#  @ColeMacro Matt Cole Matt Cole is not mentioned in the provided tweets. However, the tweets seem to be about Strive, a company that has been acquiring Bitcoin and has completed a merger with Semler Scientific. The company's Bitcoin holdings have increased significantly, now holding over [------] BTC. ### Engagements: [------] [#](/creator/twitter::1455383636614647812/interactions)  - [--] Week [---------] -7.10% - [--] Month [---------] +299% - [--] Months [----------] +537% - [--] Year [----------] +1,353% ### Mentions: [--] [#](/creator/twitter::1455383636614647812/posts_active)  - [--] Week [--] +32% - [--] Month [---] +108% - [--] Months [---] +227% - [--] Year [---] +551% ### Followers: [------] [#](/creator/twitter::1455383636614647812/followers)  - [--] Week [------] +0.72% - [--] Month [------] +3.80% - [--] Months [------] +48% - [--] Year [------] +90% ### CreatorRank: [-------] [#](/creator/twitter::1455383636614647812/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #1238 [finance](/list/finance) 50% [stocks](/list/stocks) #4439 [technology brands](/list/technology-brands) 5% [automotive brands](/list/automotive-brands) 4% [currencies](/list/currencies) 3% [exchanges](/list/exchanges) 3% [countries](/list/countries) 3% [celebrities](/list/celebrities) 2% [financial services](/list/financial-services) 1% **Social topic influence** [bitcoin](/topic/bitcoin) #525, [$asst](/topic/$asst) #2, [$sata](/topic/$sata) #3, [debt](/topic/debt) #2006, [acquisition](/topic/acquisition) 6%, [in the](/topic/in-the) 6%, [gold](/topic/gold) 5%, [bullish](/topic/bullish) #530, [ai](/topic/ai) 5%, [investment](/topic/investment) 5% **Top accounts mentioned or mentioned by** [@hurdleratepod](/creator/undefined) [@shirtharmony](/creator/undefined) [@strive](/creator/undefined) [@punterjeff](/creator/undefined) [@ytriggered16380](/creator/undefined) [@werkman](/creator/undefined) [@saylor](/creator/undefined) [@cbelgx](/creator/undefined) [@timkotzman](/creator/undefined) [@semlersci](/creator/undefined) [@onechairpod](/creator/undefined) [@striveclips](/creator/undefined) [@adambliv](/creator/undefined) [@ronamacro](/creator/undefined) [@zynxbtc](/creator/undefined) [@iiicapital](/creator/undefined) [@dannyknowles](/creator/undefined) [@kblackrock92](/creator/undefined) [@calpers](/creator/undefined) [@justinkky9](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Asset Entities Inc. (ASST)](/topic/$asst) [Strategy (MSTR)](/topic/$mstr) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Dana Incorporated (DAN)](/topic/$dan) [New York Times Co. (NYT)](/topic/$nyt) ### Top Social Posts Top posts by engagements in the last [--] hours "Ive seen many people who invested in it and therefore believe. They appear to believe in a bull market but cant handle the vol bc they just want to get rich quick & sell in bear markets. Bitcoin has a beautiful way of weeding these people out. Hodlers really believe We need a secure decentralized denationalized cryptocurrency. The problem with discussing Bitcoin in this context: It is impossible to distinguish those who believe in it and are therefore invested from those who are invested in it and therefore believe. We need a secure decentralized denationalized cryptocurrency. The problem" [X Link](https://x.com/ColeMacro/status/2020661477863305670) 2026-02-09T00:50Z 26.8K followers, 23.3K engagements "Many have a fundamentally flawed understanding of what this seemingly simple chart means and why the "Strategy" works. Riddle me this: how does MSTR only have a [----] mNAV yet its total return has outperformed Bitcoin by 3.5x since adopting its Bitcoin treasury strategy" [X Link](https://x.com/ColeMacro/status/1957852593415172272) 2025-08-19T17:10Z 26.7K followers, 49.7K engagements "Semler Scientific ($SMLR) shareholders can now vote on the potential merger with Strive ($ASST). Vote YES If you have any questions on the merger drop them below - @TimKotzman can ask @SemlerEric and me during our interview at 11:54 am ET today. Tune in Schedule is set for tomorrow's Bitcoin Treasuries Digital Conference Thursday Dec 18th [--] AM EST - [--] PM EST https://t.co/s5eLojQrhZ @BritishHodl @GrantCardone @strive @colemacro @semlereric @ZynxBTC @MarylandHODL21 @new_randy @usdat21 @ChrisJKuiper @Fidelity @DigitalAssets https://t.co/EDD59Y95RD Schedule is set for tomorrow's Bitcoin" [X Link](https://x.com/ColeMacro/status/2001666751831118280) 2025-12-18T14:51Z 26.6K followers, 35.5K engagements "STRIVE ($ASST) SEMLER ($SMLR) MERGER UPDATE Glass Lewis also recommends Semler Scientific shareholders vote FOR the merger with Strive. STRIVE ($ASST) SEMLER ($SMLR) MERGER UPDATE ISS recommends Semler Scientific shareholders vote FOR the merger with Strive. As a reminder Semler shareholders can vote on the merger until shareholder meeting on January [--] [----]. STRIVE ($ASST) SEMLER ($SMLR) MERGER UPDATE ISS recommends Semler Scientific shareholders vote FOR the merger with Strive. As a reminder Semler shareholders can vote on the merger until shareholder meeting on January [--] 2026" [X Link](https://x.com/ColeMacro/status/2006157866118332658) 2025-12-31T00:18Z 26.6K followers, 72.1K engagements "Projected Strive Bitcoin stats: [-----] BTC 11th largest corporate Bitcoin holder globally 15% projected Q1 [--] Bitcoin yield The first acquisition of a Bitcoin treasury company is confirmed. Who's next Strive Inc.and @SemlerSci Announce Shareholder Approval for Acquisition of Semler Scientific As part of the all-stock transaction Strive will acquire Semlers [------] Bitcoin. Strive also announces the purchase of [---] additional Bitcoin for its corporate treasury. Strive Inc.and @SemlerSci Announce Shareholder Approval for Acquisition of Semler Scientific As part of the all-stock transaction Strive" [X Link](https://x.com/ColeMacro/status/2011126115394601408) 2026-01-13T17:20Z 26.7K followers, 139.3K engagements "@optimus260 @4xiom_ No. There is no change in the economics for the warrants. Everything adjusts accordingly" [X Link](https://x.com/ColeMacro/status/2011133223607419148) 2026-01-13T17:48Z 26.7K followers, [----] engagements "The fastest animal in the world the peregrine falcon (falco peregrinus) executes with speed precision & focus. The falcon has long pointed sickle shaped wings that give it *maximum* aerodynamic efficiency. A persistent hunter that is relentless strategic & deadly. $ASST Strive enters the top [--]. The mission advances but the work is far from done. $ASST https://t.co/sMfposTXW8 Strive enters the top [--]. The mission advances but the work is far from done. $ASST https://t.co/sMfposTXW8" [X Link](https://x.com/ColeMacro/status/2016541695517786140) 2026-01-28T15:59Z 26.6K followers, 18K engagements "Bitcoin is starting to scream deep value & potential support on multiple levels vs gold: - At [----] high support - Weekly RSI oversold - Below 200W moving average Combine this w/ the historically strong fundamentals and dollar weakness its hard not to be max bullish here" [X Link](https://x.com/ColeMacro/status/2017020060095959224) 2026-01-29T23:40Z 26.6K followers, 70.5K engagements "Important conversation on implications & takeaways from Warsh's nomination as Fed Chair plus a framework discussion on building bear resistant corporate Bitcoin treasury structures & the institutional importance of building a real track record through a down market. Tune in Welcome back to The Hurdle Rate. Episode 46: Build The Structure The crew is back to unpack Kevin Warsh as Fed Chair Clawdbots & Moltbook and the pref-only model and digital riskplus a separate discussion on Bitcoin as a term asset and what a potential supercycle could mean. https://t.co/etcsxT2cnD Welcome back to The" [X Link](https://x.com/ColeMacro/status/2018709122590392323) 2026-02-03T15:32Z 26.6K followers, 18.2K engagements "Important conversation with the guys at @OneChairPod on the Bitcoin bear market digital credit and my forward looking views. Realized resiliency through a bear market - not selling BTC & meeting interest obligations - grows a track record for future institutional growth. Everyone thinks @strategy $MSTR will be forced to sell $BTC in this bear market. Theyre wrong. Digital credit $STRC $SATA changes the playbook. @ColeMacro from @strive $ASST explains how this bear market is the real stress test and its about to prove the strength of the https://t.co/blCQz9OYQf Everyone thinks @strategy $MSTR" [X Link](https://x.com/ColeMacro/status/2019139588363853892) 2026-02-04T20:02Z 26.7K followers, 21.3K engagements "This post will age well. Short-term bitcoin is collateral damage from the collapse of the crypto industry. Long-term this collapse is long overdue and much needed. The crypto industry was slowing down bitcoin adoption with their false narratives. Ive never been more bullish https://t.co/b0vc2SZsCp Short-term bitcoin is collateral damage from the collapse of the crypto industry. Long-term this collapse is long overdue and much needed. The crypto industry was slowing down bitcoin adoption with their false narratives. Ive never been more bullish https://t.co/b0vc2SZsCp" [X Link](https://x.com/ColeMacro/status/2019425535483695597) 2026-02-05T14:59Z 26.6K followers, 14.2K engagements "Our Bitcoin bullishness drives our high amplification. Our understanding of Bitcoin vol drives us to not post margin not encumber Bitcoin & avoid debt. The plan is working as intended.the upside Bitcoin offers comes with vol. We plan for it & we embrace it. $ASST $SATA With Bitcoin at $69500 Strive $ASST has: BTC USD Value: $912M Debt: $10M Leverage Ratio: 1.1% Even at the low of $60000 BTC yesterday our leverage ratio was 1.27% Preferred Equity $SATA: $426.6M BTC USD Capital Dividend Coverage: [----] years Amplification: 47.8% https://t.co/EQlLA5TI68 With Bitcoin at $69500 Strive $ASST has:" [X Link](https://x.com/ColeMacro/status/2019854567102656885) 2026-02-06T19:23Z 26.7K followers, 39.8K engagements "RT @PunterJeff: @ColeMacro Current US Government debt to GDP is 121% US fully came off the gold standard in [----]. US debt to GDP CAGR'" [X Link](https://x.com/ColeMacro/status/2020612399158718910) 2026-02-08T21:35Z 26.7K followers, [--] engagements "RT @Striveclips: CEO of @strive @ColeMacro on FinTech TV this morning" [X Link](https://x.com/ColeMacro/status/2021251887991775384) 2026-02-10T15:56Z 26.7K followers, [--] engagements "https://x.com/nic_carter/status/2019497478534451684s=46&t=u9UzqA-rHmbZmjBlPQquXQ karma doesn't drive markets but bitcoiners surely deserve it for - embracing DATs - idolizing a guy that sells $1 of Bitcoin for $1.50 to retail - believing in fantasies like "the four year cycle" and "stock to flow" or an ever growing MSTR premium - embracing apocalyptic https://x.com/nic_carter/status/2019497478534451684s=46&t=u9UzqA-rHmbZmjBlPQquXQ karma doesn't drive markets but bitcoiners surely deserve it for - embracing DATs - idolizing a guy that sells $1 of Bitcoin for $1.50 to retail - believing in" [X Link](https://x.com/ColeMacro/status/2019917468257706412) 2026-02-06T23:33Z 26.7K followers, [----] engagements "RT @PunterJeff: Strive $ASST now has $127.2M in USD CASH [-----] Bitcoin $426.5M in $SATA outstanding And we just raised $SATA dividen" [X Link](https://x.com/ColeMacro/status/2022309938408919316) 2026-02-13T14:00Z 26.7K followers, [--] engagements "STRIVE ($ASST) SEMLER ($SMLR) MERGER UPDATE ISS recommends Semler Scientific shareholders vote FOR the merger with Strive. As a reminder Semler shareholders can vote on the merger until shareholder meeting on January [--] 2026" [X Link](https://x.com/ColeMacro/status/2003189516962791601) 2025-12-22T19:42Z 26.8K followers, 154K engagements "The Strive balance sheet gets even stronger doubling our Bitcoin holdings in four months w/ double digit Bitcoin yields in 4Q25 & 1Q26. Our team gets even stronger with @Avik @IIICapital & @SemlerEric on the board. Dashboard will be updated post market: BTC NAV / shareπ Strive Announces the Completion of Semler Scientific Acquisition Strive now holds approximately [-------] bitcoin becoming the #11 largest public corporate holder of bitcoin globally. Strive also announces the appointment of @Avik Roy as Chief Strategy Officer of Strive. Strive Announces the Completion of Semler Scientific" [X Link](https://x.com/ColeMacro/status/2012169034456858841) 2026-01-16T14:24Z 26.8K followers, 47.7K engagements "https://x.com/comic/status/2019570422791233845 When $MSTR gets liquidated or goes to $0 then bitcoin rips higher. We just shakeout the tourists https://t.co/HncEJZ0TtA https://x.com/comic/status/2019570422791233845 When $MSTR gets liquidated or goes to $0 then bitcoin rips higher. We just shakeout the tourists https://t.co/HncEJZ0TtA" [X Link](https://x.com/ColeMacro/status/2019937575696494746) 2026-02-07T00:53Z 26.8K followers, [----] engagements "https://x.com/ft/status/2020367190726156323s=46&t=u9UzqA-rHmbZmjBlPQquXQ Bitcoin is still about $69000 too high https://t.co/CNrgxl2vEE opinion https://x.com/ft/status/2020367190726156323s=46&t=u9UzqA-rHmbZmjBlPQquXQ Bitcoin is still about $69000 too high https://t.co/CNrgxl2vEE opinion" [X Link](https://x.com/ColeMacro/status/2020536082182668445) 2026-02-08T16:31Z 26.8K followers, [----] engagements "STRIVE UPDATES - Acquired an additional [-----] Bitcoin - Now the 10th largest corporate Bitcoin hodler - 92% of Semler debt retired w/ plans for 100% by April - 37% amplification ratio w/ 98% of amp from $SATA - 21% Bitcoin yield in 1Q26 - Dashboard updated $ASST Strive Announces Closing of Upsized & Oversubscribed Follow-On Offering of SATA Stock and Concurrent Exchange of Semler Notes - The Company used a portion of the cash proceeds from the offering of SATA Stock to retire the legacy Semler Scientific $20 million loan with Coinbase https://t.co/HO55uXOIeq Strive Announces Closing of" [X Link](https://x.com/ColeMacro/status/2016511468334907522) 2026-01-28T13:59Z 26.8K followers, 458.9K engagements "ICYMI - today Strive announced the IPO of $SATA a Variable Rate Perpetual Preferred Stock. You can learn more about $SATA by watching the recording by @werkman @PunterJeff and myself here: Strive is offering $SATA a new Perpetual Preferred Stock via IPO to select investors. $ASST https://t.co/2wSkGm6REN Strive is offering $SATA a new Perpetual Preferred Stock via IPO to select investors. $ASST https://t.co/2wSkGm6REN" [X Link](https://x.com/ColeMacro/status/1985544765837086787) 2025-11-04T03:08Z 26.8K followers, 100.4K engagements "Im making some inspirational artwork for my office of X posts from this bear market of the bewildered trying to dance on the graves of Bitcoin BTCTCs Strive etc. Drop the best youve seen in the comments. Going to be epic motivation to watch them age poorly for years to come" [X Link](https://x.com/anyuser/status/2019915914104435191) 2026-02-06T23:27Z 26.8K followers, 19.8K engagements "https://x.com/farrmacro/status/2019043191924601202s=46&t=u9UzqA-rHmbZmjBlPQquXQ Concur with @michaeljburry . Our BTC price target is [---]. That's not just for shock factor. It's where the math takes us. It's not worked as a dollar hedge rather it's just a speculative instrument correlated to the Nasdaq. It's not gaining any traction as medium of https://x.com/farrmacro/status/2019043191924601202s=46&t=u9UzqA-rHmbZmjBlPQquXQ Concur with @michaeljburry . Our BTC price target is [---]. That's not just for shock factor. It's where the math takes us. It's not worked as a dollar hedge rather it's just" [X Link](https://x.com/anyuser/status/2019939263039799376) 2026-02-07T01:00Z 26.8K followers, [----] engagements "https://x.com/deitaone/status/2018797961606557803s=46&t=u9UzqA-rHmbZmjBlPQquXQ BITCOIN SLIDE COULD WIPE OUT COMPANIES Michael Burry warned that Bitcoins ongoing decline could destroy significant value especially for companies holding large BTC reserves. He said Bitcoin has failed as a safe haven like gold and could push aggressive corporate holders into https://x.com/deitaone/status/2018797961606557803s=46&t=u9UzqA-rHmbZmjBlPQquXQ BITCOIN SLIDE COULD WIPE OUT COMPANIES Michael Burry warned that Bitcoins ongoing decline could destroy significant value especially for companies holding large BTC" [X Link](https://x.com/anyuser/status/2019939971558515174) 2026-02-07T01:03Z 26.8K followers, [----] engagements "https://x.com/LevFinor/status/2011217053651517465 Ive read a lot of nonsense from the moon boys in the #BTC treasury space but $ASST reverse split being "bullish" takes the crown. ITS TO ALLOW INSTITUTIONS TO BUY BRO ππ This sector thrives on retail swallowing any narrative its borderline predatory. Celebrating a https://x.com/LevFinor/status/2011217053651517465 Ive read a lot of nonsense from the moon boys in the #BTC treasury space but $ASST reverse split being "bullish" takes the crown. ITS TO ALLOW INSTITUTIONS TO BUY BRO ππ This sector thrives on retail swallowing any narrative its" [X Link](https://x.com/anyuser/status/2019945306608267631) 2026-02-07T01:24Z 26.8K followers, [----] engagements "RT @Werkman: This Bitcoin volatility ride isn't for everyone. It requires strong unwavering conviction in the asset and a time horizon th" [X Link](https://x.com/anyuser/status/2020864041288077515) 2026-02-09T14:15Z 26.8K followers, [--] engagements "RT @Striveclips: Bitcoin Investor Week @ColeMacro @dgt10011 and @APompliano talk Kevin Warsh Digital Credit and Bitcoin price action" [X Link](https://x.com/anyuser/status/2021633420661862463) 2026-02-11T17:12Z 26.8K followers, [--] engagements "Look at the chart of US government debt. Its just math we are going to win. Avoid margin touch some grass dance to this video and have a blessed Sunday" [X Link](https://x.com/ColeMacro/status/2020540598089081132) 2026-02-08T16:49Z 26.8K followers, 17.5K engagements "In addition to raising the $SATA interest rate to 12.5% Strive also reported our cash position has increased to $127.2M. We hold [-----] Bitcoin have no margin no encumbered Bitcoin & over [--] years of additional potential interest coverage from our Bitcoin at current prices. We purposefully built our preferred-only amplification structure to handle Bitcoins volatility and ride out drawdowns like we are experiencing now. $ASST Strive Increases $SATA Perpetual Preferred Stock Dividend From 12.25% to 12.5%. $ASST https://t.co/IR0AcQqihT Strive Increases $SATA Perpetual Preferred Stock Dividend" [X Link](https://x.com/ColeMacro/status/2022302709702095263) 2026-02-13T13:31Z 26.8K followers, 62.6K engagements "@ZynxBTC Ive respected your analysis in the space for a while. Glad to have you onboard. π€" [X Link](https://x.com/ColeMacro/status/2022323606882288013) 2026-02-13T14:54Z 26.8K followers, [----] engagements "Worth highlighting these numbers are as of 2/11/26. Theres been industry rumors of BTCTCs suffering from forced Bitcoin selling losses from yield strategies or other issues that have not yet been reported - no such issue at Strive. We are amplified prepped bullish. In addition to raising the $SATA interest rate to 12.5% Strive also reported our cash position has increased to $127.2M. We hold [-----] Bitcoin have no margin no encumbered Bitcoin & over [--] years of additional potential interest coverage from our Bitcoin at current prices. In addition to raising the $SATA interest rate to 12.5%" [X Link](https://x.com/ColeMacro/status/2022347027846500481) 2026-02-13T16:27Z 26.8K followers, 17.9K engagements "If you're investing in amplified Bitcoin exposure with a pure play digital credit BTCTC with no margin no encumbered Bitcoin & over [--] months of cash interest reserves how high would you desire the company amplify Bitcoin when it's historically cheap 30% or less 40% 60%+ 50% 30% or less 40% 60%+ 50%" [X Link](https://x.com/ColeMacro/status/2021944211524947985) 2026-02-12T13:47Z 26.8K followers, 17.9K engagements "RT @elonmusk: Think in probabilities" [X Link](https://x.com/ColeMacro/status/2022652562835677411) 2026-02-14T12:42Z 26.8K followers, 11.6K engagements "The best time to have this debate is in the depths of a bear market. The math is always simple but if youre a Bitcoin bull the math is especially easy at these valuations for both BTCTCs and BTC. Bitcoin is the hurdle rate. See ya Tuesday. Dana Debates with Cardone π©β Join @ 5pm ET This Tuesday π₯ LIVE on X This week we're joined with special guest Matt Cole CEO of Strive $ASST @ColeMacro @GaryCardone @DustinStockton @GrantCardone https://t.co/mbJDIzdg46 Dana Debates with Cardone π©β Join @ 5pm ET This Tuesday π₯ LIVE on X This week we're joined with special guest Matt Cole CEO of Strive" [X Link](https://x.com/ColeMacro/status/2022838927200280999) 2026-02-15T01:02Z 26.8K followers, 22.6K engagements "MUST READ: The Fracturing Trust in Capitalism: AI Automation and the Inevitable Rise of Bitcoin by @jvisserlabs In today's fast changing world its critical to take the time to understand the problem. "If I had an hour to solve a problem I'd spend [--] minutes thinking about the problem and [--] minutes thinking about solutions." - Albert Einstein When you understand a problem the answer becomes obvious. The most important problem from AI and increasing productivity while humans are unable to compete in the labor market: "This creates a death spiral: governments lose tax revenue from workers who" [X Link](https://x.com/ColeMacro/status/2009319853820387390) 2026-01-08T17:42Z 25.9K followers, 19.8K engagements "For only the second time in US history (1952) payrolls hit zero job growth over the previous six months yet the economy was not in a recession. This is obviously due to the rise of AI - read the below post for implications. MUST READ: The Fracturing Trust in Capitalism: AI Automation and the Inevitable Rise of Bitcoin by @jvisserlabs In today's fast changing world its critical to take the time to understand the problem. "If I had an hour to solve a problem I'd spend [--] minutes thinking about MUST READ: The Fracturing Trust in Capitalism: AI Automation and the Inevitable Rise of Bitcoin by" [X Link](https://x.com/ColeMacro/status/2009649105518354529) 2026-01-09T15:30Z 25.9K followers, 10.6K engagements "@joesanders33 85% of US tax receipts from come individual income taxes plus payroll taxes. Meanwhile corporate taxes make up 10%-12% of tax receipts. Add onto that that productivity gains coming from CapEx & investments into AI =/ taxable corporate profits. How much tax does OpenAI pay" [X Link](https://x.com/ColeMacro/status/2009664398290514359) 2026-01-09T16:31Z 24.4K followers, [--] engagements "I have zero sympathy for Powell here because he and the Fed continue to gaslight the American people by pretending the Fed is independent or that its Trump that is threatening that independence. Bitcoin is even more underpriced than we realized Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH" [X Link](https://x.com/ColeMacro/status/2010559963178151980) 2026-01-12T03:50Z 25.9K followers, 49K engagements "What will Jack Dorsey Elon Musk and DJT all have in common this week" [X Link](https://x.com/ColeMacro/status/2010927941035966962) 2026-01-13T04:12Z 25.9K followers, 41.7K engagements "The Semler shareholder meeting to vote on approving the merger with Strive begins at [--] am ET today. gm and let's go" [X Link](https://x.com/ColeMacro/status/2011072704145985890) 2026-01-13T13:47Z 25.9K followers, 109.9K engagements "This is funny. The ignorance and tone deaf nature spewing from the global elite central banker fiat maximalists is so deeply engrained in their DNA that they actually believe this will help with their PR crisis. End the Fed fix the money fix the world. The ECB and other European and international central banks stand in full solidarity with the Federal Reserve System and its Chair Jerome H. Powell. The independence of central banks is in the interest of the people we serve. https://t.co/j8anBP2dpB The ECB and other European and international central banks stand in full solidarity with the" [X Link](https://x.com/ColeMacro/status/2011091004473163952) 2026-01-13T15:00Z 26K followers, 23.9K engagements "The Semler meeting has concluded. We will be out with a press release as soon as the results are certified. π The Semler shareholder meeting to vote on approving the merger with Strive begins at [--] am ET today. gm and let's go The Semler shareholder meeting to vote on approving the merger with Strive begins at [--] am ET today. gm and let's go" [X Link](https://x.com/ColeMacro/status/2011096901916201347) 2026-01-13T15:24Z 25.9K followers, 99.5K engagements "@LukeGromen π€£" [X Link](https://x.com/ColeMacro/status/2011107155978711240) 2026-01-13T16:04Z 25.9K followers, [----] engagements "@4xiom_ Institutional plumbing. The reverse split aligns our share structure with certain institutional participation standards (some have $3 $5 $7 etc mins). The R/S opens additional doors for these institutions to take positions in Strive which is a positive for shareholders" [X Link](https://x.com/ColeMacro/status/2011130252521787829) 2026-01-13T17:36Z 25.9K followers, 21.7K engagements "@coxautosupply https://x.com/ColeMacro/status/2011130252521787829 https://x.com/ColeMacro/status/2011130252521787829" [X Link](https://x.com/ColeMacro/status/2011131121199694297) 2026-01-13T17:39Z 25.8K followers, [----] engagements "A reverse split is meaningless from a valuation standpoint yet opens the door for several institutions to be able to buy post split. Thats a good thing. Congrats to the dip buyers and my condolences to spouses of everyone with paper hands. A reverse split is effectively meaningless for a business at this stage and inflection point. The only question is does Bitcoin go higher. If it does you win. A reverse split is effectively meaningless for a business at this stage and inflection point. The only question is does Bitcoin go higher. If it does you win" [X Link](https://x.com/ColeMacro/status/2011173102357737964) 2026-01-13T20:26Z 25.9K followers, 160.3K engagements "@magsonthemoon [--]. The only way to close a short is to actually buy the stock. [--]. Im guessing your examples dont include companies with a $1B+ market cap at the time of the reverse split. [--]. Did you sell into @mikealfreds bid" [X Link](https://x.com/ColeMacro/status/2011175994284236874) 2026-01-13T20:38Z 25.8K followers, [----] engagements "Bitcoin breaking out after a two month drawdown in the after hours is not the thing you want to have to tell your spouse tonight if you had paper hands. Congrats again to the dip buyers. Looking forward to tomorrow. See you all in the AM" [X Link](https://x.com/ColeMacro/status/2011204939566235734) 2026-01-13T22:33Z 25.9K followers, 23.3K engagements "Update: I bought [------] shares of $ASST yesterday and have now purchased over [-------] shares in the last [--] days. I want max exposure to Bitcoin and I believe we've built the ideal structure for amplified Bitcoin exposure at Strive with the best team in the game. All in. Strive Inc.and @SemlerSci Announce Shareholder Approval for Acquisition of Semler Scientific As part of the all-stock transaction Strive will acquire Semlers [------] Bitcoin. Strive also announces the purchase of [---] additional Bitcoin for its corporate treasury. Strive Inc.and @SemlerSci Announce Shareholder Approval for" [X Link](https://x.com/ColeMacro/status/2011435885049647425) 2026-01-14T13:51Z 25.9K followers, 231.4K engagements "When you realize how many people on the Strive team bring this energy every single day and how many of our investors also have this energy you realize you're probably not bullish enough. David Goggins & Andrew Huberman drop the rawest truth on willpower & purpose (5:57 clip): You dont find purpose or willpower you build it the hard way. Goggins: There is no f. hack. The hack is going to f. suck. And do it and do it and do it. Huberman: The https://t.co/Fjt3WYkjUc David Goggins & Andrew Huberman drop the rawest truth on willpower & purpose (5:57 clip): You dont find purpose or willpower you" [X Link](https://x.com/ColeMacro/status/2011479080106148312) 2026-01-14T16:42Z 25.9K followers, 27K engagements "@AdamBLiv π€ Very bearish on the @Werkman IQ though" [X Link](https://x.com/ColeMacro/status/2011482012809302290) 2026-01-14T16:54Z 25.8K followers, [----] engagements "@MasonFoard @AdamBLiv @Werkman Might need a Polymarket wager line on this one" [X Link](https://x.com/ColeMacro/status/2011483037943431571) 2026-01-14T16:58Z 25.8K followers, [---] engagements "@ni29219 @_DannyKnowles @saylor I can and I did. You must not have listened to the pod that said I understand that some people prefer stocks priced $1 just like some investors prefer XRP at $2.00 to Bitcoin at $96000 because the "price per coin" is less. We're not the right equity for those investors" [X Link](https://x.com/ColeMacro/status/2011796776714715519) 2026-01-15T13:45Z 25.9K followers, [----] engagements "@ni29219 @_DannyKnowles @saylor No because accretive use of the ATM is a part of our publicly stated strategy to generate a Bitcoin yield similar to Strategy" [X Link](https://x.com/ColeMacro/status/2011803208641859640) 2026-01-15T14:10Z 25.9K followers, [----] engagements "@kblackrock92 Heres your answer: https://x.com/colemacro/status/2011435885049647425s=46&t=u9UzqA-rHmbZmjBlPQquXQ https://x.com/colemacro/status/2011435885049647425s=46&t=u9UzqA-rHmbZmjBlPQquXQ" [X Link](https://x.com/ColeMacro/status/2011821732810969481) 2026-01-15T15:24Z 25.9K followers, 11.9K engagements "Fake News @nytimes: tE sTrAteGy iSn'T wOrKiNg Total returns vs Bitcoin & the S&P [---] show the truth: $MSTR is +427% vs BTC and +1046% vs the S&P [---] since inception of the Bitcoin strategy. It's working. New York Times FUD Article about Saylor + Strategy is OUT. BEWILDERMENT INTENSIFYING. "This strategy where you raised $25 billion in a down year for Bitcoin isn't working." - CLOWNS They will bend the knee. https://t.co/FKt6FMvu1o New York Times FUD Article about Saylor + Strategy is OUT. BEWILDERMENT INTENSIFYING. "This strategy where you raised $25 billion in a down year for Bitcoin isn't" [X Link](https://x.com/ColeMacro/status/2012223520378331383) 2026-01-16T18:00Z 25.9K followers, 14K engagements "It's beyond time that I pull my retirement out of the failing @CalPERS pension and buy more Bitcoin. It's better to be first in line for your money from their underfunded pension fund than last. CalPERS does not beat the hurdle rate. My latest: CA hired a Chief DEI Officer to integrate DEI "into every aspect" of its retirement fund "including investment practices" "equity-driven investment outcomes" and hiring DEI acolytes for proxy voting. She has no finance experience; CalPERS has a $166B shortfall. https://t.co/ED8FnHQq3n My latest: CA hired a Chief DEI Officer to integrate DEI "into every" [X Link](https://x.com/ColeMacro/status/2012230725727068594) 2026-01-16T18:29Z 25.9K followers, 17.6K engagements "@DeFiAndDebate @CalPERS Unlikely until they stop doing things like hiring DEI leaders with no financial experience. When you love someone (and I really care about CalPERS) you tell them the truth but make no mistake this is a shot fired. For public equity their investments are passive" [X Link](https://x.com/ColeMacro/status/2012233241369911527) 2026-01-16T18:39Z 25.9K followers, [---] engagements "@DrCrypticX @CalPERS On it. Many lifelong friends that are employees in the CalPERS investment office that agree with me but their voices fall flat because of the politics above - the pension needs the light shined on the truth for a chance of success. Standing up for them" [X Link](https://x.com/ColeMacro/status/2012235795940131046) 2026-01-16T18:49Z 25.9K followers, [---] engagements "@DustinHuntwn Every month the yellow box remains green - tell your AI image generator to make my smile even bigger and let's see how big my smile grows. Will be fun. Have a great weekend sir" [X Link](https://x.com/ColeMacro/status/2012275062108471700) 2026-01-16T21:25Z 25.9K followers, [----] engagements "@WillBergersen @asst Thank you sir π€" [X Link](https://x.com/ColeMacro/status/2012339589977891211) 2026-01-17T01:42Z 25.9K followers, [----] engagements "@BTCtreasuries This piece is full of misinformation and em dashes it isn't worth the $20 ChatGPT subscription that was used to produce it. Check out my recent conversation with @stephanlivera for an accurate & complete story on how Strive is crushing: https://x.com/stephanlivera/status/2011752117594464393 Strive: Amplified Bitcoin Exposure Engine with Matt Cole SLP710 @ColeMacro Chairman & CEO @Strive joins me to discuss Strive's strategic acquisition of @SemlerSci disciplined debt management digital credit smart acquisitions BTC amplification through SATA and more. https://t.co/mV60croYFz" [X Link](https://x.com/ColeMacro/status/2013315675582816462) 2026-01-19T18:20Z 25.9K followers, 13.6K engagements "People struggle to conceptualize Black Swan events but history repeats with fiat currencies. The system works as long as the collective people believe in it and then it snaps. You're either prepared or you're not when it breaks it's too late. Any company capitalized entirely in a single fiat currency is exposed to catastrophic loss if that currency fails. History shows this risk repeatedly with outright currency collapses like the Iranian rial (example below) Argentine peso Venezuelan bolvar Zimbabwe dollar and Any company capitalized entirely in a single fiat currency is exposed to" [X Link](https://x.com/ColeMacro/status/2013369213218599360) 2026-01-19T21:53Z 25.9K followers, 21.9K engagements "@AdamBLiv Congrats praying for a healthy baby and mama Wizard" [X Link](https://x.com/ColeMacro/status/2014096849477706185) 2026-01-21T22:04Z 25.9K followers, [----] engagements "RT @BitcoinForCorps: $SATA volumes flipped $STRC volumes yesterday. Briefly the most heavily traded pref. Today SATA volumes were bigger" [X Link](https://x.com/ColeMacro/status/2014833668444062081) 2026-01-23T22:52Z 26.3K followers, [--] engagements "'Tis the season of yielding and this Christmas $SATA Clause is coming to town. Give the gift of 12.25% annualized on 12/25 π 'Tis the season of yielding. https://t.co/6kHcEKNUxD 'Tis the season of yielding. https://t.co/6kHcEKNUxD" [X Link](https://x.com/ColeMacro/status/2001704234518290886) 2025-12-18T17:20Z 26.5K followers, 18.4K engagements "@NeverSaid_ Our investors actually don't have paper hands and that's the point. Great verseπ€" [X Link](https://x.com/ColeMacro/status/2011201629845147918) 2026-01-13T22:20Z 26.5K followers, [----] engagements "Stephan and I went deep on Strive the Semler acquisition institutions investors digital credit debt management the reverse split the @_DannyKnowles interview with @saylor my [----] outlook & more. Probably the most important public conversation I've had in a while. Enjoy Strive: Amplified Bitcoin Exposure Engine with Matt Cole SLP710 @ColeMacro Chairman & CEO @Strive joins me to discuss Strive's strategic acquisition of @SemlerSci disciplined debt management digital credit smart acquisitions BTC amplification through SATA and more. https://t.co/mV60croYFz Strive: Amplified Bitcoin Exposure" [X Link](https://x.com/ColeMacro/status/2011791078421381193) 2026-01-15T13:22Z 26.5K followers, 49.8K engagements "Deep in thought this morning about which @Strive team member I'm going send to @RamseyShow for our debt-free scream. $ASST $SATA Strive Announces Pricing of Upsized Follow-On Offering of SATA Stock and Concurrent Exchange of Semler Notes The transactions represent an issuance of up to [----] million shares of $SATA in the aggregate. https://t.co/LWlWhhKuu3 Strive Announces Pricing of Upsized Follow-On Offering of SATA Stock and Concurrent Exchange of Semler Notes The transactions represent an issuance of up to [----] million shares of $SATA in the aggregate. https://t.co/LWlWhhKuu3" [X Link](https://x.com/ColeMacro/status/2014354961594019943) 2026-01-22T15:10Z 26.5K followers, 22.2K engagements "RT @CJ_Bitcoin: "Digital Credit will shift income from a defensive allocation to an offensive allocation in investment portfolios." - @Cole" [X Link](https://x.com/ColeMacro/status/2014851002969796689) 2026-01-24T00:01Z 26.5K followers, [--] engagements "RT @BitcoinPierre: BTC is not taxed in Dubai El Salvador Thailand Puerto Rico Singapore and Germany (after [--] year of holding). There" [X Link](https://x.com/ColeMacro/status/2015115137934676354) 2026-01-24T17:31Z 26.5K followers, [---] engagements "The Yen is the canary in the coal mine for fiat currencies: Japan - highest Debt/GDP in developed world BOJ - most aggressive central bank historically Now: - JGB yields at highest level since [----] - US Fed signaled potential currency intervention Friday More here: https://www.jameslavish.com/p/is-japan-about-to-blow-up-the-global https://www.jameslavish.com/p/is-japan-about-to-blow-up-the-global" [X Link](https://x.com/ColeMacro/status/2015816998396322025) 2026-01-26T15:59Z 26.3K followers, [----] engagements "See the full press release here: https://www.globenewswire.com/news-release/2026/01/28/3227628/0/en/Strive-Announces-Closing-of-Upsized-Oversubscribed-Follow-On-Offering-of-SATA-Stock-and-Concurrent-Exchange-of-Semler-Notes.html https://www.globenewswire.com/news-release/2026/01/28/3227628/0/en/Strive-Announces-Closing-of-Upsized-Oversubscribed-Follow-On-Offering-of-SATA-Stock-and-Concurrent-Exchange-of-Semler-Notes.html" [X Link](https://x.com/ColeMacro/status/2016512688713850912) 2026-01-28T14:04Z 26.5K followers, [----] engagements "RT @BitcoinPierre: Strive has achieved a 37% amplification ratio in a matter of months. This is world-class capital structure engineering f" [X Link](https://x.com/ColeMacro/status/2016518771113070915) 2026-01-28T14:28Z 26.3K followers, [--] engagements "RT @AdamBLiv: You're tellin' me I can buy ASST at near 1x MNAV get 37% amplified Bitcoin plenty of runway for BTC Yield AND the potentia" [X Link](https://x.com/ColeMacro/status/2016518856718848039) 2026-01-28T14:28Z 26.5K followers, [--] engagements "RT @_J64_: Strive executing at lightening speed while stacking more $BTC in the process. Well done" [X Link](https://x.com/ColeMacro/status/2016521177045557323) 2026-01-28T14:38Z 26.5K followers, [--] engagements "RT @pete_rizzo_: JUST IN: BILLIONAIRE VIVEK RAMASWAMY'S STRIVE JUST BOUGHT $30000000 WORTH OF #BITCOIN THEY ARE NOW THE 10th LARGEST PUB" [X Link](https://x.com/ColeMacro/status/2016530745930715351) 2026-01-28T15:16Z 26.5K followers, [---] engagements "RT @PunterJeff: Strive now holds [-----] Bitcoin [---] days ago we had [--] BTC Now a top [--] publicly traded HODLer of Bitcoin GLOBALLY" [X Link](https://x.com/ColeMacro/status/2016537786640450046) 2026-01-28T15:44Z 26.3K followers, [--] engagements "Special guest @IIICapital joins and brings the alpha on this busy week Welcome back to The Hurdle Rate. Episode 45: Preferred Equity Demand The crew is back to discuss preferred equity and potential systemic risk to Bitcoin the Strive + Semler M&A transaction being the first in Bitcoin treasuries the IBIT Bitcoin covered call ETF gold and https://t.co/OxCio6ECZQ Welcome back to The Hurdle Rate. Episode 45: Preferred Equity Demand The crew is back to discuss preferred equity and potential systemic risk to Bitcoin the Strive + Semler M&A transaction being the first in Bitcoin treasuries the" [X Link](https://x.com/ColeMacro/status/2016538304683085932) 2026-01-28T15:46Z 26.5K followers, [----] engagements "@Anders_ Here's a dashboard snapshot immediately post Semler merger: https://x.com/ColeMacro/status/2012299751358874117 https://x.com/ColeMacro/status/2012299751358874117" [X Link](https://x.com/ColeMacro/status/2016548746088284364) 2026-01-28T16:27Z 26.5K followers, [----] engagements "RT @saylor: @ColeMacro Impressive Bitcoin Execution π" [X Link](https://x.com/ColeMacro/status/2016560633085620321) 2026-01-28T17:14Z 26.3K followers, [---] engagements "Took [--] days but whats one day between friends. π€ Wild that Strive paid off $110M of Semler debt with zero common dilution by issuing SATA and SATA is still trading near par around $97. This took [--] days. Am I missing something Because this seems completely bonkers (in a good way). Wild that Strive paid off $110M of Semler debt with zero common dilution by issuing SATA and SATA is still trading near par around $97. This took [--] days. Am I missing something Because this seems completely bonkers (in a good way)" [X Link](https://x.com/ColeMacro/status/2016564221509828997) 2026-01-28T17:29Z 26.5K followers, 19.6K engagements "RT @mikealfred: This team can execute" [X Link](https://x.com/ColeMacro/status/2016642565563699470) 2026-01-28T22:40Z 26.5K followers, [--] engagements "RT @MSTRTrueNorth: What is Credit Risk True North Podcast Ep.53 https://x.com/i/broadcasts/1OwxWeYbRdnGQ https://x.com/i/broadcasts/1OwxWeYbRdnGQ" [X Link](https://x.com/ColeMacro/status/2016709688549921171) 2026-01-29T03:07Z 26.5K followers, [--] engagements "@MinNature_Meta I dont agree Bitcoin ever needs to anything from a chart perspective but agree its possible. Regardless I see it as a great time to buy and go out the risk curve prudently (cough amplification cough) and think it will look obvious in a couple years looking back" [X Link](https://x.com/ColeMacro/status/2017032870897078752) 2026-01-30T00:31Z 26.5K followers, [----] engagements "Strive was among the 1% of investors who supported a proposal at Microsoft to evaluate holding Bitcoin in its treasuryeffectively positioning BTC as its hurdle rate. This year we plan to leverage our activist expertise to help at least one company per sector adopt the Bitcoin standard through corporate engagement. In [----] when Strive launched its first ETF shareholder support overwhelmingly favored ESG & DEI proposals. Yet just two years later these priorities are rapidly losing steam. Through effective thought leadership and shareholder activism major change can happennow we expect the same" [X Link](https://x.com/ColeMacro/status/1891904616746439040) 2025-02-18T17:36Z 26.5K followers, 702.5K engagements "The hurdle is high when its Bitcoin. Thats the point. @HurdleRatePod @TimKotzman @ColeMacro @werkman @PunterJeff Fiat companies trying to beat Bitcoin. https://t.co/gsKZF7TecN @HurdleRatePod @TimKotzman @ColeMacro @werkman @PunterJeff Fiat companies trying to beat Bitcoin. https://t.co/gsKZF7TecN" [X Link](https://x.com/ColeMacro/status/1905228181549854795) 2025-03-27T11:59Z 26.5K followers, [----] engagements "@CorrodedWhenWet @TimKotzman Open to creating a community page run by the Strive team and trusted X community members if there's interest. We will lean into authenticity and connection with investors and will be very light on traditional marketing as I don't think that beats the Bitcoin hurdle rate" [X Link](https://x.com/ColeMacro/status/1942612725047386196) 2025-07-08T15:52Z 26.5K followers, [---] engagements "STRIVE'S BITCOIN DASHBOARD IS UPDATED WITH SEMLER ACQUISITION METRICS - The orange dot is π - The BTC NAV per Share is π - The Bitcoin Yield QTD is π₯ - SATA is π― Check it out at $ASST $SATA https://treasury.strive.com/ https://treasury.strive.com/" [X Link](https://x.com/ColeMacro/status/2012299751358874117) 2026-01-16T23:03Z 26.5K followers, 57K engagements "Deep institutional investment discussion this week on the biggest story for income investors in decades - Digital Credit. Then we closed with @Werkman forcing me into disclosing that I purchased an alt coin in December and got rekted.tune in Welcome back to The Hurdle Rate. Episode 44: Digital Credit Clarity The crew is back to discuss @Strategy's latest credit spreads tightening @coinbase pulling out of the clarity act and the Bitcoin treasury podcast industrial complex. Here's the latest with https://t.co/SMURdp7RMT Welcome back to The Hurdle Rate. Episode 44: Digital Credit Clarity The" [X Link](https://x.com/ColeMacro/status/2013662559895785900) 2026-01-20T17:19Z 26.5K followers, 15.6K engagements "When you set Bitcoin as your hurdle rate for capital deployment assume a 20%+ CAGR over the next 10+ years then zoom out and look at the power of compounding from amplification capital raising and capital deployment decisions become obvious. Its just math. ASST is the best value in the Bitcoin treasury game right now in my humble opinion. If you believe Bitcoin is going up the returns should be IMMENSE. Let's say I have [-----] shares invested here at $0.83. Bitcoin is currently $90000. Let's say Bitcoin goes to $200000. That https://t.co/XOi7HVFpVz ASST is the best value in the Bitcoin" [X Link](https://x.com/ColeMacro/status/2016712589666140311) 2026-01-29T03:18Z 26.5K followers, 30.9K engagements "Jensens reflection on what makes someone smart is spot on & also the opposite of how our educational system trains people to think. Interestingly the BTCTC industry is full of these smart people & uniquely attracts hate from managerial class minded people. Good signal Jensen Huang on the smartest person he's ever met; https://t.co/ZQt7pH22Mi Jensen Huang on the smartest person he's ever met; https://t.co/ZQt7pH22Mi" [X Link](https://x.com/ColeMacro/status/2016998518024786016) 2026-01-29T22:14Z 26.5K followers, 53.5K engagements "Warsh fits this definition of smart. He has been a consistent QE hawk is pro Bitcoin and understands that AI is fundamentally deflationary which suggests rates are likely too high. Ideologically he is about as aligned with Bitcoiners and forward thinkers as you will find in a Fed chair nominee. That would be a welcome change from a Fed that has historically operated with a managerial class mindset that's been proven inefficient and a lack of first principles thinking that drives the frequent mandate creep we've witnessed. At first glance this could create fear around Bitcoins price since" [X Link](https://x.com/ColeMacro/status/2017256605625294912) 2026-01-30T15:20Z 26.5K followers, 36.7K engagements "A clear risk of growing TradFi Bitcoin solutions is a potential loss of support for the financial privacy and non-custodial tools for Bitcoin that make it valuable. Bitcoin treasury companies and managers of Bitcoin ETFs should be clear in their support for this or be avoided. NEW from BPI Head of Policy @zackbshapiro: A case for pardoning the Samourai developers to fix a misapplied law and safeguard non-custodial open-source tools. https://t.co/nSasN2BqQg NEW from BPI Head of Policy @zackbshapiro: A case for pardoning the Samourai developers to fix a misapplied law and safeguard" [X Link](https://x.com/ColeMacro/status/1996168217996546355) 2025-12-03T10:42Z 26.7K followers, 14.4K engagements "Amplified Bitcoin through Digital Credit is designed to take advantage of the power of compounding with a Bitcoin hurdle rate. Underwrite your own assumptions but if youre a Bitcoin bull the long-term results can be powerful. Strive team's strategy for long term wealth creation w/ BTC amplification: Here's some assumptions for model so we can isolate the effect of SATA: - assuming 11% avg coupon paid out over [--] years - 30% BTC CAGR - mNAV just stays where it's at today - maintain their same level https://t.co/0Gl2N9UuT2 Strive team's strategy for long term wealth creation w/ BTC" [X Link](https://x.com/ColeMacro/status/1998594398981063138) 2025-12-10T03:23Z 26.8K followers, 17.1K engagements "This is the right decision and a huge win. Kudos to the entire Bitcoin treasury industry for taking this seriously standing together respectfully educating MSCI and winning this battle with the odds stacked against us. π JUST IN: MSCI decides not to exclude Bitcoin & crypto treasury companies from its indexes. JUST IN: MSCI decides not to exclude Bitcoin & crypto treasury companies from its indexes" [X Link](https://x.com/ColeMacro/status/2008651051331879394) 2026-01-06T21:25Z 26.8K followers, 66.8K engagements "The word of the day is PAR. Insatiable demand for Digital Credit. https://t.co/OTUEmLwiAW https://t.co/OTUEmLwiAW" [X Link](https://x.com/ColeMacro/status/2012263056470913485) 2026-01-16T20:37Z 26.7K followers, 26.6K engagements "PSA Bitcoin is digital gold. It is an investment. Zcash is a trade. It is not an investment & it is not a hedge on Bitcoin. For those that feel the need to hedge their Bitcoin gold is the answer not Zcash. My advice: uy the dip hodl don't "hedge" your Bitcoin don't trade invest zoom out touch grass and have a great weekend" [X Link](https://x.com/ColeMacro/status/1989359101428801762) 2025-11-14T15:45Z 26.8K followers, 105.9K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ColeMacro Matt ColeMatt Cole is not mentioned in the provided tweets. However, the tweets seem to be about Strive, a company that has been acquiring Bitcoin and has completed a merger with Semler Scientific. The company's Bitcoin holdings have increased significantly, now holding over [------] BTC.
Social category influence cryptocurrencies #1238 finance 50% stocks #4439 technology brands 5% automotive brands 4% currencies 3% exchanges 3% countries 3% celebrities 2% financial services 1%
Social topic influence bitcoin #525, $asst #2, $sata #3, debt #2006, acquisition 6%, in the 6%, gold 5%, bullish #530, ai 5%, investment 5%
Top accounts mentioned or mentioned by @hurdleratepod @shirtharmony @strive @punterjeff @ytriggered16380 @werkman @saylor @cbelgx @timkotzman @semlersci @onechairpod @striveclips @adambliv @ronamacro @zynxbtc @iiicapital @dannyknowles @kblackrock92 @calpers @justinkky9
Top assets mentioned Bitcoin (BTC) Asset Entities Inc. (ASST) Strategy (MSTR) Semler Scientific, Inc. (SMLR) Coinbase Global Inc. (COIN) Dana Incorporated (DAN) New York Times Co. (NYT)
Top posts by engagements in the last [--] hours
"Ive seen many people who invested in it and therefore believe. They appear to believe in a bull market but cant handle the vol bc they just want to get rich quick & sell in bear markets. Bitcoin has a beautiful way of weeding these people out. Hodlers really believe We need a secure decentralized denationalized cryptocurrency. The problem with discussing Bitcoin in this context: It is impossible to distinguish those who believe in it and are therefore invested from those who are invested in it and therefore believe. We need a secure decentralized denationalized cryptocurrency. The problem"
X Link 2026-02-09T00:50Z 26.8K followers, 23.3K engagements
"Many have a fundamentally flawed understanding of what this seemingly simple chart means and why the "Strategy" works. Riddle me this: how does MSTR only have a [----] mNAV yet its total return has outperformed Bitcoin by 3.5x since adopting its Bitcoin treasury strategy"
X Link 2025-08-19T17:10Z 26.7K followers, 49.7K engagements
"Semler Scientific ($SMLR) shareholders can now vote on the potential merger with Strive ($ASST). Vote YES If you have any questions on the merger drop them below - @TimKotzman can ask @SemlerEric and me during our interview at 11:54 am ET today. Tune in Schedule is set for tomorrow's Bitcoin Treasuries Digital Conference Thursday Dec 18th [--] AM EST - [--] PM EST https://t.co/s5eLojQrhZ @BritishHodl @GrantCardone @strive @colemacro @semlereric @ZynxBTC @MarylandHODL21 @new_randy @usdat21 @ChrisJKuiper @Fidelity @DigitalAssets https://t.co/EDD59Y95RD Schedule is set for tomorrow's Bitcoin"
X Link 2025-12-18T14:51Z 26.6K followers, 35.5K engagements
"STRIVE ($ASST) SEMLER ($SMLR) MERGER UPDATE Glass Lewis also recommends Semler Scientific shareholders vote FOR the merger with Strive. STRIVE ($ASST) SEMLER ($SMLR) MERGER UPDATE ISS recommends Semler Scientific shareholders vote FOR the merger with Strive. As a reminder Semler shareholders can vote on the merger until shareholder meeting on January [--] [----]. STRIVE ($ASST) SEMLER ($SMLR) MERGER UPDATE ISS recommends Semler Scientific shareholders vote FOR the merger with Strive. As a reminder Semler shareholders can vote on the merger until shareholder meeting on January [--] 2026"
X Link 2025-12-31T00:18Z 26.6K followers, 72.1K engagements
"Projected Strive Bitcoin stats: [-----] BTC 11th largest corporate Bitcoin holder globally 15% projected Q1 [--] Bitcoin yield The first acquisition of a Bitcoin treasury company is confirmed. Who's next Strive Inc.and @SemlerSci Announce Shareholder Approval for Acquisition of Semler Scientific As part of the all-stock transaction Strive will acquire Semlers [------] Bitcoin. Strive also announces the purchase of [---] additional Bitcoin for its corporate treasury. Strive Inc.and @SemlerSci Announce Shareholder Approval for Acquisition of Semler Scientific As part of the all-stock transaction Strive"
X Link 2026-01-13T17:20Z 26.7K followers, 139.3K engagements
"@optimus260 @4xiom_ No. There is no change in the economics for the warrants. Everything adjusts accordingly"
X Link 2026-01-13T17:48Z 26.7K followers, [----] engagements
"The fastest animal in the world the peregrine falcon (falco peregrinus) executes with speed precision & focus. The falcon has long pointed sickle shaped wings that give it maximum aerodynamic efficiency. A persistent hunter that is relentless strategic & deadly. $ASST Strive enters the top [--]. The mission advances but the work is far from done. $ASST https://t.co/sMfposTXW8 Strive enters the top [--]. The mission advances but the work is far from done. $ASST https://t.co/sMfposTXW8"
X Link 2026-01-28T15:59Z 26.6K followers, 18K engagements
"Bitcoin is starting to scream deep value & potential support on multiple levels vs gold: - At [----] high support - Weekly RSI oversold - Below 200W moving average Combine this w/ the historically strong fundamentals and dollar weakness its hard not to be max bullish here"
X Link 2026-01-29T23:40Z 26.6K followers, 70.5K engagements
"Important conversation on implications & takeaways from Warsh's nomination as Fed Chair plus a framework discussion on building bear resistant corporate Bitcoin treasury structures & the institutional importance of building a real track record through a down market. Tune in Welcome back to The Hurdle Rate. Episode 46: Build The Structure The crew is back to unpack Kevin Warsh as Fed Chair Clawdbots & Moltbook and the pref-only model and digital riskplus a separate discussion on Bitcoin as a term asset and what a potential supercycle could mean. https://t.co/etcsxT2cnD Welcome back to The"
X Link 2026-02-03T15:32Z 26.6K followers, 18.2K engagements
"Important conversation with the guys at @OneChairPod on the Bitcoin bear market digital credit and my forward looking views. Realized resiliency through a bear market - not selling BTC & meeting interest obligations - grows a track record for future institutional growth. Everyone thinks @strategy $MSTR will be forced to sell $BTC in this bear market. Theyre wrong. Digital credit $STRC $SATA changes the playbook. @ColeMacro from @strive $ASST explains how this bear market is the real stress test and its about to prove the strength of the https://t.co/blCQz9OYQf Everyone thinks @strategy $MSTR"
X Link 2026-02-04T20:02Z 26.7K followers, 21.3K engagements
"This post will age well. Short-term bitcoin is collateral damage from the collapse of the crypto industry. Long-term this collapse is long overdue and much needed. The crypto industry was slowing down bitcoin adoption with their false narratives. Ive never been more bullish https://t.co/b0vc2SZsCp Short-term bitcoin is collateral damage from the collapse of the crypto industry. Long-term this collapse is long overdue and much needed. The crypto industry was slowing down bitcoin adoption with their false narratives. Ive never been more bullish https://t.co/b0vc2SZsCp"
X Link 2026-02-05T14:59Z 26.6K followers, 14.2K engagements
"Our Bitcoin bullishness drives our high amplification. Our understanding of Bitcoin vol drives us to not post margin not encumber Bitcoin & avoid debt. The plan is working as intended.the upside Bitcoin offers comes with vol. We plan for it & we embrace it. $ASST $SATA With Bitcoin at $69500 Strive $ASST has: BTC USD Value: $912M Debt: $10M Leverage Ratio: 1.1% Even at the low of $60000 BTC yesterday our leverage ratio was 1.27% Preferred Equity $SATA: $426.6M BTC USD Capital Dividend Coverage: [----] years Amplification: 47.8% https://t.co/EQlLA5TI68 With Bitcoin at $69500 Strive $ASST has:"
X Link 2026-02-06T19:23Z 26.7K followers, 39.8K engagements
"RT @PunterJeff: @ColeMacro Current US Government debt to GDP is 121% US fully came off the gold standard in [----]. US debt to GDP CAGR'"
X Link 2026-02-08T21:35Z 26.7K followers, [--] engagements
"RT @Striveclips: CEO of @strive @ColeMacro on FinTech TV this morning"
X Link 2026-02-10T15:56Z 26.7K followers, [--] engagements
"https://x.com/nic_carter/status/2019497478534451684s=46&t=u9UzqA-rHmbZmjBlPQquXQ karma doesn't drive markets but bitcoiners surely deserve it for - embracing DATs - idolizing a guy that sells $1 of Bitcoin for $1.50 to retail - believing in fantasies like "the four year cycle" and "stock to flow" or an ever growing MSTR premium - embracing apocalyptic https://x.com/nic_carter/status/2019497478534451684s=46&t=u9UzqA-rHmbZmjBlPQquXQ karma doesn't drive markets but bitcoiners surely deserve it for - embracing DATs - idolizing a guy that sells $1 of Bitcoin for $1.50 to retail - believing in"
X Link 2026-02-06T23:33Z 26.7K followers, [----] engagements
"RT @PunterJeff: Strive $ASST now has $127.2M in USD CASH [-----] Bitcoin $426.5M in $SATA outstanding And we just raised $SATA dividen"
X Link 2026-02-13T14:00Z 26.7K followers, [--] engagements
"STRIVE ($ASST) SEMLER ($SMLR) MERGER UPDATE ISS recommends Semler Scientific shareholders vote FOR the merger with Strive. As a reminder Semler shareholders can vote on the merger until shareholder meeting on January [--] 2026"
X Link 2025-12-22T19:42Z 26.8K followers, 154K engagements
"The Strive balance sheet gets even stronger doubling our Bitcoin holdings in four months w/ double digit Bitcoin yields in 4Q25 & 1Q26. Our team gets even stronger with @Avik @IIICapital & @SemlerEric on the board. Dashboard will be updated post market: BTC NAV / shareπ Strive Announces the Completion of Semler Scientific Acquisition Strive now holds approximately [-------] bitcoin becoming the #11 largest public corporate holder of bitcoin globally. Strive also announces the appointment of @Avik Roy as Chief Strategy Officer of Strive. Strive Announces the Completion of Semler Scientific"
X Link 2026-01-16T14:24Z 26.8K followers, 47.7K engagements
"https://x.com/comic/status/2019570422791233845 When $MSTR gets liquidated or goes to $0 then bitcoin rips higher. We just shakeout the tourists https://t.co/HncEJZ0TtA https://x.com/comic/status/2019570422791233845 When $MSTR gets liquidated or goes to $0 then bitcoin rips higher. We just shakeout the tourists https://t.co/HncEJZ0TtA"
X Link 2026-02-07T00:53Z 26.8K followers, [----] engagements
"https://x.com/ft/status/2020367190726156323s=46&t=u9UzqA-rHmbZmjBlPQquXQ Bitcoin is still about $69000 too high https://t.co/CNrgxl2vEE opinion https://x.com/ft/status/2020367190726156323s=46&t=u9UzqA-rHmbZmjBlPQquXQ Bitcoin is still about $69000 too high https://t.co/CNrgxl2vEE opinion"
X Link 2026-02-08T16:31Z 26.8K followers, [----] engagements
"STRIVE UPDATES - Acquired an additional [-----] Bitcoin - Now the 10th largest corporate Bitcoin hodler - 92% of Semler debt retired w/ plans for 100% by April - 37% amplification ratio w/ 98% of amp from $SATA - 21% Bitcoin yield in 1Q26 - Dashboard updated $ASST Strive Announces Closing of Upsized & Oversubscribed Follow-On Offering of SATA Stock and Concurrent Exchange of Semler Notes - The Company used a portion of the cash proceeds from the offering of SATA Stock to retire the legacy Semler Scientific $20 million loan with Coinbase https://t.co/HO55uXOIeq Strive Announces Closing of"
X Link 2026-01-28T13:59Z 26.8K followers, 458.9K engagements
"ICYMI - today Strive announced the IPO of $SATA a Variable Rate Perpetual Preferred Stock. You can learn more about $SATA by watching the recording by @werkman @PunterJeff and myself here: Strive is offering $SATA a new Perpetual Preferred Stock via IPO to select investors. $ASST https://t.co/2wSkGm6REN Strive is offering $SATA a new Perpetual Preferred Stock via IPO to select investors. $ASST https://t.co/2wSkGm6REN"
X Link 2025-11-04T03:08Z 26.8K followers, 100.4K engagements
"Im making some inspirational artwork for my office of X posts from this bear market of the bewildered trying to dance on the graves of Bitcoin BTCTCs Strive etc. Drop the best youve seen in the comments. Going to be epic motivation to watch them age poorly for years to come"
X Link 2026-02-06T23:27Z 26.8K followers, 19.8K engagements
"https://x.com/farrmacro/status/2019043191924601202s=46&t=u9UzqA-rHmbZmjBlPQquXQ Concur with @michaeljburry . Our BTC price target is [---]. That's not just for shock factor. It's where the math takes us. It's not worked as a dollar hedge rather it's just a speculative instrument correlated to the Nasdaq. It's not gaining any traction as medium of https://x.com/farrmacro/status/2019043191924601202s=46&t=u9UzqA-rHmbZmjBlPQquXQ Concur with @michaeljburry . Our BTC price target is [---]. That's not just for shock factor. It's where the math takes us. It's not worked as a dollar hedge rather it's just"
X Link 2026-02-07T01:00Z 26.8K followers, [----] engagements
"https://x.com/deitaone/status/2018797961606557803s=46&t=u9UzqA-rHmbZmjBlPQquXQ BITCOIN SLIDE COULD WIPE OUT COMPANIES Michael Burry warned that Bitcoins ongoing decline could destroy significant value especially for companies holding large BTC reserves. He said Bitcoin has failed as a safe haven like gold and could push aggressive corporate holders into https://x.com/deitaone/status/2018797961606557803s=46&t=u9UzqA-rHmbZmjBlPQquXQ BITCOIN SLIDE COULD WIPE OUT COMPANIES Michael Burry warned that Bitcoins ongoing decline could destroy significant value especially for companies holding large BTC"
X Link 2026-02-07T01:03Z 26.8K followers, [----] engagements
"https://x.com/LevFinor/status/2011217053651517465 Ive read a lot of nonsense from the moon boys in the #BTC treasury space but $ASST reverse split being "bullish" takes the crown. ITS TO ALLOW INSTITUTIONS TO BUY BRO ππ This sector thrives on retail swallowing any narrative its borderline predatory. Celebrating a https://x.com/LevFinor/status/2011217053651517465 Ive read a lot of nonsense from the moon boys in the #BTC treasury space but $ASST reverse split being "bullish" takes the crown. ITS TO ALLOW INSTITUTIONS TO BUY BRO ππ This sector thrives on retail swallowing any narrative its"
X Link 2026-02-07T01:24Z 26.8K followers, [----] engagements
"RT @Werkman: This Bitcoin volatility ride isn't for everyone. It requires strong unwavering conviction in the asset and a time horizon th"
X Link 2026-02-09T14:15Z 26.8K followers, [--] engagements
"RT @Striveclips: Bitcoin Investor Week @ColeMacro @dgt10011 and @APompliano talk Kevin Warsh Digital Credit and Bitcoin price action"
X Link 2026-02-11T17:12Z 26.8K followers, [--] engagements
"Look at the chart of US government debt. Its just math we are going to win. Avoid margin touch some grass dance to this video and have a blessed Sunday"
X Link 2026-02-08T16:49Z 26.8K followers, 17.5K engagements
"In addition to raising the $SATA interest rate to 12.5% Strive also reported our cash position has increased to $127.2M. We hold [-----] Bitcoin have no margin no encumbered Bitcoin & over [--] years of additional potential interest coverage from our Bitcoin at current prices. We purposefully built our preferred-only amplification structure to handle Bitcoins volatility and ride out drawdowns like we are experiencing now. $ASST Strive Increases $SATA Perpetual Preferred Stock Dividend From 12.25% to 12.5%. $ASST https://t.co/IR0AcQqihT Strive Increases $SATA Perpetual Preferred Stock Dividend"
X Link 2026-02-13T13:31Z 26.8K followers, 62.6K engagements
"@ZynxBTC Ive respected your analysis in the space for a while. Glad to have you onboard. π€"
X Link 2026-02-13T14:54Z 26.8K followers, [----] engagements
"Worth highlighting these numbers are as of 2/11/26. Theres been industry rumors of BTCTCs suffering from forced Bitcoin selling losses from yield strategies or other issues that have not yet been reported - no such issue at Strive. We are amplified prepped bullish. In addition to raising the $SATA interest rate to 12.5% Strive also reported our cash position has increased to $127.2M. We hold [-----] Bitcoin have no margin no encumbered Bitcoin & over [--] years of additional potential interest coverage from our Bitcoin at current prices. In addition to raising the $SATA interest rate to 12.5%"
X Link 2026-02-13T16:27Z 26.8K followers, 17.9K engagements
"If you're investing in amplified Bitcoin exposure with a pure play digital credit BTCTC with no margin no encumbered Bitcoin & over [--] months of cash interest reserves how high would you desire the company amplify Bitcoin when it's historically cheap 30% or less 40% 60%+ 50% 30% or less 40% 60%+ 50%"
X Link 2026-02-12T13:47Z 26.8K followers, 17.9K engagements
"RT @elonmusk: Think in probabilities"
X Link 2026-02-14T12:42Z 26.8K followers, 11.6K engagements
"The best time to have this debate is in the depths of a bear market. The math is always simple but if youre a Bitcoin bull the math is especially easy at these valuations for both BTCTCs and BTC. Bitcoin is the hurdle rate. See ya Tuesday. Dana Debates with Cardone π©β Join @ 5pm ET This Tuesday π₯ LIVE on X This week we're joined with special guest Matt Cole CEO of Strive $ASST @ColeMacro @GaryCardone @DustinStockton @GrantCardone https://t.co/mbJDIzdg46 Dana Debates with Cardone π©β Join @ 5pm ET This Tuesday π₯ LIVE on X This week we're joined with special guest Matt Cole CEO of Strive"
X Link 2026-02-15T01:02Z 26.8K followers, 22.6K engagements
"MUST READ: The Fracturing Trust in Capitalism: AI Automation and the Inevitable Rise of Bitcoin by @jvisserlabs In today's fast changing world its critical to take the time to understand the problem. "If I had an hour to solve a problem I'd spend [--] minutes thinking about the problem and [--] minutes thinking about solutions." - Albert Einstein When you understand a problem the answer becomes obvious. The most important problem from AI and increasing productivity while humans are unable to compete in the labor market: "This creates a death spiral: governments lose tax revenue from workers who"
X Link 2026-01-08T17:42Z 25.9K followers, 19.8K engagements
"For only the second time in US history (1952) payrolls hit zero job growth over the previous six months yet the economy was not in a recession. This is obviously due to the rise of AI - read the below post for implications. MUST READ: The Fracturing Trust in Capitalism: AI Automation and the Inevitable Rise of Bitcoin by @jvisserlabs In today's fast changing world its critical to take the time to understand the problem. "If I had an hour to solve a problem I'd spend [--] minutes thinking about MUST READ: The Fracturing Trust in Capitalism: AI Automation and the Inevitable Rise of Bitcoin by"
X Link 2026-01-09T15:30Z 25.9K followers, 10.6K engagements
"@joesanders33 85% of US tax receipts from come individual income taxes plus payroll taxes. Meanwhile corporate taxes make up 10%-12% of tax receipts. Add onto that that productivity gains coming from CapEx & investments into AI =/ taxable corporate profits. How much tax does OpenAI pay"
X Link 2026-01-09T16:31Z 24.4K followers, [--] engagements
"I have zero sympathy for Powell here because he and the Fed continue to gaslight the American people by pretending the Fed is independent or that its Trump that is threatening that independence. Bitcoin is even more underpriced than we realized Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH"
X Link 2026-01-12T03:50Z 25.9K followers, 49K engagements
"What will Jack Dorsey Elon Musk and DJT all have in common this week"
X Link 2026-01-13T04:12Z 25.9K followers, 41.7K engagements
"The Semler shareholder meeting to vote on approving the merger with Strive begins at [--] am ET today. gm and let's go"
X Link 2026-01-13T13:47Z 25.9K followers, 109.9K engagements
"This is funny. The ignorance and tone deaf nature spewing from the global elite central banker fiat maximalists is so deeply engrained in their DNA that they actually believe this will help with their PR crisis. End the Fed fix the money fix the world. The ECB and other European and international central banks stand in full solidarity with the Federal Reserve System and its Chair Jerome H. Powell. The independence of central banks is in the interest of the people we serve. https://t.co/j8anBP2dpB The ECB and other European and international central banks stand in full solidarity with the"
X Link 2026-01-13T15:00Z 26K followers, 23.9K engagements
"The Semler meeting has concluded. We will be out with a press release as soon as the results are certified. π The Semler shareholder meeting to vote on approving the merger with Strive begins at [--] am ET today. gm and let's go The Semler shareholder meeting to vote on approving the merger with Strive begins at [--] am ET today. gm and let's go"
X Link 2026-01-13T15:24Z 25.9K followers, 99.5K engagements
"@LukeGromen π€£"
X Link 2026-01-13T16:04Z 25.9K followers, [----] engagements
"@4xiom_ Institutional plumbing. The reverse split aligns our share structure with certain institutional participation standards (some have $3 $5 $7 etc mins). The R/S opens additional doors for these institutions to take positions in Strive which is a positive for shareholders"
X Link 2026-01-13T17:36Z 25.9K followers, 21.7K engagements
"@coxautosupply https://x.com/ColeMacro/status/2011130252521787829 https://x.com/ColeMacro/status/2011130252521787829"
X Link 2026-01-13T17:39Z 25.8K followers, [----] engagements
"A reverse split is meaningless from a valuation standpoint yet opens the door for several institutions to be able to buy post split. Thats a good thing. Congrats to the dip buyers and my condolences to spouses of everyone with paper hands. A reverse split is effectively meaningless for a business at this stage and inflection point. The only question is does Bitcoin go higher. If it does you win. A reverse split is effectively meaningless for a business at this stage and inflection point. The only question is does Bitcoin go higher. If it does you win"
X Link 2026-01-13T20:26Z 25.9K followers, 160.3K engagements
"@magsonthemoon [--]. The only way to close a short is to actually buy the stock. [--]. Im guessing your examples dont include companies with a $1B+ market cap at the time of the reverse split. [--]. Did you sell into @mikealfreds bid"
X Link 2026-01-13T20:38Z 25.8K followers, [----] engagements
"Bitcoin breaking out after a two month drawdown in the after hours is not the thing you want to have to tell your spouse tonight if you had paper hands. Congrats again to the dip buyers. Looking forward to tomorrow. See you all in the AM"
X Link 2026-01-13T22:33Z 25.9K followers, 23.3K engagements
"Update: I bought [------] shares of $ASST yesterday and have now purchased over [-------] shares in the last [--] days. I want max exposure to Bitcoin and I believe we've built the ideal structure for amplified Bitcoin exposure at Strive with the best team in the game. All in. Strive Inc.and @SemlerSci Announce Shareholder Approval for Acquisition of Semler Scientific As part of the all-stock transaction Strive will acquire Semlers [------] Bitcoin. Strive also announces the purchase of [---] additional Bitcoin for its corporate treasury. Strive Inc.and @SemlerSci Announce Shareholder Approval for"
X Link 2026-01-14T13:51Z 25.9K followers, 231.4K engagements
"When you realize how many people on the Strive team bring this energy every single day and how many of our investors also have this energy you realize you're probably not bullish enough. David Goggins & Andrew Huberman drop the rawest truth on willpower & purpose (5:57 clip): You dont find purpose or willpower you build it the hard way. Goggins: There is no f. hack. The hack is going to f. suck. And do it and do it and do it. Huberman: The https://t.co/Fjt3WYkjUc David Goggins & Andrew Huberman drop the rawest truth on willpower & purpose (5:57 clip): You dont find purpose or willpower you"
X Link 2026-01-14T16:42Z 25.9K followers, 27K engagements
"@AdamBLiv π€ Very bearish on the @Werkman IQ though"
X Link 2026-01-14T16:54Z 25.8K followers, [----] engagements
"@MasonFoard @AdamBLiv @Werkman Might need a Polymarket wager line on this one"
X Link 2026-01-14T16:58Z 25.8K followers, [---] engagements
"@ni29219 @_DannyKnowles @saylor I can and I did. You must not have listened to the pod that said I understand that some people prefer stocks priced $1 just like some investors prefer XRP at $2.00 to Bitcoin at $96000 because the "price per coin" is less. We're not the right equity for those investors"
X Link 2026-01-15T13:45Z 25.9K followers, [----] engagements
"@ni29219 @_DannyKnowles @saylor No because accretive use of the ATM is a part of our publicly stated strategy to generate a Bitcoin yield similar to Strategy"
X Link 2026-01-15T14:10Z 25.9K followers, [----] engagements
"@kblackrock92 Heres your answer: https://x.com/colemacro/status/2011435885049647425s=46&t=u9UzqA-rHmbZmjBlPQquXQ https://x.com/colemacro/status/2011435885049647425s=46&t=u9UzqA-rHmbZmjBlPQquXQ"
X Link 2026-01-15T15:24Z 25.9K followers, 11.9K engagements
"Fake News @nytimes: tE sTrAteGy iSn'T wOrKiNg Total returns vs Bitcoin & the S&P [---] show the truth: $MSTR is +427% vs BTC and +1046% vs the S&P [---] since inception of the Bitcoin strategy. It's working. New York Times FUD Article about Saylor + Strategy is OUT. BEWILDERMENT INTENSIFYING. "This strategy where you raised $25 billion in a down year for Bitcoin isn't working." - CLOWNS They will bend the knee. https://t.co/FKt6FMvu1o New York Times FUD Article about Saylor + Strategy is OUT. BEWILDERMENT INTENSIFYING. "This strategy where you raised $25 billion in a down year for Bitcoin isn't"
X Link 2026-01-16T18:00Z 25.9K followers, 14K engagements
"It's beyond time that I pull my retirement out of the failing @CalPERS pension and buy more Bitcoin. It's better to be first in line for your money from their underfunded pension fund than last. CalPERS does not beat the hurdle rate. My latest: CA hired a Chief DEI Officer to integrate DEI "into every aspect" of its retirement fund "including investment practices" "equity-driven investment outcomes" and hiring DEI acolytes for proxy voting. She has no finance experience; CalPERS has a $166B shortfall. https://t.co/ED8FnHQq3n My latest: CA hired a Chief DEI Officer to integrate DEI "into every"
X Link 2026-01-16T18:29Z 25.9K followers, 17.6K engagements
"@DeFiAndDebate @CalPERS Unlikely until they stop doing things like hiring DEI leaders with no financial experience. When you love someone (and I really care about CalPERS) you tell them the truth but make no mistake this is a shot fired. For public equity their investments are passive"
X Link 2026-01-16T18:39Z 25.9K followers, [---] engagements
"@DrCrypticX @CalPERS On it. Many lifelong friends that are employees in the CalPERS investment office that agree with me but their voices fall flat because of the politics above - the pension needs the light shined on the truth for a chance of success. Standing up for them"
X Link 2026-01-16T18:49Z 25.9K followers, [---] engagements
"@DustinHuntwn Every month the yellow box remains green - tell your AI image generator to make my smile even bigger and let's see how big my smile grows. Will be fun. Have a great weekend sir"
X Link 2026-01-16T21:25Z 25.9K followers, [----] engagements
"@WillBergersen @asst Thank you sir π€"
X Link 2026-01-17T01:42Z 25.9K followers, [----] engagements
"@BTCtreasuries This piece is full of misinformation and em dashes it isn't worth the $20 ChatGPT subscription that was used to produce it. Check out my recent conversation with @stephanlivera for an accurate & complete story on how Strive is crushing: https://x.com/stephanlivera/status/2011752117594464393 Strive: Amplified Bitcoin Exposure Engine with Matt Cole SLP710 @ColeMacro Chairman & CEO @Strive joins me to discuss Strive's strategic acquisition of @SemlerSci disciplined debt management digital credit smart acquisitions BTC amplification through SATA and more. https://t.co/mV60croYFz"
X Link 2026-01-19T18:20Z 25.9K followers, 13.6K engagements
"People struggle to conceptualize Black Swan events but history repeats with fiat currencies. The system works as long as the collective people believe in it and then it snaps. You're either prepared or you're not when it breaks it's too late. Any company capitalized entirely in a single fiat currency is exposed to catastrophic loss if that currency fails. History shows this risk repeatedly with outright currency collapses like the Iranian rial (example below) Argentine peso Venezuelan bolvar Zimbabwe dollar and Any company capitalized entirely in a single fiat currency is exposed to"
X Link 2026-01-19T21:53Z 25.9K followers, 21.9K engagements
"@AdamBLiv Congrats praying for a healthy baby and mama Wizard"
X Link 2026-01-21T22:04Z 25.9K followers, [----] engagements
"RT @BitcoinForCorps: $SATA volumes flipped $STRC volumes yesterday. Briefly the most heavily traded pref. Today SATA volumes were bigger"
X Link 2026-01-23T22:52Z 26.3K followers, [--] engagements
"'Tis the season of yielding and this Christmas $SATA Clause is coming to town. Give the gift of 12.25% annualized on 12/25 π
'Tis the season of yielding. https://t.co/6kHcEKNUxD 'Tis the season of yielding. https://t.co/6kHcEKNUxD"
X Link 2025-12-18T17:20Z 26.5K followers, 18.4K engagements
"@NeverSaid_ Our investors actually don't have paper hands and that's the point. Great verseπ€"
X Link 2026-01-13T22:20Z 26.5K followers, [----] engagements
"Stephan and I went deep on Strive the Semler acquisition institutions investors digital credit debt management the reverse split the @_DannyKnowles interview with @saylor my [----] outlook & more. Probably the most important public conversation I've had in a while. Enjoy Strive: Amplified Bitcoin Exposure Engine with Matt Cole SLP710 @ColeMacro Chairman & CEO @Strive joins me to discuss Strive's strategic acquisition of @SemlerSci disciplined debt management digital credit smart acquisitions BTC amplification through SATA and more. https://t.co/mV60croYFz Strive: Amplified Bitcoin Exposure"
X Link 2026-01-15T13:22Z 26.5K followers, 49.8K engagements
"Deep in thought this morning about which @Strive team member I'm going send to @RamseyShow for our debt-free scream. $ASST $SATA Strive Announces Pricing of Upsized Follow-On Offering of SATA Stock and Concurrent Exchange of Semler Notes The transactions represent an issuance of up to [----] million shares of $SATA in the aggregate. https://t.co/LWlWhhKuu3 Strive Announces Pricing of Upsized Follow-On Offering of SATA Stock and Concurrent Exchange of Semler Notes The transactions represent an issuance of up to [----] million shares of $SATA in the aggregate. https://t.co/LWlWhhKuu3"
X Link 2026-01-22T15:10Z 26.5K followers, 22.2K engagements
"RT @CJ_Bitcoin: "Digital Credit will shift income from a defensive allocation to an offensive allocation in investment portfolios." - @Cole"
X Link 2026-01-24T00:01Z 26.5K followers, [--] engagements
"RT @BitcoinPierre: BTC is not taxed in Dubai El Salvador Thailand Puerto Rico Singapore and Germany (after [--] year of holding). There"
X Link 2026-01-24T17:31Z 26.5K followers, [---] engagements
"The Yen is the canary in the coal mine for fiat currencies: Japan - highest Debt/GDP in developed world BOJ - most aggressive central bank historically Now: - JGB yields at highest level since [----] - US Fed signaled potential currency intervention Friday More here: https://www.jameslavish.com/p/is-japan-about-to-blow-up-the-global https://www.jameslavish.com/p/is-japan-about-to-blow-up-the-global"
X Link 2026-01-26T15:59Z 26.3K followers, [----] engagements
"See the full press release here: https://www.globenewswire.com/news-release/2026/01/28/3227628/0/en/Strive-Announces-Closing-of-Upsized-Oversubscribed-Follow-On-Offering-of-SATA-Stock-and-Concurrent-Exchange-of-Semler-Notes.html https://www.globenewswire.com/news-release/2026/01/28/3227628/0/en/Strive-Announces-Closing-of-Upsized-Oversubscribed-Follow-On-Offering-of-SATA-Stock-and-Concurrent-Exchange-of-Semler-Notes.html"
X Link 2026-01-28T14:04Z 26.5K followers, [----] engagements
"RT @BitcoinPierre: Strive has achieved a 37% amplification ratio in a matter of months. This is world-class capital structure engineering f"
X Link 2026-01-28T14:28Z 26.3K followers, [--] engagements
"RT @AdamBLiv: You're tellin' me I can buy ASST at near 1x MNAV get 37% amplified Bitcoin plenty of runway for BTC Yield AND the potentia"
X Link 2026-01-28T14:28Z 26.5K followers, [--] engagements
"RT @J64: Strive executing at lightening speed while stacking more $BTC in the process. Well done"
X Link 2026-01-28T14:38Z 26.5K followers, [--] engagements
"RT @pete_rizzo_: JUST IN: BILLIONAIRE VIVEK RAMASWAMY'S STRIVE JUST BOUGHT $30000000 WORTH OF #BITCOIN THEY ARE NOW THE 10th LARGEST PUB"
X Link 2026-01-28T15:16Z 26.5K followers, [---] engagements
"RT @PunterJeff: Strive now holds [-----] Bitcoin [---] days ago we had [--] BTC Now a top [--] publicly traded HODLer of Bitcoin GLOBALLY"
X Link 2026-01-28T15:44Z 26.3K followers, [--] engagements
"Special guest @IIICapital joins and brings the alpha on this busy week Welcome back to The Hurdle Rate. Episode 45: Preferred Equity Demand The crew is back to discuss preferred equity and potential systemic risk to Bitcoin the Strive + Semler M&A transaction being the first in Bitcoin treasuries the IBIT Bitcoin covered call ETF gold and https://t.co/OxCio6ECZQ Welcome back to The Hurdle Rate. Episode 45: Preferred Equity Demand The crew is back to discuss preferred equity and potential systemic risk to Bitcoin the Strive + Semler M&A transaction being the first in Bitcoin treasuries the"
X Link 2026-01-28T15:46Z 26.5K followers, [----] engagements
"@Anders_ Here's a dashboard snapshot immediately post Semler merger: https://x.com/ColeMacro/status/2012299751358874117 https://x.com/ColeMacro/status/2012299751358874117"
X Link 2026-01-28T16:27Z 26.5K followers, [----] engagements
"RT @saylor: @ColeMacro Impressive Bitcoin Execution π"
X Link 2026-01-28T17:14Z 26.3K followers, [---] engagements
"Took [--] days but whats one day between friends. π€ Wild that Strive paid off $110M of Semler debt with zero common dilution by issuing SATA and SATA is still trading near par around $97. This took [--] days. Am I missing something Because this seems completely bonkers (in a good way). Wild that Strive paid off $110M of Semler debt with zero common dilution by issuing SATA and SATA is still trading near par around $97. This took [--] days. Am I missing something Because this seems completely bonkers (in a good way)"
X Link 2026-01-28T17:29Z 26.5K followers, 19.6K engagements
"RT @mikealfred: This team can execute"
X Link 2026-01-28T22:40Z 26.5K followers, [--] engagements
"RT @MSTRTrueNorth: What is Credit Risk True North Podcast Ep.53 https://x.com/i/broadcasts/1OwxWeYbRdnGQ https://x.com/i/broadcasts/1OwxWeYbRdnGQ"
X Link 2026-01-29T03:07Z 26.5K followers, [--] engagements
"@MinNature_Meta I dont agree Bitcoin ever needs to anything from a chart perspective but agree its possible. Regardless I see it as a great time to buy and go out the risk curve prudently (cough amplification cough) and think it will look obvious in a couple years looking back"
X Link 2026-01-30T00:31Z 26.5K followers, [----] engagements
"Strive was among the 1% of investors who supported a proposal at Microsoft to evaluate holding Bitcoin in its treasuryeffectively positioning BTC as its hurdle rate. This year we plan to leverage our activist expertise to help at least one company per sector adopt the Bitcoin standard through corporate engagement. In [----] when Strive launched its first ETF shareholder support overwhelmingly favored ESG & DEI proposals. Yet just two years later these priorities are rapidly losing steam. Through effective thought leadership and shareholder activism major change can happennow we expect the same"
X Link 2025-02-18T17:36Z 26.5K followers, 702.5K engagements
"The hurdle is high when its Bitcoin. Thats the point. @HurdleRatePod @TimKotzman @ColeMacro @werkman @PunterJeff Fiat companies trying to beat Bitcoin. https://t.co/gsKZF7TecN @HurdleRatePod @TimKotzman @ColeMacro @werkman @PunterJeff Fiat companies trying to beat Bitcoin. https://t.co/gsKZF7TecN"
X Link 2025-03-27T11:59Z 26.5K followers, [----] engagements
"@CorrodedWhenWet @TimKotzman Open to creating a community page run by the Strive team and trusted X community members if there's interest. We will lean into authenticity and connection with investors and will be very light on traditional marketing as I don't think that beats the Bitcoin hurdle rate"
X Link 2025-07-08T15:52Z 26.5K followers, [---] engagements
"STRIVE'S BITCOIN DASHBOARD IS UPDATED WITH SEMLER ACQUISITION METRICS - The orange dot is π - The BTC NAV per Share is π - The Bitcoin Yield QTD is π₯ - SATA is π― Check it out at $ASST $SATA https://treasury.strive.com/ https://treasury.strive.com/"
X Link 2026-01-16T23:03Z 26.5K followers, 57K engagements
"Deep institutional investment discussion this week on the biggest story for income investors in decades - Digital Credit. Then we closed with @Werkman forcing me into disclosing that I purchased an alt coin in December and got rekted.tune in Welcome back to The Hurdle Rate. Episode 44: Digital Credit Clarity The crew is back to discuss @Strategy's latest credit spreads tightening @coinbase pulling out of the clarity act and the Bitcoin treasury podcast industrial complex. Here's the latest with https://t.co/SMURdp7RMT Welcome back to The Hurdle Rate. Episode 44: Digital Credit Clarity The"
X Link 2026-01-20T17:19Z 26.5K followers, 15.6K engagements
"When you set Bitcoin as your hurdle rate for capital deployment assume a 20%+ CAGR over the next 10+ years then zoom out and look at the power of compounding from amplification capital raising and capital deployment decisions become obvious. Its just math. ASST is the best value in the Bitcoin treasury game right now in my humble opinion. If you believe Bitcoin is going up the returns should be IMMENSE. Let's say I have [-----] shares invested here at $0.83. Bitcoin is currently $90000. Let's say Bitcoin goes to $200000. That https://t.co/XOi7HVFpVz ASST is the best value in the Bitcoin"
X Link 2026-01-29T03:18Z 26.5K followers, 30.9K engagements
"Jensens reflection on what makes someone smart is spot on & also the opposite of how our educational system trains people to think. Interestingly the BTCTC industry is full of these smart people & uniquely attracts hate from managerial class minded people. Good signal Jensen Huang on the smartest person he's ever met; https://t.co/ZQt7pH22Mi Jensen Huang on the smartest person he's ever met; https://t.co/ZQt7pH22Mi"
X Link 2026-01-29T22:14Z 26.5K followers, 53.5K engagements
"Warsh fits this definition of smart. He has been a consistent QE hawk is pro Bitcoin and understands that AI is fundamentally deflationary which suggests rates are likely too high. Ideologically he is about as aligned with Bitcoiners and forward thinkers as you will find in a Fed chair nominee. That would be a welcome change from a Fed that has historically operated with a managerial class mindset that's been proven inefficient and a lack of first principles thinking that drives the frequent mandate creep we've witnessed. At first glance this could create fear around Bitcoins price since"
X Link 2026-01-30T15:20Z 26.5K followers, 36.7K engagements
"A clear risk of growing TradFi Bitcoin solutions is a potential loss of support for the financial privacy and non-custodial tools for Bitcoin that make it valuable. Bitcoin treasury companies and managers of Bitcoin ETFs should be clear in their support for this or be avoided. NEW from BPI Head of Policy @zackbshapiro: A case for pardoning the Samourai developers to fix a misapplied law and safeguard non-custodial open-source tools. https://t.co/nSasN2BqQg NEW from BPI Head of Policy @zackbshapiro: A case for pardoning the Samourai developers to fix a misapplied law and safeguard"
X Link 2025-12-03T10:42Z 26.7K followers, 14.4K engagements
"Amplified Bitcoin through Digital Credit is designed to take advantage of the power of compounding with a Bitcoin hurdle rate. Underwrite your own assumptions but if youre a Bitcoin bull the long-term results can be powerful. Strive team's strategy for long term wealth creation w/ BTC amplification: Here's some assumptions for model so we can isolate the effect of SATA: - assuming 11% avg coupon paid out over [--] years - 30% BTC CAGR - mNAV just stays where it's at today - maintain their same level https://t.co/0Gl2N9UuT2 Strive team's strategy for long term wealth creation w/ BTC"
X Link 2025-12-10T03:23Z 26.8K followers, 17.1K engagements
"This is the right decision and a huge win. Kudos to the entire Bitcoin treasury industry for taking this seriously standing together respectfully educating MSCI and winning this battle with the odds stacked against us. π JUST IN: MSCI decides not to exclude Bitcoin & crypto treasury companies from its indexes. JUST IN: MSCI decides not to exclude Bitcoin & crypto treasury companies from its indexes"
X Link 2026-01-06T21:25Z 26.8K followers, 66.8K engagements
"The word of the day is PAR. Insatiable demand for Digital Credit. https://t.co/OTUEmLwiAW https://t.co/OTUEmLwiAW"
X Link 2026-01-16T20:37Z 26.7K followers, 26.6K engagements
"PSA Bitcoin is digital gold. It is an investment. Zcash is a trade. It is not an investment & it is not a hedge on Bitcoin. For those that feel the need to hedge their Bitcoin gold is the answer not Zcash. My advice: uy the dip hodl don't "hedge" your Bitcoin don't trade invest zoom out touch grass and have a great weekend"
X Link 2025-11-14T15:45Z 26.8K followers, 105.9K engagements
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/creator/twitter::ColeMacro