#  @HurdleRatePod The Hurdle Rate Podcast The Hurdle Rate Podcast posts on X about bitcoin, to the, back to, crew the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1902433275462717440/interactions)  - [--] Week [------] -54% - [--] Month [-------] -14% - [--] Months [---------] +38% ### Mentions: [--] [#](/creator/twitter::1902433275462717440/posts_active)  - [--] Week [--] -70% - [--] Month [--] -20% - [--] Months [--] +8.90% ### Followers: [------] [#](/creator/twitter::1902433275462717440/followers)  - [--] Week [-----] +0.18% - [--] Month [-----] +1.80% - [--] Months [-----] +26% ### CreatorRank: [---------] [#](/creator/twitter::1902433275462717440/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [finance](/list/finance) [stocks](/list/stocks) [social networks](/list/social-networks) [currencies](/list/currencies) [countries](/list/countries) [travel destinations](/list/travel-destinations) [exchanges](/list/exchanges) [events](/list/events) **Social topic influence** [bitcoin](/topic/bitcoin), [to the](/topic/to-the), [back to](/topic/back-to), [crew](/topic/crew), [swan bitcoin](/topic/swan-bitcoin) #10, [swan](/topic/swan) #723, [youtube](/topic/youtube), [$spot](/topic/$spot), [apple](/topic/apple), [sponsor](/topic/sponsor) **Top accounts mentioned or mentioned by** [@punterjeff](/creator/undefined) [@colemacro](/creator/undefined) [@timkotzman](/creator/undefined) [@werkman](/creator/undefined) [@strategy](/creator/undefined) [@benwerkman](/creator/undefined) [@strategys](/creator/undefined) [@metaplanet](/creator/undefined) [@gamestop](/creator/undefined) [@saylor](/creator/undefined) [@semlersci](/creator/undefined) [@strive](/creator/undefined) [@mstrtruenorth](/creator/undefined) [@raydalio](/creator/undefined) [@natbrunell](/creator/undefined) [@iiicapital](/creator/undefined) [@strivefunds](/creator/undefined) [@youtube](/creator/undefined) [@bitcoinpierre](/creator/undefined) [@swan](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Spotify Technology (SPOT)](/topic/$spot) [GameStop, Corp. (GME)](/topic/$gme) [Stride (STRD)](/topic/$strd) [Strategy (MSTR)](/topic/$mstr) ### Top Social Posts Top posts by engagements in the last [--] hours "@ColeMacro @BenWerkman @TimKotzman @PunterJeff @BTCPrague Apple: Amazon: Rumble: Spotify: https://open.spotify.com/episode/03YfsyP1Srd3Xb3JvdqvgPsi=31db553e9f104d42 https://rumble.com/v6v9925-episode-15-billions-in-bitcoin-treasuries.html https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/7eb3da2b-4d72-4dce-9228-76a3b2e0777e/the-hurdle-rate-podcast-episode-15---billions-in-bitcoin-treasuries https://podcasts.apple.com/us/podcast/episode-15-billions-in-bitcoin-treasuries/id1806152648i=1000714391157" [X Link](https://x.com/HurdleRatePod/status/1937616429877981489) 2025-06-24T20:58Z [----] followers, [----] engagements "@Strategy @BenWerkman Amazon: Apple: Fountain: Spotify: YouTube: https://youtu.be/b-_UvOwM3LEsi=8D8Kc1Iclwsmc5Ao https://open.spotify.com/episode/2xeAZVJANW8jNttsBN3K8hsi=8OQuT9qHRre51B63AVrUKg https://fountain.fm/episode/1yTTJUzuiGbnDdW68RaF https://podcasts.apple.com/us/podcast/episode-29-bitcoin-supercycle/id1806152648i=1000729349934 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/861faa37-8db3-40fa-ab1e-5711a11176a8/the-hurdle-rate-podcast-episode-29---bitcoin-supercycle https://youtu.be/b-_UvOwM3LEsi=8D8Kc1Iclwsmc5Ao" [X Link](https://x.com/HurdleRatePod/status/1973061004163428612) 2025-09-30T16:22Z [----] followers, [---] engagements "The Bitcoin Treasuries Newsletter by @TimKotzman https://open.substack.com/pub/timkotzman/p/the-bitcoin-treasuries-newsletter-9d7r=5umny&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/timkotzman/p/the-bitcoin-treasuries-newsletter-9d7r=5umny&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/HurdleRatePod/status/1978153519086473539) 2025-10-14T17:38Z [----] followers, [--] engagements "Welcome back to The Hurdle Rate. Episode 38: The Incentives Are Aligned. The crew is back to discuss the latest news with Vanguard allowing Bitcoin ETFs and mutual funds on their platform @Strategy's USD Reserve and the STRC dividend rate hike. Here's the latest with @TimKotzman @werkman and @PunterJeff. 0:30 - Welcome Back to The Hurdle Rate 1:10 - The Incentives Are Aligned 11:20 - MSTRs Green Dots & USD Reserve 46:46 - STRC Dividend Rate Hike" [X Link](https://x.com/HurdleRatePod/status/1995851811194855910) 2025-12-02T13:45Z [----] followers, 181.4K engagements "Welcome back to The Hurdle Rate. Episode 41: Structurally Bullish. The crew is back to reflect on [----] discuss The Bitcoin Era amplification and the power of compounding the year of Bitcoin Treasuries and much more. Here's the latest with @Werkman @ColeMacro @PunterJeff and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:51 - Reflections on [----] 8:44 - The Bitcoin Era 18:42 - Amplification and the Power of Compounding 31:00 - Do You Beat The Hurdle Rate of Bitcoin 53:34 - Tims Review of Bitcoin Treasuries Big Year" [X Link](https://x.com/HurdleRatePod/status/2003480398987248022) 2025-12-23T14:58Z [----] followers, 148.4K engagements "Welcome back to The Hurdle Rate. Episode 42: Pensions Private Equity & Digital Credit. The crew is back to discuss @Strategy's latest green and orange buys as it gears up for a massive [----] a look back at [----] and year zero of digital credit capital allocation and pension funds and the outlook for [----]. Here's the latest with @TimKotzman @ColeMacro @PunterJeff and @Werkman. 0:30 - Welcome Back to The Hurdle Rate 1:25 - Strategy Gears Up for Massive [----] 12:40 - Looking Back at 2025: Year Zero in Digital Credit 30:42 - Capital Allocation and Pension Funds 50:48 - [----] Outlook" [X Link](https://x.com/HurdleRatePod/status/2008544364016832669) 2026-01-06T14:21Z [----] followers, 127K engagements "Welcome back to The Hurdle Rate. Episode 43: The Best Message Is Digital Credit. The crew is back to discuss @Strategy's latest Orange Buy @saylor on What Bitcoin Did disenchantment with the Fed caps on credit card interest the @strive @SemlerSci merger and more. Here's the latest with @TimKotzman @ColeMacro @PunterJeff and @Werkman. 0:30 - Welcome Back to The Hurdle Rate 3:25 - Strategys $1.25 Billion Orange Buy 16:26 - Michael Saylor on What Bitcoin Did 40:28 - Jerome Powell in Hot Water and Disenchantment with the Fed 51:00 - Trump Caps Credit Card Interest 56:33 - Strive Semler Merger" [X Link](https://x.com/HurdleRatePod/status/2011122346828927180) 2026-01-13T17:05Z [----] followers, 130.1K engagements "Welcome back to The Hurdle Rate. Episode 45: Preferred Equity Demand The crew is back to discuss preferred equity and potential systemic risk to Bitcoin the Strive + Semler M&A transaction being the first in Bitcoin treasuries the IBIT Bitcoin covered call ETF gold and silver price action what Japan is saying to the world right now and Bitcoin in an action-packed [----]. Here's the latest with @TimKotzman @ColeMacro @PunterJeff and @Werkman 0:30 - Welcome Back to The Hurdle Rate 1:10 - Does the Preferred Equity Present a Systemic Risk to Bitcoin 22:12 - Strive + Semler: The First M&A" [X Link](https://x.com/HurdleRatePod/status/2016533353332121713) 2026-01-28T15:26Z [----] followers, 209.8K engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://swan.com http://swan.com" [X Link](https://x.com/anyuser/status/1942473379291845086) 2025-07-08T06:38Z [----] followers, [----] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com http://www.swan.com" [X Link](https://x.com/anyuser/status/1944971716893270102) 2025-07-15T04:06Z [----] followers, [----] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com http://www.swan.com" [X Link](https://x.com/anyuser/status/1948019417117233578) 2025-07-23T13:56Z [----] followers, [----] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com http://www.swan.com" [X Link](https://x.com/anyuser/status/1950201737257554146) 2025-07-29T14:28Z [----] followers, [----] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com http://www.swan.com" [X Link](https://x.com/anyuser/status/1952707856915910934) 2025-08-05T12:26Z [----] followers, [----] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com http://www.swan.com" [X Link](https://x.com/HurdleRatePod/status/1955631733522702599) 2025-08-13T14:05Z [----] followers, [---] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com http://www.swan.com" [X Link](https://x.com/HurdleRatePod/status/1957786260744839486) 2025-08-19T12:46Z [----] followers, [----] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com http://www.swan.com" [X Link](https://x.com/HurdleRatePod/status/1963268866500354242) 2025-09-03T15:52Z [----] followers, [---] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://swan.com/hurdlerate http://swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/1965407739007697408) 2025-09-09T13:31Z [----] followers, [----] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/1967997719756316929) 2025-09-16T17:03Z [----] followers, [----] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/1970507404224893010) 2025-09-23T15:15Z [----] followers, [----] engagements "@strive @SemlerSci Amazon: Apple: Fountain: Rumble: Spotify: YouTube: https://youtu.be/C4i3OjkrBTcsi=uHd9SlbhRLSXVpvh https://open.spotify.com/episode/0e28hDsIDv9r5nR9DiZXMNsi=tN051o5JT0yPQmHRk_KUdg https://rumble.com/v6zcyc0-episode-28-the-m-and-a-era-has-begun.html https://fountain.fm/episode/C00UlaH1zgmpAHwXAhnm https://podcasts.apple.com/us/podcast/episode-28-strive-acquires-semler-scientific/id1806152648i=1000728067706" [X Link](https://x.com/HurdleRatePod/status/1970509910594163076) 2025-09-23T15:25Z [----] followers, [----] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/1973060045077098971) 2025-09-30T16:19Z [----] followers, [----] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/1975571587945669006) 2025-10-07T14:39Z [----] followers, [---] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/1978128604463530098) 2025-10-14T15:59Z [----] followers, [----] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/1980994888675237971) 2025-10-22T13:49Z [----] followers, [----] engagements "Amazon: Apple: Fountain: Spotify: https://open.spotify.com/episode/3hchh5oZmqT8J6Sdiih2Axsi=Cs9cAKFnTpGzVXGddznSBw https://fountain.fm/episode/Qj5dAZFQWJgKvyozgF4x https://podcasts.apple.com/us/podcast/episode-33-credit-ratings-for-digital-capital/id1806152648i=1000733871734 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/e133a352-e23d-4ec2-8b48-a97256ce6a8d/the-hurdle-rate-podcast-episode-33---credit-ratings-for-digital-capital https://open.spotify.com/episode/3hchh5oZmqT8J6Sdiih2Axsi=Cs9cAKFnTpGzVXGddznSBw https://fountain.fm/episode/Qj5dAZFQWJgKvyozgF4x" [X Link](https://x.com/HurdleRatePod/status/1983173037261496404) 2025-10-28T14:04Z [----] followers, [----] engagements "Rumble: https://rumble.com/v70wf4g-episode-33-credit-ratings-for-digital-capital.html https://rumble.com/v70wf4g-episode-33-credit-ratings-for-digital-capital.html" [X Link](https://x.com/HurdleRatePod/status/1983173576602882179) 2025-10-28T14:06Z [----] followers, [----] engagements "Amazon: Apple: Fountain: Rumble: Spotify: https://open.spotify.com/episode/1nafeeUZStKdduhKYVwy4msi=pJ0JPcc9ShWW4pPkf5zM8g https://rumble.com/v71w1o6-episode-36-inside-the-digital-credit-revolution.html https://fountain.fm/episode/HuQVJrHhM9AzYN2OxJXW https://podcasts.apple.com/us/podcast/episode-36-inside-the-digital-credit-revolution/id1806152648i=1000737251526 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/19f891fc-9ea8-4793-b92b-9c25b36dba61/the-hurdle-rate-podcast-episode-36---inside-the-digital-credit-revolution" [X Link](https://x.com/HurdleRatePod/status/1990799584424308876) 2025-11-18T15:09Z [----] followers, [---] engagements "@btcalpine It's live on the podcasting apps Part of the crew is in Abu Dhabi so we had some timing issues on the audio upload side today" [X Link](https://x.com/HurdleRatePod/status/1998491558799413622) 2025-12-09T20:34Z [----] followers, [---] engagements "Follow me. Join the #Bitcoin Revolution. Were launching something new next week that I think youll love. https://t.co/BR6H40sCzS Were launching something new next week that I think youll love. https://t.co/BR6H40sCzS" [X Link](https://x.com/anyuser/status/1902851060802195905) 2025-03-20T22:33Z [----] followers, [----] engagements "Knock knock. Who's there" [X Link](https://x.com/HurdleRatePod/status/1902853707869376769) 2025-03-20T22:44Z [----] followers, [----] engagements "The Hurdle Rate Episode [--] on Rumble: https://rumble.com/v6rjx4x-the-hurdle-rate-episode-1.html https://rumble.com/v6rjx4x-the-hurdle-rate-episode-1.html" [X Link](https://x.com/HurdleRatePod/status/1907445025765543988) 2025-04-02T14:48Z [----] followers, [---] engagements "🤣 Today I will liberate some more Bitcoin from someone elses wallet into mine. Today I will liberate some more Bitcoin from someone elses wallet into mine" [X Link](https://x.com/anyuser/status/1907449251455463650) 2025-04-02T15:05Z [----] followers, [----] engagements "🚀 GME naming their LBE initiative Project Rocket is not priced in. https://t.co/Sm8DH1HAhM https://t.co/edqMGErnnx GME naming their LBE initiative Project Rocket is not priced in. https://t.co/Sm8DH1HAhM https://t.co/edqMGErnnx" [X Link](https://x.com/HurdleRatePod/status/1907449318706925683) 2025-04-02T15:05Z [----] followers, [----] engagements "provides data 📊 on Bitcoin Treasury Companies. Use code HURDLE when you upgrade to Premium and enjoy your first month free. https://strategytracker.com https://strategytracker.com" [X Link](https://x.com/anyuser/status/1910670243661226451) 2025-04-11T12:24Z [----] followers, [----] engagements "@Strategy @ColeMacro @BenWerkman @PunterJeff @TimKotzman Spotify: Apple: Amazon: Youtube: https://youtu.be/xKKM7SzUHzksi=OTwH61kQkDnCVp7d https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/575d930f-42f0-430a-b454-b3b7e7092664/the-hurdle-rate-podcast-episode-4---bitcoin-portfolio-theory https://podcasts.apple.com/us/podcast/episode-4-bitcoin-portfolio-theory/id1806152648i=1000703752689 https://open.spotify.com/episode/24kKIreTU8ml8HuFmUaMmAsi=yMZxRI9LQxmMYuhcn5-Lvw https://youtu.be/xKKM7SzUHzksi=OTwH61kQkDnCVp7d" [X Link](https://x.com/HurdleRatePod/status/1912532634300788863) 2025-04-16T15:44Z [----] followers, 14.8K engagements "@RayDalio @ColeMacro @BenWerkman @PunterJeff @TimKotzman Spotify: Apple: Amazon: Youtube: https://youtu.be/YVfHuDU4pnosi=I0l3yMn3uvEEj2UA https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/13e1b5a2-aaed-4fc9-8bc1-e1f0feed9dc3/the-hurdle-rate-podcast-episode-6---win-or-win-more https://podcasts.apple.com/us/podcast/episode-6-win-or-win-more/id1806152648i=1000705493335 https://open.spotify.com/episode/3X66xpOxxRoKBUr4gCfSN8si=793e2fe84fa14cdc https://youtu.be/YVfHuDU4pnosi=I0l3yMn3uvEEj2UA" [X Link](https://x.com/HurdleRatePod/status/1917413849881534659) 2025-04-30T03:01Z [----] followers, [----] engagements "@Strategy Apple: Spotify: Amazon: YouTube: https://youtu.be/KnVOqpxDJegsi=UmRFV-K5hZRTtopZ https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/3a80fe58-5ad5-4b56-be4b-4d3f34292b28/the-hurdle-rate-podcast-episode-7---fully-torqued-bitcoin https://open.spotify.com/episode/3WyWHtTyfWa9q0o0w5L4kXsi=1lZCg6omT0aoCjGjJEpiTg https://podcasts.apple.com/us/podcast/episode-7-fully-torqued-bitcoin/id1806152648i=1000705968003 https://youtu.be/KnVOqpxDJegsi=UmRFV-K5hZRTtopZ" [X Link](https://x.com/HurdleRatePod/status/1918702628562686127) 2025-05-03T16:22Z [----] followers, [----] engagements "@ColeMacro @BenWerkman @PunterJeff @TimKotzman Amazon: Apple: Fountain: Spotify: YouTube: https://youtu.be/3zviTC_dA3wsi=G7Al2wXZTf_MaCfQ https://open.spotify.com/episode/2DFjVdbkBO6L1sXrODj3dUsi=BlZifZl6TSywNkDBcLt9nQ https://fountain.fm/episode/jjZXbccrhXPsVWEqpQvt https://podcasts.apple.com/us/podcast/episode-9-a-movement-has-started/id1806152648i=1000708323684 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/e6c4fb34-29f2-4cee-b550-51659f617e80/the-hurdle-rate-podcast-episode-9---a-movement-has-started https://youtu.be/3zviTC_dA3wsi=G7Al2wXZTf_MaCfQ" [X Link](https://x.com/HurdleRatePod/status/1922290004916596891) 2025-05-13T13:57Z [----] followers, [----] engagements "@Strategy @SemlerSci @natbrunell Amazon: Apple: Fountain: Spotify: Rumble: https://rumble.com/v6tmk45-have-bitcoin-get-money.html https://open.spotify.com/episode/7ID4F316PcOQi48QFMMLGFsi=d1a921e1b549446a https://fountain.fm/episode/gp7vch2b49ItqAPFHlV8 https://podcasts.apple.com/us/podcast/episode-10-have-bitcoin-get-money/id1806152648i=1000709153865 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/a4e408da-94be-4d95-8ceb-e3ad1a1fc3fd/the-hurdle-rate-podcast-episode-10---have-bitcoin-get-money https://rumble.com/v6tmk45-have-bitcoin-get-money.html" [X Link](https://x.com/HurdleRatePod/status/1924856451538821371) 2025-05-20T15:55Z [----] followers, [----] engagements "Thank you to our sponsor Swan Bitcoin. We Buy Bitcoin at http://Swan.com http://Swan.com" [X Link](https://x.com/anyuser/status/1932467601701052749) 2025-06-10T15:59Z [----] followers, [----] engagements "@ColeMacro @PunterJeff @BenWerkman Amazon: Apple: Rumble: Spotify: https://open.spotify.com/episode/2p9RfgMnoPwl0p1AcGObW0si=hPcFODCaRoWF-kTkamJKJg https://rumble.com/v6uksa5-episode-13-building-for-decades.html https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/f388d65e-ea6a-49d0-8269-5e3b6d1b1390/the-hurdle-rate-podcast-episode-13---building-for-decades https://podcasts.apple.com/us/podcast/episode-13-building-for-decades/id1806152648i=1000712300244 https://open.spotify.com/episode/2p9RfgMnoPwl0p1AcGObW0si=hPcFODCaRoWF-kTkamJKJg" [X Link](https://x.com/HurdleRatePod/status/1932469786413236312) 2025-06-10T16:07Z [----] followers, [----] engagements "@werkman 🚀🚀🚀" [X Link](https://x.com/anyuser/status/1937618065715527823) 2025-06-24T21:05Z [----] followers, [---] engagements "@Strategy @BenWerkman Amazon: Apple: Fountain: Rumble: Spotify: https://open.spotify.com/episode/6ihXY79AKIHETNQpy9uINOsi=oqk7Y7mGRZSPrNluaWm9bg https://rumble.com/v6wkqh0-episode-19-a-huge-wave-of-capital-isnt-a-strc.html https://fountain.fm/episode/glXbqH11pPKG057V9CAB https://podcasts.apple.com/us/podcast/episode-19-a-huge-wave-of-capital-strc/id1806152648i=1000718565213 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/084eef31-9795-4bb6-a2a7-02ccf1fd17e0/the-hurdle-rate-podcast-episode-19---a-huge-wave-of-capital-isn't-a-strc" [X Link](https://x.com/anyuser/status/1948027189527744678) 2025-07-23T14:27Z [----] followers, [----] engagements "@Strategy @PunterJeff @BenWerkman Amazon: Apple: Fountain: Spotify: https://open.spotify.com/episode/2GV67rAsoXCHyzXpS7wnvssi=52uXgQkaR3-UbcC1GsO-YA https://fountain.fm/episode/zMmCmLI44BURXq2kpZTg https://podcasts.apple.com/us/podcast/episode-20-convert-to-ipo/id1806152648i=1000719639812 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/21a6b4dc-c227-45d8-a191-9ebe25bfbaf7/the-hurdle-rate-podcast-episode-20---convert-to-ipo https://open.spotify.com/episode/2GV67rAsoXCHyzXpS7wnvssi=52uXgQkaR3-UbcC1GsO-YA https://fountain.fm/episode/zMmCmLI44BURXq2kpZTg" [X Link](https://x.com/anyuser/status/1950204998190559384) 2025-07-29T14:41Z [----] followers, [----] engagements "@Strategy Amazon: Apple: Rumble: Spotify: https://open.spotify.com/episode/65qT9YYsnXrkTrtMp83Kjrsi=_ysZwWMmQx-zxkCayIL5sw https://rumble.com/v6x60nu-episode-21-the-intelligent-leverage-trade-winter-isnt-coming-back.html https://podcasts.apple.com/us/podcast/episode-21-the-intelligent-leverage-trade-winter-isnt/id1806152648i=1000720731885 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/d4ed416d-5e8b-4d87-b07a-c358bcf441bf/the-hurdle-rate-podcast-episode-21---the-intelligent-leverage-trade-winter-isn't-coming-back" [X Link](https://x.com/HurdleRatePod/status/1952740411962704158) 2025-08-05T14:36Z [----] followers, [----] engagements "@Strategy Fountain: https://fountain.fm/episode/4vISuLLS4JErQIFKtJuO https://fountain.fm/episode/4vISuLLS4JErQIFKtJuO" [X Link](https://x.com/HurdleRatePod/status/1952741090261381325) 2025-08-05T14:38Z [----] followers, [----] engagements "@Strategy Rumble: https://rumble.com/v6xj0fg-episode-22-commodity-security-token.html https://rumble.com/v6xj0fg-episode-22-commodity-security-token.html" [X Link](https://x.com/HurdleRatePod/status/1955635602139107697) 2025-08-13T14:20Z [----] followers, [----] engagements "Amazon: Apple: Fountain: Rumble: Spotify: https://open.spotify.com/episode/5uTz5AxM5Z1rYFE6DeSb8Osi=nYeWb4ptSea-QE1a5yqJMA https://rumble.com/v6xsj12-episode-23-noise-in-the-market.html https://fountain.fm/episode/CBPyVnZiT3IWprVSoIvG https://podcasts.apple.com/us/podcast/episode-23-noise-in-the-market/id1806152648i=1000722659674 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/b9d06b1f-8303-462f-8635-4ca6e0a5cd3c/the-hurdle-rate-podcast-episode-23---noise-in-the-market https://open.spotify.com/episode/5uTz5AxM5Z1rYFE6DeSb8Osi=nYeWb4ptSea-QE1a5yqJMA" [X Link](https://x.com/HurdleRatePod/status/1957807445859864640) 2025-08-19T14:10Z [----] followers, [----] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com http://www.swan.com" [X Link](https://x.com/anyuser/status/1960341841057919026) 2025-08-26T14:01Z [----] followers, [----] engagements "Amazon: Apple: Fountain: Spotify: Rumble: YouTube: https://youtu.be/iue1CHo_F-osi=4hyu6q4OUXSuX60S https://rumble.com/v6yg7hw-episode-25-will-travel-for-bitcoin.html https://open.spotify.com/episode/2D6oEv74P5XndcploXWNcAsi=S1VEzPQfTPCIfKTsetEulw https://fountain.fm/episode/u0giIvmZVS93wV0H4YKR https://podcasts.apple.com/us/podcast/episode-25-will-travel-for-bitcoin/id1806152648i=1000724782218 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/92970b38-94bf-44ac-b017-8fc8192e3151/the-hurdle-rate-podcast-episode-25---will-travel-for-bitcoin" [X Link](https://x.com/anyuser/status/1963273963628355652) 2025-09-03T16:12Z [----] followers, [----] engagements "Amazon: Apple: Fountain: Spotify: Rumble: YouTube: https://youtu.be/C4i3OjkrBTcsi=wEuQWIMeiuHLtdRI https://rumble.com/v6z1f98-episode-27-the-starting-line.html https://open.spotify.com/episode/3BFWWgeHI2FMkLOmvDuNyQsi=-UZMOhSDQOSz8VXnSp_oxg https://fountain.fm/episode/7aaJWvH4zybFBWwwEhRv https://podcasts.apple.com/us/podcast/episode-27-the-starting-line/id1806152648i=1000727062223 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/c096ce8e-5808-4e26-a299-a570fd7fe44a/the-hurdle-rate-podcast-episode-27---the-starting-line" [X Link](https://x.com/anyuser/status/1968033014857994537) 2025-09-16T19:23Z [----] followers, [----] engagements "Rumble: https://rumble.com/v6zocpg-episode-29-bitcoin-supercycle.html https://rumble.com/v6zocpg-episode-29-bitcoin-supercycle.html" [X Link](https://x.com/anyuser/status/1973062765934686425) 2025-09-30T16:29Z [----] followers, [---] engagements "Rumble: https://rumble.com/v6zznrg-episode-30-focus-on-the-future.html https://rumble.com/v6zznrg-episode-30-focus-on-the-future.html" [X Link](https://x.com/HurdleRatePod/status/1975579013742796852) 2025-10-07T15:08Z [----] followers, [---] engagements "Every Tuesday morning at 7AM PST / 9AM CST / 10AM EST https://t.co/aVOQtlr42V https://t.co/aVOQtlr42V" [X Link](https://x.com/HurdleRatePod/status/1977871807576191105) 2025-10-13T22:59Z [----] followers, [----] engagements "Welcome back to The Hurdle Rate. Episode 47: A Time To Build The crew is back with a wide-ranging breakdown of the weeks biggest themes. They discuss whats happening on the ground at Bitcoin Investor Week in NYC then dive into the ongoing debate around bull versus bear markets and whether the market has finally found a bottom. The episode wraps with a discussion of Strategys latest earnings call and what it signals going forward. Heres the latest with @TimKotzman @ColeMacro @Werkman and @IIICapital 0:30 - Welcome Back to The Hurdle Rate 2:20 - Bitcoin Investor Week in NYC 10:20 - Bull vs Bear" [X Link](https://x.com/anyuser/status/2021254889590964592) 2026-02-10T16:08Z [----] followers, 22.2K engagements "Welcome back to The Hurdle Rate. Episode 36: Inside the Digital Credit Revolution. The crew is back covering Bitcoin Amsterdam the Cantor Crypto & AI/Energy Infrastructure Conference in Miami volatility in the prefs underwriting Bitcoin and more. Here's the latest with Jeff Walton Matt Cole Ben Werkman and Tim Kotzman. @ColeMacro @PunterJeff @werkman @TimKotzman 0:30 - Welcome Back to The Hurdle Rate 2:00 - Bitcoin Amsterdam & Cantor Conference Miami Recaps 19:54 - Volatility in the Prefs 41:38 - Underwriting Bitcoin 47:58 - Hedging with Zcash" [X Link](https://x.com/HurdleRatePod/status/1990794691151880257) 2025-11-18T14:50Z [----] followers, 64.6K engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/1990795575462408501) 2025-11-18T14:53Z [----] followers, [---] engagements "Welcome back to The Hurdle Rate. Episode 37: Meet Them Where They're At. The crew is back to discuss market uncertainty MSCI exclusions the Mike Green article the K-shaped economy and more. Here's the latest with Matt Cole Jeff Walton Ben Werkman and Tim Kotzman. @ColeMacro @TimKotzman @PunterJeff @werkman 0:30 - Welcome Back to The Hurdle Rate 1:20 - Market Uncertainty & MSCI Exclusions 34:44 - Mike Green Article and the K-Shaped Economy" [X Link](https://x.com/HurdleRatePod/status/1993359170561597611) 2025-11-25T16:40Z [----] followers, 50K engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/1993359822343864544) 2025-11-25T16:43Z [----] followers, [---] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/1995852633526120518) 2025-12-02T13:48Z [----] followers, [----] engagements "Welcome back to The Hurdle Rate. Episode 39: The Hurdle Rate Is High. The crew is back to discuss the latest at the Bitcoin MENA conference the progression of banks and sovereigns entering Bitcoin services and the Bitcoin accumulation race and Bitcoin as the hurdle rate. Here's the latest with @ColeMacro @TimKotzman @Werkman and @PunterJeff. 0:30 - Welcome Back to The Hurdle Rate 1:30 - Bitcoin MENA 22:53 - Bitcoin As The Hurdle Rate 37:27 - Closing Thoughts" [X Link](https://x.com/HurdleRatePod/status/1998401453279310102) 2025-12-09T14:36Z [----] followers, 52.4K engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/1998401723455426773) 2025-12-09T14:37Z [----] followers, [----] engagements "Welcome back to The Hurdle Rate. Episode 40: Set Up For A Supercycle. The crew is back to discuss the latest on Bitcoin the possibility of a decade long supercycle the OCC approving additional bank charters valuations @Strategy staying in the Nasdaq [---] and more. Here's the latest with @TimKotzman @ColeMacro and @PunterJeff. 0:30 - Welcome Back to The Hurdle Rate 2:38 - The Latest on Bitcoin 10:48 - A Decade-Long Supercycle 20:17 - OCC Greenlights Crypto Bank Charters 26:44 - Valuations 35:18 - Quantum Risks 40:45 - MSTR Staying in Nasdaq [---] 44:27 - Final Thoughts" [X Link](https://x.com/HurdleRatePod/status/2000966916794429489) 2025-12-16T16:31Z [----] followers, 35.9K engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/2000967162924527808) 2025-12-16T16:32Z [----] followers, [---] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/2003482980661293386) 2025-12-23T15:09Z [----] followers, [----] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/2008544881904615497) 2026-01-06T14:23Z [----] followers, [----] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/2011122752611140004) 2026-01-13T17:06Z [----] followers, [----] engagements "Welcome back to The Hurdle Rate. Episode 44: Digital Credit Clarity The crew is back to discuss @Strategy's latest credit spreads tightening @coinbase pulling out of the clarity act and the Bitcoin treasury podcast industrial complex. Here's the latest with @TimKotzman @ColeMacro @PunterJeff and @Werkman 0:30 - Welcome Back to The Hurdle Rate 1:26 - Strategys Latest 12:25 - Credit Spreads Tightening 30:36 - Coinbase Pulls Out of Clarity Act 44:24 - Matt Cole Corners the Bitcoin Treasury Podcast Industrial Complex https://twitter.com/i/web/status/2013647600973500866" [X Link](https://x.com/HurdleRatePod/status/2013647600973500866) 2026-01-20T16:19Z [----] followers, 51.2K engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/2013658243193553191) 2026-01-20T17:01Z [----] followers, [----] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at https://swanbitcoin.com https://swanbitcoin.com" [X Link](https://x.com/HurdleRatePod/status/2016533704902930553) 2026-01-28T15:27Z [----] followers, [----] engagements "Welcome back to The Hurdle Rate. Episode 46: Build The Structure The crew is back to unpack Kevin Warsh as Fed Chair Clawdbots & Moltbook and the pref-only model and digital riskplus a separate discussion on Bitcoin as a term asset and what a potential supercycle could mean. Here's the latest with @TimKotzman @ColeMacro @PunterJeff and @Werkman. 00:30 Welcome Back to The Hurdle Rate 01:35 Kevin Warsh Named Fed Chair 25:08 Clawdbots & Moltbook 32:40 The Pref Only Model & Digital Risk 44:35 Bitcoin as a Term Asset & What a Supercycle Means https://twitter.com/i/web/status/2018706963421438011" [X Link](https://x.com/HurdleRatePod/status/2018706963421438011) 2026-02-03T15:23Z [----] followers, 36.7K engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at https://swanbitcoin.com https://swanbitcoin.com" [X Link](https://x.com/HurdleRatePod/status/2018707217810071572) 2026-02-03T15:24Z [----] followers, [---] engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/2021255207393358187) 2026-02-10T16:09Z [----] followers, [---] engagements "Will I become one of the biggest podcasts in the world on X Probably" [X Link](https://x.com/anyuser/status/1902852892991652182) 2025-03-20T22:40Z [----] followers, 14.1K engagements "The World Premiere of The Hurdle Rate Podcast Is Happening Tomorrow" [X Link](https://x.com/anyuser/status/1904588668817596559) 2025-03-25T17:38Z [----] followers, 105.3K engagements "🚀📈 GameStop knows #Bitcoin is The Hurdle Rate. 🫡☝🚀 The World Premiere of The Hurdle Rate Podcast Is Happening Tomorrow. https://t.co/bl8z3ZD69g The World Premiere of The Hurdle Rate Podcast Is Happening Tomorrow. https://t.co/bl8z3ZD69g" [X Link](https://x.com/anyuser/status/1904728658968809726) 2025-03-26T02:54Z [----] followers, [----] engagements "Welcome to The Hurdle Rate Podcast @ColeMacro @werkman @PunterJeff & @TimKotzman dive into Bitcoin energy treasury management markets macro AI and more. Bitcoin is the hurdle rate for capital deployment but there is substantial depth to that statement that we endeavor to explore. Here's episode [--] of @HurdleRatePod. 0:20 - Welcome to The Hurdle Rate 1:17 - Meet Matt Cole 3:12 - Meet Ben Werkman 4:48 - Meet Jeff Walton 6:29 - What does the Hurdle Rate mean in this current environment 25:44 - Is Bitcoin the Hurdle Rate 1:07:03 - Which AI tools are the guys using 1:24:30 - Tariff talk 1:36:47 -" [X Link](https://x.com/anyuser/status/1904929022514954526) 2025-03-26T16:10Z [----] followers, 113.3K engagements "Episode [--] with @ColeMacro @werkman @PunterJeff & @TimKotzman drops this Wednesday. https://t.co/HSKLOaCQF5 https://t.co/HSKLOaCQF5" [X Link](https://x.com/anyuser/status/1906065138349899886) 2025-03-29T19:25Z [----] followers, [----] engagements "The Hurdle Rate: Episode [--] on YouTube: https://www.youtube.com/watchv=7ocigHh1Gz8 https://www.youtube.com/watchv=7ocigHh1Gz8" [X Link](https://x.com/anyuser/status/1906103218930958719) 2025-03-29T21:56Z [----] followers, 13.5K engagements "Dont miss a thing Follow @HurdleRatePod on YouTube: https://youtube.com/@thehurdleratepodcastsi=-t3afJWvYStGUrLf The Hurdle Rate: Episode [--] on YouTube: https://t.co/7zGoslq1IJ https://t.co/XlXMvbb67K https://youtube.com/@thehurdleratepodcastsi=-t3afJWvYStGUrLf The Hurdle Rate: Episode [--] on YouTube: https://t.co/7zGoslq1IJ https://t.co/XlXMvbb67K" [X Link](https://x.com/anyuser/status/1906732631221285195) 2025-03-31T15:37Z [----] followers, 13.4K engagements "Lock in for Episode [--] dropping tomorrow morning 🎧 @ColeMacro @werkman @PunterJeff @TimKotzman Follow Us on YouTube 👇 Dont miss a thing Follow @HurdleRatePod on YouTube: https://t.co/n0UwWJFgBX Dont miss a thing Follow @HurdleRatePod on YouTube: https://t.co/n0UwWJFgBX" [X Link](https://x.com/anyuser/status/1907066035255038299) 2025-04-01T13:42Z [----] followers, [----] engagements "CODE ORANGE INTRO 🟧☝ https://t.co/VMJ1M4xE49 https://t.co/VMJ1M4xE49" [X Link](https://x.com/anyuser/status/1907261456266956869) 2025-04-02T02:39Z [----] followers, [----] engagements "Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump Tariff Armageddon with The Hurdle Rate crew. 0:00 - Welcome Back to The Hurdle Rate 0:24 - GameStop and the current state of Bitcoin Treasury Adoption 25:30 - Metaplanets big move 28:57 - The Trump Familys involvement in the Bitcoin Community 38:26 - Liberation Day and Tariffs 53:06 - Is Bitcoin Risk-On or Risk-Off 58:34 - Closing Thoughts Episode [--] on YouTube: https://youtu.be/u-EXw_Ea8dQsi=QF8E1CCAtUob6Rh4" [X Link](https://x.com/anyuser/status/1907469687341871618) 2025-04-02T16:26Z [----] followers, 107.5K engagements "@ColeMacro @werkman @PunterJeff @TimKotzman @gamestop @metaplanet Apple Podcasts: https://podcasts.apple.com/us/podcast/episode-2-gme-on/id1806152648i=1000701936537 https://podcasts.apple.com/us/podcast/episode-2-gme-on/id1806152648i=1000701936537" [X Link](https://x.com/anyuser/status/1907505312266895410) 2025-04-02T18:48Z [----] followers, [----] engagements "@ColeMacro @werkman @PunterJeff @TimKotzman @gamestop @metaplanet Amazon Music: https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/4a3b8c21-9691-4206-8d86-ec7b9aa43dcb/the-hurdle-rate-podcast-episode-2---gme-on https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/4a3b8c21-9691-4206-8d86-ec7b9aa43dcb/the-hurdle-rate-podcast-episode-2---gme-on" [X Link](https://x.com/anyuser/status/1907505412330475854) 2025-04-02T18:48Z [----] followers, [----] engagements "We are now live on Spotify https://open.spotify.com/show/7LG1LFswzxNTOLt62n3TS5 https://open.spotify.com/show/7LG1LFswzxNTOLt62n3TS5" [X Link](https://x.com/anyuser/status/1907873190782681563) 2025-04-03T19:09Z [----] followers, [----] engagements "Episode [--] is dropping this Wednesday. Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump Tariff Armageddon with The Hurdle Rate crew. 0:00 - Welcome Back to The Hurdle Rate 0:24 https://t.co/PmdJ02nWVG Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump Tariff Armageddon with The Hurdle Rate crew. 0:00 - Welcome Back to The Hurdle Rate 0:24" [X Link](https://x.com/anyuser/status/1909377444446110202) 2025-04-07T22:47Z [----] followers, [----] engagements "On Episode [--] we discuss tariffs AI 🤖 robotics penguins 🐧 China trade deficits and the possibility of a golden age for America . Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump Tariff Armageddon with The Hurdle Rate crew. 0:00 - Welcome Back to The Hurdle Rate 0:24 https://t.co/PmdJ02nWVG Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump" [X Link](https://x.com/anyuser/status/1909393804697690347) 2025-04-07T23:52Z [----] followers, [----] engagements "Welcome back to The Hurdle Rate Podcast. Episode [--] - Negotiating with Penguins. This week we discuss deficit based tariffs the US workforce Universal Basic Income volatility in the market penguins AI and more. Here's the latest with @ColeMacro @werkman @PunterJeff and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:20 - Tariffs are based on deficits right 21:18 - What position is the US workforce in to absorb these changes 31:10 - Universal Basic Income 39:40 - Should we expect more volatility in the market 423:05 - How does all of this impact Bitcoin 51:59 - What is the path out of" [X Link](https://x.com/anyuser/status/1910004481737310411) 2025-04-09T16:18Z [----] followers, 75.4K engagements "Welcome back to The Hurdle Rate. Episode 4: Bitcoin Portfolio Theory. The crew is back with the latest on macro tariffs Monte Carlo simulations the mNAV of @Strategy and more Here's the latest with @ColeMacro @werkman @PunterJeff and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:30 - Catching up on economic news from the last week 24:15 - Jeffs Monte Carlo simulations 43:13 - Matt and Strives engagement with Intuit 53:30 - Strategys mNAV 1:03:41 - Closing thoughts" [X Link](https://x.com/anyuser/status/1912531669283753995) 2025-04-16T15:40Z [----] followers, 99.2K engagements "Welcome back to The Hurdle Rate Podcast. Episode 5: DXY vs. Store of Value Assets. We're back with @PunterJeff @TimKotzman @werkman & @ColeMacro covering the DXY Gold versus Bitcoin interest rates stagflation @Strategy @metaplanet and Bitcoin dominance. Broadcasting from California the PNW Michigan and New York City: This is The Hurdle Rate for the week of April [--] [----]. 0:30 - Welcome Back to The Hurdle Rate 1:26 - DXY Breakdown 22:51 - Gold vs Bitcoin as the Hurdle Rate 36:59 - Interest rates and stagflation 48:00 - Strategy Metaplanet and Bitcoin dominance" [X Link](https://x.com/anyuser/status/1915043657717104704) 2025-04-23T14:02Z [----] followers, 67.8K engagements "Welcome back to The Hurdle Rate. Episode 6: Win or Win More. The crew is back with the latest on MSTR Earnings [--] Capital's Announcement @RayDalio and more Here's the latest with @ColeMacro @werkman @PunterJeff and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:15 - MSTR Earnings 29:19 - [--] Capitals Announcement 41:10 - Next weeks Bitcoin for Corporations Conference and MSTR True North World 43:25 - Whats taking so long with GameStop 49:47 - Ray Dalio - Is it too late" [X Link](https://x.com/anyuser/status/1917368801794167043) 2025-04-30T00:01Z [----] followers, 94.5K engagements "Tomorrow Morning: A Special Saturday Edition of The Hurdle Rate with @PunterJeff @werkman @ColeMacro & @TimKotzman" [X Link](https://x.com/anyuser/status/1918430544087654570) 2025-05-02T22:20Z [----] followers, [----] engagements "Welcome back to The Hurdle Rate. Episode 7: Fully Torqued Bitcoin. The crew is back with analysis from the @Strategy earnings call and a deep dive on the seniority and volatility of Strategy's BTC-backed securities using BTC risk for credit analysis Strategy liabilities and capital structure BTC Torque and more. Here's the latest with @PunterJeff @ColeMacro @TimKotzman and @werkman. 0:30 - Welcome Back to The Hurdle Rate 0:50 - Strategy earnings call recap 1:59 - 42/42 Capital Raising Plan 12:03 - Permanent Leverage without Refinancing Risk 12:39 Seniority & Volatility of Strategys BTC-Backed" [X Link](https://x.com/anyuser/status/1918692540192088428) 2025-05-03T15:42Z [----] followers, 194.9K engagements "Welcome back to The Hurdle Rate. Episode 8: Strategy World Recap - A Revolution Ignited. A Movement Has Begun. It's Electric. And We Are Burning Up Silicon. The crew is back with a recap on @MSTRTrueNorth World and the @BitcoinForCorps Conference in Orlando. @PunterJeff @werkman and @TimKotzman check in moments after spending over an hour on stage with @digitalphong and @saylor. @ColeMacro brings the heat with the latest @StriveFunds announcement and talks about why he is even more bullish on #Bitcoin after experiencing the electric community around Bitcoin Treasury Companies. Here's a" [X Link](https://x.com/anyuser/status/1920456796373655996) 2025-05-08T12:32Z [----] followers, 78.3K engagements "Welcome back to The Hurdle Rate. Episode 9: A Movement Has Started. The hurdle rate crew is back to cover the latest in the Bitcoin Treasury space. @ColeMacro @werkman @PunterJeff and @TimKotzman discuss being bold and having courage why retail investors may understand the @Strategy playbook better than institutions what the main themes will be for investors to learn about and more. Here's the latest with Tim Jeff Ben and Matt. 0:30 - Welcome Back to The Hurdle Rate 2:44 - The latest in the Bitcoin Treasury space 12:42 - Being bold and having courage 28:30 - Why are retail investors" [X Link](https://x.com/anyuser/status/1922285882393899386) 2025-05-13T13:40Z [----] followers, 60.1K engagements "@HurdleRatePod has been cancelled by YouTube. @TimKotzman @ColeMacro @PunterJeff @werkman" [X Link](https://x.com/anyuser/status/1924594087816003816) 2025-05-19T22:32Z [----] followers, 68.5K engagements "The @HurdleRatePod is no longer Fully Torqued on @YouTube. @saylor @ColeMacro @PunterJeff @werkman @TimKotzman @HurdleRatePod has been cancelled by YouTube. @TimKotzman @ColeMacro @PunterJeff @werkman https://t.co/1PqRFmaCbT @HurdleRatePod has been cancelled by YouTube. @TimKotzman @ColeMacro @PunterJeff @werkman https://t.co/1PqRFmaCbT" [X Link](https://x.com/anyuser/status/1924594398416839116) 2025-05-19T22:33Z [----] followers, [----] engagements "No email. No warning. No appeals process. Just erased. Not cancelled. Erased. @HurdleRatePod respectfully requests reinstatement on @YouTube. @ColeMacro @werkman @PunterJeff @TimKotzman" [X Link](https://x.com/anyuser/status/1924798292317163784) 2025-05-20T12:04Z [----] followers, 23K engagements "Welcome back to The Hurdle Rate. Episode [--]. Have Bitcoin - Get Money. The Hurdle Rate crew is back to cover the latest. Another Big Buy for @Strategy. @SemlerSci adds @natbrunell to their Board. Jamie Dimon reminds us that Bitcoin is akin to smoking cigarettes. Here's the latest with @TimKotzman @werkman @PunterJeff and @ColeMacro. 0:00 - Welcome Back to The Hurdle Rate 1:10 - Another Big Buy for MSTR 17:41 - Semler Scientific adding Natalie Brunell to their Board 27:25 - Jamie Dimons recent quote 37:56 - US Debt gets Downgraded 53:50 - Class action lawsuit vs Strategy" [X Link](https://x.com/anyuser/status/1924806286631190695) 2025-05-20T12:35Z [----] followers, 111K engagements "Welcome back to The Hurdle Rate Podcast. Episode 11: People Are Dancing. The crew reports in from Las Vegas with a recap from the Bitcoin [----] conference. @TimKotzman @werkman @PunterJeff and @ColeMacro cover the power of communication getting your hands dirty with alpha and beta reigniting creativity and more. Here's the latest on Bitcoin Bitcoin Treasury Companies and @MSTRTrueNorth. 0:30 - Welcome Back to The Hurdle Rate 0:41 - Recap of the Past Week 4:18 - GameStops Bitcoin Treasury Announcement 16:54 - True North Meetup in Vegas 22:52 - Strives Big Announcement 39:37 - Closing Thoughts" [X Link](https://x.com/anyuser/status/1928325910404735363) 2025-05-30T05:41Z [----] followers, 91.2K engagements "Welcome back to The Hurdle Rate Podcast. Episode 12: Upgrade with Junk Grade The crew is back with analysis of $STRD in real time. Has Bitcoin peaked for this cycle What should the Bitcoin interest rate be All this and more with @ColeMacro @PunterJeff @TimKotzman and @werkman. 0:30 - Welcome Back to The Hurdle Rate 0:50 - STRD Announcement Reaction 30:10 - Has Bitcoin Peaked for this Cycle 37:32 - James Wynns Wild Ride 39:10 - What Should the Bitcoin Interest Rate Be https://twitter.com/i/web/status/1929892523125744031 https://twitter.com/i/web/status/1929892523125744031" [X Link](https://x.com/anyuser/status/1929892523125744031) 2025-06-03T13:26Z [----] followers, 99K engagements "@ColeMacro @PunterJeff @TimKotzman Apple: Amazon: Spotify: Rumble: https://rumble.com/v6u91b7-upgrade-with-junk-grade.html https://open.spotify.com/episode/4zGm5m3sh8VAGpoUZuIw3Fsi=q-eENv8GRC6CZnQ0-ePpWA https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/3ed32e85-b37d-412b-97c3-8e91bd2f12fd/the-hurdle-rate-podcast-episode-12---upgrade-with-junk-grade https://podcasts.apple.com/us/podcast/episode-12-upgrade-with-junk-grade/id1806152648i=1000711018209 https://rumble.com/v6u91b7-upgrade-with-junk-grade.html" [X Link](https://x.com/anyuser/status/1929901472839315936) 2025-06-03T14:02Z [----] followers, [----] engagements "Welcome back to The Hurdle Rate Podcast. Episode 13: Building for Decades. @ColeMacro weighs in on American politics @PunterJeff describes Bitcoin Treasury Companies as tax advantaged perpetual Bitcoin Dividend Drips and @werkman walks us through a 20-30% debt to equity ratio. Here's the latest with your host @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:59 - Whats Going On with American Politics 15:26 - Bitcoin Treasury Companies as Tax Advantaged Perpetual Bitcoin Dividend Drips 20:32 - The Upside in STRD 32:10 - Is There Something Holding the Bond Market Back 47:09 - Thinking" [X Link](https://x.com/anyuser/status/1932442656547787123) 2025-06-10T14:20Z [----] followers, 76.5K engagements "Welcome back to The Hurdle Rate Podcast. Episode 14: The World's Evolving. @ColeMacro @werkman and @PunterJeff are back to cover the latest including alt coins announcing Bitcoin Treasury strategies Chanos the US dollar @saylor's latest buy and more. Here's your host @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:00 - Altcoin Treasury Strategy 6:16 - Is Chanos the Next Hurdle Rate Host 15:01 - Checking In on the US Dollar 26:27 - Talking Your Own Bag 37:35 - Saylors Latest Bitcoin Buy and Explaining Strategy to Boomers 47:24 - Bitcoins Resilience Amid Global Tension Thank you to our" [X Link](https://x.com/anyuser/status/1934953906762588304) 2025-06-17T12:38Z [----] followers, 74.3K engagements "Welcome back to The Hurdle Rate Podcast. Episode 15: Billions in Bitcoin Treasuries. @ColeMacro @werkman @TimKotzman and @PunterJeff are back to cover the latest including @BTCPrague new announcements in the Bitcoin Treasuries space the digital transformation of investor relations and Matt Cole joining @MSTRTrueNorth. Here's the latest with the @HurdleRatePod crew. 0:30 - Welcome Back to The Hurdle Rate 1:46 - Tim and Matt Recap BTC Prague 10:23 - Where Can Bitcoin Treasury Companies Be [--] Years From Now 25:09 - Altseason 31:37 - New Announcements in the Bitcoin Treasuries Space 44:42 - The" [X Link](https://x.com/anyuser/status/1937525695967555839) 2025-06-24T14:58Z [----] followers, 75K engagements "Welcome back to The Hurdle Rate Podcast. Episode 16: Dividend Drip. The crew is back with the latest from the end of Q2 including @Strategy entering the Russell Top [---] Value Index stock market all time highs and @metaplanet climbing the Bitcoin Treasury leaderboard to spot #5. Here's the Hurdle Rate for June [--] with @TimKotzman @werkman @PunterJeff and @ColeMacro. 0:30 - Welcome Back to The Hurdle Rate 0:51 - The Dividend Drip 8:08 - Strategy Added to Russell Top [---] Value Index 13:46 - Stock Market Hits All Time Highs 19:30 - Bitcoin - Nothing Stops This Train 29:22 - Will Investors Be" [X Link](https://x.com/anyuser/status/1939982772036092060) 2025-07-01T09:41Z [----] followers, 186.5K engagements "Welcome back to The Hurdle Rate Podcast. Episode 17: @Strategy hits their STRD. The crew is back with the latest including Jeff's big announcement what STRD having an ATM facility means to you Elon Musk saying fiat is hopeless and more. Here's the Hurdle Rate for July [--] with @PunterJeff @ColeMacro @werkman and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 0:43 - Jeffs Big Announcement 13:47 - What Does STRD Having an ATM Facility in the Market Mean to You 20:37 - How Big Should a Company be Before Issuing Preferred Products 33:57 - Elon Musk - Fiat is Hopeless" [X Link](https://x.com/anyuser/status/1942461680576770243) 2025-07-08T05:52Z [----] followers, 65.8K engagements "Welcome back to The Hurdle Rate Podcast. Episode 18: Transparency is Not Priced In. The crew is back with the latest on @Strategy's latest Bitcoin buy AI's impact on Bitcoin Treasury Companies the misplacing of risk for Bitcoin Treasuries and more. Here's the latest with @PunterJeff @werkman @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 2:17 - Strategys Latest Buy 8:55 - Altcoin Treasury Companies 19:28 - AIs Impact on Bitcoin Treasury Companies 25:47 - Breaking Down Analysts Estimates on MSTR 33:54 - So Much for Sideways Summer 38:21 - The End of Earnings Volatility" [X Link](https://x.com/anyuser/status/1944971391083729062) 2025-07-15T04:04Z [----] followers, 109.7K engagements "Welcome back to The Hurdle Rate Podcast. Episode 19: A Huge Wave of Capital isn't a STRC. The crew is back with the latest on @Strategy's new preferred product STRC real estate versus perpetual preferred the question of winter and more. Here's the latest with @werkman @PunterJeff @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 0:53 - STRC - What Does It Mean to You 21:24 - Real Estate Vs Perpetual Preferred Products 40:02 - Is Winter Coming Back 49:55 - Ben Breaks The Top [--] 50:31 - [---] and Joining the Strive Family" [X Link](https://x.com/anyuser/status/1948018991680614404) 2025-07-23T13:54Z [----] followers, 62.3K engagements "The Hurdle Rate Podcast Episode [--] on YouTube: https://www.youtube.com/watchv=NJ4NnImu318 https://www.youtube.com/watchv=NJ4NnImu318" [X Link](https://x.com/anyuser/status/1949261386128769257) 2025-07-27T00:11Z [----] followers, [----] engagements "The Hurdle Rate Podcast Episode [--] on YouTube: https://www.youtube.com/watchv=tEP44eNCORQ https://www.youtube.com/watchv=tEP44eNCORQ" [X Link](https://x.com/anyuser/status/1949278136148918306) 2025-07-27T01:18Z [----] followers, [----] engagements "Welcome back to The Hurdle Rate Podcast. Episode 20: Convert to IPO. The crew is back with the latest on the @Strategy $STRC IPO converts and $MSTR earnings expectations ATM usage and more. Here's the Hurdle Rate for the week of July [--] [----] with @PunterJeff @werkman @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:45 - STRC IPO 13:37 - Converts and MSTR Earnings Expectations 23:08 - No ATM Usage from Strategy 38:00 - US Trade Deal with the EU 44:46 - mNAV Indicator of Store of Value" [X Link](https://x.com/anyuser/status/1950201576972243044) 2025-07-29T14:27Z [----] followers, 68.9K engagements "Welcome back to The Bitcoin Treasuries Podcast. Episode 21: The Intelligent Leverage Trade: Winter Isn't Coming Back. The crew is back with the latest on the @Strategy earnings call recap ATM adjustment Bitcoin per share leverage ratios and more. Here's the Hurdle Rate for the week of August [--] [----] with @werkman @ColeMacro @PunterJeff and @TimKotzman. 0:00 - Welcome Back to The Hurdle Rate 1:34 - Recapping MSTR Earnings Call 9:49 - Strategys ATM Adjustment 21:00 - MSTRs Bitcoin Per Share 30:03 - Only Look at Leverage Ratio 45:08 - Could Bitcoin Treasury Companies Lead to the Next Bear Market" [X Link](https://x.com/anyuser/status/1952706267408953649) 2025-08-05T12:20Z [----] followers, 180.5K engagements "Welcome back to The Hurdle Rate Podcast. Episode 22: Commodity Security Token. The crew is back with the latest news out of DC a discussion on ETH treasury companies and scale Tim's NYC Unconference and @Strategy's [--] year Bitcoin anniversary. Here's the Hurdle Rate for the week of August [--] [----] with @werkman @PunterJeff @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:00 - Bo Hines Bounces to the Private Sector 9:00 - ETH Treasury Companies and Scale 32:27 - Tims NYC Unconference 41:14 - Strategys [--] Year Bitcoin Anniversary" [X Link](https://x.com/anyuser/status/1955625910259835335) 2025-08-13T13:42Z [----] followers, 43.4K engagements "Welcome back to The Hurdle Rate Podcast. Episode 23: Noise in the Market. The crew is back with the latest including discussion on Bitcoin Treasury Companies trading below 1X MNAV gold revaluation Bitcoin Treasury executive compensation and thoughts on preferred liquidation preference. Here's the Hurdle Rate for the week of August [--] [----] with @PunterJeff @werkman @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:00 - Trading Below [--] mNAV 28:11 - Gold Revaluation 37:21 - Bitcoin Treasury Executive Compensation 42:40 - Preferred Liquidation Preference" [X Link](https://x.com/anyuser/status/1957785208746324385) 2025-08-19T12:42Z [----] followers, 58.2K engagements "YouTube: https://www.youtube.com/watchv=_WZ_I_xWTXk&list=PLoB1eZWSVHVbHsHgaIIp0cy0MSDoz7uo0&index=1 https://www.youtube.com/watchv=_WZ_I_xWTXk&list=PLoB1eZWSVHVbHsHgaIIp0cy0MSDoz7uo0&index=1" [X Link](https://x.com/anyuser/status/1957825425792528733) 2025-08-19T15:22Z [----] followers, [----] engagements "Welcome back to The Hurdle Rate Podcast. Episode 24: Fed Signals and Equity Stakes. The crew is back with the latest including discussion on @StriveFunds's major announcment the Fed symposium in Jackson Hole Intel and the US government and an update on the Bitcoin Treasuries Unconference. Here's the latest with Matt Cole Ben Werkman Tim Kotzman and the Hurdle Rate's first guest host Avik Roy. @ColeMacro @werkman @Avik @TimKotzman @PunterJeff @btcdigitalconf 0:00 - Welcome Back to The Hurdle Rate 1:15 - Meet The Hurdle Rates First Guest Host Avik Roy 3:14 - Strives Major News Announcement 9:10" [X Link](https://x.com/anyuser/status/1960341547779563611) 2025-08-26T14:00Z [----] followers, 56.6K engagements "@StriveFunds YouTube: https://youtu.be/BJgIbOkyBn8si=NLxNmUuG26pi8bn7 https://youtu.be/BJgIbOkyBn8si=NLxNmUuG26pi8bn7" [X Link](https://x.com/anyuser/status/1960413061803598051) 2025-08-26T18:44Z [----] followers, [----] engagements "Welcome back to The Hurdle Rate Podcast. Episode 25: Will Travel for Bitcoin. The crew is back with the latest including a recap of Bitcoin Asia STRC dividend increases fed independence and more. Here's the latest with Matt Cole Ben Werkman Tim Kotzman and Jeff Walton. @ColeMacro @werkman @TimKotzman @PunterJeff 0:30 - Welcome Back to The Hurdle Rate 0:53 - Recapping Bitcoin Asia 21:52 - STRC Dividend Increases 34:43 - Fed Independence and What Rates Should Do" [X Link](https://x.com/anyuser/status/1963268689764978775) 2025-09-03T15:51Z [----] followers, 47.2K engagements "Welcome back to The Hurdle Rate Podcast. Episode 26: Zoom Out - We're Early. The crew is back with guest @BitcoinPierre. Topics include S&P [---] inclusion how @saylor reframes the world of risk the landscape of @Strategy's ATMs and more. Here's the latest with Matt Cole Jeff Walton Pierre Rochard and Tim Kotzman. @ColeMacro @PunterJeff @BitcoinPierre @TimKotzman @werkman 0:30 - Welcome Back to The Hurdle Rate 1:10 - No Strategy in the S&P [---] 14:50 - Michael Saylor Reframes the World of Risk 37:41 - The Landscape of Strategys ATMs 41:28 - Pierres Closing Thoughts" [X Link](https://x.com/anyuser/status/1965407202367189308) 2025-09-09T13:29Z [----] followers, 157.4K engagements "@BitcoinPierre @saylor @Strategy YouTube: https://youtu.be/Tr2DBZIzrwQsi=9q3vL3sExbEYxlIi https://youtu.be/Tr2DBZIzrwQsi=9q3vL3sExbEYxlIi" [X Link](https://x.com/anyuser/status/1965472563519521014) 2025-09-09T17:49Z [----] followers, [----] engagements "Welcome back to The Hurdle Rate Podcast. Episode 27: The Starting Line. The crew is back covering the latest Strive announcement of their Board of Directors the anticipated rate cut this Wednesday the latest on this week's Bitcoin Treasuries Unconference in New York and more. Here's the latest with Ben Werkman Matt Cole Jeff Walton and Tim Kotzman. @werkman @ColeMacro @PunterJeff @TimKotzman 0:30 - Welcome Back to The Hurdle Rate 1:02 - Strive Announces Board of Directors 30:27 - Rate Cut on Wednesday 37:27 - Bitcoin Treasuries Unconference 47:11 - Options on the Prefs" [X Link](https://x.com/anyuser/status/1967997549203316967) 2025-09-16T17:02Z [----] followers, 56.1K engagements "Welcome back to The Hurdle Rate Podcast. Episode 28: The M&A Era Has Begun. The crew is back with special guest Joe Burnett to cover the @strive acquistion of @SemlerSci. We also discuss the impact of meeting Bitcoiners in person the behind the scenes of the Bitcoin Treasuries NYC Unconference and operating with a long term view. Here's the latest with @ColeMacro @PunterJeff @werkman @TimKotzman and @IIICapital. 0:30 - Welcome Back to The Hurdle Rate 0:45 - Strive Acquires Semler Scientific 20:09 - The Impact of Meeting Bitcoiners in Person 27:10 - Behind the Scenes of the Bitcoin Treasuries" [X Link](https://x.com/anyuser/status/1970507077522014641) 2025-09-23T15:14Z [----] followers, 110.1K engagements "Welcome back to The Hurdle Rate Podcast. Episode 29: Bitcoin Supercycle. The crew is back with discussion on Bitcoin versus other store of value assets the Bitcoin supercycle the digital ID rollout in the UK and @Strategy dividend day. Here's the latest with @werkman @PunterJeff @TimKotzman and @ColeMacro. 0:30 - Welcome Back to The Hurdle Rate 1:54 - Breaking News: Tim is All In and Dedicating His Life to Bitcoin 10:41 - Bitcoin vs Other Store of Value Assets 22:11 - Bitcoin Super Cycle 27:48 - Digital ID Rollout in the UK 42:17 - Strategy Dividend Day" [X Link](https://x.com/anyuser/status/1973058922140360810) 2025-09-30T16:14Z [----] followers, 58.2K engagements "Welcome back to The Hurdle Rate Podcast. Episode 30: Focus on the Future. The crew is back with the latest including Ben joining @strive as CIO tribalism and doubt in Bitcoin the fastest growing ETF of all time the corporate alternative minimum tax and more. Here's the latest with @werkman @TimKotzman @ColeMacro and @PunterJeff. 0:30 - Welcome Back to The Hurdle Rate 0:50 - Ben Joins Strive as CIO 18:37 - Tribalism and Doubt in Bitcoin 33:17 - The Fastest Growing ETF of All Time 35:33 - Corporate Alternative Minimum Tax (CAMT) 42:22 - Uptober Getting Revved Up" [X Link](https://x.com/anyuser/status/1975571452058337489) 2025-10-07T14:38Z [----] followers, 52K engagements "Welcome back to The Hurdle Rate Podcast. Episode 31: The Digital Credit Landscape. The crew is back with the latest including the crypto crash of October [--] launching a treasury company from zero and a deep dive on private credit. Here's the Hurdle Rate for the week of October [--] [----] with @ColeMacro @PunterJeff @werkman and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 2:30 - Crypto Crash of October [--] 21:41 - Launching a Treasury Company from Zero 44:14 - Deep Dive on Private Credit" [X Link](https://x.com/anyuser/status/1978128351454736466) 2025-10-14T15:58Z [----] followers, 58.6K engagements "Welcome back to The Hurdle Rate Podcast. Episode 32: Strategic Risk Taking. The crew is back covering Tim's latest Bitcoin Treasuries Digital Conference sentiment versus conviction with Bitcoin Treasury Companies strategic risk taking and more. Here's the Hurdle Rate for the week of October [--] [----] with @ColeMacro @PunterJeff @werkman and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:04 - Recapping Tims Latest Bitcoin Treasuries Digital Conference 14:04 - Sentiment vs Conviction with Bitcoin Treasury Companies 25:47 - Why do Bitcoin Treasury Companies Exist 38:48 - Strategic Risk" [X Link](https://x.com/anyuser/status/1980994523565060238) 2025-10-22T13:47Z [----] followers, 42.6K engagements "YouTube: https://youtu.be/dPvVqTlPRPYsi=QEsuxocRkxtZbdg5 https://youtu.be/dPvVqTlPRPYsi=QEsuxocRkxtZbdg5" [X Link](https://x.com/anyuser/status/1983197605380407443) 2025-10-28T15:42Z [----] followers, [----] engagements "Welcome back to The Hurdle Rate Podcast. Episode 33: Credit Ratings for Digital Capital. The crew is back covering Strategy's credit rating how this could impact the insurance industry interest coverage ration and industry credit ratings what it will take for Bitcoin Treasury Company credit ratings to go higher Mike Alfred big volumes and more. Here's the latest with @ColeMacro @PunterJeff @werkman and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:00 - Strategy Gets a Credit Rating 13:13 - How This Will Impact the Insurance Industry 22:20 - Interest Coverage Ratio and Industry Credit" [X Link](https://x.com/anyuser/status/1983172240553234718) 2025-10-28T14:01Z [----] followers, 241.2K engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/anyuser/status/1983172499555967225) 2025-10-28T14:02Z [----] followers, [----] engagements "Welcome back to The Hurdle Rate Podcast. Episode 34: The Preferred Strategy is Digital Credit. The crew is back covering @strive's $SATA announcement @Strategy's Q3 earnings call and the launch of $STRE ROC Dividends and more. Here's the latest with @ColeMacro @werkman @PunterJeff and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:04 - Strives SATA Announcement 1:45 - Strategy Introduces Stream 16:07 - MSTR Q3 Earnings Call Recap 36:40 - ROC Dividends 42:32 - Additional Highlights from Strategy Earnings Report https://twitter.com/i/web/status/1985727105938628971" [X Link](https://x.com/anyuser/status/1985727105938628971) 2025-11-04T15:13Z [----] followers, 36.3K engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/1985727385744929137) 2025-11-04T15:14Z [----] followers, [---] engagements ""Oh so this is like $STRC but it is senior and you don't have any debt" Welcome back to The Hurdle Rate Podcast. Episode 35: Amplified Bitcoin and Digital Credit. The crew is back covering the IPOs of Digital Credit. The institutions are here. The banks are coming. @TimKotzman hosts as @ColeMacro @PunterJeff and @werkman discuss the process of launching a preferred product talk through both $ASST and $SATA and share where attendees can connect with them this week at conferences in Miami Prague and Amsterdam. Here's the Hurdle Rate for the week of November [--] [----]. 0:30 - Welcome Back to The" [X Link](https://x.com/anyuser/status/1987898366496293088) 2025-11-10T15:01Z [----] followers, 190.2K engagements "Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate" [X Link](https://x.com/HurdleRatePod/status/1987899393844920435) 2025-11-10T15:05Z [----] followers, [----] engagements "Apple: Amazon: Fountain: Rumble: Spotify: https://open.spotify.com/episode/5KXwvjOBi81xLqVLFlvVhNsi=lvKTj29AT0S_Z7amVOWY6A https://rumble.com/v75kf2e-episode-47-a-time-to-build.html https://fountain.fm/episode/e246dOcRDv7YwblELQUh https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/eddc2aab-8b91-4403-8786-7d1dcc932ca1/the-hurdle-rate-podcast-episode-47---a-time-to-build https://podcasts.apple.com/us/podcast/episode-47-a-time-to-build/id1806152648i=1000749098495 https://open.spotify.com/episode/5KXwvjOBi81xLqVLFlvVhNsi=lvKTj29AT0S_Z7amVOWY6A" [X Link](https://x.com/HurdleRatePod/status/2021300286493426024) 2026-02-10T19:08Z [----] followers, [---] engagements "Welcome back to The Hurdle Rate. Episode 47: A Time To Build The crew is back with a wide-ranging breakdown of the weeks biggest themes. They discuss whats happening on the ground at Bitcoin Investor Week in NYC then dive into the ongoing debate around bull versus bear markets and whether the market has finally found a bottom. The episode wraps with a discussion of Strategys latest earnings call and what it signals going forward. Heres the latest with @TimKotzman @ColeMacro @Werkman and @IIICapital 0:30 - Welcome Back to The Hurdle Rate 2:20 - Bitcoin Investor Week in NYC 10:20 - Bull vs Bear" [X Link](https://x.com/anyuser/status/2021254889590964592) 2026-02-10T16:08Z [----] followers, 22.2K engagements "Welcome back to The Bitcoin Treasuries Podcast. Episode 21: The Intelligent Leverage Trade: Winter Isn't Coming Back. The crew is back with the latest on the @Strategy earnings call recap ATM adjustment Bitcoin per share leverage ratios and more. Here's the Hurdle Rate for the week of August [--] [----] with @werkman @ColeMacro @PunterJeff and @TimKotzman. 0:00 - Welcome Back to The Hurdle Rate 1:34 - Recapping MSTR Earnings Call 9:49 - Strategys ATM Adjustment 21:00 - MSTRs Bitcoin Per Share 30:03 - Only Look at Leverage Ratio 45:08 - Could Bitcoin Treasury Companies Lead to the Next Bear Market" [X Link](https://x.com/anyuser/status/1952706267408953649) 2025-08-05T12:20Z [----] followers, 180.5K engagements "Welcome back to The Hurdle Rate Podcast. Episode 16: Dividend Drip. The crew is back with the latest from the end of Q2 including @Strategy entering the Russell Top [---] Value Index stock market all time highs and @metaplanet climbing the Bitcoin Treasury leaderboard to spot #5. Here's the Hurdle Rate for June [--] with @TimKotzman @werkman @PunterJeff and @ColeMacro. 0:30 - Welcome Back to The Hurdle Rate 0:51 - The Dividend Drip 8:08 - Strategy Added to Russell Top [---] Value Index 13:46 - Stock Market Hits All Time Highs 19:30 - Bitcoin - Nothing Stops This Train 29:22 - Will Investors Be" [X Link](https://x.com/anyuser/status/1939982772036092060) 2025-07-01T09:41Z [----] followers, 186.5K engagements "Welcome back to The Hurdle Rate Podcast. Episode 26: Zoom Out - We're Early. The crew is back with guest @BitcoinPierre. Topics include S&P [---] inclusion how @saylor reframes the world of risk the landscape of @Strategy's ATMs and more. Here's the latest with Matt Cole Jeff Walton Pierre Rochard and Tim Kotzman. @ColeMacro @PunterJeff @BitcoinPierre @TimKotzman @werkman 0:30 - Welcome Back to The Hurdle Rate 1:10 - No Strategy in the S&P [---] 14:50 - Michael Saylor Reframes the World of Risk 37:41 - The Landscape of Strategys ATMs 41:28 - Pierres Closing Thoughts" [X Link](https://x.com/anyuser/status/1965407202367189308) 2025-09-09T13:29Z [----] followers, 157.4K engagements "Welcome back to The Hurdle Rate Podcast. Episode 33: Credit Ratings for Digital Capital. The crew is back covering Strategy's credit rating how this could impact the insurance industry interest coverage ration and industry credit ratings what it will take for Bitcoin Treasury Company credit ratings to go higher Mike Alfred big volumes and more. Here's the latest with @ColeMacro @PunterJeff @werkman and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:00 - Strategy Gets a Credit Rating 13:13 - How This Will Impact the Insurance Industry 22:20 - Interest Coverage Ratio and Industry Credit" [X Link](https://x.com/anyuser/status/1983172240553234718) 2025-10-28T14:01Z [----] followers, 241.2K engagements "Welcome to The Hurdle Rate Podcast @ColeMacro @werkman @PunterJeff & @TimKotzman dive into Bitcoin energy treasury management markets macro AI and more. Bitcoin is the hurdle rate for capital deployment but there is substantial depth to that statement that we endeavor to explore. Here's episode [--] of @HurdleRatePod. 0:20 - Welcome to The Hurdle Rate 1:17 - Meet Matt Cole 3:12 - Meet Ben Werkman 4:48 - Meet Jeff Walton 6:29 - What does the Hurdle Rate mean in this current environment 25:44 - Is Bitcoin the Hurdle Rate 1:07:03 - Which AI tools are the guys using 1:24:30 - Tariff talk 1:36:47 -" [X Link](https://x.com/anyuser/status/1904929022514954526) 2025-03-26T16:10Z [----] followers, 113.3K engagements "Welcome back to The Hurdle Rate. Episode [--]. Have Bitcoin - Get Money. The Hurdle Rate crew is back to cover the latest. Another Big Buy for @Strategy. @SemlerSci adds @natbrunell to their Board. Jamie Dimon reminds us that Bitcoin is akin to smoking cigarettes. Here's the latest with @TimKotzman @werkman @PunterJeff and @ColeMacro. 0:00 - Welcome Back to The Hurdle Rate 1:10 - Another Big Buy for MSTR 17:41 - Semler Scientific adding Natalie Brunell to their Board 27:25 - Jamie Dimons recent quote 37:56 - US Debt gets Downgraded 53:50 - Class action lawsuit vs Strategy" [X Link](https://x.com/anyuser/status/1924806286631190695) 2025-05-20T12:35Z [----] followers, 111K engagements "Welcome back to The Hurdle Rate Podcast. Episode 12: Upgrade with Junk Grade The crew is back with analysis of $STRD in real time. Has Bitcoin peaked for this cycle What should the Bitcoin interest rate be All this and more with @ColeMacro @PunterJeff @TimKotzman and @werkman. 0:30 - Welcome Back to The Hurdle Rate 0:50 - STRD Announcement Reaction 30:10 - Has Bitcoin Peaked for this Cycle 37:32 - James Wynns Wild Ride 39:10 - What Should the Bitcoin Interest Rate Be https://twitter.com/i/web/status/1929892523125744031 https://twitter.com/i/web/status/1929892523125744031" [X Link](https://x.com/anyuser/status/1929892523125744031) 2025-06-03T13:26Z [----] followers, 99K engagements "No email. No warning. No appeals process. Just erased. Not cancelled. Erased. @HurdleRatePod respectfully requests reinstatement on @YouTube. @ColeMacro @werkman @PunterJeff @TimKotzman" [X Link](https://x.com/anyuser/status/1924798292317163784) 2025-05-20T12:04Z [----] followers, 23K engagements "The World Premiere of The Hurdle Rate Podcast Is Happening Tomorrow" [X Link](https://x.com/anyuser/status/1904588668817596559) 2025-03-25T17:38Z [----] followers, 105.3K engagements "Welcome back to The Hurdle Rate Podcast. Episode 13: Building for Decades. @ColeMacro weighs in on American politics @PunterJeff describes Bitcoin Treasury Companies as tax advantaged perpetual Bitcoin Dividend Drips and @werkman walks us through a 20-30% debt to equity ratio. Here's the latest with your host @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:59 - Whats Going On with American Politics 15:26 - Bitcoin Treasury Companies as Tax Advantaged Perpetual Bitcoin Dividend Drips 20:32 - The Upside in STRD 32:10 - Is There Something Holding the Bond Market Back 47:09 - Thinking" [X Link](https://x.com/anyuser/status/1932442656547787123) 2025-06-10T14:20Z [----] followers, 76.5K engagements "Welcome back to The Hurdle Rate Podcast. Episode 14: The World's Evolving. @ColeMacro @werkman and @PunterJeff are back to cover the latest including alt coins announcing Bitcoin Treasury strategies Chanos the US dollar @saylor's latest buy and more. Here's your host @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:00 - Altcoin Treasury Strategy 6:16 - Is Chanos the Next Hurdle Rate Host 15:01 - Checking In on the US Dollar 26:27 - Talking Your Own Bag 37:35 - Saylors Latest Bitcoin Buy and Explaining Strategy to Boomers 47:24 - Bitcoins Resilience Amid Global Tension Thank you to our" [X Link](https://x.com/anyuser/status/1934953906762588304) 2025-06-17T12:38Z [----] followers, 74.3K engagements "Welcome back to The Hurdle Rate Podcast. Episode 17: @Strategy hits their STRD. The crew is back with the latest including Jeff's big announcement what STRD having an ATM facility means to you Elon Musk saying fiat is hopeless and more. Here's the Hurdle Rate for July [--] with @PunterJeff @ColeMacro @werkman and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 0:43 - Jeffs Big Announcement 13:47 - What Does STRD Having an ATM Facility in the Market Mean to You 20:37 - How Big Should a Company be Before Issuing Preferred Products 33:57 - Elon Musk - Fiat is Hopeless" [X Link](https://x.com/anyuser/status/1942461680576770243) 2025-07-08T05:52Z [----] followers, 65.8K engagements "Welcome back to The Hurdle Rate Podcast. Episode 18: Transparency is Not Priced In. The crew is back with the latest on @Strategy's latest Bitcoin buy AI's impact on Bitcoin Treasury Companies the misplacing of risk for Bitcoin Treasuries and more. Here's the latest with @PunterJeff @werkman @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 2:17 - Strategys Latest Buy 8:55 - Altcoin Treasury Companies 19:28 - AIs Impact on Bitcoin Treasury Companies 25:47 - Breaking Down Analysts Estimates on MSTR 33:54 - So Much for Sideways Summer 38:21 - The End of Earnings Volatility" [X Link](https://x.com/anyuser/status/1944971391083729062) 2025-07-15T04:04Z [----] followers, 109.7K engagements "Welcome back to The Hurdle Rate. Episode 8: Strategy World Recap - A Revolution Ignited. A Movement Has Begun. It's Electric. And We Are Burning Up Silicon. The crew is back with a recap on @MSTRTrueNorth World and the @BitcoinForCorps Conference in Orlando. @PunterJeff @werkman and @TimKotzman check in moments after spending over an hour on stage with @digitalphong and @saylor. @ColeMacro brings the heat with the latest @StriveFunds announcement and talks about why he is even more bullish on #Bitcoin after experiencing the electric community around Bitcoin Treasury Companies. Here's a" [X Link](https://x.com/anyuser/status/1920456796373655996) 2025-05-08T12:32Z [----] followers, 78.3K engagements "Welcome back to The Hurdle Rate Podcast. Episode 23: Noise in the Market. The crew is back with the latest including discussion on Bitcoin Treasury Companies trading below 1X MNAV gold revaluation Bitcoin Treasury executive compensation and thoughts on preferred liquidation preference. Here's the Hurdle Rate for the week of August [--] [----] with @PunterJeff @werkman @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:00 - Trading Below [--] mNAV 28:11 - Gold Revaluation 37:21 - Bitcoin Treasury Executive Compensation 42:40 - Preferred Liquidation Preference" [X Link](https://x.com/anyuser/status/1957785208746324385) 2025-08-19T12:42Z [----] followers, 58.2K engagements "Welcome back to The Hurdle Rate Podcast. Episode 19: A Huge Wave of Capital isn't a STRC. The crew is back with the latest on @Strategy's new preferred product STRC real estate versus perpetual preferred the question of winter and more. Here's the latest with @werkman @PunterJeff @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 0:53 - STRC - What Does It Mean to You 21:24 - Real Estate Vs Perpetual Preferred Products 40:02 - Is Winter Coming Back 49:55 - Ben Breaks The Top [--] 50:31 - [---] and Joining the Strive Family" [X Link](https://x.com/anyuser/status/1948018991680614404) 2025-07-23T13:54Z [----] followers, 62.3K engagements "Welcome back to The Hurdle Rate Podcast. Episode 20: Convert to IPO. The crew is back with the latest on the @Strategy $STRC IPO converts and $MSTR earnings expectations ATM usage and more. Here's the Hurdle Rate for the week of July [--] [----] with @PunterJeff @werkman @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:45 - STRC IPO 13:37 - Converts and MSTR Earnings Expectations 23:08 - No ATM Usage from Strategy 38:00 - US Trade Deal with the EU 44:46 - mNAV Indicator of Store of Value" [X Link](https://x.com/anyuser/status/1950201576972243044) 2025-07-29T14:27Z [----] followers, 68.9K engagements "Welcome back to The Hurdle Rate. Episode 7: Fully Torqued Bitcoin. The crew is back with analysis from the @Strategy earnings call and a deep dive on the seniority and volatility of Strategy's BTC-backed securities using BTC risk for credit analysis Strategy liabilities and capital structure BTC Torque and more. Here's the latest with @PunterJeff @ColeMacro @TimKotzman and @werkman. 0:30 - Welcome Back to The Hurdle Rate 0:50 - Strategy earnings call recap 1:59 - 42/42 Capital Raising Plan 12:03 - Permanent Leverage without Refinancing Risk 12:39 Seniority & Volatility of Strategys BTC-Backed" [X Link](https://x.com/anyuser/status/1918692540192088428) 2025-05-03T15:42Z [----] followers, 194.9K engagements "Welcome back to The Hurdle Rate. Episode 9: A Movement Has Started. The hurdle rate crew is back to cover the latest in the Bitcoin Treasury space. @ColeMacro @werkman @PunterJeff and @TimKotzman discuss being bold and having courage why retail investors may understand the @Strategy playbook better than institutions what the main themes will be for investors to learn about and more. Here's the latest with Tim Jeff Ben and Matt. 0:30 - Welcome Back to The Hurdle Rate 2:44 - The latest in the Bitcoin Treasury space 12:42 - Being bold and having courage 28:30 - Why are retail investors" [X Link](https://x.com/anyuser/status/1922285882393899386) 2025-05-13T13:40Z [----] followers, 60.1K engagements "Welcome back to The Hurdle Rate. Episode 6: Win or Win More. The crew is back with the latest on MSTR Earnings [--] Capital's Announcement @RayDalio and more Here's the latest with @ColeMacro @werkman @PunterJeff and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:15 - MSTR Earnings 29:19 - [--] Capitals Announcement 41:10 - Next weeks Bitcoin for Corporations Conference and MSTR True North World 43:25 - Whats taking so long with GameStop 49:47 - Ray Dalio - Is it too late" [X Link](https://x.com/anyuser/status/1917368801794167043) 2025-04-30T00:01Z [----] followers, 94.5K engagements "Welcome back to The Hurdle Rate Podcast. Episode 11: People Are Dancing. The crew reports in from Las Vegas with a recap from the Bitcoin [----] conference. @TimKotzman @werkman @PunterJeff and @ColeMacro cover the power of communication getting your hands dirty with alpha and beta reigniting creativity and more. Here's the latest on Bitcoin Bitcoin Treasury Companies and @MSTRTrueNorth. 0:30 - Welcome Back to The Hurdle Rate 0:41 - Recap of the Past Week 4:18 - GameStops Bitcoin Treasury Announcement 16:54 - True North Meetup in Vegas 22:52 - Strives Big Announcement 39:37 - Closing Thoughts" [X Link](https://x.com/anyuser/status/1928325910404735363) 2025-05-30T05:41Z [----] followers, 91.2K engagements "Welcome back to The Hurdle Rate Podcast. Episode 15: Billions in Bitcoin Treasuries. @ColeMacro @werkman @TimKotzman and @PunterJeff are back to cover the latest including @BTCPrague new announcements in the Bitcoin Treasuries space the digital transformation of investor relations and Matt Cole joining @MSTRTrueNorth. Here's the latest with the @HurdleRatePod crew. 0:30 - Welcome Back to The Hurdle Rate 1:46 - Tim and Matt Recap BTC Prague 10:23 - Where Can Bitcoin Treasury Companies Be [--] Years From Now 25:09 - Altseason 31:37 - New Announcements in the Bitcoin Treasuries Space 44:42 - The" [X Link](https://x.com/anyuser/status/1937525695967555839) 2025-06-24T14:58Z [----] followers, 75K engagements "Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump Tariff Armageddon with The Hurdle Rate crew. 0:00 - Welcome Back to The Hurdle Rate 0:24 - GameStop and the current state of Bitcoin Treasury Adoption 25:30 - Metaplanets big move 28:57 - The Trump Familys involvement in the Bitcoin Community 38:26 - Liberation Day and Tariffs 53:06 - Is Bitcoin Risk-On or Risk-Off 58:34 - Closing Thoughts Episode [--] on YouTube: https://youtu.be/u-EXw_Ea8dQsi=QF8E1CCAtUob6Rh4" [X Link](https://x.com/anyuser/status/1907469687341871618) 2025-04-02T16:26Z [----] followers, 107.5K engagements "Welcome back to The Hurdle Rate Podcast. Episode 22: Commodity Security Token. The crew is back with the latest news out of DC a discussion on ETH treasury companies and scale Tim's NYC Unconference and @Strategy's [--] year Bitcoin anniversary. Here's the Hurdle Rate for the week of August [--] [----] with @werkman @PunterJeff @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:00 - Bo Hines Bounces to the Private Sector 9:00 - ETH Treasury Companies and Scale 32:27 - Tims NYC Unconference 41:14 - Strategys [--] Year Bitcoin Anniversary" [X Link](https://x.com/anyuser/status/1955625910259835335) 2025-08-13T13:42Z [----] followers, 43.4K engagements ""Oh so this is like $STRC but it is senior and you don't have any debt" Welcome back to The Hurdle Rate Podcast. Episode 35: Amplified Bitcoin and Digital Credit. The crew is back covering the IPOs of Digital Credit. The institutions are here. The banks are coming. @TimKotzman hosts as @ColeMacro @PunterJeff and @werkman discuss the process of launching a preferred product talk through both $ASST and $SATA and share where attendees can connect with them this week at conferences in Miami Prague and Amsterdam. Here's the Hurdle Rate for the week of November [--] [----]. 0:30 - Welcome Back to The" [X Link](https://x.com/anyuser/status/1987898366496293088) 2025-11-10T15:01Z [----] followers, 190.2K engagements "Welcome back to The Hurdle Rate. Episode 4: Bitcoin Portfolio Theory. The crew is back with the latest on macro tariffs Monte Carlo simulations the mNAV of @Strategy and more Here's the latest with @ColeMacro @werkman @PunterJeff and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:30 - Catching up on economic news from the last week 24:15 - Jeffs Monte Carlo simulations 43:13 - Matt and Strives engagement with Intuit 53:30 - Strategys mNAV 1:03:41 - Closing thoughts" [X Link](https://x.com/anyuser/status/1912531669283753995) 2025-04-16T15:40Z [----] followers, 99.2K engagements "Welcome back to The Hurdle Rate Podcast. Episode 24: Fed Signals and Equity Stakes. The crew is back with the latest including discussion on @StriveFunds's major announcment the Fed symposium in Jackson Hole Intel and the US government and an update on the Bitcoin Treasuries Unconference. Here's the latest with Matt Cole Ben Werkman Tim Kotzman and the Hurdle Rate's first guest host Avik Roy. @ColeMacro @werkman @Avik @TimKotzman @PunterJeff @btcdigitalconf 0:00 - Welcome Back to The Hurdle Rate 1:15 - Meet The Hurdle Rates First Guest Host Avik Roy 3:14 - Strives Major News Announcement 9:10" [X Link](https://x.com/anyuser/status/1960341547779563611) 2025-08-26T14:00Z [----] followers, 56.6K engagements "Welcome back to The Hurdle Rate Podcast. Episode 5: DXY vs. Store of Value Assets. We're back with @PunterJeff @TimKotzman @werkman & @ColeMacro covering the DXY Gold versus Bitcoin interest rates stagflation @Strategy @metaplanet and Bitcoin dominance. Broadcasting from California the PNW Michigan and New York City: This is The Hurdle Rate for the week of April [--] [----]. 0:30 - Welcome Back to The Hurdle Rate 1:26 - DXY Breakdown 22:51 - Gold vs Bitcoin as the Hurdle Rate 36:59 - Interest rates and stagflation 48:00 - Strategy Metaplanet and Bitcoin dominance" [X Link](https://x.com/anyuser/status/1915043657717104704) 2025-04-23T14:02Z [----] followers, 67.8K engagements "Welcome back to The Hurdle Rate Podcast. Episode 27: The Starting Line. The crew is back covering the latest Strive announcement of their Board of Directors the anticipated rate cut this Wednesday the latest on this week's Bitcoin Treasuries Unconference in New York and more. Here's the latest with Ben Werkman Matt Cole Jeff Walton and Tim Kotzman. @werkman @ColeMacro @PunterJeff @TimKotzman 0:30 - Welcome Back to The Hurdle Rate 1:02 - Strive Announces Board of Directors 30:27 - Rate Cut on Wednesday 37:27 - Bitcoin Treasuries Unconference 47:11 - Options on the Prefs" [X Link](https://x.com/anyuser/status/1967997549203316967) 2025-09-16T17:02Z [----] followers, 56.1K engagements "Welcome back to The Hurdle Rate Podcast. Episode 28: The M&A Era Has Begun. The crew is back with special guest Joe Burnett to cover the @strive acquistion of @SemlerSci. We also discuss the impact of meeting Bitcoiners in person the behind the scenes of the Bitcoin Treasuries NYC Unconference and operating with a long term view. Here's the latest with @ColeMacro @PunterJeff @werkman @TimKotzman and @IIICapital. 0:30 - Welcome Back to The Hurdle Rate 0:45 - Strive Acquires Semler Scientific 20:09 - The Impact of Meeting Bitcoiners in Person 27:10 - Behind the Scenes of the Bitcoin Treasuries" [X Link](https://x.com/anyuser/status/1970507077522014641) 2025-09-23T15:14Z [----] followers, 110.1K engagements "Welcome back to The Hurdle Rate Podcast. Episode [--] - Negotiating with Penguins. This week we discuss deficit based tariffs the US workforce Universal Basic Income volatility in the market penguins AI and more. Here's the latest with @ColeMacro @werkman @PunterJeff and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:20 - Tariffs are based on deficits right 21:18 - What position is the US workforce in to absorb these changes 31:10 - Universal Basic Income 39:40 - Should we expect more volatility in the market 423:05 - How does all of this impact Bitcoin 51:59 - What is the path out of" [X Link](https://x.com/anyuser/status/1910004481737310411) 2025-04-09T16:18Z [----] followers, 75.4K engagements "Welcome back to The Hurdle Rate Podcast. Episode 25: Will Travel for Bitcoin. The crew is back with the latest including a recap of Bitcoin Asia STRC dividend increases fed independence and more. Here's the latest with Matt Cole Ben Werkman Tim Kotzman and Jeff Walton. @ColeMacro @werkman @TimKotzman @PunterJeff 0:30 - Welcome Back to The Hurdle Rate 0:53 - Recapping Bitcoin Asia 21:52 - STRC Dividend Increases 34:43 - Fed Independence and What Rates Should Do" [X Link](https://x.com/anyuser/status/1963268689764978775) 2025-09-03T15:51Z [----] followers, 47.2K engagements "Welcome back to The Hurdle Rate Podcast. Episode 34: The Preferred Strategy is Digital Credit. The crew is back covering @strive's $SATA announcement @Strategy's Q3 earnings call and the launch of $STRE ROC Dividends and more. Here's the latest with @ColeMacro @werkman @PunterJeff and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:04 - Strives SATA Announcement 1:45 - Strategy Introduces Stream 16:07 - MSTR Q3 Earnings Call Recap 36:40 - ROC Dividends 42:32 - Additional Highlights from Strategy Earnings Report https://twitter.com/i/web/status/1985727105938628971" [X Link](https://x.com/anyuser/status/1985727105938628971) 2025-11-04T15:13Z [----] followers, 36.3K engagements "Welcome back to The Hurdle Rate Podcast. Episode 29: Bitcoin Supercycle. The crew is back with discussion on Bitcoin versus other store of value assets the Bitcoin supercycle the digital ID rollout in the UK and @Strategy dividend day. Here's the latest with @werkman @PunterJeff @TimKotzman and @ColeMacro. 0:30 - Welcome Back to The Hurdle Rate 1:54 - Breaking News: Tim is All In and Dedicating His Life to Bitcoin 10:41 - Bitcoin vs Other Store of Value Assets 22:11 - Bitcoin Super Cycle 27:48 - Digital ID Rollout in the UK 42:17 - Strategy Dividend Day" [X Link](https://x.com/anyuser/status/1973058922140360810) 2025-09-30T16:14Z [----] followers, 58.2K engagements "@HurdleRatePod has been cancelled by YouTube. @TimKotzman @ColeMacro @PunterJeff @werkman" [X Link](https://x.com/anyuser/status/1924594087816003816) 2025-05-19T22:32Z [----] followers, 68.5K engagements "Welcome back to The Hurdle Rate Podcast. Episode 32: Strategic Risk Taking. The crew is back covering Tim's latest Bitcoin Treasuries Digital Conference sentiment versus conviction with Bitcoin Treasury Companies strategic risk taking and more. Here's the Hurdle Rate for the week of October [--] [----] with @ColeMacro @PunterJeff @werkman and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:04 - Recapping Tims Latest Bitcoin Treasuries Digital Conference 14:04 - Sentiment vs Conviction with Bitcoin Treasury Companies 25:47 - Why do Bitcoin Treasury Companies Exist 38:48 - Strategic Risk" [X Link](https://x.com/anyuser/status/1980994523565060238) 2025-10-22T13:47Z [----] followers, 42.6K engagements "Welcome back to The Hurdle Rate Podcast. Episode 30: Focus on the Future. The crew is back with the latest including Ben joining @strive as CIO tribalism and doubt in Bitcoin the fastest growing ETF of all time the corporate alternative minimum tax and more. Here's the latest with @werkman @TimKotzman @ColeMacro and @PunterJeff. 0:30 - Welcome Back to The Hurdle Rate 0:50 - Ben Joins Strive as CIO 18:37 - Tribalism and Doubt in Bitcoin 33:17 - The Fastest Growing ETF of All Time 35:33 - Corporate Alternative Minimum Tax (CAMT) 42:22 - Uptober Getting Revved Up" [X Link](https://x.com/anyuser/status/1975571452058337489) 2025-10-07T14:38Z [----] followers, 52K engagements "Welcome back to The Hurdle Rate Podcast. Episode 31: The Digital Credit Landscape. The crew is back with the latest including the crypto crash of October [--] launching a treasury company from zero and a deep dive on private credit. Here's the Hurdle Rate for the week of October [--] [----] with @ColeMacro @PunterJeff @werkman and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 2:30 - Crypto Crash of October [--] 21:41 - Launching a Treasury Company from Zero 44:14 - Deep Dive on Private Credit" [X Link](https://x.com/anyuser/status/1978128351454736466) 2025-10-14T15:58Z [----] followers, 58.6K engagements "Tomorrow Morning: A Special Saturday Edition of The Hurdle Rate with @PunterJeff @werkman @ColeMacro & @TimKotzman" [X Link](https://x.com/anyuser/status/1918430544087654570) 2025-05-02T22:20Z [----] followers, [----] engagements "The @HurdleRatePod is no longer Fully Torqued on @YouTube. @saylor @ColeMacro @PunterJeff @werkman @TimKotzman @HurdleRatePod has been cancelled by YouTube. @TimKotzman @ColeMacro @PunterJeff @werkman https://t.co/1PqRFmaCbT @HurdleRatePod has been cancelled by YouTube. @TimKotzman @ColeMacro @PunterJeff @werkman https://t.co/1PqRFmaCbT" [X Link](https://x.com/anyuser/status/1924594398416839116) 2025-05-19T22:33Z [----] followers, [----] engagements "Episode [--] with @ColeMacro @werkman @PunterJeff & @TimKotzman drops this Wednesday. https://t.co/HSKLOaCQF5 https://t.co/HSKLOaCQF5" [X Link](https://x.com/anyuser/status/1906065138349899886) 2025-03-29T19:25Z [----] followers, [----] engagements "Episode [--] is dropping this Wednesday. Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump Tariff Armageddon with The Hurdle Rate crew. 0:00 - Welcome Back to The Hurdle Rate 0:24 https://t.co/PmdJ02nWVG Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump Tariff Armageddon with The Hurdle Rate crew. 0:00 - Welcome Back to The Hurdle Rate 0:24" [X Link](https://x.com/anyuser/status/1909377444446110202) 2025-04-07T22:47Z [----] followers, [----] engagements "🚀📈 GameStop knows #Bitcoin is The Hurdle Rate. 🫡☝🚀 The World Premiere of The Hurdle Rate Podcast Is Happening Tomorrow. https://t.co/bl8z3ZD69g The World Premiere of The Hurdle Rate Podcast Is Happening Tomorrow. https://t.co/bl8z3ZD69g" [X Link](https://x.com/anyuser/status/1904728658968809726) 2025-03-26T02:54Z [----] followers, [----] engagements "We are now live on Spotify https://open.spotify.com/show/7LG1LFswzxNTOLt62n3TS5 https://open.spotify.com/show/7LG1LFswzxNTOLt62n3TS5" [X Link](https://x.com/anyuser/status/1907873190782681563) 2025-04-03T19:09Z [----] followers, [----] engagements "Dont miss a thing Follow @HurdleRatePod on YouTube: https://youtube.com/@thehurdleratepodcastsi=-t3afJWvYStGUrLf The Hurdle Rate: Episode [--] on YouTube: https://t.co/7zGoslq1IJ https://t.co/XlXMvbb67K https://youtube.com/@thehurdleratepodcastsi=-t3afJWvYStGUrLf The Hurdle Rate: Episode [--] on YouTube: https://t.co/7zGoslq1IJ https://t.co/XlXMvbb67K" [X Link](https://x.com/anyuser/status/1906732631221285195) 2025-03-31T15:37Z [----] followers, 13.4K engagements "The Hurdle Rate: Episode [--] on YouTube: https://www.youtube.com/watchv=7ocigHh1Gz8 https://www.youtube.com/watchv=7ocigHh1Gz8" [X Link](https://x.com/anyuser/status/1906103218930958719) 2025-03-29T21:56Z [----] followers, 13.5K engagements "Will I become one of the biggest podcasts in the world on X Probably" [X Link](https://x.com/anyuser/status/1902852892991652182) 2025-03-20T22:40Z [----] followers, 14.1K engagements "On Episode [--] we discuss tariffs AI 🤖 robotics penguins 🐧 China trade deficits and the possibility of a golden age for America . Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump Tariff Armageddon with The Hurdle Rate crew. 0:00 - Welcome Back to The Hurdle Rate 0:24 https://t.co/PmdJ02nWVG Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump" [X Link](https://x.com/anyuser/status/1909393804697690347) 2025-04-07T23:52Z [----] followers, [----] engagements "Lock in for Episode [--] dropping tomorrow morning 🎧 @ColeMacro @werkman @PunterJeff @TimKotzman Follow Us on YouTube 👇 Dont miss a thing Follow @HurdleRatePod on YouTube: https://t.co/n0UwWJFgBX Dont miss a thing Follow @HurdleRatePod on YouTube: https://t.co/n0UwWJFgBX" [X Link](https://x.com/anyuser/status/1907066035255038299) 2025-04-01T13:42Z [----] followers, [----] engagements "provides data 📊 on Bitcoin Treasury Companies. Use code HURDLE when you upgrade to Premium and enjoy your first month free. https://strategytracker.com https://strategytracker.com" [X Link](https://x.com/anyuser/status/1910670243661226451) 2025-04-11T12:24Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@HurdleRatePod The Hurdle Rate Podcast
The Hurdle Rate Podcast posts on X about bitcoin, to the, back to, crew the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] -54%
- [--] Month [-------] -14%
- [--] Months [---------] +38%
Mentions: [--] #
- [--] Week [--] -70%
- [--] Month [--] -20%
- [--] Months [--] +8.90%
Followers: [------] #
- [--] Week [-----] +0.18%
- [--] Month [-----] +1.80%
- [--] Months [-----] +26%
CreatorRank: [---------] #
Social Influence
Social category influence cryptocurrencies technology brands finance stocks social networks currencies countries travel destinations exchanges events
Social topic influence bitcoin, to the, back to, crew, swan bitcoin #10, swan #723, youtube, $spot, apple, sponsor
Top accounts mentioned or mentioned by @punterjeff @colemacro @timkotzman @werkman @strategy @benwerkman @strategys @metaplanet @gamestop @saylor @semlersci @strive @mstrtruenorth @raydalio @natbrunell @iiicapital @strivefunds @youtube @bitcoinpierre @swan
Top assets mentioned Bitcoin (BTC) Spotify Technology (SPOT) GameStop, Corp. (GME) Stride (STRD) Strategy (MSTR)
Top Social Posts
Top posts by engagements in the last [--] hours
"@ColeMacro @BenWerkman @TimKotzman @PunterJeff @BTCPrague Apple: Amazon: Rumble: Spotify: https://open.spotify.com/episode/03YfsyP1Srd3Xb3JvdqvgPsi=31db553e9f104d42 https://rumble.com/v6v9925-episode-15-billions-in-bitcoin-treasuries.html https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/7eb3da2b-4d72-4dce-9228-76a3b2e0777e/the-hurdle-rate-podcast-episode-15---billions-in-bitcoin-treasuries https://podcasts.apple.com/us/podcast/episode-15-billions-in-bitcoin-treasuries/id1806152648i=1000714391157"
X Link 2025-06-24T20:58Z [----] followers, [----] engagements
"@Strategy @BenWerkman Amazon: Apple: Fountain: Spotify: YouTube: https://youtu.be/b-_UvOwM3LEsi=8D8Kc1Iclwsmc5Ao https://open.spotify.com/episode/2xeAZVJANW8jNttsBN3K8hsi=8OQuT9qHRre51B63AVrUKg https://fountain.fm/episode/1yTTJUzuiGbnDdW68RaF https://podcasts.apple.com/us/podcast/episode-29-bitcoin-supercycle/id1806152648i=1000729349934 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/861faa37-8db3-40fa-ab1e-5711a11176a8/the-hurdle-rate-podcast-episode-29---bitcoin-supercycle https://youtu.be/b-_UvOwM3LEsi=8D8Kc1Iclwsmc5Ao"
X Link 2025-09-30T16:22Z [----] followers, [---] engagements
"The Bitcoin Treasuries Newsletter by @TimKotzman https://open.substack.com/pub/timkotzman/p/the-bitcoin-treasuries-newsletter-9d7r=5umny&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/timkotzman/p/the-bitcoin-treasuries-newsletter-9d7r=5umny&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-14T17:38Z [----] followers, [--] engagements
"Welcome back to The Hurdle Rate. Episode 38: The Incentives Are Aligned. The crew is back to discuss the latest news with Vanguard allowing Bitcoin ETFs and mutual funds on their platform @Strategy's USD Reserve and the STRC dividend rate hike. Here's the latest with @TimKotzman @werkman and @PunterJeff. 0:30 - Welcome Back to The Hurdle Rate 1:10 - The Incentives Are Aligned 11:20 - MSTRs Green Dots & USD Reserve 46:46 - STRC Dividend Rate Hike"
X Link 2025-12-02T13:45Z [----] followers, 181.4K engagements
"Welcome back to The Hurdle Rate. Episode 41: Structurally Bullish. The crew is back to reflect on [----] discuss The Bitcoin Era amplification and the power of compounding the year of Bitcoin Treasuries and much more. Here's the latest with @Werkman @ColeMacro @PunterJeff and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:51 - Reflections on [----] 8:44 - The Bitcoin Era 18:42 - Amplification and the Power of Compounding 31:00 - Do You Beat The Hurdle Rate of Bitcoin 53:34 - Tims Review of Bitcoin Treasuries Big Year"
X Link 2025-12-23T14:58Z [----] followers, 148.4K engagements
"Welcome back to The Hurdle Rate. Episode 42: Pensions Private Equity & Digital Credit. The crew is back to discuss @Strategy's latest green and orange buys as it gears up for a massive [----] a look back at [----] and year zero of digital credit capital allocation and pension funds and the outlook for [----]. Here's the latest with @TimKotzman @ColeMacro @PunterJeff and @Werkman. 0:30 - Welcome Back to The Hurdle Rate 1:25 - Strategy Gears Up for Massive [----] 12:40 - Looking Back at 2025: Year Zero in Digital Credit 30:42 - Capital Allocation and Pension Funds 50:48 - [----] Outlook"
X Link 2026-01-06T14:21Z [----] followers, 127K engagements
"Welcome back to The Hurdle Rate. Episode 43: The Best Message Is Digital Credit. The crew is back to discuss @Strategy's latest Orange Buy @saylor on What Bitcoin Did disenchantment with the Fed caps on credit card interest the @strive @SemlerSci merger and more. Here's the latest with @TimKotzman @ColeMacro @PunterJeff and @Werkman. 0:30 - Welcome Back to The Hurdle Rate 3:25 - Strategys $1.25 Billion Orange Buy 16:26 - Michael Saylor on What Bitcoin Did 40:28 - Jerome Powell in Hot Water and Disenchantment with the Fed 51:00 - Trump Caps Credit Card Interest 56:33 - Strive Semler Merger"
X Link 2026-01-13T17:05Z [----] followers, 130.1K engagements
"Welcome back to The Hurdle Rate. Episode 45: Preferred Equity Demand The crew is back to discuss preferred equity and potential systemic risk to Bitcoin the Strive + Semler M&A transaction being the first in Bitcoin treasuries the IBIT Bitcoin covered call ETF gold and silver price action what Japan is saying to the world right now and Bitcoin in an action-packed [----]. Here's the latest with @TimKotzman @ColeMacro @PunterJeff and @Werkman 0:30 - Welcome Back to The Hurdle Rate 1:10 - Does the Preferred Equity Present a Systemic Risk to Bitcoin 22:12 - Strive + Semler: The First M&A"
X Link 2026-01-28T15:26Z [----] followers, 209.8K engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://swan.com http://swan.com"
X Link 2025-07-08T06:38Z [----] followers, [----] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com http://www.swan.com"
X Link 2025-07-15T04:06Z [----] followers, [----] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com http://www.swan.com"
X Link 2025-07-23T13:56Z [----] followers, [----] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com http://www.swan.com"
X Link 2025-07-29T14:28Z [----] followers, [----] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com http://www.swan.com"
X Link 2025-08-05T12:26Z [----] followers, [----] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com http://www.swan.com"
X Link 2025-08-13T14:05Z [----] followers, [---] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com http://www.swan.com"
X Link 2025-08-19T12:46Z [----] followers, [----] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com http://www.swan.com"
X Link 2025-09-03T15:52Z [----] followers, [---] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://swan.com/hurdlerate http://swan.com/hurdlerate"
X Link 2025-09-09T13:31Z [----] followers, [----] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2025-09-16T17:03Z [----] followers, [----] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2025-09-23T15:15Z [----] followers, [----] engagements
"@strive @SemlerSci Amazon: Apple: Fountain: Rumble: Spotify: YouTube: https://youtu.be/C4i3OjkrBTcsi=uHd9SlbhRLSXVpvh https://open.spotify.com/episode/0e28hDsIDv9r5nR9DiZXMNsi=tN051o5JT0yPQmHRk_KUdg https://rumble.com/v6zcyc0-episode-28-the-m-and-a-era-has-begun.html https://fountain.fm/episode/C00UlaH1zgmpAHwXAhnm https://podcasts.apple.com/us/podcast/episode-28-strive-acquires-semler-scientific/id1806152648i=1000728067706"
X Link 2025-09-23T15:25Z [----] followers, [----] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2025-09-30T16:19Z [----] followers, [----] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2025-10-07T14:39Z [----] followers, [---] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2025-10-14T15:59Z [----] followers, [----] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2025-10-22T13:49Z [----] followers, [----] engagements
"Amazon: Apple: Fountain: Spotify: https://open.spotify.com/episode/3hchh5oZmqT8J6Sdiih2Axsi=Cs9cAKFnTpGzVXGddznSBw https://fountain.fm/episode/Qj5dAZFQWJgKvyozgF4x https://podcasts.apple.com/us/podcast/episode-33-credit-ratings-for-digital-capital/id1806152648i=1000733871734 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/e133a352-e23d-4ec2-8b48-a97256ce6a8d/the-hurdle-rate-podcast-episode-33---credit-ratings-for-digital-capital https://open.spotify.com/episode/3hchh5oZmqT8J6Sdiih2Axsi=Cs9cAKFnTpGzVXGddznSBw https://fountain.fm/episode/Qj5dAZFQWJgKvyozgF4x"
X Link 2025-10-28T14:04Z [----] followers, [----] engagements
"Rumble: https://rumble.com/v70wf4g-episode-33-credit-ratings-for-digital-capital.html https://rumble.com/v70wf4g-episode-33-credit-ratings-for-digital-capital.html"
X Link 2025-10-28T14:06Z [----] followers, [----] engagements
"Amazon: Apple: Fountain: Rumble: Spotify: https://open.spotify.com/episode/1nafeeUZStKdduhKYVwy4msi=pJ0JPcc9ShWW4pPkf5zM8g https://rumble.com/v71w1o6-episode-36-inside-the-digital-credit-revolution.html https://fountain.fm/episode/HuQVJrHhM9AzYN2OxJXW https://podcasts.apple.com/us/podcast/episode-36-inside-the-digital-credit-revolution/id1806152648i=1000737251526 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/19f891fc-9ea8-4793-b92b-9c25b36dba61/the-hurdle-rate-podcast-episode-36---inside-the-digital-credit-revolution"
X Link 2025-11-18T15:09Z [----] followers, [---] engagements
"@btcalpine It's live on the podcasting apps Part of the crew is in Abu Dhabi so we had some timing issues on the audio upload side today"
X Link 2025-12-09T20:34Z [----] followers, [---] engagements
"Follow me. Join the #Bitcoin Revolution. Were launching something new next week that I think youll love. https://t.co/BR6H40sCzS Were launching something new next week that I think youll love. https://t.co/BR6H40sCzS"
X Link 2025-03-20T22:33Z [----] followers, [----] engagements
"Knock knock. Who's there"
X Link 2025-03-20T22:44Z [----] followers, [----] engagements
"The Hurdle Rate Episode [--] on Rumble: https://rumble.com/v6rjx4x-the-hurdle-rate-episode-1.html https://rumble.com/v6rjx4x-the-hurdle-rate-episode-1.html"
X Link 2025-04-02T14:48Z [----] followers, [---] engagements
"🤣 Today I will liberate some more Bitcoin from someone elses wallet into mine. Today I will liberate some more Bitcoin from someone elses wallet into mine"
X Link 2025-04-02T15:05Z [----] followers, [----] engagements
"🚀 GME naming their LBE initiative Project Rocket is not priced in. https://t.co/Sm8DH1HAhM https://t.co/edqMGErnnx GME naming their LBE initiative Project Rocket is not priced in. https://t.co/Sm8DH1HAhM https://t.co/edqMGErnnx"
X Link 2025-04-02T15:05Z [----] followers, [----] engagements
"provides data 📊 on Bitcoin Treasury Companies. Use code HURDLE when you upgrade to Premium and enjoy your first month free. https://strategytracker.com https://strategytracker.com"
X Link 2025-04-11T12:24Z [----] followers, [----] engagements
"@Strategy @ColeMacro @BenWerkman @PunterJeff @TimKotzman Spotify: Apple: Amazon: Youtube: https://youtu.be/xKKM7SzUHzksi=OTwH61kQkDnCVp7d https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/575d930f-42f0-430a-b454-b3b7e7092664/the-hurdle-rate-podcast-episode-4---bitcoin-portfolio-theory https://podcasts.apple.com/us/podcast/episode-4-bitcoin-portfolio-theory/id1806152648i=1000703752689 https://open.spotify.com/episode/24kKIreTU8ml8HuFmUaMmAsi=yMZxRI9LQxmMYuhcn5-Lvw https://youtu.be/xKKM7SzUHzksi=OTwH61kQkDnCVp7d"
X Link 2025-04-16T15:44Z [----] followers, 14.8K engagements
"@RayDalio @ColeMacro @BenWerkman @PunterJeff @TimKotzman Spotify: Apple: Amazon: Youtube: https://youtu.be/YVfHuDU4pnosi=I0l3yMn3uvEEj2UA https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/13e1b5a2-aaed-4fc9-8bc1-e1f0feed9dc3/the-hurdle-rate-podcast-episode-6---win-or-win-more https://podcasts.apple.com/us/podcast/episode-6-win-or-win-more/id1806152648i=1000705493335 https://open.spotify.com/episode/3X66xpOxxRoKBUr4gCfSN8si=793e2fe84fa14cdc https://youtu.be/YVfHuDU4pnosi=I0l3yMn3uvEEj2UA"
X Link 2025-04-30T03:01Z [----] followers, [----] engagements
"@Strategy Apple: Spotify: Amazon: YouTube: https://youtu.be/KnVOqpxDJegsi=UmRFV-K5hZRTtopZ https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/3a80fe58-5ad5-4b56-be4b-4d3f34292b28/the-hurdle-rate-podcast-episode-7---fully-torqued-bitcoin https://open.spotify.com/episode/3WyWHtTyfWa9q0o0w5L4kXsi=1lZCg6omT0aoCjGjJEpiTg https://podcasts.apple.com/us/podcast/episode-7-fully-torqued-bitcoin/id1806152648i=1000705968003 https://youtu.be/KnVOqpxDJegsi=UmRFV-K5hZRTtopZ"
X Link 2025-05-03T16:22Z [----] followers, [----] engagements
"@ColeMacro @BenWerkman @PunterJeff @TimKotzman Amazon: Apple: Fountain: Spotify: YouTube: https://youtu.be/3zviTC_dA3wsi=G7Al2wXZTf_MaCfQ https://open.spotify.com/episode/2DFjVdbkBO6L1sXrODj3dUsi=BlZifZl6TSywNkDBcLt9nQ https://fountain.fm/episode/jjZXbccrhXPsVWEqpQvt https://podcasts.apple.com/us/podcast/episode-9-a-movement-has-started/id1806152648i=1000708323684 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/e6c4fb34-29f2-4cee-b550-51659f617e80/the-hurdle-rate-podcast-episode-9---a-movement-has-started https://youtu.be/3zviTC_dA3wsi=G7Al2wXZTf_MaCfQ"
X Link 2025-05-13T13:57Z [----] followers, [----] engagements
"@Strategy @SemlerSci @natbrunell Amazon: Apple: Fountain: Spotify: Rumble: https://rumble.com/v6tmk45-have-bitcoin-get-money.html https://open.spotify.com/episode/7ID4F316PcOQi48QFMMLGFsi=d1a921e1b549446a https://fountain.fm/episode/gp7vch2b49ItqAPFHlV8 https://podcasts.apple.com/us/podcast/episode-10-have-bitcoin-get-money/id1806152648i=1000709153865 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/a4e408da-94be-4d95-8ceb-e3ad1a1fc3fd/the-hurdle-rate-podcast-episode-10---have-bitcoin-get-money https://rumble.com/v6tmk45-have-bitcoin-get-money.html"
X Link 2025-05-20T15:55Z [----] followers, [----] engagements
"Thank you to our sponsor Swan Bitcoin. We Buy Bitcoin at http://Swan.com http://Swan.com"
X Link 2025-06-10T15:59Z [----] followers, [----] engagements
"@ColeMacro @PunterJeff @BenWerkman Amazon: Apple: Rumble: Spotify: https://open.spotify.com/episode/2p9RfgMnoPwl0p1AcGObW0si=hPcFODCaRoWF-kTkamJKJg https://rumble.com/v6uksa5-episode-13-building-for-decades.html https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/f388d65e-ea6a-49d0-8269-5e3b6d1b1390/the-hurdle-rate-podcast-episode-13---building-for-decades https://podcasts.apple.com/us/podcast/episode-13-building-for-decades/id1806152648i=1000712300244 https://open.spotify.com/episode/2p9RfgMnoPwl0p1AcGObW0si=hPcFODCaRoWF-kTkamJKJg"
X Link 2025-06-10T16:07Z [----] followers, [----] engagements
"@werkman 🚀🚀🚀"
X Link 2025-06-24T21:05Z [----] followers, [---] engagements
"@Strategy @BenWerkman Amazon: Apple: Fountain: Rumble: Spotify: https://open.spotify.com/episode/6ihXY79AKIHETNQpy9uINOsi=oqk7Y7mGRZSPrNluaWm9bg https://rumble.com/v6wkqh0-episode-19-a-huge-wave-of-capital-isnt-a-strc.html https://fountain.fm/episode/glXbqH11pPKG057V9CAB https://podcasts.apple.com/us/podcast/episode-19-a-huge-wave-of-capital-strc/id1806152648i=1000718565213 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/084eef31-9795-4bb6-a2a7-02ccf1fd17e0/the-hurdle-rate-podcast-episode-19---a-huge-wave-of-capital-isn't-a-strc"
X Link 2025-07-23T14:27Z [----] followers, [----] engagements
"@Strategy @PunterJeff @BenWerkman Amazon: Apple: Fountain: Spotify: https://open.spotify.com/episode/2GV67rAsoXCHyzXpS7wnvssi=52uXgQkaR3-UbcC1GsO-YA https://fountain.fm/episode/zMmCmLI44BURXq2kpZTg https://podcasts.apple.com/us/podcast/episode-20-convert-to-ipo/id1806152648i=1000719639812 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/21a6b4dc-c227-45d8-a191-9ebe25bfbaf7/the-hurdle-rate-podcast-episode-20---convert-to-ipo https://open.spotify.com/episode/2GV67rAsoXCHyzXpS7wnvssi=52uXgQkaR3-UbcC1GsO-YA https://fountain.fm/episode/zMmCmLI44BURXq2kpZTg"
X Link 2025-07-29T14:41Z [----] followers, [----] engagements
"@Strategy Amazon: Apple: Rumble: Spotify: https://open.spotify.com/episode/65qT9YYsnXrkTrtMp83Kjrsi=_ysZwWMmQx-zxkCayIL5sw https://rumble.com/v6x60nu-episode-21-the-intelligent-leverage-trade-winter-isnt-coming-back.html https://podcasts.apple.com/us/podcast/episode-21-the-intelligent-leverage-trade-winter-isnt/id1806152648i=1000720731885 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/d4ed416d-5e8b-4d87-b07a-c358bcf441bf/the-hurdle-rate-podcast-episode-21---the-intelligent-leverage-trade-winter-isn't-coming-back"
X Link 2025-08-05T14:36Z [----] followers, [----] engagements
"@Strategy Fountain: https://fountain.fm/episode/4vISuLLS4JErQIFKtJuO https://fountain.fm/episode/4vISuLLS4JErQIFKtJuO"
X Link 2025-08-05T14:38Z [----] followers, [----] engagements
"@Strategy Rumble: https://rumble.com/v6xj0fg-episode-22-commodity-security-token.html https://rumble.com/v6xj0fg-episode-22-commodity-security-token.html"
X Link 2025-08-13T14:20Z [----] followers, [----] engagements
"Amazon: Apple: Fountain: Rumble: Spotify: https://open.spotify.com/episode/5uTz5AxM5Z1rYFE6DeSb8Osi=nYeWb4ptSea-QE1a5yqJMA https://rumble.com/v6xsj12-episode-23-noise-in-the-market.html https://fountain.fm/episode/CBPyVnZiT3IWprVSoIvG https://podcasts.apple.com/us/podcast/episode-23-noise-in-the-market/id1806152648i=1000722659674 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/b9d06b1f-8303-462f-8635-4ca6e0a5cd3c/the-hurdle-rate-podcast-episode-23---noise-in-the-market https://open.spotify.com/episode/5uTz5AxM5Z1rYFE6DeSb8Osi=nYeWb4ptSea-QE1a5yqJMA"
X Link 2025-08-19T14:10Z [----] followers, [----] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com http://www.swan.com"
X Link 2025-08-26T14:01Z [----] followers, [----] engagements
"Amazon: Apple: Fountain: Spotify: Rumble: YouTube: https://youtu.be/iue1CHo_F-osi=4hyu6q4OUXSuX60S https://rumble.com/v6yg7hw-episode-25-will-travel-for-bitcoin.html https://open.spotify.com/episode/2D6oEv74P5XndcploXWNcAsi=S1VEzPQfTPCIfKTsetEulw https://fountain.fm/episode/u0giIvmZVS93wV0H4YKR https://podcasts.apple.com/us/podcast/episode-25-will-travel-for-bitcoin/id1806152648i=1000724782218 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/92970b38-94bf-44ac-b017-8fc8192e3151/the-hurdle-rate-podcast-episode-25---will-travel-for-bitcoin"
X Link 2025-09-03T16:12Z [----] followers, [----] engagements
"Amazon: Apple: Fountain: Spotify: Rumble: YouTube: https://youtu.be/C4i3OjkrBTcsi=wEuQWIMeiuHLtdRI https://rumble.com/v6z1f98-episode-27-the-starting-line.html https://open.spotify.com/episode/3BFWWgeHI2FMkLOmvDuNyQsi=-UZMOhSDQOSz8VXnSp_oxg https://fountain.fm/episode/7aaJWvH4zybFBWwwEhRv https://podcasts.apple.com/us/podcast/episode-27-the-starting-line/id1806152648i=1000727062223 https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/c096ce8e-5808-4e26-a299-a570fd7fe44a/the-hurdle-rate-podcast-episode-27---the-starting-line"
X Link 2025-09-16T19:23Z [----] followers, [----] engagements
"Rumble: https://rumble.com/v6zocpg-episode-29-bitcoin-supercycle.html https://rumble.com/v6zocpg-episode-29-bitcoin-supercycle.html"
X Link 2025-09-30T16:29Z [----] followers, [---] engagements
"Rumble: https://rumble.com/v6zznrg-episode-30-focus-on-the-future.html https://rumble.com/v6zznrg-episode-30-focus-on-the-future.html"
X Link 2025-10-07T15:08Z [----] followers, [---] engagements
"Every Tuesday morning at 7AM PST / 9AM CST / 10AM EST https://t.co/aVOQtlr42V https://t.co/aVOQtlr42V"
X Link 2025-10-13T22:59Z [----] followers, [----] engagements
"Welcome back to The Hurdle Rate. Episode 47: A Time To Build The crew is back with a wide-ranging breakdown of the weeks biggest themes. They discuss whats happening on the ground at Bitcoin Investor Week in NYC then dive into the ongoing debate around bull versus bear markets and whether the market has finally found a bottom. The episode wraps with a discussion of Strategys latest earnings call and what it signals going forward. Heres the latest with @TimKotzman @ColeMacro @Werkman and @IIICapital 0:30 - Welcome Back to The Hurdle Rate 2:20 - Bitcoin Investor Week in NYC 10:20 - Bull vs Bear"
X Link 2026-02-10T16:08Z [----] followers, 22.2K engagements
"Welcome back to The Hurdle Rate. Episode 36: Inside the Digital Credit Revolution. The crew is back covering Bitcoin Amsterdam the Cantor Crypto & AI/Energy Infrastructure Conference in Miami volatility in the prefs underwriting Bitcoin and more. Here's the latest with Jeff Walton Matt Cole Ben Werkman and Tim Kotzman. @ColeMacro @PunterJeff @werkman @TimKotzman 0:30 - Welcome Back to The Hurdle Rate 2:00 - Bitcoin Amsterdam & Cantor Conference Miami Recaps 19:54 - Volatility in the Prefs 41:38 - Underwriting Bitcoin 47:58 - Hedging with Zcash"
X Link 2025-11-18T14:50Z [----] followers, 64.6K engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2025-11-18T14:53Z [----] followers, [---] engagements
"Welcome back to The Hurdle Rate. Episode 37: Meet Them Where They're At. The crew is back to discuss market uncertainty MSCI exclusions the Mike Green article the K-shaped economy and more. Here's the latest with Matt Cole Jeff Walton Ben Werkman and Tim Kotzman. @ColeMacro @TimKotzman @PunterJeff @werkman 0:30 - Welcome Back to The Hurdle Rate 1:20 - Market Uncertainty & MSCI Exclusions 34:44 - Mike Green Article and the K-Shaped Economy"
X Link 2025-11-25T16:40Z [----] followers, 50K engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2025-11-25T16:43Z [----] followers, [---] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2025-12-02T13:48Z [----] followers, [----] engagements
"Welcome back to The Hurdle Rate. Episode 39: The Hurdle Rate Is High. The crew is back to discuss the latest at the Bitcoin MENA conference the progression of banks and sovereigns entering Bitcoin services and the Bitcoin accumulation race and Bitcoin as the hurdle rate. Here's the latest with @ColeMacro @TimKotzman @Werkman and @PunterJeff. 0:30 - Welcome Back to The Hurdle Rate 1:30 - Bitcoin MENA 22:53 - Bitcoin As The Hurdle Rate 37:27 - Closing Thoughts"
X Link 2025-12-09T14:36Z [----] followers, 52.4K engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2025-12-09T14:37Z [----] followers, [----] engagements
"Welcome back to The Hurdle Rate. Episode 40: Set Up For A Supercycle. The crew is back to discuss the latest on Bitcoin the possibility of a decade long supercycle the OCC approving additional bank charters valuations @Strategy staying in the Nasdaq [---] and more. Here's the latest with @TimKotzman @ColeMacro and @PunterJeff. 0:30 - Welcome Back to The Hurdle Rate 2:38 - The Latest on Bitcoin 10:48 - A Decade-Long Supercycle 20:17 - OCC Greenlights Crypto Bank Charters 26:44 - Valuations 35:18 - Quantum Risks 40:45 - MSTR Staying in Nasdaq [---] 44:27 - Final Thoughts"
X Link 2025-12-16T16:31Z [----] followers, 35.9K engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2025-12-16T16:32Z [----] followers, [---] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2025-12-23T15:09Z [----] followers, [----] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2026-01-06T14:23Z [----] followers, [----] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2026-01-13T17:06Z [----] followers, [----] engagements
"Welcome back to The Hurdle Rate. Episode 44: Digital Credit Clarity The crew is back to discuss @Strategy's latest credit spreads tightening @coinbase pulling out of the clarity act and the Bitcoin treasury podcast industrial complex. Here's the latest with @TimKotzman @ColeMacro @PunterJeff and @Werkman 0:30 - Welcome Back to The Hurdle Rate 1:26 - Strategys Latest 12:25 - Credit Spreads Tightening 30:36 - Coinbase Pulls Out of Clarity Act 44:24 - Matt Cole Corners the Bitcoin Treasury Podcast Industrial Complex https://twitter.com/i/web/status/2013647600973500866"
X Link 2026-01-20T16:19Z [----] followers, 51.2K engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2026-01-20T17:01Z [----] followers, [----] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at https://swanbitcoin.com https://swanbitcoin.com"
X Link 2026-01-28T15:27Z [----] followers, [----] engagements
"Welcome back to The Hurdle Rate. Episode 46: Build The Structure The crew is back to unpack Kevin Warsh as Fed Chair Clawdbots & Moltbook and the pref-only model and digital riskplus a separate discussion on Bitcoin as a term asset and what a potential supercycle could mean. Here's the latest with @TimKotzman @ColeMacro @PunterJeff and @Werkman. 00:30 Welcome Back to The Hurdle Rate 01:35 Kevin Warsh Named Fed Chair 25:08 Clawdbots & Moltbook 32:40 The Pref Only Model & Digital Risk 44:35 Bitcoin as a Term Asset & What a Supercycle Means https://twitter.com/i/web/status/2018706963421438011"
X Link 2026-02-03T15:23Z [----] followers, 36.7K engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at https://swanbitcoin.com https://swanbitcoin.com"
X Link 2026-02-03T15:24Z [----] followers, [---] engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2026-02-10T16:09Z [----] followers, [---] engagements
"Will I become one of the biggest podcasts in the world on X Probably"
X Link 2025-03-20T22:40Z [----] followers, 14.1K engagements
"The World Premiere of The Hurdle Rate Podcast Is Happening Tomorrow"
X Link 2025-03-25T17:38Z [----] followers, 105.3K engagements
"🚀📈 GameStop knows #Bitcoin is The Hurdle Rate. 🫡☝🚀 The World Premiere of The Hurdle Rate Podcast Is Happening Tomorrow. https://t.co/bl8z3ZD69g The World Premiere of The Hurdle Rate Podcast Is Happening Tomorrow. https://t.co/bl8z3ZD69g"
X Link 2025-03-26T02:54Z [----] followers, [----] engagements
"Welcome to The Hurdle Rate Podcast @ColeMacro @werkman @PunterJeff & @TimKotzman dive into Bitcoin energy treasury management markets macro AI and more. Bitcoin is the hurdle rate for capital deployment but there is substantial depth to that statement that we endeavor to explore. Here's episode [--] of @HurdleRatePod. 0:20 - Welcome to The Hurdle Rate 1:17 - Meet Matt Cole 3:12 - Meet Ben Werkman 4:48 - Meet Jeff Walton 6:29 - What does the Hurdle Rate mean in this current environment 25:44 - Is Bitcoin the Hurdle Rate 1:07:03 - Which AI tools are the guys using 1:24:30 - Tariff talk 1:36:47 -"
X Link 2025-03-26T16:10Z [----] followers, 113.3K engagements
"Episode [--] with @ColeMacro @werkman @PunterJeff & @TimKotzman drops this Wednesday. https://t.co/HSKLOaCQF5 https://t.co/HSKLOaCQF5"
X Link 2025-03-29T19:25Z [----] followers, [----] engagements
"The Hurdle Rate: Episode [--] on YouTube: https://www.youtube.com/watchv=7ocigHh1Gz8 https://www.youtube.com/watchv=7ocigHh1Gz8"
X Link 2025-03-29T21:56Z [----] followers, 13.5K engagements
"Dont miss a thing Follow @HurdleRatePod on YouTube: https://youtube.com/@thehurdleratepodcastsi=-t3afJWvYStGUrLf The Hurdle Rate: Episode [--] on YouTube: https://t.co/7zGoslq1IJ https://t.co/XlXMvbb67K https://youtube.com/@thehurdleratepodcastsi=-t3afJWvYStGUrLf The Hurdle Rate: Episode [--] on YouTube: https://t.co/7zGoslq1IJ https://t.co/XlXMvbb67K"
X Link 2025-03-31T15:37Z [----] followers, 13.4K engagements
"Lock in for Episode [--] dropping tomorrow morning 🎧 @ColeMacro @werkman @PunterJeff @TimKotzman Follow Us on YouTube 👇 Dont miss a thing Follow @HurdleRatePod on YouTube: https://t.co/n0UwWJFgBX Dont miss a thing Follow @HurdleRatePod on YouTube: https://t.co/n0UwWJFgBX"
X Link 2025-04-01T13:42Z [----] followers, [----] engagements
"CODE ORANGE INTRO 🟧☝ https://t.co/VMJ1M4xE49 https://t.co/VMJ1M4xE49"
X Link 2025-04-02T02:39Z [----] followers, [----] engagements
"Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump Tariff Armageddon with The Hurdle Rate crew. 0:00 - Welcome Back to The Hurdle Rate 0:24 - GameStop and the current state of Bitcoin Treasury Adoption 25:30 - Metaplanets big move 28:57 - The Trump Familys involvement in the Bitcoin Community 38:26 - Liberation Day and Tariffs 53:06 - Is Bitcoin Risk-On or Risk-Off 58:34 - Closing Thoughts Episode [--] on YouTube: https://youtu.be/u-EXw_Ea8dQsi=QF8E1CCAtUob6Rh4"
X Link 2025-04-02T16:26Z [----] followers, 107.5K engagements
"@ColeMacro @werkman @PunterJeff @TimKotzman @gamestop @metaplanet Apple Podcasts: https://podcasts.apple.com/us/podcast/episode-2-gme-on/id1806152648i=1000701936537 https://podcasts.apple.com/us/podcast/episode-2-gme-on/id1806152648i=1000701936537"
X Link 2025-04-02T18:48Z [----] followers, [----] engagements
"@ColeMacro @werkman @PunterJeff @TimKotzman @gamestop @metaplanet Amazon Music: https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/4a3b8c21-9691-4206-8d86-ec7b9aa43dcb/the-hurdle-rate-podcast-episode-2---gme-on https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/4a3b8c21-9691-4206-8d86-ec7b9aa43dcb/the-hurdle-rate-podcast-episode-2---gme-on"
X Link 2025-04-02T18:48Z [----] followers, [----] engagements
"We are now live on Spotify https://open.spotify.com/show/7LG1LFswzxNTOLt62n3TS5 https://open.spotify.com/show/7LG1LFswzxNTOLt62n3TS5"
X Link 2025-04-03T19:09Z [----] followers, [----] engagements
"Episode [--] is dropping this Wednesday. Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump Tariff Armageddon with The Hurdle Rate crew. 0:00 - Welcome Back to The Hurdle Rate 0:24 https://t.co/PmdJ02nWVG Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump Tariff Armageddon with The Hurdle Rate crew. 0:00 - Welcome Back to The Hurdle Rate 0:24"
X Link 2025-04-07T22:47Z [----] followers, [----] engagements
"On Episode [--] we discuss tariffs AI 🤖 robotics penguins 🐧 China trade deficits and the possibility of a golden age for America . Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump Tariff Armageddon with The Hurdle Rate crew. 0:00 - Welcome Back to The Hurdle Rate 0:24 https://t.co/PmdJ02nWVG Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump"
X Link 2025-04-07T23:52Z [----] followers, [----] engagements
"Welcome back to The Hurdle Rate Podcast. Episode [--] - Negotiating with Penguins. This week we discuss deficit based tariffs the US workforce Universal Basic Income volatility in the market penguins AI and more. Here's the latest with @ColeMacro @werkman @PunterJeff and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:20 - Tariffs are based on deficits right 21:18 - What position is the US workforce in to absorb these changes 31:10 - Universal Basic Income 39:40 - Should we expect more volatility in the market 423:05 - How does all of this impact Bitcoin 51:59 - What is the path out of"
X Link 2025-04-09T16:18Z [----] followers, 75.4K engagements
"Welcome back to The Hurdle Rate. Episode 4: Bitcoin Portfolio Theory. The crew is back with the latest on macro tariffs Monte Carlo simulations the mNAV of @Strategy and more Here's the latest with @ColeMacro @werkman @PunterJeff and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:30 - Catching up on economic news from the last week 24:15 - Jeffs Monte Carlo simulations 43:13 - Matt and Strives engagement with Intuit 53:30 - Strategys mNAV 1:03:41 - Closing thoughts"
X Link 2025-04-16T15:40Z [----] followers, 99.2K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 5: DXY vs. Store of Value Assets. We're back with @PunterJeff @TimKotzman @werkman & @ColeMacro covering the DXY Gold versus Bitcoin interest rates stagflation @Strategy @metaplanet and Bitcoin dominance. Broadcasting from California the PNW Michigan and New York City: This is The Hurdle Rate for the week of April [--] [----]. 0:30 - Welcome Back to The Hurdle Rate 1:26 - DXY Breakdown 22:51 - Gold vs Bitcoin as the Hurdle Rate 36:59 - Interest rates and stagflation 48:00 - Strategy Metaplanet and Bitcoin dominance"
X Link 2025-04-23T14:02Z [----] followers, 67.8K engagements
"Welcome back to The Hurdle Rate. Episode 6: Win or Win More. The crew is back with the latest on MSTR Earnings [--] Capital's Announcement @RayDalio and more Here's the latest with @ColeMacro @werkman @PunterJeff and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:15 - MSTR Earnings 29:19 - [--] Capitals Announcement 41:10 - Next weeks Bitcoin for Corporations Conference and MSTR True North World 43:25 - Whats taking so long with GameStop 49:47 - Ray Dalio - Is it too late"
X Link 2025-04-30T00:01Z [----] followers, 94.5K engagements
"Tomorrow Morning: A Special Saturday Edition of The Hurdle Rate with @PunterJeff @werkman @ColeMacro & @TimKotzman"
X Link 2025-05-02T22:20Z [----] followers, [----] engagements
"Welcome back to The Hurdle Rate. Episode 7: Fully Torqued Bitcoin. The crew is back with analysis from the @Strategy earnings call and a deep dive on the seniority and volatility of Strategy's BTC-backed securities using BTC risk for credit analysis Strategy liabilities and capital structure BTC Torque and more. Here's the latest with @PunterJeff @ColeMacro @TimKotzman and @werkman. 0:30 - Welcome Back to The Hurdle Rate 0:50 - Strategy earnings call recap 1:59 - 42/42 Capital Raising Plan 12:03 - Permanent Leverage without Refinancing Risk 12:39 Seniority & Volatility of Strategys BTC-Backed"
X Link 2025-05-03T15:42Z [----] followers, 194.9K engagements
"Welcome back to The Hurdle Rate. Episode 8: Strategy World Recap - A Revolution Ignited. A Movement Has Begun. It's Electric. And We Are Burning Up Silicon. The crew is back with a recap on @MSTRTrueNorth World and the @BitcoinForCorps Conference in Orlando. @PunterJeff @werkman and @TimKotzman check in moments after spending over an hour on stage with @digitalphong and @saylor. @ColeMacro brings the heat with the latest @StriveFunds announcement and talks about why he is even more bullish on #Bitcoin after experiencing the electric community around Bitcoin Treasury Companies. Here's a"
X Link 2025-05-08T12:32Z [----] followers, 78.3K engagements
"Welcome back to The Hurdle Rate. Episode 9: A Movement Has Started. The hurdle rate crew is back to cover the latest in the Bitcoin Treasury space. @ColeMacro @werkman @PunterJeff and @TimKotzman discuss being bold and having courage why retail investors may understand the @Strategy playbook better than institutions what the main themes will be for investors to learn about and more. Here's the latest with Tim Jeff Ben and Matt. 0:30 - Welcome Back to The Hurdle Rate 2:44 - The latest in the Bitcoin Treasury space 12:42 - Being bold and having courage 28:30 - Why are retail investors"
X Link 2025-05-13T13:40Z [----] followers, 60.1K engagements
"@HurdleRatePod has been cancelled by YouTube. @TimKotzman @ColeMacro @PunterJeff @werkman"
X Link 2025-05-19T22:32Z [----] followers, 68.5K engagements
"The @HurdleRatePod is no longer Fully Torqued on @YouTube. @saylor @ColeMacro @PunterJeff @werkman @TimKotzman @HurdleRatePod has been cancelled by YouTube. @TimKotzman @ColeMacro @PunterJeff @werkman https://t.co/1PqRFmaCbT @HurdleRatePod has been cancelled by YouTube. @TimKotzman @ColeMacro @PunterJeff @werkman https://t.co/1PqRFmaCbT"
X Link 2025-05-19T22:33Z [----] followers, [----] engagements
"No email. No warning. No appeals process. Just erased. Not cancelled. Erased. @HurdleRatePod respectfully requests reinstatement on @YouTube. @ColeMacro @werkman @PunterJeff @TimKotzman"
X Link 2025-05-20T12:04Z [----] followers, 23K engagements
"Welcome back to The Hurdle Rate. Episode [--]. Have Bitcoin - Get Money. The Hurdle Rate crew is back to cover the latest. Another Big Buy for @Strategy. @SemlerSci adds @natbrunell to their Board. Jamie Dimon reminds us that Bitcoin is akin to smoking cigarettes. Here's the latest with @TimKotzman @werkman @PunterJeff and @ColeMacro. 0:00 - Welcome Back to The Hurdle Rate 1:10 - Another Big Buy for MSTR 17:41 - Semler Scientific adding Natalie Brunell to their Board 27:25 - Jamie Dimons recent quote 37:56 - US Debt gets Downgraded 53:50 - Class action lawsuit vs Strategy"
X Link 2025-05-20T12:35Z [----] followers, 111K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 11: People Are Dancing. The crew reports in from Las Vegas with a recap from the Bitcoin [----] conference. @TimKotzman @werkman @PunterJeff and @ColeMacro cover the power of communication getting your hands dirty with alpha and beta reigniting creativity and more. Here's the latest on Bitcoin Bitcoin Treasury Companies and @MSTRTrueNorth. 0:30 - Welcome Back to The Hurdle Rate 0:41 - Recap of the Past Week 4:18 - GameStops Bitcoin Treasury Announcement 16:54 - True North Meetup in Vegas 22:52 - Strives Big Announcement 39:37 - Closing Thoughts"
X Link 2025-05-30T05:41Z [----] followers, 91.2K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 12: Upgrade with Junk Grade The crew is back with analysis of $STRD in real time. Has Bitcoin peaked for this cycle What should the Bitcoin interest rate be All this and more with @ColeMacro @PunterJeff @TimKotzman and @werkman. 0:30 - Welcome Back to The Hurdle Rate 0:50 - STRD Announcement Reaction 30:10 - Has Bitcoin Peaked for this Cycle 37:32 - James Wynns Wild Ride 39:10 - What Should the Bitcoin Interest Rate Be https://twitter.com/i/web/status/1929892523125744031 https://twitter.com/i/web/status/1929892523125744031"
X Link 2025-06-03T13:26Z [----] followers, 99K engagements
"@ColeMacro @PunterJeff @TimKotzman Apple: Amazon: Spotify: Rumble: https://rumble.com/v6u91b7-upgrade-with-junk-grade.html https://open.spotify.com/episode/4zGm5m3sh8VAGpoUZuIw3Fsi=q-eENv8GRC6CZnQ0-ePpWA https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/3ed32e85-b37d-412b-97c3-8e91bd2f12fd/the-hurdle-rate-podcast-episode-12---upgrade-with-junk-grade https://podcasts.apple.com/us/podcast/episode-12-upgrade-with-junk-grade/id1806152648i=1000711018209 https://rumble.com/v6u91b7-upgrade-with-junk-grade.html"
X Link 2025-06-03T14:02Z [----] followers, [----] engagements
"Welcome back to The Hurdle Rate Podcast. Episode 13: Building for Decades. @ColeMacro weighs in on American politics @PunterJeff describes Bitcoin Treasury Companies as tax advantaged perpetual Bitcoin Dividend Drips and @werkman walks us through a 20-30% debt to equity ratio. Here's the latest with your host @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:59 - Whats Going On with American Politics 15:26 - Bitcoin Treasury Companies as Tax Advantaged Perpetual Bitcoin Dividend Drips 20:32 - The Upside in STRD 32:10 - Is There Something Holding the Bond Market Back 47:09 - Thinking"
X Link 2025-06-10T14:20Z [----] followers, 76.5K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 14: The World's Evolving. @ColeMacro @werkman and @PunterJeff are back to cover the latest including alt coins announcing Bitcoin Treasury strategies Chanos the US dollar @saylor's latest buy and more. Here's your host @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:00 - Altcoin Treasury Strategy 6:16 - Is Chanos the Next Hurdle Rate Host 15:01 - Checking In on the US Dollar 26:27 - Talking Your Own Bag 37:35 - Saylors Latest Bitcoin Buy and Explaining Strategy to Boomers 47:24 - Bitcoins Resilience Amid Global Tension Thank you to our"
X Link 2025-06-17T12:38Z [----] followers, 74.3K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 15: Billions in Bitcoin Treasuries. @ColeMacro @werkman @TimKotzman and @PunterJeff are back to cover the latest including @BTCPrague new announcements in the Bitcoin Treasuries space the digital transformation of investor relations and Matt Cole joining @MSTRTrueNorth. Here's the latest with the @HurdleRatePod crew. 0:30 - Welcome Back to The Hurdle Rate 1:46 - Tim and Matt Recap BTC Prague 10:23 - Where Can Bitcoin Treasury Companies Be [--] Years From Now 25:09 - Altseason 31:37 - New Announcements in the Bitcoin Treasuries Space 44:42 - The"
X Link 2025-06-24T14:58Z [----] followers, 75K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 16: Dividend Drip. The crew is back with the latest from the end of Q2 including @Strategy entering the Russell Top [---] Value Index stock market all time highs and @metaplanet climbing the Bitcoin Treasury leaderboard to spot #5. Here's the Hurdle Rate for June [--] with @TimKotzman @werkman @PunterJeff and @ColeMacro. 0:30 - Welcome Back to The Hurdle Rate 0:51 - The Dividend Drip 8:08 - Strategy Added to Russell Top [---] Value Index 13:46 - Stock Market Hits All Time Highs 19:30 - Bitcoin - Nothing Stops This Train 29:22 - Will Investors Be"
X Link 2025-07-01T09:41Z [----] followers, 186.5K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 17: @Strategy hits their STRD. The crew is back with the latest including Jeff's big announcement what STRD having an ATM facility means to you Elon Musk saying fiat is hopeless and more. Here's the Hurdle Rate for July [--] with @PunterJeff @ColeMacro @werkman and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 0:43 - Jeffs Big Announcement 13:47 - What Does STRD Having an ATM Facility in the Market Mean to You 20:37 - How Big Should a Company be Before Issuing Preferred Products 33:57 - Elon Musk - Fiat is Hopeless"
X Link 2025-07-08T05:52Z [----] followers, 65.8K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 18: Transparency is Not Priced In. The crew is back with the latest on @Strategy's latest Bitcoin buy AI's impact on Bitcoin Treasury Companies the misplacing of risk for Bitcoin Treasuries and more. Here's the latest with @PunterJeff @werkman @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 2:17 - Strategys Latest Buy 8:55 - Altcoin Treasury Companies 19:28 - AIs Impact on Bitcoin Treasury Companies 25:47 - Breaking Down Analysts Estimates on MSTR 33:54 - So Much for Sideways Summer 38:21 - The End of Earnings Volatility"
X Link 2025-07-15T04:04Z [----] followers, 109.7K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 19: A Huge Wave of Capital isn't a STRC. The crew is back with the latest on @Strategy's new preferred product STRC real estate versus perpetual preferred the question of winter and more. Here's the latest with @werkman @PunterJeff @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 0:53 - STRC - What Does It Mean to You 21:24 - Real Estate Vs Perpetual Preferred Products 40:02 - Is Winter Coming Back 49:55 - Ben Breaks The Top [--] 50:31 - [---] and Joining the Strive Family"
X Link 2025-07-23T13:54Z [----] followers, 62.3K engagements
"The Hurdle Rate Podcast Episode [--] on YouTube: https://www.youtube.com/watchv=NJ4NnImu318 https://www.youtube.com/watchv=NJ4NnImu318"
X Link 2025-07-27T00:11Z [----] followers, [----] engagements
"The Hurdle Rate Podcast Episode [--] on YouTube: https://www.youtube.com/watchv=tEP44eNCORQ https://www.youtube.com/watchv=tEP44eNCORQ"
X Link 2025-07-27T01:18Z [----] followers, [----] engagements
"Welcome back to The Hurdle Rate Podcast. Episode 20: Convert to IPO. The crew is back with the latest on the @Strategy $STRC IPO converts and $MSTR earnings expectations ATM usage and more. Here's the Hurdle Rate for the week of July [--] [----] with @PunterJeff @werkman @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:45 - STRC IPO 13:37 - Converts and MSTR Earnings Expectations 23:08 - No ATM Usage from Strategy 38:00 - US Trade Deal with the EU 44:46 - mNAV Indicator of Store of Value"
X Link 2025-07-29T14:27Z [----] followers, 68.9K engagements
"Welcome back to The Bitcoin Treasuries Podcast. Episode 21: The Intelligent Leverage Trade: Winter Isn't Coming Back. The crew is back with the latest on the @Strategy earnings call recap ATM adjustment Bitcoin per share leverage ratios and more. Here's the Hurdle Rate for the week of August [--] [----] with @werkman @ColeMacro @PunterJeff and @TimKotzman. 0:00 - Welcome Back to The Hurdle Rate 1:34 - Recapping MSTR Earnings Call 9:49 - Strategys ATM Adjustment 21:00 - MSTRs Bitcoin Per Share 30:03 - Only Look at Leverage Ratio 45:08 - Could Bitcoin Treasury Companies Lead to the Next Bear Market"
X Link 2025-08-05T12:20Z [----] followers, 180.5K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 22: Commodity Security Token. The crew is back with the latest news out of DC a discussion on ETH treasury companies and scale Tim's NYC Unconference and @Strategy's [--] year Bitcoin anniversary. Here's the Hurdle Rate for the week of August [--] [----] with @werkman @PunterJeff @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:00 - Bo Hines Bounces to the Private Sector 9:00 - ETH Treasury Companies and Scale 32:27 - Tims NYC Unconference 41:14 - Strategys [--] Year Bitcoin Anniversary"
X Link 2025-08-13T13:42Z [----] followers, 43.4K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 23: Noise in the Market. The crew is back with the latest including discussion on Bitcoin Treasury Companies trading below 1X MNAV gold revaluation Bitcoin Treasury executive compensation and thoughts on preferred liquidation preference. Here's the Hurdle Rate for the week of August [--] [----] with @PunterJeff @werkman @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:00 - Trading Below [--] mNAV 28:11 - Gold Revaluation 37:21 - Bitcoin Treasury Executive Compensation 42:40 - Preferred Liquidation Preference"
X Link 2025-08-19T12:42Z [----] followers, 58.2K engagements
"YouTube: https://www.youtube.com/watchv=_WZ_I_xWTXk&list=PLoB1eZWSVHVbHsHgaIIp0cy0MSDoz7uo0&index=1 https://www.youtube.com/watchv=_WZ_I_xWTXk&list=PLoB1eZWSVHVbHsHgaIIp0cy0MSDoz7uo0&index=1"
X Link 2025-08-19T15:22Z [----] followers, [----] engagements
"Welcome back to The Hurdle Rate Podcast. Episode 24: Fed Signals and Equity Stakes. The crew is back with the latest including discussion on @StriveFunds's major announcment the Fed symposium in Jackson Hole Intel and the US government and an update on the Bitcoin Treasuries Unconference. Here's the latest with Matt Cole Ben Werkman Tim Kotzman and the Hurdle Rate's first guest host Avik Roy. @ColeMacro @werkman @Avik @TimKotzman @PunterJeff @btcdigitalconf 0:00 - Welcome Back to The Hurdle Rate 1:15 - Meet The Hurdle Rates First Guest Host Avik Roy 3:14 - Strives Major News Announcement 9:10"
X Link 2025-08-26T14:00Z [----] followers, 56.6K engagements
"@StriveFunds YouTube: https://youtu.be/BJgIbOkyBn8si=NLxNmUuG26pi8bn7 https://youtu.be/BJgIbOkyBn8si=NLxNmUuG26pi8bn7"
X Link 2025-08-26T18:44Z [----] followers, [----] engagements
"Welcome back to The Hurdle Rate Podcast. Episode 25: Will Travel for Bitcoin. The crew is back with the latest including a recap of Bitcoin Asia STRC dividend increases fed independence and more. Here's the latest with Matt Cole Ben Werkman Tim Kotzman and Jeff Walton. @ColeMacro @werkman @TimKotzman @PunterJeff 0:30 - Welcome Back to The Hurdle Rate 0:53 - Recapping Bitcoin Asia 21:52 - STRC Dividend Increases 34:43 - Fed Independence and What Rates Should Do"
X Link 2025-09-03T15:51Z [----] followers, 47.2K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 26: Zoom Out - We're Early. The crew is back with guest @BitcoinPierre. Topics include S&P [---] inclusion how @saylor reframes the world of risk the landscape of @Strategy's ATMs and more. Here's the latest with Matt Cole Jeff Walton Pierre Rochard and Tim Kotzman. @ColeMacro @PunterJeff @BitcoinPierre @TimKotzman @werkman 0:30 - Welcome Back to The Hurdle Rate 1:10 - No Strategy in the S&P [---] 14:50 - Michael Saylor Reframes the World of Risk 37:41 - The Landscape of Strategys ATMs 41:28 - Pierres Closing Thoughts"
X Link 2025-09-09T13:29Z [----] followers, 157.4K engagements
"@BitcoinPierre @saylor @Strategy YouTube: https://youtu.be/Tr2DBZIzrwQsi=9q3vL3sExbEYxlIi https://youtu.be/Tr2DBZIzrwQsi=9q3vL3sExbEYxlIi"
X Link 2025-09-09T17:49Z [----] followers, [----] engagements
"Welcome back to The Hurdle Rate Podcast. Episode 27: The Starting Line. The crew is back covering the latest Strive announcement of their Board of Directors the anticipated rate cut this Wednesday the latest on this week's Bitcoin Treasuries Unconference in New York and more. Here's the latest with Ben Werkman Matt Cole Jeff Walton and Tim Kotzman. @werkman @ColeMacro @PunterJeff @TimKotzman 0:30 - Welcome Back to The Hurdle Rate 1:02 - Strive Announces Board of Directors 30:27 - Rate Cut on Wednesday 37:27 - Bitcoin Treasuries Unconference 47:11 - Options on the Prefs"
X Link 2025-09-16T17:02Z [----] followers, 56.1K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 28: The M&A Era Has Begun. The crew is back with special guest Joe Burnett to cover the @strive acquistion of @SemlerSci. We also discuss the impact of meeting Bitcoiners in person the behind the scenes of the Bitcoin Treasuries NYC Unconference and operating with a long term view. Here's the latest with @ColeMacro @PunterJeff @werkman @TimKotzman and @IIICapital. 0:30 - Welcome Back to The Hurdle Rate 0:45 - Strive Acquires Semler Scientific 20:09 - The Impact of Meeting Bitcoiners in Person 27:10 - Behind the Scenes of the Bitcoin Treasuries"
X Link 2025-09-23T15:14Z [----] followers, 110.1K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 29: Bitcoin Supercycle. The crew is back with discussion on Bitcoin versus other store of value assets the Bitcoin supercycle the digital ID rollout in the UK and @Strategy dividend day. Here's the latest with @werkman @PunterJeff @TimKotzman and @ColeMacro. 0:30 - Welcome Back to The Hurdle Rate 1:54 - Breaking News: Tim is All In and Dedicating His Life to Bitcoin 10:41 - Bitcoin vs Other Store of Value Assets 22:11 - Bitcoin Super Cycle 27:48 - Digital ID Rollout in the UK 42:17 - Strategy Dividend Day"
X Link 2025-09-30T16:14Z [----] followers, 58.2K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 30: Focus on the Future. The crew is back with the latest including Ben joining @strive as CIO tribalism and doubt in Bitcoin the fastest growing ETF of all time the corporate alternative minimum tax and more. Here's the latest with @werkman @TimKotzman @ColeMacro and @PunterJeff. 0:30 - Welcome Back to The Hurdle Rate 0:50 - Ben Joins Strive as CIO 18:37 - Tribalism and Doubt in Bitcoin 33:17 - The Fastest Growing ETF of All Time 35:33 - Corporate Alternative Minimum Tax (CAMT) 42:22 - Uptober Getting Revved Up"
X Link 2025-10-07T14:38Z [----] followers, 52K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 31: The Digital Credit Landscape. The crew is back with the latest including the crypto crash of October [--] launching a treasury company from zero and a deep dive on private credit. Here's the Hurdle Rate for the week of October [--] [----] with @ColeMacro @PunterJeff @werkman and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 2:30 - Crypto Crash of October [--] 21:41 - Launching a Treasury Company from Zero 44:14 - Deep Dive on Private Credit"
X Link 2025-10-14T15:58Z [----] followers, 58.6K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 32: Strategic Risk Taking. The crew is back covering Tim's latest Bitcoin Treasuries Digital Conference sentiment versus conviction with Bitcoin Treasury Companies strategic risk taking and more. Here's the Hurdle Rate for the week of October [--] [----] with @ColeMacro @PunterJeff @werkman and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:04 - Recapping Tims Latest Bitcoin Treasuries Digital Conference 14:04 - Sentiment vs Conviction with Bitcoin Treasury Companies 25:47 - Why do Bitcoin Treasury Companies Exist 38:48 - Strategic Risk"
X Link 2025-10-22T13:47Z [----] followers, 42.6K engagements
"YouTube: https://youtu.be/dPvVqTlPRPYsi=QEsuxocRkxtZbdg5 https://youtu.be/dPvVqTlPRPYsi=QEsuxocRkxtZbdg5"
X Link 2025-10-28T15:42Z [----] followers, [----] engagements
"Welcome back to The Hurdle Rate Podcast. Episode 33: Credit Ratings for Digital Capital. The crew is back covering Strategy's credit rating how this could impact the insurance industry interest coverage ration and industry credit ratings what it will take for Bitcoin Treasury Company credit ratings to go higher Mike Alfred big volumes and more. Here's the latest with @ColeMacro @PunterJeff @werkman and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:00 - Strategy Gets a Credit Rating 13:13 - How This Will Impact the Insurance Industry 22:20 - Interest Coverage Ratio and Industry Credit"
X Link 2025-10-28T14:01Z [----] followers, 241.2K engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2025-10-28T14:02Z [----] followers, [----] engagements
"Welcome back to The Hurdle Rate Podcast. Episode 34: The Preferred Strategy is Digital Credit. The crew is back covering @strive's $SATA announcement @Strategy's Q3 earnings call and the launch of $STRE ROC Dividends and more. Here's the latest with @ColeMacro @werkman @PunterJeff and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:04 - Strives SATA Announcement 1:45 - Strategy Introduces Stream 16:07 - MSTR Q3 Earnings Call Recap 36:40 - ROC Dividends 42:32 - Additional Highlights from Strategy Earnings Report https://twitter.com/i/web/status/1985727105938628971"
X Link 2025-11-04T15:13Z [----] followers, 36.3K engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2025-11-04T15:14Z [----] followers, [---] engagements
""Oh so this is like $STRC but it is senior and you don't have any debt" Welcome back to The Hurdle Rate Podcast. Episode 35: Amplified Bitcoin and Digital Credit. The crew is back covering the IPOs of Digital Credit. The institutions are here. The banks are coming. @TimKotzman hosts as @ColeMacro @PunterJeff and @werkman discuss the process of launching a preferred product talk through both $ASST and $SATA and share where attendees can connect with them this week at conferences in Miami Prague and Amsterdam. Here's the Hurdle Rate for the week of November [--] [----]. 0:30 - Welcome Back to The"
X Link 2025-11-10T15:01Z [----] followers, 190.2K engagements
"Thank you to our sponsor Swan Bitcoin. We buy Bitcoin at http://www.swan.com/hurdlerate http://www.swan.com/hurdlerate"
X Link 2025-11-10T15:05Z [----] followers, [----] engagements
"Apple: Amazon: Fountain: Rumble: Spotify: https://open.spotify.com/episode/5KXwvjOBi81xLqVLFlvVhNsi=lvKTj29AT0S_Z7amVOWY6A https://rumble.com/v75kf2e-episode-47-a-time-to-build.html https://fountain.fm/episode/e246dOcRDv7YwblELQUh https://music.amazon.com/podcasts/7c03d0b8-8eae-46fa-8a29-3d92679688e1/episodes/eddc2aab-8b91-4403-8786-7d1dcc932ca1/the-hurdle-rate-podcast-episode-47---a-time-to-build https://podcasts.apple.com/us/podcast/episode-47-a-time-to-build/id1806152648i=1000749098495 https://open.spotify.com/episode/5KXwvjOBi81xLqVLFlvVhNsi=lvKTj29AT0S_Z7amVOWY6A"
X Link 2026-02-10T19:08Z [----] followers, [---] engagements
"Welcome back to The Hurdle Rate. Episode 47: A Time To Build The crew is back with a wide-ranging breakdown of the weeks biggest themes. They discuss whats happening on the ground at Bitcoin Investor Week in NYC then dive into the ongoing debate around bull versus bear markets and whether the market has finally found a bottom. The episode wraps with a discussion of Strategys latest earnings call and what it signals going forward. Heres the latest with @TimKotzman @ColeMacro @Werkman and @IIICapital 0:30 - Welcome Back to The Hurdle Rate 2:20 - Bitcoin Investor Week in NYC 10:20 - Bull vs Bear"
X Link 2026-02-10T16:08Z [----] followers, 22.2K engagements
"Welcome back to The Bitcoin Treasuries Podcast. Episode 21: The Intelligent Leverage Trade: Winter Isn't Coming Back. The crew is back with the latest on the @Strategy earnings call recap ATM adjustment Bitcoin per share leverage ratios and more. Here's the Hurdle Rate for the week of August [--] [----] with @werkman @ColeMacro @PunterJeff and @TimKotzman. 0:00 - Welcome Back to The Hurdle Rate 1:34 - Recapping MSTR Earnings Call 9:49 - Strategys ATM Adjustment 21:00 - MSTRs Bitcoin Per Share 30:03 - Only Look at Leverage Ratio 45:08 - Could Bitcoin Treasury Companies Lead to the Next Bear Market"
X Link 2025-08-05T12:20Z [----] followers, 180.5K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 16: Dividend Drip. The crew is back with the latest from the end of Q2 including @Strategy entering the Russell Top [---] Value Index stock market all time highs and @metaplanet climbing the Bitcoin Treasury leaderboard to spot #5. Here's the Hurdle Rate for June [--] with @TimKotzman @werkman @PunterJeff and @ColeMacro. 0:30 - Welcome Back to The Hurdle Rate 0:51 - The Dividend Drip 8:08 - Strategy Added to Russell Top [---] Value Index 13:46 - Stock Market Hits All Time Highs 19:30 - Bitcoin - Nothing Stops This Train 29:22 - Will Investors Be"
X Link 2025-07-01T09:41Z [----] followers, 186.5K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 26: Zoom Out - We're Early. The crew is back with guest @BitcoinPierre. Topics include S&P [---] inclusion how @saylor reframes the world of risk the landscape of @Strategy's ATMs and more. Here's the latest with Matt Cole Jeff Walton Pierre Rochard and Tim Kotzman. @ColeMacro @PunterJeff @BitcoinPierre @TimKotzman @werkman 0:30 - Welcome Back to The Hurdle Rate 1:10 - No Strategy in the S&P [---] 14:50 - Michael Saylor Reframes the World of Risk 37:41 - The Landscape of Strategys ATMs 41:28 - Pierres Closing Thoughts"
X Link 2025-09-09T13:29Z [----] followers, 157.4K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 33: Credit Ratings for Digital Capital. The crew is back covering Strategy's credit rating how this could impact the insurance industry interest coverage ration and industry credit ratings what it will take for Bitcoin Treasury Company credit ratings to go higher Mike Alfred big volumes and more. Here's the latest with @ColeMacro @PunterJeff @werkman and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:00 - Strategy Gets a Credit Rating 13:13 - How This Will Impact the Insurance Industry 22:20 - Interest Coverage Ratio and Industry Credit"
X Link 2025-10-28T14:01Z [----] followers, 241.2K engagements
"Welcome to The Hurdle Rate Podcast @ColeMacro @werkman @PunterJeff & @TimKotzman dive into Bitcoin energy treasury management markets macro AI and more. Bitcoin is the hurdle rate for capital deployment but there is substantial depth to that statement that we endeavor to explore. Here's episode [--] of @HurdleRatePod. 0:20 - Welcome to The Hurdle Rate 1:17 - Meet Matt Cole 3:12 - Meet Ben Werkman 4:48 - Meet Jeff Walton 6:29 - What does the Hurdle Rate mean in this current environment 25:44 - Is Bitcoin the Hurdle Rate 1:07:03 - Which AI tools are the guys using 1:24:30 - Tariff talk 1:36:47 -"
X Link 2025-03-26T16:10Z [----] followers, 113.3K engagements
"Welcome back to The Hurdle Rate. Episode [--]. Have Bitcoin - Get Money. The Hurdle Rate crew is back to cover the latest. Another Big Buy for @Strategy. @SemlerSci adds @natbrunell to their Board. Jamie Dimon reminds us that Bitcoin is akin to smoking cigarettes. Here's the latest with @TimKotzman @werkman @PunterJeff and @ColeMacro. 0:00 - Welcome Back to The Hurdle Rate 1:10 - Another Big Buy for MSTR 17:41 - Semler Scientific adding Natalie Brunell to their Board 27:25 - Jamie Dimons recent quote 37:56 - US Debt gets Downgraded 53:50 - Class action lawsuit vs Strategy"
X Link 2025-05-20T12:35Z [----] followers, 111K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 12: Upgrade with Junk Grade The crew is back with analysis of $STRD in real time. Has Bitcoin peaked for this cycle What should the Bitcoin interest rate be All this and more with @ColeMacro @PunterJeff @TimKotzman and @werkman. 0:30 - Welcome Back to The Hurdle Rate 0:50 - STRD Announcement Reaction 30:10 - Has Bitcoin Peaked for this Cycle 37:32 - James Wynns Wild Ride 39:10 - What Should the Bitcoin Interest Rate Be https://twitter.com/i/web/status/1929892523125744031 https://twitter.com/i/web/status/1929892523125744031"
X Link 2025-06-03T13:26Z [----] followers, 99K engagements
"No email. No warning. No appeals process. Just erased. Not cancelled. Erased. @HurdleRatePod respectfully requests reinstatement on @YouTube. @ColeMacro @werkman @PunterJeff @TimKotzman"
X Link 2025-05-20T12:04Z [----] followers, 23K engagements
"The World Premiere of The Hurdle Rate Podcast Is Happening Tomorrow"
X Link 2025-03-25T17:38Z [----] followers, 105.3K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 13: Building for Decades. @ColeMacro weighs in on American politics @PunterJeff describes Bitcoin Treasury Companies as tax advantaged perpetual Bitcoin Dividend Drips and @werkman walks us through a 20-30% debt to equity ratio. Here's the latest with your host @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:59 - Whats Going On with American Politics 15:26 - Bitcoin Treasury Companies as Tax Advantaged Perpetual Bitcoin Dividend Drips 20:32 - The Upside in STRD 32:10 - Is There Something Holding the Bond Market Back 47:09 - Thinking"
X Link 2025-06-10T14:20Z [----] followers, 76.5K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 14: The World's Evolving. @ColeMacro @werkman and @PunterJeff are back to cover the latest including alt coins announcing Bitcoin Treasury strategies Chanos the US dollar @saylor's latest buy and more. Here's your host @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:00 - Altcoin Treasury Strategy 6:16 - Is Chanos the Next Hurdle Rate Host 15:01 - Checking In on the US Dollar 26:27 - Talking Your Own Bag 37:35 - Saylors Latest Bitcoin Buy and Explaining Strategy to Boomers 47:24 - Bitcoins Resilience Amid Global Tension Thank you to our"
X Link 2025-06-17T12:38Z [----] followers, 74.3K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 17: @Strategy hits their STRD. The crew is back with the latest including Jeff's big announcement what STRD having an ATM facility means to you Elon Musk saying fiat is hopeless and more. Here's the Hurdle Rate for July [--] with @PunterJeff @ColeMacro @werkman and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 0:43 - Jeffs Big Announcement 13:47 - What Does STRD Having an ATM Facility in the Market Mean to You 20:37 - How Big Should a Company be Before Issuing Preferred Products 33:57 - Elon Musk - Fiat is Hopeless"
X Link 2025-07-08T05:52Z [----] followers, 65.8K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 18: Transparency is Not Priced In. The crew is back with the latest on @Strategy's latest Bitcoin buy AI's impact on Bitcoin Treasury Companies the misplacing of risk for Bitcoin Treasuries and more. Here's the latest with @PunterJeff @werkman @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 2:17 - Strategys Latest Buy 8:55 - Altcoin Treasury Companies 19:28 - AIs Impact on Bitcoin Treasury Companies 25:47 - Breaking Down Analysts Estimates on MSTR 33:54 - So Much for Sideways Summer 38:21 - The End of Earnings Volatility"
X Link 2025-07-15T04:04Z [----] followers, 109.7K engagements
"Welcome back to The Hurdle Rate. Episode 8: Strategy World Recap - A Revolution Ignited. A Movement Has Begun. It's Electric. And We Are Burning Up Silicon. The crew is back with a recap on @MSTRTrueNorth World and the @BitcoinForCorps Conference in Orlando. @PunterJeff @werkman and @TimKotzman check in moments after spending over an hour on stage with @digitalphong and @saylor. @ColeMacro brings the heat with the latest @StriveFunds announcement and talks about why he is even more bullish on #Bitcoin after experiencing the electric community around Bitcoin Treasury Companies. Here's a"
X Link 2025-05-08T12:32Z [----] followers, 78.3K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 23: Noise in the Market. The crew is back with the latest including discussion on Bitcoin Treasury Companies trading below 1X MNAV gold revaluation Bitcoin Treasury executive compensation and thoughts on preferred liquidation preference. Here's the Hurdle Rate for the week of August [--] [----] with @PunterJeff @werkman @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:00 - Trading Below [--] mNAV 28:11 - Gold Revaluation 37:21 - Bitcoin Treasury Executive Compensation 42:40 - Preferred Liquidation Preference"
X Link 2025-08-19T12:42Z [----] followers, 58.2K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 19: A Huge Wave of Capital isn't a STRC. The crew is back with the latest on @Strategy's new preferred product STRC real estate versus perpetual preferred the question of winter and more. Here's the latest with @werkman @PunterJeff @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 0:53 - STRC - What Does It Mean to You 21:24 - Real Estate Vs Perpetual Preferred Products 40:02 - Is Winter Coming Back 49:55 - Ben Breaks The Top [--] 50:31 - [---] and Joining the Strive Family"
X Link 2025-07-23T13:54Z [----] followers, 62.3K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 20: Convert to IPO. The crew is back with the latest on the @Strategy $STRC IPO converts and $MSTR earnings expectations ATM usage and more. Here's the Hurdle Rate for the week of July [--] [----] with @PunterJeff @werkman @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:45 - STRC IPO 13:37 - Converts and MSTR Earnings Expectations 23:08 - No ATM Usage from Strategy 38:00 - US Trade Deal with the EU 44:46 - mNAV Indicator of Store of Value"
X Link 2025-07-29T14:27Z [----] followers, 68.9K engagements
"Welcome back to The Hurdle Rate. Episode 7: Fully Torqued Bitcoin. The crew is back with analysis from the @Strategy earnings call and a deep dive on the seniority and volatility of Strategy's BTC-backed securities using BTC risk for credit analysis Strategy liabilities and capital structure BTC Torque and more. Here's the latest with @PunterJeff @ColeMacro @TimKotzman and @werkman. 0:30 - Welcome Back to The Hurdle Rate 0:50 - Strategy earnings call recap 1:59 - 42/42 Capital Raising Plan 12:03 - Permanent Leverage without Refinancing Risk 12:39 Seniority & Volatility of Strategys BTC-Backed"
X Link 2025-05-03T15:42Z [----] followers, 194.9K engagements
"Welcome back to The Hurdle Rate. Episode 9: A Movement Has Started. The hurdle rate crew is back to cover the latest in the Bitcoin Treasury space. @ColeMacro @werkman @PunterJeff and @TimKotzman discuss being bold and having courage why retail investors may understand the @Strategy playbook better than institutions what the main themes will be for investors to learn about and more. Here's the latest with Tim Jeff Ben and Matt. 0:30 - Welcome Back to The Hurdle Rate 2:44 - The latest in the Bitcoin Treasury space 12:42 - Being bold and having courage 28:30 - Why are retail investors"
X Link 2025-05-13T13:40Z [----] followers, 60.1K engagements
"Welcome back to The Hurdle Rate. Episode 6: Win or Win More. The crew is back with the latest on MSTR Earnings [--] Capital's Announcement @RayDalio and more Here's the latest with @ColeMacro @werkman @PunterJeff and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:15 - MSTR Earnings 29:19 - [--] Capitals Announcement 41:10 - Next weeks Bitcoin for Corporations Conference and MSTR True North World 43:25 - Whats taking so long with GameStop 49:47 - Ray Dalio - Is it too late"
X Link 2025-04-30T00:01Z [----] followers, 94.5K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 11: People Are Dancing. The crew reports in from Las Vegas with a recap from the Bitcoin [----] conference. @TimKotzman @werkman @PunterJeff and @ColeMacro cover the power of communication getting your hands dirty with alpha and beta reigniting creativity and more. Here's the latest on Bitcoin Bitcoin Treasury Companies and @MSTRTrueNorth. 0:30 - Welcome Back to The Hurdle Rate 0:41 - Recap of the Past Week 4:18 - GameStops Bitcoin Treasury Announcement 16:54 - True North Meetup in Vegas 22:52 - Strives Big Announcement 39:37 - Closing Thoughts"
X Link 2025-05-30T05:41Z [----] followers, 91.2K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 15: Billions in Bitcoin Treasuries. @ColeMacro @werkman @TimKotzman and @PunterJeff are back to cover the latest including @BTCPrague new announcements in the Bitcoin Treasuries space the digital transformation of investor relations and Matt Cole joining @MSTRTrueNorth. Here's the latest with the @HurdleRatePod crew. 0:30 - Welcome Back to The Hurdle Rate 1:46 - Tim and Matt Recap BTC Prague 10:23 - Where Can Bitcoin Treasury Companies Be [--] Years From Now 25:09 - Altseason 31:37 - New Announcements in the Bitcoin Treasuries Space 44:42 - The"
X Link 2025-06-24T14:58Z [----] followers, 75K engagements
"Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump Tariff Armageddon with The Hurdle Rate crew. 0:00 - Welcome Back to The Hurdle Rate 0:24 - GameStop and the current state of Bitcoin Treasury Adoption 25:30 - Metaplanets big move 28:57 - The Trump Familys involvement in the Bitcoin Community 38:26 - Liberation Day and Tariffs 53:06 - Is Bitcoin Risk-On or Risk-Off 58:34 - Closing Thoughts Episode [--] on YouTube: https://youtu.be/u-EXw_Ea8dQsi=QF8E1CCAtUob6Rh4"
X Link 2025-04-02T16:26Z [----] followers, 107.5K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 22: Commodity Security Token. The crew is back with the latest news out of DC a discussion on ETH treasury companies and scale Tim's NYC Unconference and @Strategy's [--] year Bitcoin anniversary. Here's the Hurdle Rate for the week of August [--] [----] with @werkman @PunterJeff @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:00 - Bo Hines Bounces to the Private Sector 9:00 - ETH Treasury Companies and Scale 32:27 - Tims NYC Unconference 41:14 - Strategys [--] Year Bitcoin Anniversary"
X Link 2025-08-13T13:42Z [----] followers, 43.4K engagements
""Oh so this is like $STRC but it is senior and you don't have any debt" Welcome back to The Hurdle Rate Podcast. Episode 35: Amplified Bitcoin and Digital Credit. The crew is back covering the IPOs of Digital Credit. The institutions are here. The banks are coming. @TimKotzman hosts as @ColeMacro @PunterJeff and @werkman discuss the process of launching a preferred product talk through both $ASST and $SATA and share where attendees can connect with them this week at conferences in Miami Prague and Amsterdam. Here's the Hurdle Rate for the week of November [--] [----]. 0:30 - Welcome Back to The"
X Link 2025-11-10T15:01Z [----] followers, 190.2K engagements
"Welcome back to The Hurdle Rate. Episode 4: Bitcoin Portfolio Theory. The crew is back with the latest on macro tariffs Monte Carlo simulations the mNAV of @Strategy and more Here's the latest with @ColeMacro @werkman @PunterJeff and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:30 - Catching up on economic news from the last week 24:15 - Jeffs Monte Carlo simulations 43:13 - Matt and Strives engagement with Intuit 53:30 - Strategys mNAV 1:03:41 - Closing thoughts"
X Link 2025-04-16T15:40Z [----] followers, 99.2K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 24: Fed Signals and Equity Stakes. The crew is back with the latest including discussion on @StriveFunds's major announcment the Fed symposium in Jackson Hole Intel and the US government and an update on the Bitcoin Treasuries Unconference. Here's the latest with Matt Cole Ben Werkman Tim Kotzman and the Hurdle Rate's first guest host Avik Roy. @ColeMacro @werkman @Avik @TimKotzman @PunterJeff @btcdigitalconf 0:00 - Welcome Back to The Hurdle Rate 1:15 - Meet The Hurdle Rates First Guest Host Avik Roy 3:14 - Strives Major News Announcement 9:10"
X Link 2025-08-26T14:00Z [----] followers, 56.6K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 5: DXY vs. Store of Value Assets. We're back with @PunterJeff @TimKotzman @werkman & @ColeMacro covering the DXY Gold versus Bitcoin interest rates stagflation @Strategy @metaplanet and Bitcoin dominance. Broadcasting from California the PNW Michigan and New York City: This is The Hurdle Rate for the week of April [--] [----]. 0:30 - Welcome Back to The Hurdle Rate 1:26 - DXY Breakdown 22:51 - Gold vs Bitcoin as the Hurdle Rate 36:59 - Interest rates and stagflation 48:00 - Strategy Metaplanet and Bitcoin dominance"
X Link 2025-04-23T14:02Z [----] followers, 67.8K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 27: The Starting Line. The crew is back covering the latest Strive announcement of their Board of Directors the anticipated rate cut this Wednesday the latest on this week's Bitcoin Treasuries Unconference in New York and more. Here's the latest with Ben Werkman Matt Cole Jeff Walton and Tim Kotzman. @werkman @ColeMacro @PunterJeff @TimKotzman 0:30 - Welcome Back to The Hurdle Rate 1:02 - Strive Announces Board of Directors 30:27 - Rate Cut on Wednesday 37:27 - Bitcoin Treasuries Unconference 47:11 - Options on the Prefs"
X Link 2025-09-16T17:02Z [----] followers, 56.1K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 28: The M&A Era Has Begun. The crew is back with special guest Joe Burnett to cover the @strive acquistion of @SemlerSci. We also discuss the impact of meeting Bitcoiners in person the behind the scenes of the Bitcoin Treasuries NYC Unconference and operating with a long term view. Here's the latest with @ColeMacro @PunterJeff @werkman @TimKotzman and @IIICapital. 0:30 - Welcome Back to The Hurdle Rate 0:45 - Strive Acquires Semler Scientific 20:09 - The Impact of Meeting Bitcoiners in Person 27:10 - Behind the Scenes of the Bitcoin Treasuries"
X Link 2025-09-23T15:14Z [----] followers, 110.1K engagements
"Welcome back to The Hurdle Rate Podcast. Episode [--] - Negotiating with Penguins. This week we discuss deficit based tariffs the US workforce Universal Basic Income volatility in the market penguins AI and more. Here's the latest with @ColeMacro @werkman @PunterJeff and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:20 - Tariffs are based on deficits right 21:18 - What position is the US workforce in to absorb these changes 31:10 - Universal Basic Income 39:40 - Should we expect more volatility in the market 423:05 - How does all of this impact Bitcoin 51:59 - What is the path out of"
X Link 2025-04-09T16:18Z [----] followers, 75.4K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 25: Will Travel for Bitcoin. The crew is back with the latest including a recap of Bitcoin Asia STRC dividend increases fed independence and more. Here's the latest with Matt Cole Ben Werkman Tim Kotzman and Jeff Walton. @ColeMacro @werkman @TimKotzman @PunterJeff 0:30 - Welcome Back to The Hurdle Rate 0:53 - Recapping Bitcoin Asia 21:52 - STRC Dividend Increases 34:43 - Fed Independence and What Rates Should Do"
X Link 2025-09-03T15:51Z [----] followers, 47.2K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 34: The Preferred Strategy is Digital Credit. The crew is back covering @strive's $SATA announcement @Strategy's Q3 earnings call and the launch of $STRE ROC Dividends and more. Here's the latest with @ColeMacro @werkman @PunterJeff and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:04 - Strives SATA Announcement 1:45 - Strategy Introduces Stream 16:07 - MSTR Q3 Earnings Call Recap 36:40 - ROC Dividends 42:32 - Additional Highlights from Strategy Earnings Report https://twitter.com/i/web/status/1985727105938628971"
X Link 2025-11-04T15:13Z [----] followers, 36.3K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 29: Bitcoin Supercycle. The crew is back with discussion on Bitcoin versus other store of value assets the Bitcoin supercycle the digital ID rollout in the UK and @Strategy dividend day. Here's the latest with @werkman @PunterJeff @TimKotzman and @ColeMacro. 0:30 - Welcome Back to The Hurdle Rate 1:54 - Breaking News: Tim is All In and Dedicating His Life to Bitcoin 10:41 - Bitcoin vs Other Store of Value Assets 22:11 - Bitcoin Super Cycle 27:48 - Digital ID Rollout in the UK 42:17 - Strategy Dividend Day"
X Link 2025-09-30T16:14Z [----] followers, 58.2K engagements
"@HurdleRatePod has been cancelled by YouTube. @TimKotzman @ColeMacro @PunterJeff @werkman"
X Link 2025-05-19T22:32Z [----] followers, 68.5K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 32: Strategic Risk Taking. The crew is back covering Tim's latest Bitcoin Treasuries Digital Conference sentiment versus conviction with Bitcoin Treasury Companies strategic risk taking and more. Here's the Hurdle Rate for the week of October [--] [----] with @ColeMacro @PunterJeff @werkman and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:04 - Recapping Tims Latest Bitcoin Treasuries Digital Conference 14:04 - Sentiment vs Conviction with Bitcoin Treasury Companies 25:47 - Why do Bitcoin Treasury Companies Exist 38:48 - Strategic Risk"
X Link 2025-10-22T13:47Z [----] followers, 42.6K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 30: Focus on the Future. The crew is back with the latest including Ben joining @strive as CIO tribalism and doubt in Bitcoin the fastest growing ETF of all time the corporate alternative minimum tax and more. Here's the latest with @werkman @TimKotzman @ColeMacro and @PunterJeff. 0:30 - Welcome Back to The Hurdle Rate 0:50 - Ben Joins Strive as CIO 18:37 - Tribalism and Doubt in Bitcoin 33:17 - The Fastest Growing ETF of All Time 35:33 - Corporate Alternative Minimum Tax (CAMT) 42:22 - Uptober Getting Revved Up"
X Link 2025-10-07T14:38Z [----] followers, 52K engagements
"Welcome back to The Hurdle Rate Podcast. Episode 31: The Digital Credit Landscape. The crew is back with the latest including the crypto crash of October [--] launching a treasury company from zero and a deep dive on private credit. Here's the Hurdle Rate for the week of October [--] [----] with @ColeMacro @PunterJeff @werkman and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 2:30 - Crypto Crash of October [--] 21:41 - Launching a Treasury Company from Zero 44:14 - Deep Dive on Private Credit"
X Link 2025-10-14T15:58Z [----] followers, 58.6K engagements
"Tomorrow Morning: A Special Saturday Edition of The Hurdle Rate with @PunterJeff @werkman @ColeMacro & @TimKotzman"
X Link 2025-05-02T22:20Z [----] followers, [----] engagements
"The @HurdleRatePod is no longer Fully Torqued on @YouTube. @saylor @ColeMacro @PunterJeff @werkman @TimKotzman @HurdleRatePod has been cancelled by YouTube. @TimKotzman @ColeMacro @PunterJeff @werkman https://t.co/1PqRFmaCbT @HurdleRatePod has been cancelled by YouTube. @TimKotzman @ColeMacro @PunterJeff @werkman https://t.co/1PqRFmaCbT"
X Link 2025-05-19T22:33Z [----] followers, [----] engagements
"Episode [--] with @ColeMacro @werkman @PunterJeff & @TimKotzman drops this Wednesday. https://t.co/HSKLOaCQF5 https://t.co/HSKLOaCQF5"
X Link 2025-03-29T19:25Z [----] followers, [----] engagements
"Episode [--] is dropping this Wednesday. Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump Tariff Armageddon with The Hurdle Rate crew. 0:00 - Welcome Back to The Hurdle Rate 0:24 https://t.co/PmdJ02nWVG Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump Tariff Armageddon with The Hurdle Rate crew. 0:00 - Welcome Back to The Hurdle Rate 0:24"
X Link 2025-04-07T22:47Z [----] followers, [----] engagements
"🚀📈 GameStop knows #Bitcoin is The Hurdle Rate. 🫡☝🚀 The World Premiere of The Hurdle Rate Podcast Is Happening Tomorrow. https://t.co/bl8z3ZD69g The World Premiere of The Hurdle Rate Podcast Is Happening Tomorrow. https://t.co/bl8z3ZD69g"
X Link 2025-03-26T02:54Z [----] followers, [----] engagements
"We are now live on Spotify https://open.spotify.com/show/7LG1LFswzxNTOLt62n3TS5 https://open.spotify.com/show/7LG1LFswzxNTOLt62n3TS5"
X Link 2025-04-03T19:09Z [----] followers, [----] engagements
"Dont miss a thing Follow @HurdleRatePod on YouTube: https://youtube.com/@thehurdleratepodcastsi=-t3afJWvYStGUrLf The Hurdle Rate: Episode [--] on YouTube: https://t.co/7zGoslq1IJ https://t.co/XlXMvbb67K https://youtube.com/@thehurdleratepodcastsi=-t3afJWvYStGUrLf The Hurdle Rate: Episode [--] on YouTube: https://t.co/7zGoslq1IJ https://t.co/XlXMvbb67K"
X Link 2025-03-31T15:37Z [----] followers, 13.4K engagements
"The Hurdle Rate: Episode [--] on YouTube: https://www.youtube.com/watchv=7ocigHh1Gz8 https://www.youtube.com/watchv=7ocigHh1Gz8"
X Link 2025-03-29T21:56Z [----] followers, 13.5K engagements
"Will I become one of the biggest podcasts in the world on X Probably"
X Link 2025-03-20T22:40Z [----] followers, 14.1K engagements
"On Episode [--] we discuss tariffs AI 🤖 robotics penguins 🐧 China trade deficits and the possibility of a golden age for America . Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump Tariff Armageddon with The Hurdle Rate crew. 0:00 - Welcome Back to The Hurdle Rate 0:24 https://t.co/PmdJ02nWVG Welcome back to The Hurdle Rate. Episode [--]. This week @ColeMacro @werkman @PunterJeff and @TimKotzman cover @gamestop @metaplanet Liberation Day and more Here's Episode 2: Trump"
X Link 2025-04-07T23:52Z [----] followers, [----] engagements
"Lock in for Episode [--] dropping tomorrow morning 🎧 @ColeMacro @werkman @PunterJeff @TimKotzman Follow Us on YouTube 👇 Dont miss a thing Follow @HurdleRatePod on YouTube: https://t.co/n0UwWJFgBX Dont miss a thing Follow @HurdleRatePod on YouTube: https://t.co/n0UwWJFgBX"
X Link 2025-04-01T13:42Z [----] followers, [----] engagements
"provides data 📊 on Bitcoin Treasury Companies. Use code HURDLE when you upgrade to Premium and enjoy your first month free. https://strategytracker.com https://strategytracker.com"
X Link 2025-04-11T12:24Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing