深潮TechFlow|Oct 19, 2026 01:28
[Strive CEO: Scarce assets outperform currency overissuance in the long term, Bitcoin should be 'digital gold']
Deep Tide TechFlow reports that on October 19, Strive Chairman and CEO Matt Cole (@ColeMacro) posted on the X platform, stating that long-term currency supply trends are a key factor in assessing the cost of capital. He emphasized that the 'Amplification Ratio' is the critical factor for Strive to outperform Bitcoin, while the impact of capital costs is relatively minor.
He cited data showing that the annualized compound growth rate of gold has consistently outpaced M2 across various periods: 9.0% versus 6.7% since 1970, 9.5% versus 6.3% since the global financial crisis, and 18.3% versus 6.5% since the COVID-19 pandemic. He argued that Bitcoin is a superior store of value and, as the market matures, its performance is likely to surpass gold.
Cole stated that the company's investment logic is built on the premise of a sustained trend of long-term currency depreciation and believes that as the debt crisis worsens, the performance of scarce assets relative to the U.S. dollar will accelerate. He also noted that most investors underestimate the moat Strive has established in terms of high Bitcoin amplification ratio and high liquidity, predicting that the market will only recognize this after Bitcoin achieves a sustainable all-time high.
Additionally, he pointed out that the market remains overly focused on capital costs and fiat cash flows.
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink