Episode 65: Shifting Institutional

Shifting Institutional | The Hurdle Rate Podcast | Ep. 65 In this week’s Hurdle Rate, the crew opens with updates from Strategy, Strive, and the digital credit market before recapping the major developments from Q2. We cover Strategy’s growing cash reserve, market feedback, and the evolution of Bitcoin-backed credit. We also explore institutional adoption, structured products, AI, intellectual property, and the limits of government intervention in the debt crisis. We close it off with thoughts on outdated financial systems and Bitcoin’s expanding role in traditional capital markets. Here’s the latest with Tim Kotzman, Matt Cole, Jeff Walton, and Ben Werkman. Time Stamps: 0:00 Welcome to The Hurdle Rate

5:19 Digital Credit During Quiet Markets

8:01 Strategy Rebuilds Its Cash Reserve

11:51 Market Uncertainty And Bullish Catalysts

17:21 STRC And Convertible Debt

19:37 AI, The Fed, And Protecting IP

24:14 The U.S. Debt Crisis

31:39 Bitcoin-Backed Institutional Credit

35:30 Building Structured Bitcoin Products

43:12 Growing Institutional Bitcoin Interest

48:02 Stablecoins And Outdated Settlements

53:05 Bitcoin Stewardship And Constructive Engagement