Why Your Savings Keep Shrinking | Ep. 81

In this week’s Hurdle Rate, the crew breaks down a whipsaw week across markets, record AI capital raising, and why confusion has never been higher even as the Bitcoin gold chart looks bullish. They also discuss escaping the fiat mindset, why Bitcoin’s returns could follow an S-curve as the debt crisis worsens, and what Paraguay’s bank run says about fiat risk. The episode closes on how digital credit stacks up against the S&P 500, the Thanksgiving pitch for SATA and SATS, and Ben’s framework for Bitcoin yield.

Here’s the latest with Matt Cole, Jeff Walton, Ben Werkman, and Tim Kotzman.

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Timestamps:
00:00 - Intro
01:21 - A Whipsaw Week For Markets
04:22 - Confusion Has Never Been Higher
07:55 - Everyone Needs Capital
10:55 - Escaping The Fiat Mindset
20:27 - The Paraguay Bank Run
25:28 - Valuing The Future, Not Today
28:04 - Built For Institutional Mandates
32:07 - Digital Credit Vs. The S&P
36:25 - The Thanksgiving Pitch
45:05 - Rethinking Bitcoin Yield
52:51 - Art Over Algorithms

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