~/talk

"Bitcoin Is the Hurdle Rate": How Strive Stacked 14,000 BTC

Talkat Bitcoin 2025 · 2025-05-27..05-29
slides:none on file

Strive explains how a simple corporate rule — Bitcoin is the hurdle rate — drives acquisitions and net-new buys to reach 14,000 BTC, including the Semler Scientific merger (≈5,000 BTC) and a recent 789 BTC purchase. The company uses SATA preferred equity and a structured digital‑credit model to issue yield, fund purchases without diluting, and argue that only a few dozen public firms will survive a consolidation while a Strategic Bitcoin Reserve should be pursued.

AI-written summary · about

  1. 0:00Start
  2. 2:20Acquiring Semler Scientific: How Bitcoin Treasury Companies Grow
  3. 5:11Red Flags Inside the Fed: QE, Goldman Sachs & the Treasury
  4. 8:08"Bitcoin Is the Hurdle Rate" — Strive's Corporate Strategy Explained
  5. 10:19Why Meta & Mark Zuckerberg Need Bitcoin on the Balance Sheet
  6. 13:37How Many Public Companies Will Hold Bitcoin Next Year
  7. 15:15What Happens If Bitcoin Hits $1 Million
  8. 16:59Orange-Pilling Washington DC & the Strategic Bitcoin Reserve
  9. 19:11Digital Credit, Double-Digit Yield & Uniting the Bitcoin Community
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