Episode 32: Strategic Risk Taking.

The crew is back covering Tim's latest Bitcoin Treasuries Digital Conference, sentiment versus conviction with Bitcoin Treasury Companies, strategic risk taking, and more.

Here's the Hurdle Rate for the week of October 21, 2025 with Matt Cole, Jeff Walton, Ben Werkman and Tim Kotzman.

0:30 - Welcome Back to The Hurdle Rate
1:04 - Recapping Tim’s Latest Bitcoin Treasuries Digital Conference
14:04 - Sentiment vs Conviction with Bitcoin Treasury Companies
25:47 - Why do Bitcoin Treasury Companies Exist?
38:48 - Strategic Risk Taking

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at www.swan.com/hurdlerate