Strive CEO: Bitcoin's long-term performance is expected to surpass gold, maintaining high Bitcoin exposure is key to achieving excess returns

Odaily: Matt Cole, CEO of Bitcoin treasury company Strive, stated on X that the long-term trend of currency debasement will continue to drive the appreciation of scarce assets. As digital gold, Bitcoin is still in its early stages, and as the market gradually matures, its long-term performance is expected to surpass gold.

Cole noted that over the past 55 years, gold's compound annual growth rate has exceeded the growth rate of the U.S. M2 money supply in multiple periods. Since 1970, these rates were 9.0% and 6.7% respectively; since the global financial crisis, 9.5% and 6.3% respectively; and since the COVID-19 pandemic, 18.3% and 6.5% respectively.

Cole believes that as the debt crisis continues to worsen, the long-term excess performance of scarce assets relative to the U.S. dollar may further expand. For Strive, the key to determining whether it can outperform Bitcoin lies in maintaining a high Bitcoin exposure multiplier and sufficient liquidity, rather than simply reducing financing costs.

He emphasized that establishing and sustaining high Bitcoin exposure over the long term while avoiding financial risk is extremely challenging, and the market still underestimates Strive's competitive advantages in Bitcoin exposure amplification capability and liquidity management. Its core investment philosophy is to reduce U.S. dollar exposure and increase Bitcoin allocation over the long term.