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.
Itās usually benchmarked to U.S. Treasuries.
But in a world bleeding purchasing power⦠those ārisk-freeā 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 15ā30% annual BTC appreciation sets a new baseline for Return-On-Investment.
That means:
Any project, stock, startup, or real estate deal that canāt outperform Bitcoin is a net waste of time and capital.
BTC is no longer āan alternativeā - itās the benchmark.
This rewires everything.
Capital is no longer racing toward āgrowth at any cost.ā
Itās 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:
āDoes this beat BTC over 4 years?ā
If not, youāre 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.
Itās not just harder money.
Itās harder to beat money.
This flips the risk curve upside down.
The real risk isnāt volatility anymore.
Itās 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.
āBitcoin is the hurdle rateā 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 worldviewā¦
ā¦the sooner you stop losing time.
Because in the end, Bitcoin doesn't just measure capital.
It measures destiny.