Listen "Episode 20 - Convert to IPO"
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
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
More episodes of the podcast The Hurdle Rate Podcast
Episode 29 - Bitcoin Supercycle
30/09/2025
Episode 28 - The M&A Era has Begun
23/09/2025
Episode 27 - The Starting Line
16/09/2025
Episode 26 - Zoom Out. We're Early.
09/09/2025
Episode 25 - Will Travel for Bitcoin
03/09/2025
Episode 24 - Fed Signals and Equity Stakes
26/08/2025
Episode 23 - Noise in the Market
19/08/2025
Episode 22 - Commodity, Security, Token
13/08/2025