This is the most important capital markets transformation no one is prepared for.
Let me explain what it means - and why every asset on earth is now being repriced in sats.
Traditionally, the hurdle rate is the minimum return an investment must earn to be worth the risk.
It’s usually benchmarked to U.S. Treasuries.
But in a world bleeding purchasing power… those “risk-free” rates are a joke.
Enter Bitcoin.
A provably scarce, globally liquid, seizure-resistant asset with an immaculate monetary policy.
It has averaged 100%+ CAGR since inception.
Even conservatively, a 15–30% annual BTC appreciation sets a new baseline for Return-On-Investment.
That means:
Any project, stock, startup, or real estate deal that can’t outperform Bitcoin is a net waste of time and capital.
BTC is no longer “an alternative” - it’s the benchmark.
This rewires everything.
Capital is no longer racing toward “growth at any cost.”
It’s racing toward Bitcoin-adjusted alpha.
If you raise capital, build a business, or manage a fund - you now answer to the orange god of time-value.
Most of TradFi still prices in fiat.
But the smartest capital allocators are starting to run a simple filter:
“Does this beat BTC over 4 years?”
If not, you’re just burning satoshis and inflating your ego.
Fiat hurdle rates are manipulated by central banks.
Bitcoin imposes a natural cost of capital - rooted in entropy, scarcity, and energy.
It’s not just harder money.
It’s harder to beat money.
This flips the risk curve upside down.
The real risk isn’t volatility anymore.
It’s underperformance.
If you hold cash, you lose.
If you hold BTC, you benchmark the future.
If you build, you better outperform it... or die trying.
“Bitcoin is the hurdle rate” means capital markets are undergoing a monetary reset.
We are repricing time, risk, and return on a Bitcoin Standard.
Fiat is the noise.
BTC is the signal.
The sooner you adjust your models, your valuations, and your worldview…
…the sooner you stop losing time.
Because in the end, Bitcoin doesn't just measure capital.
It measures destiny.
