Strategic Risk Taking | The Hurlde Rate Ep. 23

Bitcoin, volatility, macro, capital flows, digital credit, and treasury strategy take center stage as we unpack “Vol-tober,” NAV discounts, and the shift from convertibles to perpetual preferreds. We dive into why long-duration conviction, falling rates, and Bitcoin-backed credit structures could turbocharge returns for well-run Bitcoin treasury companies. If Bitcoin is the hurdle rate, how should balance sheets, leverage, and amplification be built to outperform inflation and fiat debasement? Watch for high-signal discussion on strategy, structure, and survival in a volatile market.

Timestamps
00:00:31 - Welcome to Vol-tober: Embracing Bitcoin Volatility
00:01:09 - Conference Insights: Bitcoin's Price Movements
00:02:14 - Community Engagement: The Importance of Consistency
00:03:38 - The Evolution of Bitcoin Treasury Companies
00:05:12 - Blackout Periods: Navigating Public Company Restrictions
00:08:01 - Riding the Volatility: Long-Term Conviction in Bitcoin
00:10:05 - Finding Value: Opportunities in Down Markets
00:12:01 - The Shift to Preferred Equity: A Strategic Move
00:19:17 - Understanding Leverage: Amplification vs. Traditional Debt
00:25:03 - The Future of Bitcoin Treasury Companies: Strategic Risk-Taking

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