Episode 21 - The Intelligent Leverage Trade: Winter Isn't Coming Back
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[00:00:00] Welcome Back to The Hurdle Rate
[00:01:34] Recapping MSTR Earnings Call
[00:09:49] Strategy’s ATM Adjustment
[00:21:00] MSTR’s Bitcoin Per Share
[00:30:03] Only Look at Leverage Ratio
[00:45:08] Could Bitcoin Treasury Companies Lead to the Next Bear Market?