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Matt Cole

@ColeMacro • 43,866 subscribers

Chairman & CEO @Strive Christ, Liberty, Bitcoin $ASST $SATA @hurdleratepod

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Fresh off Schwab Network Live talking about what comes after Bitcoin winter, our 50% CAGR thesis, the macro setup, and Strive’s Bitcoin treasury strategy. TIMESTAMPS 0:00 Is Bitcoin Winter Over? 1:08 Bitcoin’s Path to $500K 2:48 A Weaker Dollar Benefits Bitcoin 4:32 Bitcoin vs. Gold 5:28 Why Bitcoin Is Rising 6:44 Midterms & the CLARITY Act 7:42 Strive’s Bitcoin Treasury Strategy $BTC $ASST $SATA

Fresh off Schwab Network Live talking about what comes after Bitcoin winter, our 50% CAGR thesis, the macro setup, and Strive’s Bitcoin treasury strategy. TIMESTAMPS 0:00 Is Bitcoin Winter Over? 1:08 Bitcoin’s Path to $500K 2:48 A Weaker Dollar Benefits Bitcoin 4:32 Bitcoin vs. Gold 5:28 Why Bitcoin Is Rising 6:44 Midterms & the CLARITY Act 7:42 Strive’s Bitcoin Treasury Strategy $BTC $ASST $SATA

25,596 просмотров • 1 день назад

Our base case for Bitcoin through 2030 is a 50% CAGR. This is the first time we’ve shared our multi-year Bitcoin outlook publicly. While sentiment has turned more bullish in the short term, we think the market remains too cautious about Bitcoin’s macro backdrop over the next several years. Here’s my full conversation with BMTV. TIMESTAMPS 00:00 Metaplanet Executive Compensation 04:34 Hiring Adam Livingston 06:21 Who Is Investing in SATA? 08:15 Digital Credit vs. Treasuries 10:17 Building a Bitcoin Yield Curve 11:42 SATA’s Long-Term Sustainability 13:53 The Dollar, Rates, and Bitcoin 17:09 Strive’s Premium Strategy 20:06 The Future of Digital Credit $ASST $SATA

Our base case for Bitcoin through 2030 is a 50% CAGR. This is the first time we’ve shared our multi-year Bitcoin outlook publicly. While sentiment has turned more bullish in the short term, we think the market remains too cautious about Bitcoin’s macro backdrop over the next several years. Here’s my full conversation with BMTV. TIMESTAMPS 00:00 Metaplanet Executive Compensation 04:34 Hiring Adam Livingston 06:21 Who Is Investing in SATA? 08:15 Digital Credit vs. Treasuries 10:17 Building a Bitcoin Yield Curve 11:42 SATA’s Long-Term Sustainability 13:53 The Dollar, Rates, and Bitcoin 17:09 Strive’s Premium Strategy 20:06 The Future of Digital Credit $ASST $SATA

57,944 просмотров • 6 дней назад

I was on Bloomberg TV today discussing the problem Digital Credit is built to solve. Even with recent volatility, $SATA is proving its resilience as a superior income-generating asset vs. traditional income alternatives. The track record is being built in real time.

I was on Bloomberg TV today discussing the problem Digital Credit is built to solve. Even with recent volatility, $SATA is proving its resilience as a superior income-generating asset vs. traditional income alternatives. The track record is being built in real time.

234,914 просмотров • 3 месяцев назад

A discussion between Bob Dewey, Phong Le, and me on why Bitcoin Treasury Companies exist, what the first real stress test for Digital Credit taught us, and the opportunity ahead for Bitcoin-backed financial innovation. TIMESTAMPS 0:04 - Why Bitcoin Treasury Companies Exist 7:22 - Financial Engineering Vs. Financial Innovation 14:24 - What Makes Bitcoin Treasury Companies Durable 18:42 - Does Bitcoin Need Treasury Companies? 22:20 - Addressing Bitcoin Treasury Company Criticism 26:46 - Growing Demand For Bitcoin-Backed Products 30:11 - What Has Surprised The CEOs Most 36:06 - The Evolution Of Digital Credit Products 45:10 - Lessons From The First Market Stress Test 53:10 - Bitcoin Market Depth And Liquidity 55:21 - Why Selling Bitcoin Is Not A Contradiction 1:03:37 - The Future Of Bitcoin Treasury Companies $MSTR $ASST $STRC $SATA $BTC

A discussion between Bob Dewey, Phong Le, and me on why Bitcoin Treasury Companies exist, what the first real stress test for Digital Credit taught us, and the opportunity ahead for Bitcoin-backed financial innovation. TIMESTAMPS 0:04 - Why Bitcoin Treasury Companies Exist 7:22 - Financial Engineering Vs. Financial Innovation 14:24 - What Makes Bitcoin Treasury Companies Durable 18:42 - Does Bitcoin Need Treasury Companies? 22:20 - Addressing Bitcoin Treasury Company Criticism 26:46 - Growing Demand For Bitcoin-Backed Products 30:11 - What Has Surprised The CEOs Most 36:06 - The Evolution Of Digital Credit Products 45:10 - Lessons From The First Market Stress Test 53:10 - Bitcoin Market Depth And Liquidity 55:21 - Why Selling Bitcoin Is Not A Contradiction 1:03:37 - The Future Of Bitcoin Treasury Companies $MSTR $ASST $STRC $SATA $BTC

104,010 просмотров • 2 месяцев назад

Here’s my conversation with The ₿itcoin⚡️Libertarian covering Bitcoin, macro, Strive, digital credit, AI, and the evolution of Bitcoin treasury companies. TIMESTAMPS 0:00 Intro 2:47 Matt’s Bitcoin Journey 7:18 Leaving CalPERS and Building Strive 9:21 The Fight Against ESG and DEI 17:04 Bitcoin’s Strongest Macro Setup 24:00 Corporate Bitcoin Treasury Strategy 26:42 AI, Abundance, and Bitcoin Scarcity 33:49 The Future of Digital Credit 36:30 SATA and Institutional Investors 38:09 Bitcoin in Pension Portfolios 45:17 Strive’s Future Plans 48:15 The Worst Argument Against Bitcoin Treasuries 50:17 Bitcoin and the Future of the United States 52:23 Bitcoin’s Next All-Time High 53:36 Closing Thoughts

Here’s my conversation with The ₿itcoin⚡️Libertarian covering Bitcoin, macro, Strive, digital credit, AI, and the evolution of Bitcoin treasury companies. TIMESTAMPS 0:00 Intro 2:47 Matt’s Bitcoin Journey 7:18 Leaving CalPERS and Building Strive 9:21 The Fight Against ESG and DEI 17:04 Bitcoin’s Strongest Macro Setup 24:00 Corporate Bitcoin Treasury Strategy 26:42 AI, Abundance, and Bitcoin Scarcity 33:49 The Future of Digital Credit 36:30 SATA and Institutional Investors 38:09 Bitcoin in Pension Portfolios 45:17 Strive’s Future Plans 48:15 The Worst Argument Against Bitcoin Treasuries 50:17 Bitcoin and the Future of the United States 52:23 Bitcoin’s Next All-Time High 53:36 Closing Thoughts

22,933 просмотров • 15 дней назад

$99 to $101 Back again… Day one $SATA 🎧

$99 to $101 Back again… Day one $SATA 🎧

142,489 просмотров • 4 месяцев назад

I joined Clayton Morris on Redacted Invest to go deep on the macro themes I’ve been writing about: the dollar, U.S. debt, debasement, Bitcoin, where we head from here, and Strive’s victory over ESG & DEI. Enjoyed bringing these ideas to a new audience. TIMESTAMPS 0:00 The U.S. Dollar and Treasury Debt Crisis 4:05 Rising Yields and Treasury Intervention 6:05 Why Matt Wouldn’t Buy Treasury Bonds 9:32 Stanley Druckenmiller’s Warning 17:59 What Debasement Means for American Families 21:54 Did the 2008 Bailouts Break the System? 25:26 Opting Out of Bonds and Into Scarce Assets 31:52 Earn in Dollars, Save in Hard Assets 41:57 Could the U.S. Adopt a Bitcoin Standard? 43:22 Stablecoins, BRICS, and the Dollar 47:08 Strive’s Fight Against ESG and DEI 54:22 Economic Outlook for the Next Year 56:10 Bitcoin, Gold, and Silver Predictions 57:36 Closing Thoughts $ASST $SATA

I joined Clayton Morris on Redacted Invest to go deep on the macro themes I’ve been writing about: the dollar, U.S. debt, debasement, Bitcoin, where we head from here, and Strive’s victory over ESG & DEI. Enjoyed bringing these ideas to a new audience. TIMESTAMPS 0:00 The U.S. Dollar and Treasury Debt Crisis 4:05 Rising Yields and Treasury Intervention 6:05 Why Matt Wouldn’t Buy Treasury Bonds 9:32 Stanley Druckenmiller’s Warning 17:59 What Debasement Means for American Families 21:54 Did the 2008 Bailouts Break the System? 25:26 Opting Out of Bonds and Into Scarce Assets 31:52 Earn in Dollars, Save in Hard Assets 41:57 Could the U.S. Adopt a Bitcoin Standard? 43:22 Stablecoins, BRICS, and the Dollar 47:08 Strive’s Fight Against ESG and DEI 54:22 Economic Outlook for the Next Year 56:10 Bitcoin, Gold, and Silver Predictions 57:36 Closing Thoughts $ASST $SATA

28,105 просмотров • 26 дней назад

Tomorrow, Strive will ring the opening bell at Nasdaq to commemorate $SATA, the first security in history to pay daily dividends. Until then, turn the volume up. The Daily Dividend Remix.

Tomorrow, Strive will ring the opening bell at Nasdaq to commemorate $SATA, the first security in history to pay daily dividends. Until then, turn the volume up. The Daily Dividend Remix.

63,370 просмотров • 4 месяцев назад

I hereby declare the first day of daily dividends a success. $SATA is…back at $100 Volume up 🎵

I hereby declare the first day of daily dividends a success. $SATA is…back at $100 Volume up 🎵

31,632 просмотров • 3 месяцев назад

I think this chat with Squawk Box Europe will age well. The Strive team is heading to Europe this week for BTC Prague. Ben Werkman and Jeff Walton will both be giving keynotes, and I’ll be joining @Saylor for a fireside chat. Hope to see you there!

I think this chat with Squawk Box Europe will age well. The Strive team is heading to Europe this week for BTC Prague. Ben Werkman and Jeff Walton will both be giving keynotes, and I’ll be joining @Saylor for a fireside chat. Hope to see you there!

24,345 просмотров • 3 месяцев назад

Digital credit is only a year old, which makes clear explanations & institutional risk framing essential. Nate Geraci asked the tough questions on digital credit, $SATA, $ASST, the $BTC drawdown & more. My full conversation on Crypto Prime. TIMESTAMPS 00:00 Intro: Matt Cole on Strive and SATA 01:09 Strive’s shift into structured finance 02:44 ASST vs. SATA: amplified Bitcoin exposure vs. digital credit 07:28 What SATA is and how the preferred equity works 10:12 Why Strive calls SATA “digital credit” 13:32 Credit risk, Bitcoin drawdowns, and Strive’s reserves 17:46 Bitcoin return scenarios and SATA dividend sustainability 20:25 Bitcoin as collateral vs. cash-flowing assets 25:08 Does a 13% dividend mean higher risk? 29:47 How digital credit should be marketed 34:30 SATA vs. Strategy’s Stretch 36:25 Strategy, Michael Saylor, and Bitcoin’s market narrative 41:04 Why Bitcoin has drawn down 43:02 AI, IPOs, and capital flowing away from Bitcoin 43:44 OG Bitcoin holder selling pressure 47:20 What could bring Bitcoin momentum back 50:43 Closing thoughts

Digital credit is only a year old, which makes clear explanations & institutional risk framing essential. Nate Geraci asked the tough questions on digital credit, $SATA, $ASST, the $BTC drawdown & more. My full conversation on Crypto Prime. TIMESTAMPS 00:00 Intro: Matt Cole on Strive and SATA 01:09 Strive’s shift into structured finance 02:44 ASST vs. SATA: amplified Bitcoin exposure vs. digital credit 07:28 What SATA is and how the preferred equity works 10:12 Why Strive calls SATA “digital credit” 13:32 Credit risk, Bitcoin drawdowns, and Strive’s reserves 17:46 Bitcoin return scenarios and SATA dividend sustainability 20:25 Bitcoin as collateral vs. cash-flowing assets 25:08 Does a 13% dividend mean higher risk? 29:47 How digital credit should be marketed 34:30 SATA vs. Strategy’s Stretch 36:25 Strategy, Michael Saylor, and Bitcoin’s market narrative 41:04 Why Bitcoin has drawn down 43:02 AI, IPOs, and capital flowing away from Bitcoin 43:44 OG Bitcoin holder selling pressure 47:20 What could bring Bitcoin momentum back 50:43 Closing thoughts

19,386 просмотров • 2 месяцев назад

My conversation with Robin Seyr on my Bitcoin journey & conviction, the growth of Digital Credit, what to expect with $SATA daily dividends, and why Bitcoiners should have more kids earlier in life. [TIMESTAMPS] 00:00 - Why Strive Is Attacking the $300T Fiat Market 03:30 - The $70B Fed Insider Behind Strive 14:00 - From Rejection to All-In: Cole's Bitcoin Journey 20:00 - SATA Explained: The 13% Daily Yield 33:00 - Why Daily Beats Monthly Dividends 44:00 - Strive and Strategy: Friendly Competition 55:00 - International Markets and Multi-Currency Yield 01:05:00 - Why Bitcoiners Should Have Kids

My conversation with Robin Seyr on my Bitcoin journey & conviction, the growth of Digital Credit, what to expect with $SATA daily dividends, and why Bitcoiners should have more kids earlier in life. [TIMESTAMPS] 00:00 - Why Strive Is Attacking the $300T Fiat Market 03:30 - The $70B Fed Insider Behind Strive 14:00 - From Rejection to All-In: Cole's Bitcoin Journey 20:00 - SATA Explained: The 13% Daily Yield 33:00 - Why Daily Beats Monthly Dividends 44:00 - Strive and Strategy: Friendly Competition 55:00 - International Markets and Multi-Currency Yield 01:05:00 - Why Bitcoiners Should Have Kids

24,065 просмотров • 3 месяцев назад

Look at the chart of US government debt. It’s just math, we are going to win. Avoid margin, touch some grass, dance to this video, and have a blessed Sunday.

Look at the chart of US government debt. It’s just math, we are going to win. Avoid margin, touch some grass, dance to this video, and have a blessed Sunday.

17,287 просмотров • 7 месяцев назад

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