Скачать или смотреть A Time To Build | The Hurdle Rate Ep.47

Bitcoin just went through one of its most confusing drawdowns in years — and this time, there was no single villain to blame.

In this episode of The Hurdle Rate, Matt Cole, Joe Burnett, and Ben Werkman break down why volatility doesn’t mean the Bitcoin thesis is broken, how bad structure forces selling at the worst moments, and why bear markets expose who actually understood what they owned. This isn’t about calling a bottom. It’s about understanding what this stress test revealed — and why the fundamentals may be stronger than ever.

Timestamps
00:00 Introduction and Event Overview
01:43 Bitcoin Market Sentiment and Volatility
06:12 Conference Insights and Networking
10:17 Bear Markets and Investor Behavior
15:55 Bitcoin Treasury Strategies
19:58 Market Reactions and Future Outlook
24:02 Bitcoin Price Movements and Market Narratives
25:05 Bitcoin's Fundamental Properties
26:52 Market Volatility and Investor Sentiment
29:43 AI and Its Impact on the Economy
33:01 Bitcoin's Long-Term Value Proposition
42:13 MicroStrategy's Strategic Focus
47:28 Concluding Thoughts and Future Outlook

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