Matt Cole, the CEO of Strive Asset Management, believes that while many companies are currently adding Bitcoin to their balance sheets, most won’t be able to sustain this long-term. He expects only a few will successfully build lasting strategies and expand their Bitcoin holdings.
At Consensus Miami 2026 on Wednesday, Cole explained that we’re currently in a phase of fast growth, but he anticipates a period of consolidation and correction will follow.
He believes that companies with a long-term vision should consider adding Bitcoin or other digital currencies to their balance sheets. He observed a rapid expansion recently where many companies grew without fully developed teams or strategies. Now, he thinks we’re entering a phase of stabilization and refinement.
Rapid growth outpaces strategy
In the last year, many companies have started including Bitcoin or other digital assets on their financial statements, but often without having the necessary expertise or a clear strategy for the future. According to Cole, this initial rush has resulted in a disorganized market where some companies are handling these assets much better – and with more attention to risk – than others.
As I see it, the market is going to start differentiating between companies that have a clear, long-term plan and the capabilities to execute it, and those that simply jumped in to take advantage of a short-term trend. We’re likely to see a real shakeout where only the well-prepared survive.
Fewer players likely to emerge
Cole believes the current trend of companies merging will dramatically reduce the number of competitors, leaving only a few major players in the long term. He explained that these leading companies won’t just be those with large Bitcoin holdings, but those that can strategically manage and increase those holdings using well-defined methods.
He didn’t dismiss other approaches, but suggested that companies concentrating on significantly growing their Bitcoin or digital credit holdings, and having well-defined goals, are the most likely to succeed in the long run.
Strive’s playbook centers on digital credit
Cole explained that Strive doesn’t just hold onto digital assets like many companies. Instead, they use what he calls “digital credit” strategies – actively working to earn returns while also keeping risk in check.
He explained that investors are really seeking high returns, and companies issuing these investments are making changes – like adjusting interest rates, improving their financial health, and diversifying their assets, including adding things like cash and Bitcoin – to keep performance steady. Cole believes this approach could grow quickly, noting that similar digital lending products have already become very large, reaching billions of dollars in just a short time.
In my research, I’ve observed a connection between current market strategies and upcoming regulations. Specifically, potential restrictions on stablecoins that earn interest might drive users towards other ways to generate yield within the crypto space. This led me to consider digital credit as a particularly interesting application. I believe it has the potential to grow beyond just large institutional investors and eventually become accessible to a wider range of users.
Corporate adoption continues to expand
Although many predicted fewer companies would be getting involved, Cole noted that corporate interest in Bitcoin and digital credit is actually increasing. He explained that more and more companies are considering these technologies as part of their financial planning, and this trend is picking up speed.
He pointed out that companies like Strive are already working on this, and we can expect more to join in as people become more aware and the necessary tools become available.
Cole believes the crypto treasury space is moving past its initial phase of trial and error and heading towards a more stable period. He predicts that while new companies will keep appearing, the future of the market will be shaped by a few key players who can consistently deliver results and have strong financial support.
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2026-05-06 17:41