I spoke with @ColeMacro to break down Strive’s perpetual preferred equity and how it works as a permanent short on the US dollar. We also discuss digital credit, institutional…
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I spoke with @ColeMacro to break down Strive’s perpetual preferred equity and how it works as a permanent short on the US dollar. We also discuss digital credit, institutional bitcoin adoption, usin…
I spoke with @ColeMacro to break down Strive’s perpetual preferred equity and how it works as a permanent short on the US dollar. We also discuss digital credit, institutional bitcoin adoption, using bitcoin as the hurdle rate, and the future of the ETF industry. $ASST $SATA $SATS YouTube: https://t.co/KqvZkzmOY7 Spotify: https://t.co/vOKvEHRGr3 Apple: https://t.co/J38dFDhmzI TIMESTAMPS: 0:00 - Intro 0:24 - Strive’s perpetual dollar short explained 4:05 - Managing risk & surviving an 80% bitcoin drawdown 5:32 - Why launch a second perpetual preferred? 9:11 - Where capital is coming from 12:51 - Bitcoin adoption inside institutions 14:39 - Strive vs the bitcoin ETF 16:40 - Will digital credit become its own category? 18:24 - Bitcoin as the hurdle rate 20:00 - Strive’s ETF business & the industry 23:30 - Trust, distribution & the founder’s voice 26:00 - Bitcoin dividend ETFs & portfolio allocation
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