This week's bitcoin dip has triggered STRC to fall beneath $99. In this video, I walk through the math of how Strategy's bitcoin reserve gives me confidence that they will be able to pay STRC dividends for decades...
21,000,000 BTC / 8,000,000,000 humans = 0.002625 BTC each.
Bitcoin was never designed so everyone could have one. It was designed so no one could print more.
Position accordingly.
Welcome Back to The Hurdle Rate.
Episode 59: Scale Like Crazy
The crew breaks down Strategy's latest debt retirement and what it signals about capital structure and market perception, before turning to Strive's growing Bitcoin holdings, the launch of SATA daily dividends, and what the firm's market cap reveals about treasury efficiency. We close with a look at ecosystem cooperation, the voting dynamics shaping Bitcoin's corporate landscape, and what a new Federal Reserve Chair could mean for the road ahead.
Here's the latest with
@TimKotzman, @ColeMacro, @PunterJeff, and @Werkman.
00:00 - Welcome Back to The Hurdle Rate
02:26 - Analysis of Strategy's Debt Retirement
10:48 - Capital Structure and Market Perception
21:57 - Strive's Bitcoin Holdings Update
23:26 - SATA Daily Dividends Launch
31:40 - Strive Market Cap and Efficiency
33:14 - Ecosystem Cooperation and Voting
42:04 - New Federal Reserve Chair Outlook
Strive just did something no public company has ever done.
$SATA is paying shareholders a 13% DAILY Bitcoin-backed dividend.
The first daily dividend in stock market history.
Full breakdown with $ASST’s Chief Risk Officer @PunterJeff 👇🏼
Timestamps:
00:00 SATA: The First U.S. Listed Security to Pay Daily Dividends
8:51 Strive Enters Top 10 Bitcoin Holder Ranks
10:39 Strive's Daily Dividends Beating $MSTR To It... What's the Catch?
11:21 Why Don't More Companies Pay Daily Dividends?
13:15 Structuring Daily Capital Asset Distributions
14:01 What is Digital Credit?
16:30 How is $SATA Able to Pay 13% Yield?
19:21 Strive is Re-Establishing Trust
21:08 Bitcoin Digital Credit Insurance Analogy
28:35 History of Strive
34:51 Why Traditional Income Investing Models Are Failing Retail Investors
37:51 The 2008 Financial Crisis Tore His Family Apart
46:35 Betting Everything on MSTR Options: Making 2000%
52:14 How Jeff Thinks About His Portfolio Now
Last Thursday on @SchwabNetwork, I discussed $BTC pricing dynamics, Digital Credit $STRC, its impact on $MSTR, and the convergence of DeFi and TradFi as Bitcoin reshapes financial markets.
Welcome Back to The Hurdle Rate.
Episode 58: Exponential Innovation
The crew is back this week diving into Strive’s evolution into “The Daily Dividend Company” and what that could mean for the future of financial products. They discuss the experience of ringing the opening bell at Nasdaq, break down how Strive paid off its debt, and explore just how large this opportunity could become. Finally, they unpack the infrastructure operating behind the scenes and how Bitcoin could play a major role in Strive’s future.
Here's the latest with
@TimKotzman, @ColeMacro, @PunterJeff, and @Werkman.
0:00 - Welcome Back to The Hurdle Rate
2:00 - Strive: The Daily Dividend Company
6:02 - Ringing The Opening Bell at Nasdaq
24:20 - How Strive Paid Off Its Debt
27:30 - How Big Is This Idea?
41:51 - The Infrastructure Behind The Scenes
47:30 - How Bitcoin Will Be Involved In Strive’s Future
To celebrate $SATA switching to daily dividends starting June 16, 2026, we’re ringing the bell at @NasdaqExchange
Tune in to the live stream at 9:15 AM ET here: https://t.co/0qUXfKDeYx
*Daily Dividends are paid on business days, as defined in the governing documentation.