About this episode

The episode discusses updates on digital credit markets, institutional adoption, and the evolving role of Bitcoin in traditional finance.

Shifting Institutional | The Hurdle Rate Podcast | Ep. 65 In this week’s Hurdle Rate, the crew opens with updates from Strategy, Strive, and the digital credit market before recapping the major developments from Q2. We cover Strategy’s growing cash reserve, market feedback, and the evolution of Bitcoin-backed credit. We also explore institutional adoption, structured products, AI, intellectual property, and the limits of government intervention in the debt crisis. We close it off with thoughts on outdated financial systems and Bitcoin’s expanding role in traditional capital markets. Here’s the latest with Tim Kotzman, Matt Cole, Jeff Walton, and Ben Werkman. Time Stamps: 0:00 Welcome to The Hurdle Rate 5:19 Digital Credit During Quiet Markets 8:01 Strategy Rebuilds Its Cash Reserve 11:51 Market Uncertainty And Bullish Catalysts 17:21 STRC And Convertible Debt 19:37 AI, The Fed, And Protecting IP 24:14 The U.S. Debt Crisis 31:39 Bitcoin-Backed Institutional Credit 35:30 Building Structured Bitcoin Products 43:12 Growing Institutional Bitcoin Interest 48:02 Stablecoins And Outdated Settlements 53:05 Bitcoin Stewardship And Constructive Engagement 58:29 Closing Thoughts Follow us on…

More episodes of The Hurdle Rate Podcast

• Episode 66: Social Investing · July 21, 2026 · 59 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 62: Digital Credit Weakness · June 22, 2026 · 54 min
• Episode 61: What’s Your Time Preference? · June 16, 2026 · 53 min

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