Episode 20 - Convert to IPO Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:01:15] STRC IPO [00:13:07] Converts and MSTR Earnings Expectations [00:22:38] No ATM Usage from Strategy [00:37:30] US Trade Deal with EU [00:44:16] mNAV Indicator of Store of Value
