Skip to content
SATA Daily Dividends
Live on X · Wed

Digital Credit Weakness

June 22, 2026 • 53:46

About This Episode

In this week’s Hurdle Rate, the crew breaks down the mechanics of volatility and liquidation events, before turning to shifting investor behavior and how markets react to sudden liquidations. We dig into how digital credit stacks up against traditional financial instruments, the innovations shaping the future of the lending landscape, and what it takes for protocols to remain resilient in brutal bear markets. We close with a deeper look at the Federal Reserve, the opinions surrounding Kevin Warsh, and why navigating economic uncertainty requires a unique strategy for the anticipated super cycle ahead. Here’s the latest with Tim Kotzman, Matt Cole, Jeff Walton, and Ben Werkman.

In This Episode

  • 00:00:00Welcome To The Hurdle Rate
  • 00:06:24Analyzing Volatility and Liquidation Events
  • 00:11:28Understanding Market Reactions and Investor Behavior
  • 00:17:23Comparing Digital Credit to Traditional Financial Instruments
  • 00:22:11The Future of Digital Credit and Market Innovations
  • 00:30:52Resilience in Bear Markets
  • 00:36:07Opinions on Kevin Warsh and the Fed
  • 00:41:48Navigating Economic Uncertainty
  • 00:51:53Optimism for a Super Cycle

Stay on Course. Get the Signal.

Subscribe for livestream reminders, key insights, and the occasional alpha drop. Straight from True North.

No spam. Unsubscribe anytime.

True North is for informational and educational purposes only. Nothing presented should be considered investment advice or an offer of any security or investment product. Consult your own investment and tax advisors. Full disclaimer.

A True North Media Network Property True North