Inside the Digital Credit Revolution | The Hurdle Rate Ep. 36
Bitcoin is back under $100K, volatility is spiking, and everyone’s asking if the treasury trade is broken—or if this is the best entry we’ll ever get. In this episode of The Hurdle Rate, the team breaks down Bitcoin treasury companies, pref shares, bond-style risk, and what it really means to underwrite Bitcoin risk in a rate-cut world. They compare Bitcoin prefs to traditional fixed income, unpack how Strategy manages the peg around $100, and demolish the idea that altcoins like Zcash are any kind of “hedge” to Bitcoin. If you care about Bitcoin, macro, capital structure, and surviving this drawdown with conviction, this conversation is for you.Timestamps
00:00 Introduction and Weekly Agenda
02:01 Bitcoin Amsterdam Conference Highlights
03:36 European vs. US Bitcoin Perspectives
04:31 Bitcoin Lending and Corporate Strategies
05:39 Divergence in Bitcoin Ecosystem
10:22 Bitcoin Treasury Companies' Strategies
15:08 Market Volatility and Investor Sentiment
19:56 Comparing Bitcoin Prefs to Traditional Bonds
28:22 Breaking Down Bitcoin's Financial Obligations
29:29 The Solvency of Bitcoin Strategies
30:44 Understanding Bitcoin Risk and Returns
33:36 Managing Bitcoin-Linked Financial Products
38:32 Liquidity and Market Dynamics
42:27 Bitcoin as a Long-Term Investment
47:58 Hedging with Zcash?
53:56 Final Thoughts and Buying the Dip
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