The Hurdle Rate Podcast

Bitcoin Fell, We Grew 6x | The Hurdle Rate Podcast | Ep. 78

In this week’s Hurdle Rate, the crew breaks down the $700 million SATS IPO, Strive’s first year as a public company, and growing from 5,886 to 36,818 Bitcoin through a be

Bitcoin Is Cheap. Amplify Now. | The Hurdle Rate Podcast | Ep. 77

In this week's Hurdle Rate, the crew breaks down Strive's latest 2,000 Bitcoin purchase, a Q3 that delivered a 99% total return, and the new $500 million SATA repurchase

All In On Bitcoin | The Hurdle Rate Podcast LIVE | Ep. 76

The Hurdle Rate goes LIVE at the Bitcoin Treasuries Conference in New York, back where the Strive and Semler deal started a year ago. The panel looks back on that deal, w

Growing Trust Grows Liquidity | The Hurdle Rate Podcast | Ep. 75

In this week's Hurdle Rate, the crew breaks down Strive's latest 1,355 Bitcoin purchase, Bitcoin's breakout, and why short-term traders may miss the move. They also discu

Podcasters Per Share | The Hurdle Rate Podcast | Ep. 74

This week on The Hurdle Rate: Adam Livingston joins Strive as VP of Investments, Strategy buys back $139 million of STRC with stretch back near 99, and Strive adds 469 Bi

The Billion Dollar Wall | The Hurdle Rate Podcast | Ep. 73

In this week's Hurdle Rate, the crew discusses SATA hitting $999 million outstanding, Strategy doubling its STRC repurchase facility to $2 billion, and Strive adding anot

Building on Digital Credit | The Hurdle Rate Podcast | Ep. 72

In this week's Hurdle Rate, the crew unpacks a market that has come roaring back to life, from Strategy returning as a Bitcoin buyer at 0% net leverage to Strive growing

Liquidity Is The Moat | Hurdle Rate Podcast | Ep. 71

Digital Credit Is The Product | The Hurdle Rate Podcast | Ep. 70

In this week’s Hurdle Rate, the crew reacts to Strategy’s latest investor Q&A and breaks down why the company is prioritizing STRC, building cash reserves, and treating B

What's New With Strive? | The Hurdle Rate Podcast | Ep. 69

  In this week’s Hurdle Rate, the crew breaks down Strive’s Q2 results, including a 23.9% Bitcoin yield and how the company’s incentive structure supports its broader Bi

Look For The Helpers | The Hurdle Rate Podcast | Ep. 68

In this week's Hurdle Rate, the crew breaks down the Coldcard self custody exploit and how the Bitcoin community responded to it, before turning to what the event reveale

We’re Playing For Trillions | The Hurdle Rate Podcast | Ep. 67

Episode 67: We’re Playing For Trillions In this week’s Hurdle Rate, the crew breaks down Strategy’s Q2 2026 earnings call and its focus on returning STRC to par while bu

Episode 66: Social Investing

In this week’s Hurdle Rate, the crew breaks down the slow summer market and strategy's focus on building up its balance sheet to improve credit quality. We explore how St

Episode 65: Shifting Institutional

Shifting Institutional | The Hurdle Rate Podcast | Ep. 65 In this week’s Hurdle Rate, the crew opens with updates from Strategy, Strive, and the digital credit market b

Episode 64: Building The Track Record

Episode 64: Building The Track Record In this week’s Hurdle Rate, the crew breaks down Strategy’s sale of Bitcoin to fund dividend payments and why the market’s reaction

Episode 63: The Digital Credit Capital Framework

Episode 63: The Digital Credit Capital Framework In this week's Hurdle Rate, the crew opens with the latest on digital credit volatility and the broader market backdrop,

Episode 62: Digital Credit Weakness

Episode 62: Digital Credit Weakness Full episodes: https://tnorth.com/hurdle-rate/ In this week's Hurdle Rate, the crew breaks down the mechanics of volatility and liqu

Episode 61: What’s Your Time Preference?

In this week's Hurdle Rate, the crew breaks down the latest corporate Bitcoin market activity and Strive's growing Bitcoin holdings, before turning to Strategy's Bitcoin

Episode 60: The Math of Amplification

Episode 60: The Math of Amplification In this week's Hurdle Rate, the crew breaks down the latest corporate Bitcoin market activity and Strive's growing Bitcoin holdings

Episode 59: Scale Like Crazy

Episode 59: Scale Like Crazy  0:00 - Welcome Back to The Hurdle Rate 1:08 - Jeff’s Podcast Circuit & Strategy Retires Debt 21:27 - Strive’s Big Week 32:42 - Strategy’