About This Episode
In this week’s Hurdle Rate, the crew breaks down a whipsaw week across markets, record AI capital raising, and why confusion has never been higher even as the Bitcoin gold chart looks bullish. They also discuss escaping the fiat mindset, why Bitcoin’s returns could follow an S-curve as the debt crisis worsens, and what Paraguay’s bank run says about fiat risk. The episode closes on how digital credit stacks up against the S&P 500, the Thanksgiving pitch for SATA and SATS, and Ben’s framework for Bitcoin yield. Here’s the latest with Matt Cole, Jeff Walton, Ben Werkman, and Tim Kotzman.
In This Episode
- 00:01:21 — A Whipsaw Week For Markets
- 00:04:22 — Confusion Has Never Been Higher
- 00:07:55 — Everyone Needs Capital
- 00:10:55 — Escaping The Fiat Mindset
- 00:20:27 — The Paraguay Bank Run
- 00:28:04 — Built For Institutional Mandates
- 00:32:07 — Digital Credit Vs. The S&P
- 00:36:25 — The Thanksgiving Pitch
- 00:45:05 — Rethinking Bitcoin Yield
- 00:52:51 — Art Over Algorithms