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The Hurdle Rate Podcast
@HurdleRatePod
Joined March 2025
8 Following    8.2K Followers
In this week’s Hurdle Rate, the crew breaks down Strive’s biggest buy ever, 6,182 BTC to reach 43,000, plus the new $1B $SATS ATM and hitting 61% amplification on $ASST. They also discuss SpaceX’s $SPCX $40B GPU deal, why perpetual Digital Credit beats time-bound chip financing, and whether capital is the last moat. Here’s the latest with @PunterJeff, @Werkman, @IIICapital, @AdamBLiv, and @TimKotzman. Timestamps: 00:00 - Intro 01:39 - 43,000 BTC And The SATS ATM 04:41 - Our Largest Bitcoin Buy Ever 10:35 - Engineering Amplified $BTC 14:25 - Is The Bear Market Over? 21:49 - Inside SpaceX’s $40B GPU Deal 26:57 - GPUs Vs. Bitcoin As Collateral 31:29 - Why Perpetual Beats Time Bound 39:08 - Is Capital The Last Moat? 51:25 - Will AI Labs Hold Bitcoin? 56:05 - The Future Of Income 01:00:27 - Risk Is Mispriced
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