About This Episode
In this week’s Hurdle Rate, the crew opens with updates from Strategy, Strive, and the digital credit market before recapping the major developments from Q2. We cover Strategy’s growing cash reserve, market feedback, and the evolution of Bitcoin-backed credit. We also explore institutional adoption, structured products, AI, intellectual property, and the limits of government intervention in the debt crisis. We close it off with thoughts on outdated financial systems and Bitcoin’s expanding role in traditional capital markets. Here’s the latest with Tim Kotzman, Matt Cole, Jeff Walton, and Ben Werkman.
In This Episode
- 00:00:00 — Welcome to The Hurdle Rate
- 00:05:19 — Digital Credit During Quiet Markets
- 00:08:01 — Strategy Rebuilds Its Cash Reserve
- 00:11:51 — Market Uncertainty And Bullish Catalysts
- 00:17:21 — STRC And Convertible Debt
- 00:19:37 — AI, The Fed, And Protecting IP
- 00:24:14 — The U.S. Debt Crisis
- 00:31:39 — Bitcoin-Backed Institutional Credit
- 00:35:30 — Building Structured Bitcoin Products
- 00:43:12 — Growing Institutional Bitcoin Interest
- 00:48:02 — Stablecoins And Outdated Settlements
- 00:53:05 — Bitcoin Stewardship And Constructive Engagement
- 00:58:29 — Closing Thoughts