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The Hurdle Rate Podcast
@HurdleRatePod
가입 March 2025
8 팔로잉 중    8.2K 팬
Welcome Back to The Hurdle Rate Episode 77: Bitcoin Is Cheap. Amplify Now. In this week's Hurdle Rate, the crew breaks down Strive adding 2,000 BTC, a 99% Q3 total return, and the new $500M SATA repurchase facility. They also discuss the push to 60% amplification, why US capital markets are the major leagues, and why Luke Gromen's "paper gold" comparison doesn't fit digital credit. Here's the latest with @ColeMacro, @PunterJeff, @AdamBLiv, and @TimKotzman Timestamps: 00:00 - Intro 01:42 - Strive's Q3: 99% Total Return 07:56 - The $500M SATA Repurchase Facility 09:47 - Targeting 60% Amplification 11:23 - Managing Downside Risk 19:02 - Stop Fearing the Downside 25:43 - Think Bigger 32:58 - Why US Capital Markets Win 40:26 - Bitcoin Treasuries Conference Recap 47:11 - Bitcoiners vs. TradFi 53:47 - Luke Gromen's Digital Credit Confusion $ASST $SATA $MSTR $STRC $BTC
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