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@ColeMacro Avatar @ColeMacro Matt Cole

No information about Matt Cole is available. The provided tweets appear to be about Bitcoin and MicroStrategy (MSTR), discussing potential price appreciation and financial strategies.

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Social Influence #

Social category influence cryptocurrencies #844 finance XX% stocks #5307

Social topic influence bitcoin #312, $asst #18, $mstr #185, over the 8%, debt #215, money 8%, $70b 4%, aaa 4%, $smlr 4%, insurance X%

Top accounts mentioned or mentioned by @hurdleratepod @volcan_589 @strive @alsharee2 @punterjeff @grok @benwerkman @hampa72 @hodl15capital @darth_degen @hurdlerateclips @kampfheiler2 @gpatrickhubbard @ericjacobs55502 @saylor @jameslavish @benphiat @loganbeirne @shiasark @apompliano

Top assets mentioned Bitcoin (BTC) Strive, Inc. (ASST) Strategy (MSTR) Semler Scientific, Inc. (SMLR)

Top Social Posts #

Top posts by engagements in the last XX hours

"The risk on Bitcoin powered preferred equity is mispriced. Looking at the $MSTR prefs the interest coverage ratios are comparable to AAA rated corporations if you assume a XX% average CAGR over the next XX years. High yield plus capital upside potential for those that see it"
X Link @ColeMacro 2025-10-25T01:40Z 20.2K followers, 40.6K engagements

"Strive has acquired XX BTC for $XXXX million at $114304 per bitcoin financed exclusively through the exercise of traditional warrants. As of 10/28/2025 we hodl 5958 BTC. $ASST"
X Link @ColeMacro 2025-10-28T11:31Z 20.2K followers, 249.7K engagements

"STRIVE ($ASST) UPDATES - Strive entered into a definitive agreement to acquire @SemlerSci ($SMLR) in an all-stock transaction. - @Strive announced the purchase of 5816 Bitcoin. - The combined company will hold 10900 BTC. - @SemlerEric to join Strive board post close. - Post-merger intention to monetize or distribute Semler Scientifics historically profitable diagnostics business"
X Link @ColeMacro 2025-09-22T12:25Z 20.2K followers, 558K engagements

"Unlocking value from Semler's operating business is an under discussed yet key part of the synergies of a Strive Semler merger to accrete value for shareholders of both companies under the Bitcoin standard"
X Link @ColeMacro 2025-09-26T19:02Z 20.2K followers, 34.3K engagements

"See our press release for more information:"
X Link @ColeMacro 2025-09-26T19:03Z 20.2K followers, 2276 engagements

"@renaecormier @ProCapBTC Congrats Ranae"
X Link @ColeMacro 2025-10-20T13:08Z 20.2K followers, XXX engagements

"1. Strategy getting their prefs rated opens the door for meaningful potential institutional capital regardless of the B- rating. This is good for Bitcoin BTCTCs & MSTR. X. The methodology for the rating has major flaws that overstate the risks & there is alpha in seeing this"
X Link @ColeMacro 2025-10-27T20:32Z 20.2K followers, 30K engagements

"We went deep this week on Digital Credit how to interpret the B- credit rating for Strategy roaring @mikealfred and what it all means for $asst. Enjoy"
X Link @ColeMacro 2025-10-28T16:06Z 20.2K followers, 19.8K engagements

"The foundational way for a corporation to drive long-run Bitcoin outperformance: X. Achieve scale with Bitcoin holdings. X. Structure a perpetually short dollar long Bitcoin position. The Strive Semler merger if approved achieves Step X for both companies"
X Link @ColeMacro 2025-09-24T12:26Z 19.6K followers, 25.4K engagements

"This is why the value of leverage from perpetual preferred equity without margin requirements through a Bitcoin treasury company is undervalued by most investors. Its not the cost of the financing that makes it uniquely attractive relative to other types of leverage but the structure of the financing. Leverage with margin requirements and/or short duration leverage is extremely risky for a high volatility asset like Bitcoin. Margin requirements were one of the primary reasons we turned down the terms we saw with convertible notes this year and why weve been laser-like focused with our"
X Link @ColeMacro 2025-10-11T04:21Z 20.1K followers, 105.4K engagements

"Good quantitative analysis on STRC credit risk. As @PunterJeff later explains a normal distribution assumption for Bitcoin is very conservative when you factor in the positive skew and fat upside tail in its returns. Crunched the numbers brought the alpha & got the coveted @jason ratiošŸ”„"
X Link @ColeMacro 2025-10-14T23:25Z 20.2K followers, 15.7K engagements

"QT is effectively over. QE is coming. @jameslavish published an excellent article today explaining why: bank reserves have dropped below the Feds ample level the reverse repo facility is nearly drained and funding market stress is showing up in real time. As he puts it: When central banks fire up the money printer theres only one rational response: own assets they cant print. That means gold and Bitcoin. Its a must-read from James who also serves on Strives board"
X Link @ColeMacro 2025-10-19T14:25Z 20.2K followers, 43.8K engagements

"I agree with @MisterInversor that its not certain that the future Bitcoin CAGR over the next XX years will be XX% or greater (although I think it will average over 30%). Its also not certain that any traditional company will maintain their EBITDA interest coverage ratio or profits over the next XX years. This is ultimately about probabilistic risk. Over the next XX years AI disruption will change the predictability of future returns for incumbent large publicly traded corporations in a material manner much more than most times in history. There is also effective certainty that fiat currencies"
X Link @ColeMacro 2025-10-25T13:18Z 20.2K followers, 29.8K engagements

"@strive @BenWerkman @PunterJeff @BenPhiat @LoganBeirne @shiasark Following the completion of the StriveSemler merger the combined company would now hold 10979 Bitcoin on its balance sheet"
X Link @ColeMacro 2025-10-28T12:17Z 20.2K followers, 40.7K engagements

"@strive @BenWerkman @PunterJeff @BenPhiat @LoganBeirne @shiasark Link to press release on the merger:"
X Link @ColeMacro 2025-10-28T12:18Z 20.2K followers, 5012 engagements

"Bitcoin is the hurdle rate"
X Link @ColeMacro 2025-10-29T20:23Z 20.2K followers, 10.3K engagements