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The Hurdle Rate Podcast

Episode 21 - The Intelligent Leverage Trade: Winter Isn't Coming Back

By thehurdleratepod

Aired Aug 5, 2025 · 58m · Last boosted Aug 5, 2025

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Show Notes

Episode 21 - The Intelligent Leverage Trade: Winter Isn't Coming Back Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:01:34] Recapping MSTR Earnings Call [00:09:49] Strategy’s ATM Adjustment [00:21:00] MSTR’s Bitcoin Per Share [00:30:03] Only Look at Leverage Ratio [00:45:08] Could Bitcoin Treasury Companies Lead to the Next Bear Market?

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