The Preferred Strategy is Digital Credit | The Hurdle Rate Ep. 34

Show Notes

Bitcoin treasury companies are quietly building an entirely new digital credit market on top of the strongest asset on earth: Bitcoin. In this episode of The Hurdle Rate, Matt Cole, Ben Werkman and Jeff Walton break down Strategy’s Q3 earnings, the launch of STREAM in Europe, tax-deferred return-of-capital dividends, and why Bitcoin-backed preferred equity could reshape retirement portfolios, fixed income, and global capital flows. If you care about Bitcoin, yield, digital credit, and the future of macro, this is your roadmap. Timestamps 00:00 - Introduction and Episode Overview 00:43 - SA from Strive and Stream Launch Discussion 01:45 - Earnings Call Insights and Market Reactions 03:28 - Stream's Position in the Capital Structure 05:23 - Global Market Strategy and Product Replication 13:11 - Bitcoin vs. Other Cryptocurrencies in Digital Credit 16:10 - Q3 Earnings Call Highlights 26:04 - The Power of Long-Term Thinking 27:41 - Digital Credit and Treasury Strategies 31:07 - Tax-Deferred Dividends and Market Reactions 33:43 - Retirement Portfolios and Fixed Income 44:50 - Bitcoin Treasury Companies and Market Opportunities 51:26 - Final Thoughts and Closing Remarks ► 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.