Matt Cole, CEO of Strive, discusses corporate Bitcoin strategy, amplification tactics, surviving volatility, and why Bitcoin's 30%+ annual returns make it the ultimate hurdle rate for treasury companies in 2025.
Matt Cole, Chairman and CEO of Strive Bitcoin Treasury Company joins us to talk about corporate Bitcoin treasury strategies, why he's structurally bullish on 30%+ annual returns, how Strive amplifies Bitcoin exposure through preferred equity without margin requirements, the pivot from ESG pushback to Bitcoin maximalism, and why removing capital gains taxes could make Bitcoin actual money in America.
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**Notes:**
• Bitcoin expected 30%+ annual returns over 10-15 years
• Strive manages $2B AUM across 13 ETFs
• Matt's net worth in Bitcoin since 2016-2017
• 50% drawdowns expected as normal volatility
• Preferred equity structure allows riding to $1
• Strategic Bitcoin reserve strengthens USA
Timestamps:
00:00 Start
01:44 Vibes at Strive & BTC crashing
04:06 Treasury companies
07:36 What makes a "good" treasury company?
15:12 MSTR needs to catch up to Strive
20:51 Wall Street understanding
26:38 Credit rating innovation
29:59 ESG
35:33 Technical Bitcoin topics
42:15 2026
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