Welcome back to The Hurdle Rate Podcast. Episode 18: Transparency is Not Priced In. The crew is back with the latest on @Strategy's latest Bitcoin buy, AI's impact on Bitcoin Treasury Companies, the misplacing of risk for Bitcoin Treasuries, and more. Here's the latest with @PunterJeff, @BenWerkman, @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 2:17 - Strategy’s Latest Buy 8:55 - Altcoin Treasury Companies? 19:28 - AI’s Impact on Bitcoin Treasury Companies 25:47 - Breaking Down ‘Analysts’ Estimates on MSTR 33:54 - So Much for Sideways Summer? 38:21 - The End of Earnings Volatility? 41:58 - The Mispricing of Risk for Bitcoin Treasury Companies 44:06 - New Tariffs, No Flinch
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