Inside the Digital Credit Revolution | The Hurdle Rate Ep. 36

Show Notes

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 ► 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.