All In On Bitcoin | The Hurdle Rate Podcast LIVE | Ep. 76

The Hurdle Rate goes LIVE at the Bitcoin Treasuries Conference in New York, back where the Strive and Semler deal started a year ago. The panel looks back on that deal, which brought the two companies' roughly 6,000 and 5,000 Bitcoin together, and explains why getting bigger was what made SATA possible. Matt explains the game theory behind SATA's daily dividend now that Strategy is following suit, and why the two companies are playing different games. The panel also covers why Strive is aiming for total returns rather than Sharpe ratio, Matt's call for $500K Bitcoin by 2030, and what comes next for Bitcoin balance sheet companies.

Here's the latest with Matt Cole, Jeff Walton, Ben Werkman, and Joe Burnett.Follow us on X: https://x.com/HurdleRatePodAll episodes now live: https://tnorth.com/shows/hurdle-rate/Timestamps:00:00 - One Year Since Semler05:25 - The Game Theory of Daily Dividends12:18 - Strategy Follows Suit16:28 - Why Amplification Matters23:43 - The Future of Bitcoin Balance Sheets

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