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Matt Cole
2,743 posts
Matt Cole
@ColeMacro
Joined November 2021
- DeepSeek increases my conviction that Bitcoin must be the hurdle rate for capital deployment. AI innovation at this speed and scale will substantially disrupt valuation metrics across industries and is not currently priced in. Those who secure a war chest of Bitcoin will be the
- Strive has acquired 72 BTC for ~$8.26 million at ~$114,304 per bitcoin, financed exclusively through the exercise of traditional warrants. As of 10/28/2025, we hodl 5,958 BTC. $ASST
- STRIVE ($ASST) UPDATES - Strive entered into a definitive agreement to acquire @SemlerSci ($SMLR) in an all-stock transaction. - @Strive announced the purchase of 5,816 Bitcoin. - The combined company will hold > 10,900 BTC. - @SemlerEric to join Strive board post close. -
- Replying to @BlackRock and @AaronKinseyTXYes, Blackrock has hundreds of billions in energy assets, but that does not mean Blackrock has been a good steward with those assets and *that* is the problem. These assets have been used to push a climate agenda on corporations against their will in a manner that imposes *long
- True in politics and in business.Simple incentives explain almost everything. A complex explanation is rarely needed.
- Non-woke simply means adopting excellence, innovation, meritocracy, and capitalism as the foundational principles of a mission focused organization. Every corporation *should* agree with this. Most still would not, at least publicly.Strive Asset Management is the face of non-woke investing trib.al/P4r4PfI
- Strive was among the <1% of investors who supported a proposal at Microsoft to evaluate holding Bitcoin in its treasury—effectively positioning BTC as its hurdle rate. This year, we plan to leverage our activist expertise to help at least one company per sector adopt the Bitcoin
00:00 - This is important on two levels: 1. Makes it substantially easier for holders of Bitcoin to purchase a house without selling their Bitcoin. 2. The U.S. government is taking Bitcoin risk on its own book as the U.S. government implicitly guarantees Fannie/Freddie mortgage loans.After significant studying, and in keeping with President Trump’s vision to make the United States the crypto capital of the world, today I ordered the Great Fannie Mae and Freddie Mac to prepare their businesses to count cryptocurrency as an asset for a mortgage. SO ORDERED
- Strive's Bitcoin treasury analytics dashboard is now live at treasury.strive.com. Make sure to watch our investor presentation on $ASST & $SATA if you haven't yet and have a great weekend!
52:28 - Strive Asset Management is now a Bitcoin treasury company. My first public remarks on this major announcement for our company will be at the Strategy World conference today at 2:15 pm ET. All-in.Strive Asset Management to combine with Asset Entities (NASDAQ: ASST) to form first publicly traded asset management Bitcoin treasury company. The company aims to maximize Bitcoin exposure per share over the long run, including through novel financial strategies not previously
- Yesterday, Strive sent GameStop an engagement letter urging them to adopt Bitcoin as the cornerstone of their treasury. We believe this shift can elevate $GME from “meme stock” to gaming-sector leader, driving long-run value for shareholders—including our clients who hold
- There is a lot of fear in the Bitcoin and Bitcoin treasury company markets right now. As someone who is a long-only investor with a structurally bullish thesis on both Bitcoin and Bitcoin treasury companies, I never put on short-term trades. But there are levels where there is
