Strive CEO Matt Cole says Bitcoin is primed for roughly 30% growth into 2030, arguing that a weakening dollar and suppressed long-term Treasury yields would favor scarce assets. Cole laid out the outlook in an interview with Bitcoin Magazine's Grace Remington and Sean Hagan, presenting a three-part macro thesis spanning the U.S. dollar, long-end Treasury rates, and Bitcoin's bid to reclaim its role as the "fastest horse" against gold.

The Dollar as the "Release Valve"

The core of Cole's argument starts with a policy question: what happens when the Federal Reserve and the U.S. Treasury move to suppress long-end rates — the yields on longer-dated U.S. government debt, such as 10-year and 30-year Treasury securities? In his view, the dollar becomes the release valve in that scenario, and scarce assets rally as a result. The mechanism he describes is straightforward: when returns on long-dated government debt are held down, investors have more reason to look for stores of value beyond sovereign paper, which is where fixed-supply assets enter the picture.

Cole framed Bitcoin as the asset best positioned to capture that shift, arguing it can once again outpace gold as the market's preferred hedge — a framing that places his outlook within Bitcoin's long-running contest with gold for the role of primary inflation hedge and store of value. He also shared his base case of roughly 50% annual Bitcoin returns into 2030. Both the 30% growth figure highlighted in the episode's title and the 50% annual return estimate are Cole's own projections as stated in the interview; they are not forecasts by Bitcoin Magazine. Multi-year projections of any asset carry inherent uncertainty, but the thesis rests on signposts readers can track over time: the path of long-term Treasury yields, the dollar's direction, and Bitcoin's relative performance against gold.

Background: Strive and Its Bitcoin Focus

Strive is an asset management firm co-founded by Vivek Ramaswamy in 2022. The firm first drew attention for its opposition to politically driven investing and has since turned its focus to Bitcoin, pursuing a bitcoin treasury strategy built around acquiring BTC. That approach puts Strive inside a broader corporate trend: since MicroStrategy — now Strategy — began accumulating bitcoin for its balance sheet in 2020, a growing number of public companies have adopted bitcoin treasury strategies, making corporate BTC accumulation an established, if still evolving, corner of the market.

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Source

This post, "Strive's Matt Cole: Bitcoin is Primed for 30% Growth into 2030," first appeared on Bitcoin Magazine and was written by Patrick Green. The interview is available as a video on Bitcoin Magazine: https://bitcoinmagazine.com/videos/strive-matt-cole-bitcoin-growth-2030