The Hurdle Rate Podcast Episode 7 - Fully Torqued Bitcoin
May 3, 2025
Delve into the ambitious capital strategies launched by MSTR and their implications for Bitcoin investments. Discover how 'torque' can enhance shareholder value and the critical need for transparency in Bitcoin ventures. Explore the innovative world of Bitcoin-linked fixed income and the opportunities for investors. Learn how companies are leveraging strong over-collateralization to reshape market perceptions. Finally, see how Bitcoin purchases are impacting balance sheets and becoming increasingly relevant to institutional investors.
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Perpetual Preferred Stocks Advantage
- STRK and STRF preferred stocks offer perpetual fixed income with no refinancing risk.
- This structure appeals to investors seeking steady returns without maturity pressures.
Investment-Grade Bitcoin Products Potential
- Rated Bitcoin-backed securities could unlock vast institutional investment capital.
- No other cryptocurrency offers a comparable opportunity for investment-grade fixed income products today.
Credit Ratings Unlock Institutional Funds
- Fixed income ratings open the door to large institutional buyers with strict mandates.
- These rated products can deliver attractive yields and alpha to institutional portfolios.