About This Episode
In this week’s Hurdle Rate, the crew breaks down the latest corporate Bitcoin market activity and Strive’s growing Bitcoin holdings, before turning to Strategy’s Bitcoin sale and what the balance sheet math actually reveals about risk and permanent impairment. We dig into historical bear market scenarios, how to manage amplification ratios, and the product management and demand dynamics shaping the treasury company landscape. We close with a deeper look at what digital credit actually is, and why it matters for the road ahead. 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
- 00:00:50 — Corporate Bitcoin Market Activity
- 00:02:42 — Strive’s Bitcoin Holdings Update
- 00:04:41 — Market Transparency And Liquidity
- 00:13:11 — Strategy Sells Bitcoin: Balance Sheet Analysis
- 00:18:01 — Risk And Permanent Impairment
- 00:19:59 — Historical Bear Market Scenarios
- 00:27:36 — Managing Amplification Ratios
- 00:40:15 — Product Management And Demand
- 00:45:32 — Defining Digital Credit