$SEISMIC
Heating UpSnapshot Window: 2026-07-22 14:40 UTC · ← Back to Crypto Overview
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Verbatim Community Citations & Social Evidence 1 source posts analyzed
JUST IN: Strive ($ASST) CEO Matt Cole ( @ColeMacro ) responds to critics saying #Bitcoin treasury companies have no value. "Strategy and we are providing a solution to institutions that can't buy BTC directly. We're creating the right products to deliver to them." "This is a [Spoken audio]: We are seeing real institutional building and you were kind of highlighting how that could actually happen within the insurance circles, but that's happening and we're seeing it happen all throughout different different circles. And I think this is something that, you know, when you think about someone that might be a Bitcoin or that that just can't see what's happening with Striven strategy and others and why there's any value there. And then you look at the largest holders of our companies And and you put yourself in their shoes and what you'll find is that for most of them they literally cannot buy Bitcoin and And so we are literally providing a solution to those people that can't buy Bitcoin and we're continuing to find Different pockets of capital That will never be able to just buy Bitcoin. They need a solution that's custom fit to their specific need and And this is a massive massive business opportunity and it's real building that's happening here And it's likely going to continue to drive more and more demand to Bitcoin as these solutions continue to get built out And what that likely looks like in Bitcoin's price terms is a more boring grind up in Bitcoin's price as you continue to provide Solutions to different people that would like to have demand in their own circles And then once you get that that flywheel going and things start to heat up then on the back end of that not the driver but actually the as a result of Bitcoin going up then you start to get the speculative flows coming back in and so I think that's something that Chamath is missing in a major way with Bitcoin but I think it's not just true to Bitcoin it's true with any business any market that that it's that speculative flow does not drive the the outperform it's actually more of a symptom of a market that's starting to overheat in In in some way and it's something that will continue to happen in Bitcoin because of its scarcity and supply But I but I think that it's a mistake to look for that to drive Bitcoin's price performance But it's actually the opposite it'll be a result of of true demand being driven longer term demand being driven to Bitcoin and then