Digital Credit: A New Moderate-Duration Reserve

Episode 53 - Bitcoin, AI and The New QE

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[00:00:00] Welcome Back to The Hurdle Rate
[00:01:45] US Debt Crisis
[00:17:37] AI Disruption in The Startup Economy
[00:30:58] Debasement & Portfolio Construction
[00:44:34] Which Type of Non-Bitcoin Company Would Even Be Attractive Now?