Strive’s latest 2,000 Bitcoin purchase, a Q3 that delivered a 99% total return, and the new $500 million SATA repurchase facility. They also discuss the goal of pushing amplification above 60% while Bitcoin is under $100K, why the market is too focused on the downside, and why US capital markets are the major leagues. The episode closes with a recap of the Bitcoin Treasuries Conference and why Luke Gromen’s “paper gold” comparison doesn’t fit digital credit. Here’s the latest with Matt Cole, Jeff Walton, Adam Livingston, and Tim Kotzman.
In This Episode
- 00:01:42 — Strive’s Q3: 99% Total Return
- 00:07:56 — The $500M SATA Repurchase Facility
- 00:09:47 — Targeting 60% Amplification
- 00:11:23 — Managing Downside Risk
- 00:19:02 — Stop Fearing the Downside
- 00:25:43 — Think Bigger
- 00:32:58 — Why US Capital Markets Win
- 00:40:26 — Bitcoin Treasuries Conference Recap
- 00:47:11 — Bitcoiners vs. TradFi
- 00:53:47 — Luke Gromen’s Digital Credit Confusion