Is $35–40K Bitcoin in the cards this cycle?
@ColeMacro isn't ruling it out — and explains why he and
@Strive are ALL IN anyway.
In this episode of
@ProofofThoughtX, Matt gives a timely update on Bitcoin, STRC, SATA, Strategy & Strive — showing why everyone is giving up at exactly the wrong time and why Bitcoin is now set up to explode over the long run.
It was a real pleasure having Matt on the show. He's thought deeply about the interplay between monetary debasement, the debt spiral, the dollar, and scarce assets like Bitcoin. His vision for Strive is ambitious, innovative, and built on earned conviction.
Watch the full conversation below👇
Timestamps:
0:00 Intro and welcome
0:37 The triangle of debt monetization: Fed, Treasury, Goldman Sachs
6:48 Where the debt spiral leads and implications for the dollar and Bitcoin
11:59 Bringing Bitcoin to the masses
15:38 Why Matt believes there's no "bad price" for Bitcoin long term
18:58 How low can Bitcoin go this cycle? Is $35–40K in the cards?
22:19 What could push Bitcoin to $35–40K in the months ahead?
24:47 Why Strategy and Strive emerged as the top Bitcoin treasury companies
30:24 How Strive pays its 13% SATA dividend
36:38 Addressing skeptics
42:42 Why Strive became the first company to pay a daily dividend
49:38 The key to Strive's innovation in the Bitcoin treasury space
54:46 How big SATA can get
56:19 Strive's USD reserve: its purpose and how it will be managed
1:04:03 Where the SATA name came from
1:05:54 Semler Scientific acquisition update and Matt's thoughts on future M&A
1:10:39 Sharing the stage with Michael Saylor and Jack Mallers in Prague
1:14:41 Final thoughts and closing
Thank you to Matt for joining us!
Follow him:
@ColeMacro
@Strive
@HurdleRatePod
@TNorth
cc:
@PunterJeff @Werkman @IIICapital @TimKotzman @GrainofSaltSF @TheOtherParker_