Credit Ratings for Digital Capital | The Hurdle Rate Ep. 33

Show Notes

S&P just rated Strategy (STRC) a B-minus, but that score misses the point entirely. In this episode, the crew breaks down what traditional credit agencies still don’t understand about Bitcoin treasury companies — and why these balance sheets may already be AAA in Bitcoin terms. From preferred equity plays to corporate Bitcoin accumulation, this is how Wall Street learns what digital capital really means. Timestamps 00:00:31 - Welcome Back: Episode 33 Overview 00:01:00 - Breaking News: Strategy's B- Credit Rating 00:02:12 - Matt's Perspective: A Triple A Risk? 00:05:39 - The Importance of Having a Credit Rating 00:07:25 - Bitcoin as Capital: A Missed Opportunity? 00:10:02 - Understanding the B- Rating: What It Means 00:20:06 - Convertible Debt vs. Preferred Equity: A Deep Dive 00:28:29 - What Will It Take for Ratings to Climb? 00:34:06 - The Slow Path to Institutional Acceptance 00:41:14 - Innovation in Finance: Overcoming Historical Barriers ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=social&utm_source=youtube&utm_content=content_description ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=social&utm_source=youtube&utm_content=content_description ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=social&utm_source=youtube&utm_content=content_description ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=social&utm_source=youtube&utm_content=content_description ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=social&utm_source=youtube&utm_content=content_description ► Connect with Swan Bitcoin: ✔ Twitter: https://twitter.com/Swan ✔ Instagram: https://instagram.com/SwanBitcoin ✔ LinkedIn: https://linkedin.com/company/swanbitcoin ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook: https://www.facebook.com/SwanBitcoin/ ✔ TikTok: https://www.tiktok.com/@realswanbitcoin WARNING: Beware of scammers who use Swan’s image and name in the comment section. We will never ask you to contact us through YouTube. If you have any questions and want to reach us directly, follow our Twitter account https://twitter.com/Swan and send us a message.