Strive CEO Matt Cole said the BTC-to-gold ratio is sending a strong signal that the next Bitcoin cycle could be the strongest in history. In his view, two structural forces are supporting that case. One is the long-term structural debasement of the U.S. dollar, a backdrop he said Bitcoin has never faced during a true secular dollar breakdown. The other is an AI-driven world of abundance, where capital may increasingly move toward scarce assets that cannot be replicated. Cole added that if Bitcoin continues to outperform gold, it could draw a disproportionate share of capital inflows and create a self-reinforcing feedback loop. The note was shared as market commentary and did not constitute investment advice.
Strive CEO Matt Cole said the BTC-to-gold ratio is flashing a strong signal that the next Bitcoin cycle could be the strongest on record.
Two structural drivers highlighted by Matt Cole
Cole said two structural factors are now in place. The first is the long-term structural debasement of the U.S. dollar. He said Bitcoin has never gone through a true secular dollar breakdown cycle before. The second is that in an AI-driven world of abundance, capital is likely to chase scarce assets that cannot be copied.
Stronger performance against gold could attract more capital
He added that if Bitcoin continues to outperform gold, it could attract a disproportionate amount of capital inflows and set off a positive feedback loop.
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