RT @HurdleRatePod: Welcome Back to The Hurdle Rate Episode 70: Digital Credit Is The Product In this week’s Hurdle Rate, the crew reacts to Strategy’s $MSTR latest investor Q&A and breaks down why the company is prioritizing $STRC, building cash reserves, and treating Bitcoin $BTC 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 $NVDA massive structured-finance deal, how the company is lending its balance sheet and creditworthiness to accelerate OpenAI’s infrastructure buildout, and what it reveals about the growing convergence of AI, credit, and capital markets. We close with OranjeBTC’s DIGY11 ETF and the expansion of digital credit into Brazil. Here's the latest with @TimKotzman, @ColeMacro, @IIICapital, and @Werkman. Timestamps: 0:00 - Welcome Back to The Hurdle Rate 2:26 - Strategy Q&A: Bitcoin and Digital Credit 11:27 - Bitcoin Treasury Companies Face a Stress Test 13:15 - Is Michael Saylor Buying High and Selling Low? 17:00 - MSCI and Bitcoin Treasury Companies 20:08 - Understanding Amplified Bitcoin Volatility 30:45 - The Macro Backdrop and Bitcoin’s Next Move 35:44 - NVIDIA’s Massive OpenAI Financing Deal 53:11 - OranjeBTC’s DIGY11 ETF

RT @HurdleRatePod: Welcome Back to The Hurdle Rate Episode 70: Digital Credit Is The Product In this week’s Hurdle Rate, the crew reacts to Strategy’s $MSTR latest investor Q&A and breaks down why the company is prioritizing $STRC, building cash reserves, and treating Bitcoin $BTC 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 $NVDA massive structured-finance deal, how the company is lending its balance sheet and creditworthiness to accelerate OpenAI’s infrastructure buildout, and what it reveals about the growing convergence of AI, credit, and capital markets. We close with OranjeBTC’s DIGY11 ETF and the expansion of digital credit into Brazil. Here's the latest with @TimKotzman, @ColeMacro, @IIICapital, and @Werkman. Timestamps: 0:00 - Welcome Back to The Hurdle Rate 2:26 - Strategy Q&A: Bitcoin and Digital Credit 11:27 - Bitcoin Treasury Companies Face a Stress Test 13:15 - Is Michael Saylor Buying High and Selling Low? 17:00 - MSCI and Bitcoin Treasury Companies 20:08 - Understanding Amplified Bitcoin Volatility 30:45 - The Macro Backdrop and Bitcoin’s Next Move 35:44 - NVIDIA’s Massive OpenAI Financing Deal 53:11 - OranjeBTC’s DIGY11 ETF

Source:https://x.com/saylor/status/2089736150122434690