Building on Digital Credit | The Hurdle Rate Podcast | Ep. 72

Bitcoin’s role as a foundational corporate asset is accelerating as firms like Strategy and Strive refine their balance sheets through aggressive Bitcoin accumulation and structured finance. MSCI’s proposed exclusion of companies holding significant digital assets represents a departure from passive indexing, effectively functioning as an active investment stance that threatens the inclusion of Bitcoin-focused entities in major market indices. Meanwhile, the global macroeconomic landscape is shifting toward fiscal dominance, where rising long-end bond yields signal a loss of confidence in fiat stability. Asian markets, characterized by high mobility and rapid adoption of emerging technologies, are increasingly rotating capital from AI-related trades into Bitcoin. This environment underscores the necessity for corporations to protect balance sheets against monetary debasement, positioning Bitcoin as a critical hedge in a world of increasing liquidity and fiscal instability.