Why We're ALL IN on Bitcoin

<p>#Bitcoin #Crypto #Investing </p><p><br /></p><p>🧠 Don’t miss future episodes — subscribe to Proof of Thought for more deep Bitcoin, crypto, and investing insights and conversations!</p><p><br /></p><p>⭐️ Follow Matt</p><p>X: https://x.com/ColeMacro</p><p>X (Strive): https://x.com/Strive</p><p>Podcast: https://x.com/hurdleratepod</p><p><br /></p><p>Today’s conversation is with Matt Cole, Chairman and CEO of Strive, one of the leading companies building in the emerging Bitcoin treasury space.</p><p><br /></p><p>Matt explains why he believes the global debt cycle is pushing the financial system toward debt monetization and how that could reshape capital markets, the U.S. dollar, and Bitcoin over the coming decades.</p><p><br /></p><p>In this episode, he breaks down why he believes there is no "bad price" to own Bitcoin over the long term, what could realistically drive Bitcoin back to the $35–40K range, and why volatility remains one of Bitcoin's greatest opportunities rather than its biggest risks.</p><p><br /></p><p>We also discuss the rise of Bitcoin treasury companies, why Strive and Strategy have emerged as industry leaders, how Strive's SATA preferred stock and daily dividend work, and the company's acquisition of Semler Scientific.</p><p><br /></p><p>Matt also shares his thoughts on institutional Bitcoin adoption, capital allocation, Bitcoin-backed corporate finance, and what it takes to build a company designed around maximizing long-term Bitcoin per share.</p><p><br /></p><p>The conversation closes with reflections on the future of Bitcoin treasury businesses, sharing the stage with Michael Saylor and Jack Mallers in Prague, and why Matt believes Bitcoin will become one of the defining assets of the twenty-first century.</p><p><br /></p><p>Timestamps:</p><p>0:00 Intro and welcome</p><p>0:37 The triangle of debt monetization: Fed, Treasury, Goldman Sachs</p><p>6:48 Where the debt spiral leads and implications for the dollar and Bitcoin</p><p>11:59 Bringing Bitcoin to the masses</p><p>15:38 Why Matt believes there's no "bad price" for Bitcoin long term</p><p>18:58 How low can Bitcoin go this cycle? Is $35–40K in the cards?</p><p>22:19 What could push Bitcoin to $35–40K in the months ahead?</p><p>24:47 Why Strategy and Strive emerged as the top Bitcoin treasury companies</p><p>30:24 How Strive pays its 13% $SATA dividend</p><p>36:38 Addressing skeptics</p><p>42:42 Why Strive became the first company to pay a daily dividend</p><p>49:38 The key to Str