Strive CEO says Bitcoin could go to infinity as ASST beats BTC by 100 points

  • Matt Cole said Bitcoin could effectively rise indefinitely against the U.S. dollar as U.S. debt pressures mount.
  • Cole said Strive’s ASST stock outperformed Bitcoin by more than 100 percentage points this year while BTC remained nearly flat.
  • Strive forecasts a 50% compound annual Bitcoin growth rate through 2030 and says continued purchases can support shareholder returns.

Strive CEO Matt Cole said Bitcoin could effectively rise without limit against the U.S. dollar, arguing that a worsening U.S. debt crisis rather than Bitcoin’s scarcity will ultimately undermine the currency’s value. Cole made the comments on Bloomberg Crypto as digital assets reclaimed $3 trillion in market value since January. Strive, a Bitcoin treasury company that raises capital to buy and hold BTC on its balance sheet, has continued accumulating Bitcoin. Cole said Strive’s ASST stock outperformed Bitcoin by more than 100 percentage points this year while BTC remained nearly flat, citing BitcoinTreasuries. An earlier account identified the outperforming security as Strive’s SATA preferred stock and placed the comparison in 2026; the newer account refers to ASST stock and this year. Cole said Strive’s strategy can create a cycle in which continued Bitcoin purchases are paired with BTC-linked shareholder returns. He also said the 10-year Treasury yield would already be above 10% if the Federal Reserve and Treasury Department completely withdrew from the bond market. Cole credited Treasury Secretary Scott Bessent with temporarily limiting long-term rates, but said the intervention only postpones a reckoning because neither political party in Washington is willing to cut spending. That view supports Strive’s public forecast of a 50% compound annual growth rate for Bitcoin through 2030, which Cole described as conservative based on earlier bull-market cycles. He rejected the idea that the Bitcoin treasury company model is fading, saying firms without a clear investment thesis or sound debt terms struggled during the bear market while disciplined buyers continued accumulating.

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