About This Episode
In this week’s Hurdle Rate, the crew reacts to Strategy’s latest investor Q&A and breaks down why the company is prioritizing STRC, building cash reserves, and treating Bitcoin as flexible capital. We dig into why Bitcoin has held firm despite Strategy selling, the Coldcard self-custody exploit, and broader market stress, and what that resilience could signal about the bear market. The conversation then turns to NVIDIA’s massive structured-finance deal, how the company is lending its balance sheet and creditworthiness to accelerate OpenAI’s infrastructure buildout, and what it reveals about the growing convergence of AI, credit, and capital markets. We close with OranjeBTC’s DIGY11 ETF and the expansion of digital credit into Brazil. Here’s the latest with Tim Kotzman, Matt Cole, Joe Burnett, and Ben Werkman.
In This Episode
- 00:00:00 — Welcome Back to The Hurdle Rate
- 00:02:26 — Strategy Q&A: Bitcoin and Digital Credit
- 00:11:27 — Bitcoin Treasury Companies Face a Stress Test
- 00:13:15 — Is Michael Saylor Buying High and Selling Low?
- 00:17:00 — MSCI and Bitcoin Treasury Companies
- 00:20:08 — Understanding Amplified Bitcoin Volatility
- 00:30:45 — The Macro Backdrop and Bitcoin’s Next Move
- 00:35:44 — NVIDIA’s Massive OpenAI Financing Deal
- 00:53:11 — OranjeBTC’s DIGY11 ETF