The Hurdle Rate Podcast
Join Matt, Ben, Jeff, and Tim for an entertaining and informative weekly podcast cutting through conventional wisdom on Bitcoin, investing, and macroeconomics. Every Wednesday, this forward-thinking team delivers unique perspectives and innovative insights that challenge mainstream financial narratives, empowering listeners to make more independent decisions for their corporate or personal financial lives. Is Bitcoin your hurdle rate? New episodes every Wednesday!
Episodes
Episode 41 - Structurally Bullish
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[00:00:00] Welcome Back to The Hurdle Rate
[00:01:21] Reflections on 2025
[00:08:14] The Bitcoin Era
[00:18:12] Amplification...
Episode 40 - Set Up For A Supercycle
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We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:02:08] The Latest on Bitcoin
[00:10:18] A Decade-Long Supercycle?
[00:19:47...
Episode 39 - The Hurdle Rate Is High
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:30] Welcome Back to The Hurdle Rate
[00:01:30] Bitcoin MENA
[00:22:53] Bitcoin As The Hurdle Rate
[00:37:27] Closin...
Episode 38 - The Incentives Are Aligned
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We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:40] The Incentives Are Aligned
[00:10:50] MSTR’s Green Dots & USD...
Episode 37 - Meet Them Where They're At
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We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:50] Market Uncertainty & MSCI Exclusions
[00:34:14] Mike Green Ar...
Episode 36 - Inside the Digital Credit Revolution
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:01:30] Bitcoin Amsterdam & Cantor Conference Miami Recaps
...
Episode 35 - Amplified Bitcoin and Digital Credit
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We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:30] The IPOs of Digital Credit
[00:12:41] The Process of La...
Episode 34 - The Preferred Strategy is Digital Credit
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:34] Strive’s SATA Announcement
[00:01:15] Strategy Intr...
Episode 33 - Credit Ratings for Digital Capital
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We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:30] Strategy Gets a Credit Rating
[00:12:43] How This Will Im...
Episode 32 - Strategic Risk Taking
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We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:34] Recapping Tim’s Latest Bitcoin Treasuries Digital Conference
[00:13:34...
Episode 31 - The Digital Credit Landscape
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We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:02:00] Crypto Crash of October 11
[00:21:11] Launching a Treasury Com...
Episode 30 - Focus on the Future
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:20] Ben Werkman Joins Strive as CIO
[00:18:07] Tribalism and Doubt in Bitcoi...
Episode 29 - Bitcoin Supercycle
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We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:01:24] Breaking News: Tim is All In and Dedicating His Life to Bitcoin
[00:10:11...
Episode 28 - The M&A Era has Begun
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We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:15] Strive Acquires Semler Scientific
[00:19:39] The Impact of Meeting...
Episode 27 - The Starting Line
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We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:32] Strive Announces Board of Directors
[00:29:57] Rate Cut on Wednesday?
[003...
Episode 26 - Zoom Out. We're Early.
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:40] No Strategy in the S&P 500
[00:14:20] Michael Saylor Reframes the...
Episode 25 - Will Travel for Bitcoin
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:23] Recapping Bitcoin Asia
[00:21:22] STRC Dividend Increases
[00:34:13]...
Episode 24 - Fed Signals and Equity Stakes
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:45] Meet The Hurdle Rate’s First Guest Host, Avik Roy
[00:02:44] S...
Episode 23 - Noise in the Market
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:30] Trading Below 1 mNAV?
[00:27:41] Gold Revaluation
[00:36:51] Bitcoin Tre...
Episode 22 - Commodity, Security, Token
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We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:30] Bo Hines to the Private Sector
[00:08:30] ETH Treasury Companies ...
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