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Episode 4 - Bitcoin Portfolio Theory
Episode 4

Episode 4 - Bitcoin Portfolio Theory

The Hurdle Rate Podcast

April 16, 20251h 6m

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Show Notes

Episode 4 - Bitcoin Portfolio Theory

[00:30] Welcome Back to The Hurdle Rate

[01:30] Catching up on economic news from the last week

[24:15] Jeff’s Monte Carlo simulations

[43:13] Matt and Strive’s engagement with Intuit

[53:30] Strategy’s mNAV

[01:03:41] Closing thoughts