Episode 41: Structurally Bullish.

The crew is back to reflect on 2025, discuss The Bitcoin Era, amplification and the power of compounding, the year of Bitcoin Treasuries, and much more.

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

0:30 - Welcome Back to The Hurdle Rate
1:51 - Reflections on 2025
8:44 - The Bitcoin Era
18:42 - Amplification and the Power of Compounding
31:00 - Do You Beat The Hurdle Rate of Bitcoin?
53:34 - Tim’s Review of Bitcoin Treasuries Big Year

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at www.swan.com/hurdlerate