Bullish Digital Credit | The Hurdle Rate Ep.48 скачать в хорошем качестве

Bullish Digital Credit | The Hurdle Rate Ep.48

Bitcoin is down roughly 50% from its highs — but is this actually the most asymmetric buying opportunity in the cycle? In this episode of the Hurdle Rate Podcast, the team breaks down historical Bitcoin drawdowns, 200-week moving average levels, amplification strategy, digital credit risk, Fed policy shifts, debt-to-GDP trends, and why bear markets may be the best time to build conviction. If you’re trying to understand Bitcoin volatility, long-term CAGR expectations, treasury strategy, and why scarcity may outperform in an era of fiat debasement, this conversation connects the dots. Timestamps 00:00 This Week’s Bitcoin Treasury Buy Announcements 02:22 Bitcoin Investor Week & Cardone Debates: Why Bear Markets Are Best for Conviction 04:14 Bitcoin Plus vs Bitcoin Minus: The Case for More Amplification When BTC Is ‘Cheap’ 07:54 Fox News, Saylor, and Why Bottoms Bring Peak Confidence 11:00 200-Week MA, Drawdowns, and Coverage Ratios 15:38 Forward Returns After 50–60% Drawdowns 20:39 Digital Credit Reality Check 23:05 Bitcoin ‘Zero Credit’ Problem 27:31 The Hidden ‘Tax’ on American Companies 28:15 Basel & Bitcoin: Pushing Regulators to Give BTC Capital Credit 29:02 Fiat Trends to Zero: Bitcoin vs Gold and the Upgrade Advantage 31:39 If Basel Changes, Banks Can Use Bitcoin as Collateral 32:21 Bitcoin’s 24/7 Transparency: Volatility as Data, Not a Bug 34:58 Why Bitcoin’s Price Whipsaws While the Network Stays Stable 38:41 The Transparency Problem: ‘Accounting Alpha’ and the Private Credit Illusion 42:25 Debt Spiral Math: US Debt-to-GDP, Entitlements, and the ‘Train Has No Brakes’ 46:10 AI, Inequality, and the Fourth Turning Vibe—Why Scarcity Wins 52:42 Wrap-Up: Strategy World / True North Event + Sponsor Message ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide ✔ https://www.swanbitcoin.com/private?u... ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes ✔ https://www.swanbitcoin.com/ira?utm_c... ► Secure your Bitcoin with Swan Vault ✔ https://www.swanbitcoin.com/vault?utm... ► Download the all-new Swan Bitcoin App ✔ https://www.swanbitcoin.com/app?utm_c... ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour! ✔ https://www.swanbitcoin.com/welcome?u... ► Connect with Swan Bitcoin: ✔ Twitter:   / swan   ✔ Instagram:   / swanbitcoin   ✔ LinkedIn:   / swanbitcoin   ✔ Threads: https://www.threads.com/@swanbitcoin ✔ Facebook:   / swanbitcoin   ✔ TikTok:   / realswanbitcoin   WARNING: Beware of scammers who use Swan’s image and name in the comment section. We will never ask you to contact us through YouTube. If you have any questions and want to reach us directly, follow our Twitter account   / swan   and send us a message.