ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Episode 21 - The Intelligent Leverage Trade: Winter Isn't Coming Back"
Episode Synopsis
Episode 21 - The Intelligent Leverage Trade: Winter Isn't Coming Back
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:01:34] Recapping MSTR Earnings Call
[00:09:49] Strategy’s ATM Adjustment
[00:21:00] MSTR’s Bitcoin Per Share
[00:30:03] Only Look at Leverage Ratio
[00:45:08] Could Bitcoin Treasury Companies Lead to the Next Bear Market?
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:01:34] Recapping MSTR Earnings Call
[00:09:49] Strategy’s ATM Adjustment
[00:21:00] MSTR’s Bitcoin Per Share
[00:30:03] Only Look at Leverage Ratio
[00:45:08] Could Bitcoin Treasury Companies Lead to the Next Bear Market?
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
Episode 20 - Convert to IPO
29/07/2025
In God we trust