How Bitcoin Can Pay You 15% Forever | Matt Cole
Notes de l’épisode
Matt Cole is the CEO of Strive. In this conversation, we break down Strive’s perpetual preferred equity and how it works as a permanent short on the US dollar. We also discuss digital credit, institutional bitcoin adoption, using bitcoin as the hurdle rate, and the future of the ETF industry.
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- 0:00 - Intro
- 0:24 - Strive’s perpetual dollar short explained
- 4:05 - Managing risk & surviving an 80% bitcoin drawdown
- 5:32 - Why launch a second perpetual preferred?
- 9:11 - Where capital is coming from
- 12:51 - Bitcoin adoption inside institutions
- 14:39 - Strive vs the bitcoin ETF
- 16:40 - Will digital credit become its own category?
- 18:24 - Bitcoin as the hurdle rate
- 20:00 - Strive’s ETF business & the industry
- 23:30 - Trust, distribution & the founder’s voice
- 26:00 - Bitcoin dividend ETFs & portfolio allocation