In this week's Hurdle Rate, the crew breaks down Strive's latest 1,355 Bitcoin purchase, Bitcoin's breakout, and why short-term traders may miss the move. They also discuss how digital credit could reshape the next bull market, why liquidity is the clearest measure of trust, and what Michael Saylor and Warren Buffett teach about building balance-sheet companies. The episode closes on the affordability crisis and why Bitcoin may be the new American dream.
Here's the latest with Matt Cole, Jeff Walton, Ben Werkman, and Tim Kotzman.
Timestamps:
00:00 - Intro
02:40 - Strive's Balance Sheet Growth
06:13 - Bitcoin's Breakout
08:23 - Warrants and Short-Term Trading
13:38 - Zoom Out and Stay in the Game
21:31 - Digital Credit Changes the Bull Run
23:09 - SATA Volume and 75 Dividends
26:00 - Liquidity Is Trust
32:03 - Why Digital Credit Isn't for Everyone
37:20 - Building Strategy's Liquidity Engine
41:49 - Lessons From Saylor and Buffett
50:04 - The Return of Balance Sheet Companies
51:45 - Affordability and Bitcoin
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