Matt Cole
@ColeMacro
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CEO @strivefunds. Fighting for freedom through excellence, innovation, meritocracy, capitalism, and Bitcoin. @hurdleratepod
Texas
Joined November 2021
My remarks from Strategy World yesterday. Time to accelerate.
📹 WATCH: @ColeMacro, CEO of @StriveFunds, unveils their plan to become a leading #Bitcoin treasury company—blending structured finance, activist investing, and capital innovation. Presented at Bitcoin For Corporations | @Strategy World 2025:
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"this is the mid-cycle in what could become one of the most significant bull runs in bitcoin’s history. From its current range, we believe there is still a path toward a 4-10x value appreciation, which would imply bitcoin price targets north of $500k.". Agree, important report.
And we're live! 2.5 years into this bull market, I created a completely revised update of "How to Position for the Bitcoin Boom". Check it out here:
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RT @Swan: “A structurally different bid is building underneath Bitcoin…”. @BenWerkman, Swan CIO, explains how corporate adoption is setting….
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RT @PunterJeff: We've had some great initial interest in our Strive Section 351 exchange. Bitcoin in exchange for $ASST shares. As such, we….
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The annual rate of dollar devaluation over the past *54 YEARS* is 8.4%. That is roughly the equivalent effective yield for MSTR to fund their perpetual prefs. Balance sheet construction in this manner should outperform Bitcoin over the long run and justifies an mNAV > 1.
Interesting timing, and an admission the USD has fallen from 1/42 oz to 1/3300 oz of gold in the past 54 yrs, a CAGR of 8.4% (which, since everyone suddenly cares about economic data accuracy, is MUCH higher than the official reported US inflation rate of the past 54 years.)
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RT @PunterJeff: Strive & $ASST update! . 🧵 worth a quick run through. One step closer to getting the keys to a HIGH OCTANE, Fully Torqued B….
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RT @BenPhiat: Strive and $ASST just publicly filed a form S-4 registration statement for our pending merger. This is a major milestone, an….
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Accelerate!.
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Who will be the first Bitcoin Treasury Company to get into the "green" zone: 30%-50% leverage using only Perpetual Preferred Equity and no convertible debt?. The race is on.
Strive VP of Bitcoin Strategy @PunterJeff asked about Strategy’s plans to revisit their leverage framework as they look to retire their convertible bonds and shift to a preferred credit strategy. @saylor's response is a must watch and included what he believes was their “iPhone
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Strategy continues to raise the bar with its investor presentations. Transparency, clarity, innovation, and alpha.
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RT @BenPhiat: Death to converts? Seems like it. 2H 2025-2026 will see a notable increase in Bitcoin-backed fixed income instruments issued….
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RT @adam3us: @BenWerkman @HurdleRatePod @YouTube @YouTube @TeamYouTube what kind of tom-foolery is this. stop messing with people randomly.….
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Bitcoiners that fail to see the securitization of Bitcoin as inevitable and help it happen in the best way possible are similar to Libertarians who took the most attractive political platform and fumbled the bag on “principles,” ultimately driving little impact. I prefer to win.
From first principles it doesn't appear that there is any pathway by which a novel monetary asset grows to global scale without passing through a securitization rush as the financial system catches on to what's happening.
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RT @TimKotzman: Michael Saylor won’t just answer questions — he’ll be asking them. Sept 17 – NYC. Premium Bitcoin sessions you won’t see an….
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Agree with this. Expecting fireworks still to come.
Respectfully disagree. I think we'll see some wild things in this cycle.
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RT @nithusezni: Relationship goals:.Find someone who looks at me like @amitisinvesting looks at @PunterJeff when he's talking about MSTR pe….
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RT @shirishjajodia: Biggest IPO of 2025 and biggest pref IPO of the decade. $STRC $2.521 Billion.
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Starts in 5 min!.
TUNE IN THIS FRIDAY 🎙️‼️. 𝕏 Spaces: #Bitcoin for Corporations Symposium Preview | Feat. Tyler Evans, Matt Cole, Allen Helm, & George Mekhail . RSVP & join the discussion 🧵👇
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The kid analysts at @MSTRTrueNorth continually front run the institutions. Short credentialism, long meritocracy, all day everyday.
“You talk to institutions about #Bitcoin treasury strategies-they throw up their hands: ‘It’s leverage. It’ll blow up.’ Then I ask, ‘Okay, explain to me how?"- @ColeMacro at @BTCPrague with @keidunm, @BradleyDukeBTC, @1basemoney & Sam Roberts. 🎥 👇
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