EPISODE · May 21, 2025 · 1H 10M
Bitcoin Is the New Hurdle Rate: Corporate Treasuries Are Waking Up
from Onramp Bitcoin Media · host Onramp Bitcoin
Connect with Onramp // Jackson Mikalic on X // Ethan Peck on X // Strive Asset ManagementScarce 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 Strive06:27 - The Shift from ESG to Bitcoin Advocacy09:11 - Engagement Strategies and Shareholder Proposals12:00 - Challenges of Bitcoin Adoption in Corporations16:45 - Identifying Internal Advocates for Bitcoin21:19 - Bitcoin as the Real Hurdle Rate24:05 - Capital Allocation Decisions and Bitcoin30:11 - The Necessity of Bitcoin Adoption for Survival32:20 - The Role of Shareholder Activism in Bitcoin Adoption37:14 - Corporate Governance and Bitcoin Treasury Companies39:50 - The Evolving Landscape of Bitcoin Asset Management54:13 - Future Trends in Bitcoin Adoption and Structured Products01:01:24 - Navigating SEC Regulations and Corporate Proposals01:10:25 - Outro and DisclaimerPlease subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.
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Bitcoin Is the New Hurdle Rate: Corporate Treasuries Are Waking Up
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