Matt Cole(@ColeMacro):The long-awaited @RobinSeyr debate is here. We discuss why I believe $ASST will be the fastest horse at least through 2030, why our industry should work together to build Digital Credit into a massive asset class & more. TIMESTAMPS 00:00 Strive As The Fastest Horse 11:53 The Amplification Engine Powers The Horses 19:46 How High Can Amplification Safely Go 29:19 What Institutions Actually Want From Digital Credit 38:36 Can New Issuers Catch Up? 56:56 Ratings, Moats and the Premium Question 1:11:48 Is Strive Just Copying Strategy? 1:21:53 The Case for $500K Bitcoin $ASST $SATA $BTC

2026.10.04 15:59

The long-awaited @RobinSeyr debate is here. We discuss why I believe $ASST will be the fastest horse at least through 2030, why our industry should work together to build Digital Credit into a massive asset class & more. TIMESTAMPS 00:00 Strive As The Fastest Horse 11:53 The Amplification Engine Powers The Horses 19:46 How High Can Amplification Safely Go 29:19 What Institutions Actually Want From Digital Credit 38:36 Can New Issuers Catch Up? 56:56 Ratings, Moats and the Premium Question 1:11:48 Is Strive Just Copying Strategy? 1:21:53 The Case for $500K Bitcoin $ASST $SATA $BTC