Bitcoin Is Cheap. Amplify Now. | The Hurdle Rate Podcast | Ep. 77

In this week's Hurdle Rate, the crew breaks down Strive's latest 2,000 Bitcoin purchase, a Q3 that delivered a 99% total return, and the new $500 million SATA repurchase facility. They also discuss the goal of pushing amplification above 60% while Bitcoin is under $100K, why the market is too focused on the downside, and why US capital markets are the major leagues. The episode closes with a recap of the Bitcoin Treasuries Conference and why Luke Gromen's "paper gold" comparison doesn't fit digital credit.

Here's the latest with Matt Cole, Jeff Walton, Adam Livingston, and Tim Kotzman.

Timestamps:00:00 - Intro01:42 - Strive's Q3: 99% Total Return07:56 - The $500M SATA Repurchase Facility09:47 - Targeting 60% Amplification11:23 - Managing Downside Risk19:02 - Stop Fearing the Downside25:43 - Think Bigger32:58 - Why US Capital Markets Win40:26 - Bitcoin Treasuries Conference Recap47:11 - Bitcoiners vs. TradFi53:47 - Luke Gromen's Digital Credit Confusion

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