Bitcoin Is the New Hurdle Rate: Corporate Treasuries Are Waking Up
May 21, 2025
Connect with Onramp --- https://onrampbitcoin.com/contact-us/
Jackson Mikalic on X --- https://x.com/macrojack21
Ethan Peck on X --- https://x.com/ethanbpeck
Strive Asset Management --- https://strive.com/
Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, Scarce Assets provides invaluable insights for wealth managers aiming to outperform their peers in the decades ahead. Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets.
00:00 - Intro to Ethan Peck and His Role at Strive 06:27 - The Shift from ESG to Bitcoin Advocacy 09:11 - Engagement Strategies and Shareholder Proposals 12:00 - Challenges of Bitcoin Adoption in Corporations 16:45 - Identifying Internal Advocates for Bitcoin 21:19 - Bitcoin as the Real Hurdle Rate 24:05 - Capital Allocation Decisions and Bitcoin 30:11 - The Necessity of Bitcoin Adoption for Survival 32:20 - The Role of Shareholder Activism in Bitcoin Adoption 37:14 - Corporate Governance and Bitcoin Treasury Companies 39:50 - The Evolving Landscape of Bitcoin Asset Management 54:13 - Future Trends in Bitcoin Adoption and Structured Products 01:01:24 - Navigating SEC Regulations and Corporate Proposals 01:10:25 - Outro and Disclaimer