The Hurdle Rate Podcast Episode 41 - Structurally Bullish
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Dec 23, 2025 The hosts reflect on significant milestones in 2025 for Bitcoin and finance, discussing industry changes and strategic pivots. They delve into Bitcoin's role as a risk hedge and its potential as a collateral asset. The conversation includes the remarkable $748M capital raise, the dynamics of supply and demand, and predictions on extreme price outcomes linked to corporate ownership. Lastly, they explore community building and the cultural shifts shaping the Bitcoin landscape.
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From One Meeting To Rapid Collaboration
- Matt recounts meeting Tim and how quickly collaborations formed across the year.
- He describes Strive's shift to recommend Bitcoin allocations and the rapid evolution since.
Bitcoin As A Corporate Hurdle Rate
- Companies can use Bitcoin as a hurdle rate to evaluate capital allocation decisions.
- Treating Bitcoin as collateral enables leverage and new product structures on top of the balance sheet.
Scale Enables Rapid Capital Formation
- Massive capital raises now occur quickly and with minimal market impact.
- Scale and optionality let firms pivot and build unassailable competitive positions.