HeyJaredThe Hurdle Rate Podcast
Join Matt, Ben, Jeff, and Tim for an entertaining and informative weekly podcast cutting through conventional wisdom on Bitcoin, investing, and macroeconomics.
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 8, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
The Billion Dollar Wall | The Hurdle Rate Podcast | Ep. 73 (opens the original)
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In this week's Hurdle Rate, the crew discusses SATA hitting $999 million outstanding, Strategy doubling its STRC repurchase facility to $2 billion, and Strive adding another 1,000+ Bitcoin. Ben breaks down the art and science of running the desk and why amplification stays on. Matt makes the case that we've never seen a bull market with a perpetual preferred model in place. We also get into executive comp and shareholder alignment, and close on macro: what happens if the 10-year breaks 7%. Here'
Building on Digital Credit | The Hurdle Rate Podcast | Ep. 72 (opens the original)
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In this week's Hurdle Rate, the crew unpacks a market that has come roaring back to life, from Strategy returning as a Bitcoin buyer at 0% net leverage to Strive growing its stack 14.4% in two weeks to 23,156 Bitcoin. Jeff brings back lessons from Bitcoin Asia, where investors are building structured finance on top of Bitcoin and digital credit faster than the US, and we dig into why STRC hasn't snapped back to par, how amplification and liquidity have to be earned rather than dialed in, and why
Liquidity Is The Moat | Hurdle Rate Podcast | Ep. 71 (opens the original)
Digital Credit Is The Product | The Hurdle Rate Podcast | Ep. 70 (opens the original)
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In this week’s Hurdle Rate, the crew reacts to Strategy’s latest investor Q&A and breaks down why the company is prioritizing STRC, building cash reserves, and treating Bitcoin as flexible capital. We dig into why Bitcoin has held firm despite Strategy selling, the Coldcard self-custody exploit, and broader market stress, and what that resilience could signal about the bear market. The conversation then turns to NVIDIA’s massive structured-finance deal, how the company is lending its balance she
What's New With Strive? | The Hurdle Rate Podcast | Ep. 69 (opens the original)
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In this week’s Hurdle Rate, the crew breaks down Strive’s Q2 results, including a 23.9% Bitcoin yield and how the company’s incentive structure supports its broader Bitcoin treasury strategy. We then turn to Strive’s refreshed website and redesigned Bitcoin Dashboard, exploring how the new tools improve transparency, make key treasury metrics easier to understand, and give investors a clearer view of the company’s performance. Here's the latest with Matt Cole, Jeff Walton, Ben Werkman, and Joe B
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