Growing Trust Grows Liquidity | The Hurdle Rate Podcast | Ep. 75

In this week's Hurdle Rate, the crew breaks down Strive's latest 1,355 Bitcoin purchase, Bitcoin's breakout, and why short-term traders may miss the move. They also discuss how digital credit could reshape the next bull market, why liquidity is the clearest measure of trust, and what Michael Saylor and Warren Buffett teach about building balance-sheet companies. The episode closes on the affordability crisis and why Bitcoin may be the new American dream.

Here's the latest with Matt Cole, Jeff Walton, Ben Werkman, and Tim Kotzman.

Timestamps:00:00 - Intro02:40 - Strive's Balance Sheet Growth06:13 - Bitcoin's Breakout08:23 - Warrants and Short-Term Trading13:38 - Zoom Out and Stay in the Game21:31 - Digital Credit Changes the Bull Run23:09 - SATA Volume and 75 Dividends26:00 - Liquidity Is Trust32:03 - Why Digital Credit Isn't for Everyone37:20 - Building Strategy's Liquidity Engine41:49 - Lessons From Saylor and Buffett50:04 - The Return of Balance Sheet Companies51:45 - Affordability and Bitcoin

True North does not intend for anything herein to be considered an offer or sale of any securities, including those of Strive. True North encourages listeners to consult with their tax and investment advisors. Additional information on any securities or issuers referenced herein can be found in such issuers’ filings with the Securities and Exchange Commission (“SEC”), including any registration statements, prospectuses and prospectus supplements for each issuers’ securities. Listeners should read such documents and other documents incorporated by reference therein or that such issuer has filed with the SEC for more complete information. You may get these documents for free by visiting EDGAR on the SEC website at [www.sec.gov](http://www.sec.gov).*

Any securities referred to herein, including those of True North’s parent Strive, are not collateralized by underlying bitcoin holdings and may be subordinated to senior claims. There are no guarantee of returns liquidity or future performance. The securities referred to herein are neither bank deposits, nor FDIC insured, nor regulated in the same way, and do not have the same regulatory and other protections as bank accounts, money market funds, treasuries, or similar investments and as a result may not be comparable investments. Current trading prices and effective yields may vary, current rates are not indicative of future rates, and in some cases rates are subject to frequent adjustments and may be significantly lower