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Episode 4 - Bitcoin Portfolio Theory
Episode 4 - Bitcoin Portfolio Theory [00:30] Welcome Back to The Hurdle Rate [01:30] Catching up on economic news from the last week [24:15] Jeff’s Monte Carlo simulations [43:13] Matt and Strive’s engagement with Intuit [53:30] Strategy’s mNAV [01:03:41] Closing thoughts
The skinny
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