Strive CEO Matt Cole presented his macro outlook for the financial market, focusing on the role of Bitcoin as a scarce asset. He discussed the potential impact of Federal Reserve and Treasury policies on long-term interest rates and the value of the dollar.
Cole outlined a three-part thesis regarding the relationship between the US dollar, long-end treasury rates, and Bitcoin. He characterized Bitcoin as the fastest-growing asset compared to gold in the current economic environment.
The executive shared his base case forecast for the cryptocurrency, projecting an annualized return of approximately 50% through 2030. These expectations are tied to his analysis of how the dollar may act as a release valve when rates are suppressed.
