Liquidity, Capital-Market Structure, and Bitcoin Treasury Strategy
Explore how liquidity, security design, macro conditions, and disciplined capital management shape Bitcoin treasury strategies.
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Matt Cole
Bitcoin-Backed Digital Credit and the Future of Yield
The February 25, 2026 panel from the MicroStrategu annual conference features Dylan LeClair, Ben Werkman, and Matt Cole examining how Bitcoin-backed digital credit instruments reshape corporate finance and investor portfolios.
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Bitcoin Treasury Credit: Scale, Instruments, Ratings
The September 25, 2025 episode of a Bitcoin Magazine podcast features Matt Cole and Jeff Walton explaining why an all-stock Semler transaction can be BTC-per-share accretive.
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Scaling Bitcoin Treasuries with M&A and Perpetual Preferreds
The September 23, 2025 episode of Coin Stories features Matt Cole and Eric Semler discussing Strive’s acquisition of Semler Scientific and the case for scaled Bitcoin treasuries.
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Policy, Liquidity, and Treasury Design for Bitcoin
The September 23, 2025 episode of the Brandon Gentile podcast features Matt Cole outlining policy, liquidity, and treasury design levers for Bitcoin. Cole emphasizes self-custody rights, de minimis tax relief for payments, and M2 and the BTC/gold ratio as key signals.
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Bitcoin as a Corporate Benchmark: Rethinking Capital Allocation
The March 25, 2025 episode of The Bitcoin Frontier featuring host Joe Burnett and guest Matt Cole exploring Bitcoin as a hurdle rate for corporate capital allocation.
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