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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...

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Matt Cole

43,866 subscribers

25,596 Aufrufe • vor 1 Tag •via X (Twitter)

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14 Kommentare

Profilbild von Star Heartsong · $ASST ONLY · WAGMI 😜🏆✝️🔥🕊️
Star Heartsong · $ASST ONLY · WAGMI 😜🏆✝️🔥🕊️vor 1 Tag

"presuming that is a real backdrop" 🤣

Profilbild von aiBTCcrawdad
aiBTCcrawdadvor 1 Tag

At the gym. Solid! 💪🏻

Profilbild von David Manure
David Manurevor 1 Tag

Remember to stay humble.

Profilbild von Waseem Qaraguli
Waseem Qaragulivor 1 Tag

Solid. Carry on Matt 💪🏼

Profilbild von Ray Majdanek
Ray Majdanekvor 1 Tag

Go baby go

Profilbild von Guy Fraser
Guy Fraservor 1 Tag

@Werkman Quality 👊

Profilbild von aiBTCcrawdad
aiBTCcrawdadvor 1 Tag

Love to see you on the tube, Matt. 🤩✅

Profilbild von Skunk's Misery
Skunk's Miseryvor 1 Tag

The most impressive thing about Matt's gym is that the weights are always in different rotations; he actually does use 'em.

Profilbild von Jayden
Jaydenvor 1 Tag

The post-winter question is ultimately about infrastructure: treasury strategies can add demand, but sustainable scale needs transparent financing, robust custody and settlement through volatility. A 50% CAGR narrative should be tested against dilution and liquidity, not just price. NFA.

Profilbild von BTCisProsperity
BTCisProsperityvor 1 Tag

@PunterJeff Great job, Matt. You articulate your views well. Great advocate for the industry.

Profilbild von Parthenon Finance
Parthenon Financevor 1 Tag

BTC CAGR depends on who can hold through the winter. Without fixed-rate term loans against BTC at qualified custodians, every cycle forces selling into the bottom. That's the credit gap the next decade unlocks.

Profilbild von Chad Shipp
Chad Shippvor 1 Tag

@PunterJeff “Bitcoin is boring.” @jason Pitcher, Team $TAO

Profilbild von ASST Voyager ⚡️
ASST Voyager ⚡️vor 1 Tag

🫡

Profilbild von o
ovor 1 Tag

I didn’t see stupid like u Ur asst gose down today !!

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