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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Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.
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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