Bitcoin AI (BTC)

Welcome Back to The Hurdle Rate

Episode 64: Building The Track Record

In this week’s Hurdle Rate, the crew breaks down Strategy’s sale of Bitcoin to fund dividend payments and why the market’s reaction may signal growing confidence in Bitcoin as a liquid capital asset. We explore how Strategy and Strive are using balance sheet management, digital credit, and capital markets access to keep their models moving through volatility. We also dig into SATA’s short interest, the idea of a “controlled burn,” and how Strive is thinking about protecting shareholders while allowing the market to function. We close with a broader discussion on patience, positioning, and building durable structures in the Bitcoin capital markets era.

Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman.

Time Stamps:
00:00 Welcome to the Hurdle Rate
03:20 Why Selling Bitcoin Helps STRC Confidence
05:37 Matt Cole on Strategy’s Long-Term Move
09:05 Bitcoin Absorbs the Sale
13:53 Bitcoin Liquidity Compared to Real Est

JUST IN: 🇺🇸 Coinbase Vice Chair on the odds of Clarity Act passing:

"We are on the 1 yard line. The momentum is unmistakeable. We are very optimistic about it becoming law." https://t.co/l4TwvmAMKD