About this episode

The episode discusses the mechanics of volatility and liquidation events in digital credit markets, comparing them to traditional financial instruments and exploring future innovations.

Episode 62: Digital Credit WeaknessFull episodes: https://tnorth.com/hurdle-rate/In this week's Hurdle Rate, the crew breaks down the mechanics of volatility and liquidation events, before turning to shifting investor behavior and how markets react to sudden liquidations. We dig into how digital credit stacks up against traditional financial instruments, the innovations shaping the future of the lending landscape, and what it takes for protocols to remain resilient in brutal bear markets. We close with a deeper look at the Federal Reserve, the opinions surrounding Kevin Warsh, and why navigating economic uncertainty requires a unique strategy for the anticipated super cycle ahead.Here’s the latest with Tim Kotzman, Matt Cole, Jeff Walton, and Ben Werkman.00:00 - Welcome To The Hurdle Rate06:24 - Analyzing Volatility and Liquidation Events11:28 - Understanding Market Reactions and Investor Behavior17:23 - Comparing Digital Credit to Traditional Financial Instruments22:11 - The Future of Digital Credit and Market Innovations30:52 - Resilience in Bear Markets36:07 - Opinions on Kevin Warsh and the Fed41:48 - Navigating Economic Uncertainty51:53 - Optimism for a Super Cycle

More episodes of The Hurdle Rate Podcast

• Episode 66: Social Investing · July 21, 2026 · 59 min
• Episode 65: Shifting Institutional · July 14, 2026 · 58 min
• Episode 64: Building The Track Record · July 7, 2026 · 45 min
• Episode 63: The Digital Credit Capital Framework · June 30, 2026 · 1h 14m
• Episode 61: What’s Your Time Preference? · June 16, 2026 · 53 min

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