Episode 40: Set Up For A Supercycle.

Welcome back to The Hurdle Rate.

Episode 40: Set Up For A Supercycle.

The crew is back to discuss the latest on Bitcoin, the possibility of a decade long supercycle, the OCC approving additional bank charters, valuations, Strategy staying in the Nasdaq 100, and more.

Here's the latest with Tim Kotzman, Matt Cole, Jeff Walton.

0:30 - Welcome Back to The Hurdle Rate
2:38 - The Latest on Bitcoin
10:48 - A Decade-Long Supercycle?
20:17 - OCC Greenlights Crypto Bank Charters
26:44 - Valuations
35:18 - Quantum Risks?
40:45 - MSTR Staying in Nasdaq 100
44:27 - Final Thoughts