Скачать или смотреть The Hurdle Rate Is High | The Hurdle Rate Ep. 39

Michael Saylor is in the Middle East inciting sovereign FOMO — pitching Bitcoin as digital capital, digital credit, and the backbone of a new “digital Switzerland” for the 21st century. The team breaks down how oil wealth can be transformed into digital energy, why Bitcoin treasuries and high-powered digital money could attract trillions in global capital, and what Strategy’s latest nearly billion-dollar buy says about the death of the four-year cycle. They also dig into yield, digital credit, and why Bitcoin should be the true hurdle rate for every treasury decision in a world of rate cuts, debt, and debasement. Perfect for anyone tracking Bitcoin, macro, sovereign wealth funds, and the rise of amplified Bitcoin equity strategies.

Timestamps
00:00 Introduction and Episode Overview
01:41 Bitcoin Meta Conference Highlights
03:55 Middle East's Technological and Economic Transformation
07:49 Sailor's Big Ideas for Bitcoin and Digital Credit
12:05 Challenges and Opportunities in Bitcoin Investment
17:26 Yield Strategies and Market Dynamics
36:14 Closing Thoughts and Future Outlook

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