Boost Trump Campaign (BTC)

Tyler Spalding's/@trspalding magic wand answer for Bitcoin is privacy.

His argument: in all of human history, there is not one single example of a successful payment system where the recipient could see the payer's full balance.

Not one. Cash, gold, cheques, cards.

None of them work like that.

Bitcoin does.

He says this alone makes it almost impossible to use as money at scale.

Do you agree?

Bitcoin Takeover S17E02

WE’VE BEEN LOOKING AT BITCOIN COMPLETELY WRONG.

Every day, I hear the same two arguments. Normies say Bitcoin is "magic internet money backed by nothing," while their fiat currency dissolves. Meanwhile, some Maxis sit thousands of miles away wondering if El Salvador's adoption is just a top-down PR stunt.

We sat down with @CheritoCafe to dismantle both narratives. Jorge fled El Salvador's civil war, built a tech career in Seattle, and returned to farm his family's coffee land through a decade of intense gang violence and crop disease.

His story completely breaks Peter Schiff’s favorite "argument" against Bitcoin. Specialty coffee requires a 14-month cycle of human sweat and ancestral farming. Jorge calls these raw beans "Analog Proof of Work", natural manifestation of time and energy. When traded peer-to-peer for sats, Bitcoin isn't backed by thin air; it acts as a digital mirror mapping value to that real-world physics.

This is a true circular Bitcoin economy! Bypassing predatory 4.5% banking fees via Li

Welcome Back to The Hurdle Rate.

Episode 61: What’s Your Time Preference?

In this week's Hurdle Rate, the crew breaks down the latest corporate Bitcoin market activity and Strive's growing Bitcoin holdings, before turning to Strategy's Bitcoin sale and what the balance sheet math actually reveals about risk and permanent impairment. We dig into historical bear market scenarios, how to manage amplification ratios, and the product management and demand dynamics shaping the treasury company landscape. We close with a deeper look at what digital credit actually is, and why it matters for the road ahead.

Here's the latest with @ColeMacro, @PunterJeff, @Werkman and @TimKotzman.

00:00 Welcome to the Hurdle Rate Podcast
01:44 Market Acceleration and USD Reserves
06:04 Holistic Capital Structure Strategy
12:20 Designing Long-Term Capital Vehicles
17:21 Analyzing Recent Bitcoin Flows
18:11 SpaceX IPO and Major Capital Events
29:18 Bitcoin on Institutional Balance Sheets
36:51 Takeaways from Bitcoin Prague
41:20 Onb