About This Episode
In this week’s Hurdle Rate, the crew opens on accelerating market activity and the role of bitcoin in USD reserve thinking, before working through a holistic capital structure strategy and how to design long-term capital vehicles around it. We dig into recent Bitcoin flows, the SpaceX IPO and other major capital events, and what it means to hold bitcoin on an institutional balance sheet. We close with takeaways from Bitcoin Prague and how digital credit can onboard the next wave of investors. 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 Podcast
- 00:01:44 — Market Acceleration and USD Reserves
- 00:06:04 — Holistic Capital Structure Strategy
- 00:12:20 — Designing Long-Term Capital Vehicles
- 00:17:21 — Analyzing Recent Bitcoin Flows
- 00:18:11 — SpaceX IPO and Major Capital Events
- 00:29:18 — Bitcoin on Institutional Balance Sheets
- 00:36:51 — Takeaways from Bitcoin Prague
- 00:41:20 — Onboarding New Investors via Digital Credit