Strive CEO Matt Cole stated that Bitcoin could reach an infinite value against the US dollar. He attributes this potential growth to the rising US debt crisis rather than the scarcity of the asset itself. Cole noted that the total market value of digital assets has recovered to $3 trillion since January.
According to Cole, the 10-year Treasury yield would exceed 10% without intervention from the Federal Reserve and the Treasury Department. He argues that current government spending policies make a long-term financial reckoning inevitable. Strive continues to act as an aggressive buyer of Bitcoin for its corporate balance sheet.
The company forecasts a 50% compound annual growth rate for Bitcoin through 2030. Cole describes this projection as conservative based on previous market cycles. He also reported that Strive’s SATA preferred stock, which offers a daily cash dividend, outperformed Bitcoin by over 100% in 2026.
Cole defended the Bitcoin treasury company model, asserting that it remains viable for firms with disciplined debt terms and a clear investment thesis. He emphasized that Strive’s strategy relies on the expectation of continued US fiscal dysfunction and specific movements in the bond markets over the coming years.
