Welcome Back To The Hurdle Rate
Episode 81: Why Your Savings Keep Shrinking
In this week’s Hurdle Rate, the crew breaks down a whipsaw week, record AI capital raising, and why the $BTC to gold chart still looks bullish. They also discuss escaping the fiat mindset, the Bitcoin S-curve, Paraguay’s bank run, and how Digital Credit like $SATA and $SATS stacks up against the S&P 500.
Here’s the latest with
@ColeMacro,
@PunterJeff,
@Werkman, and
@TimKotzman.
Timestamps:
00:00 - Intro
01:21 - A Whipsaw Week For Markets
04:22 - Confusion Has Never Been Higher
07:55 - Everyone Needs Capital
10:55 - Escaping The Fiat Mindset
20:27 - The Paraguay Bank Run
25:28 - Valuing The Future, Not Today
28:04 - Built For Institutional Mandates
32:07 - Digital Credit Vs. The S&P
36:25 - The Thanksgiving Pitch
45:05 - Rethinking Bitcoin Yield
52:51 - Art Over Algorithms