X @Michael Saylor

RT The Hurdle Rate Podcast (@HurdleRatePod)Welcome back to The Bitcoin Treasuries Podcast.Episode 21: The Intelligent Leverage Trade: Winter Isn't Coming Back.The crew is back with the latest on the @Strategy earnings call recap, ATM adjustment, Bitcoin per share, leverage ratios and more.Here's the Hurdle Rate for the week of August 4, 2025 with @BenWerkman, @ColeMacro, @PunterJeff and @TimKotzman.0:00 - Welcome Back to The Hurdle Rate1:34 - Recapping MSTR Earnings Call9:49 - Strategy’s ATM Adjustment21:00 ...