Matt Cole

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

[Matt Cole @ColeMacro]

As a long-time Bitcoiner, I believe the debt crisis won’t improve, debasement will continue, and we’re moving toward a Bitcoin future.

During this transition, I see Digital Credit as the most important asset.

I held nothing back with Pomp on how big I think this gets.

[Anthony Pompliano 🌪 @APompliano]

I sat down with Strive CEO Matt Cole to discuss digital credit, $ASST, and $SATA.

@ColeMacro breaks down the mechanics, the dividend structures, what the risks are, Michael Saylor's decision to sell bitcoin, and why a thriving ecosystem of digital credit issuers is better for bitcoin long-term.

YouTube: https://t.co/LeAzeGyAhW
Apple: https://t.co/KwV4G1H7Bt
Spotify: https://t.co/qGM47hlkE4

TIMESTAMPS:
0:00 - Intro
0:41 - What is digital credit & what problem does it solve?
5:17 - How the carry trade works
8:48 - Daily dividends & dividend structure
10:52 - Downside risk & balance sheet protection
16:18 - The strongest critique of digital credit
19:32 - Michael Saylor selling bitcoin
27:03 - Bitcoin price action vs. bullish headlines
31:32 - Where is digital credit taking capital from?
36:44 - Banks, Jamie Dimon & systemic risk
38:52 - Strive vs. Strategy
42:38 - Too much bitcoin held by public companies?
48:33 - Strive's mission & the road ahead

[Matt Cole @ColeMacro]

@Snz_BTC @AdamBLiv @Phil96969696 My apologies.

We’ve been buying so much Bitcoin recently that I accidentally posted a video from the week before when we passed Coinbase and Riot in Bitcoin holdings.

Here is the correct video where we passed SpaceX:

https://t.co/3XrbONKeyL

[Strive @Strive]

Time for lift off @SpaceX

[Matt Cole @ColeMacro]

@Snz_BTC @AdamBLiv @Phil96969696 The business has actually outperformed Bitcoin since we announced the strategy last May.

That said, we did pass SpaceX recently and our ship turned into a rocket so I understand why you’re confused…

https://t.co/1eHj8NIZRY

[Strive @Strive]

Strive moves to #7 $ASST

[Matt Cole @ColeMacro]

@parkeralewis I’ve run the numbers too.

https://t.co/dpR5v9cSri

[Michael Saylor @saylor]

By my calculations, bitcoin is going up forever. 🚀

[Matt Cole @ColeMacro]

@parkeralewis That bearish on Bitcoin?

Wow.

[Matt Cole @ColeMacro]

@parkeralewis I appreciate the amplification, Parker.

I recommend people watch this to learn more about the risk & return investment opportunities of $ASST and $SATA.

https://t.co/VOXJzIfNWK

[WOLF Bitcoin @WOLF_Bitcoin_]

🚨 STRIVE CEO @COLEMACRO ON WHERE THIS ENDS:

"As a Bitcoiner and a longtime Bitcoiner, I firmly believe that this debt crisis will not get better and we're transitioning to a Bitcoin future."

The US national debt is $36T and growing.

No administration has cut it. No policy has slowed it. Every crisis gets solved with more printing.

Cole is not making a price prediction. He is making a structural argument.

Fiat systems built on unsustainable debt do not fix themselves. They transition to whatever comes next.

He thinks he knows what that is.

[kevin😴 @kevinlhr88]

$MSTR and @saylor can stay solvent longer than you can stay irrational

$STRC 🔥

[Matt Cole @ColeMacro]

@JoeConsorti @APompliano Some Bitcoiners live in their basement, I prefer the garage.

[Matt Cole @ColeMacro]

Just when I thought I couldn't possibly become more bullish on Bitcoin.

[Jim Cramer @jimcramer]

Saylor murdered Bitcoin

[Matt Cole @ColeMacro]

@jimcramer I appreciate you doing what you have to do for Bitcoin here.

[Michael Saylor @saylor]

https://t.co/yeG4PgpjEq

[Adam Livingston @AdamBLiv]

🔥BITCOIN HAS WON AND BITCOINERS HATE IT - WE NEED TO TALK🔥

Bitcoiners spent 15+ years begging the world to adopt Bitcoin.

Then Michael Saylor showed up with a public company, a balance sheet, a securities lawyer, and the spiritual intensity of a vampire professor explaining thermodynamics to a dying empire.

Now everyone is FURIOUS.

Apparently Bitcoin was supposed to destroy fiat, but only through vibes, podcasts, and a tasteful cabin where a Marxist hippie named River teaches self-custody next to a cast iron stove before explaining why public companies buying Bitcoin is “problematic.”

Sorry. The speculative attack came wearing a suit.

The revolution has an investor relations department.

And the people who said Bitcoin was permissionless are now upset that nobody asked their permission.

Bitcoin won. Bitcoiners are mad.

BEAUTIFUL:

[Farmhouse, Inc. $FMHS @farmhouse_inc]

Farmhouse has added 200 Shares of $SATA on this dip for our Digital Savings 🏧

$FMHS

[Conner Brown @BitcoinConner]

NEW: Sen. Sullivan and Sen. Lummis lead letter to the Fed, FDIC and OCC, calling for revaluation of Basel’s risk weighting for Bitcoin and digital assets.

“A 1,250% risk weight bypasses those calibrated frameworks entirely, applying a blunt penalty …to a transparent, globally traded asset with deep derivatives markets, continuous liquidity, and cryptographic auditability.”

This is a strong signal from Washington that legislators are looking closely at this issue as work on market structure continues. The letter has 6 signatories and 3 are on the Banking Committee.

It’s also great to see BPI’s brief on this topic cited in the third footnote! 😉

We’ll keep you posted on further updates.

[Matt Cole @ColeMacro]

Bitcoin is at a historically optimal level to go out the risk curve to the maximal degree.

Strive ($ASST) has 62% amplification, an 18-month dividend reserve on $SATA, and zero encumbered $BTC.

We could literally do nothing & not have to sell a single Bitcoin until the end of 2027.

Have a great day and be greedy when others are fearful.

[Adam Livingston @AdamBLiv]

Bitcoin just kissing the 200 WMA.

Yesterday we hit $61,442.70, which actually pierced below the 200WMA by about 0.61%.

Bottom 9% of historical valuation, and historically this zone has produced median 12-month returns above 120% and median 24-month returns above 320%.

Buying more here.

[Jeff Park @dgt10011]

I don’t think Bitcoin is selling off because of MSTR

I think it’s being tapped to fund the market’s upcoming hot ball of money trades: SpaceX, Anthropic, whatever else everyone suddenly “has to own”

This means in the future, the correlation breakdown will itself become the fuel

[Matt Cole @ColeMacro]

I’m bullish.