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Episode 46 -  Build The Structure Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:01:05] Kevin Warsh Named Fed Chair [00:24:38] Clawdbots & Moltbook [00:32:10] The Pref Only Model & Digital Risk [00:44:05] Bitcoin as a Term Asset & What a Supercycle Means

Episode 45 - Preferred Equity Demand 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] Does the Preferred Equity Present a Systemic Risk to Bitcoin? [00:21:42] Strive + Semler: The First M&A Transaction in Bitcoin Treasuries [00:33:30] IBIT Bitcoin Covered Call ETF [00:41:51] Gold & Silver Price Action [00:47:30] What is Japan Saying to the World Right Now? [00:58:54] Bitcoin in an Action-Packed 2026

Episode 44 - Digital Credit Clarity Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:56] Strategy’s Latest [00:11:55] Credit Spreads Hit All Time Tights [00:30:06] Coinbase Pulls Out of Clarity Act [00:43:54] Matt Cole Corners the Bitcoin Treasury Podcast Industrial Complex

Episode 43 - The Best Message 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 [00:02:55] Strategy’s $1.25 Billion Orange Buy [00:15:56] Michael Saylor on What Bitcoin Did [00:39:58] Jerome Powell in Hot Water and Disenchantment with the Fed [00:49:30] Trump Caps Credit Card Interest [00:56:03] Strive Semler Merger

Episode 42 - Pensions, Private Equity & Digital Credit Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com 0:00 - Welcome Back to The Hurdle Rate 0:55 - Strategy Gears Up for Massive 2026 12:10 - Looking Back at 2025: Year Zero in Digital Credit 30:12 - Capital Allocation and Pension Funds 50:18 - 2026 Outlook

Episode 41 - Structurally Bullish Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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 and the Power of Compounding [00:30:30] Do You Beat The Hurdle Rate of Bitcoin? [00:53:04] Tim’s Review of Bitcoin Treasuries Big Year

Episode 40 - Set Up For A Supercycle Thank you to our sponsor, Swan Bitcoin. 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] OCC Greenlights Crypto Bank Charters [00:26:14] Valuations [00:34:48] Quantum Risks? [00:40:15] MSTR Staying in Nasdaq 100 [00:43:57] Final Thoughts

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] Closing Thoughts

Episode 38 - The Incentives Are Aligned 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] The Incentives Are Aligned [00:10:50] MSTR’s Green Dots & USD Reserve [00:46:16] STRC Dividend Rate Hike

Episode 37 - Meet Them Where They're At Thank you to our sponsor, Swan Bitcoin. 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 Article and the K-Shaped Economy

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 [00:19:24] Volatility in the Prefs [00:41:08] Underwriting Bitcoin [00:47:28] Hedging with Zcash?

Episode 35 - Amplified Bitcoin and Digital Credit Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:30] The IPOs of Digital Credit [00:12:41] The Process of Launching a Preferred Product [00:27:06] ASST & SATA Update

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 Introduces Stream [00:15:37] MSTR Q3 Earnings Call Recap [00:36:10] ROC Dividends [00:42:02] Additional Highlights from Strategy Earnings Report

Episode 33 - Credit Ratings for Digital Capital 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] Strategy Gets a Credit Rating [00:12:43] How This Will Impact the Insurance Industry [00:21:50] Interest Coverage Ratio and Industry Credit Ratings [00:27:23]  What Will It Take for Bitcoin Treasury Companies Credit Ratings to Go Higher? [00:44:08] Mike Alfred, Big Volumes, and What It All Means [00:51:18] US China Trade Deal and Other Macro Tailwinds

Episode 32 - Strategic Risk Taking 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] Recapping Tim’s Latest Bitcoin Treasuries Digital Conference [00:13:34] Sentiment vs Conviction with Bitcoin Treasury Companies [00:25:17] Why do Bitcoin Treasury Companies Exist? [00:38:18] Strategic Risk Taking