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Matt Cole uses SpaceX $SPCX to explain the role of TRUST in investing in Strive $ASST ... "If you're investing in SpaceX, you don't need to understand how to build a rocket." - @ColeMacro
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Ben Werkman explains why a Bitcoin treasury requires ACTIVE capital decisions... "You have to be monitoring the markets constantly to figure out when is the right time to make each move." @Werkman
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Matt Cole challenges the assumption that Digital Credit's success means LOWER yields... "I think the opposite's gonna happen, that yields are gonna move higher" - @ColeMacro
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Matt Cole tests Bitcoin yield with a hypothetical preferred carrying a 100% financing cost. A $1B raise could produce positive $BTC yield today, while the cost would continue into the future. “It would very likely be a dumb financing decision.” - @ColeMacro
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Welcome Back To The Hurdle Rate Episode 80: Debt Crisis Is Accelerating In this week’s Hurdle Rate, the crew breaks down the $6B Binance hack, Triple C spreads blowing out, and why Digital Credit like $SATA and $SATS may compress against junk. They also discuss what Fannie Mae
16 replies·38 reposts·192 likes·52.7K views