Episode 18 - Transparency is Not Priced In Thank you to our sponsor, Swan Bitcoin. [00:00:00] Welcome Back to The Hurdle Rate [00:01:47] Strategy’s Latest Buy [00:08:25] Altcoin Treasury Companies? [00:18:58] AI’s Impact on Bitcoin Treasury Companies [00:25:17] Breaking Down ‘Analysts’ Estimates on MSTR [00:33:24] So Much for Sideways Summer? [00:37:51] The End of Earnings Volatility? [00:41:28] The Mispricing of Risk for Bitcoin Treasury Companies [00:43:36] New Tariffs, No Flinch
