Strive CEO advocates shorting dollars and holding Bitcoin/gold as hedges against dollar depreciation, citing 43% annualized Bitcoin returns since 2020.
Macro & Markets ·
Strive CEO Matt Cole advocates positioning portfolios to benefit from dollar depreciation by holding Bitcoin and gold, arguing that expanding money supply and debt erode the dollar's value. Since 2020, gold has returned 18.3% annually against 6.5% for M2 money supply, while Bitcoin achieved 43.13% annualized gains in the same period. Strive has accumulated 35,595 BTC valued near $2.9 billion as of mid-October, though Cole faces the practical challenge of sustaining what he calls the company's "Amplification Ratio"—the degree to which its structure can magnify Bitcoin performance—without incurring excessive financial risk.