Episode 20 - Convert to IPO

29/07/2025 52 min Episodio 20
Episode 20 - Convert to IPO

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Episode Synopsis

Episode 20 - Convert to IPO

Thank you to our sponsor, Swan Bitcoin.


We buy Bitcoin at Swan.com

[00:00:00] Welcome Back to The Hurdle Rate
[00:01:15] STRC IPO
[00:13:07] Converts and MSTR Earnings Expectations
[00:22:38] No ATM Usage from Strategy
[00:37:30] US Trade Deal with EU 
[00:44:16] mNAV Indicator of Store of Value