About This Episode
The crew is back this week discussing Strategy’s passing of BlackRock in Bitcoin Holdings and what it could signal for broader markets. They then dive into whether the tokenized ecosystem is actually providing value, before exploring how AI tools are reshaping portfolio construction. Finally, they wrap up with a discussion on Schwab’s approach to Bitcoin education and what it means going forward. Here’s the latest with Tim Kotzman, Matt Cole, Jeff Walton, and Ben Werkman. Time Stamps: 0:30 - Welcome Back to The Hurdle Rate 2:50 - Strategy Flips BlackRock 21:28 - Is The Tokenized Ecosystem Completely Useless? 30:43 - AI Tools & Revamping Portfolios 46:25 - Schwab Education