TOM LEE SAID BITCOIN IS GOING TO $250K AND $ETH TO $12K BY THE END OF 2026.
SAYS THE CRYPTO WINTER IS OVER.
CALLS ETHEREUM โTHE FUTURE SETTLEMENT LAYERโ FOR WALL STREET + AI.
THATโS A WILD CALL.
JUST IN: Bloomberg Intelligence thinks there is a 60% chance that the Clarity Act passes this month ๐
"A lot of debate has to happen in July, but ultimately I think they can get it through" ๐
JUST IN: $383 million Miller Value Partners tells CNBC that the fundamental case for Bitcoin "has never been stronger" ๐
โBitcoin is a hedge againstโ an inflationary debt spiral ๐
Welcome Back to The Hurdle Rate.
Episode 63: The Digital Credit Capital Framework
In this week's Hurdle Rate, the crew opens with the latest on digital credit volatility and the broader market backdrop, before digging into $MSTR capital framework and how management is navigating stress in the system. The conversation turns to institutional behavior, the realities of managing a cash balance sheet, and the dynamics of leverage and short interest within digital credit. We unpack high yield investing perspectives, what resilience and company DNA actually look like in this market, and the specific investor protections built into $SATA. We close with reflections on what it takes to build durable structures in the digital credit era.
Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman.
JUST IN: Wall Street analyst Mark Palmer just said live on CNBC that "Strategy $MSTR could surge to $570 by the end of this year if #Bitcoin reaches $95k."
"Strategy's capital structure is in a remarkably strong position if BTC price were to increase." ๐ฅ๐