Matt Cole, CEO of Strive Asset Management, a strategist for institutional Bitcoin products. Jeff Park, CIO at ProCap Financial, an expert in Bitcoin investment and volatility underwriting. They discuss why volatility can support long-term Bitcoin returns. They debate Fed policy impacts, unpack digital credit and Bitcoin-backed yield. They explore structures that let institutions monetize volatility and build multi-year track records.
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Volatility Is Part Of Bitcoin's Long Term Thesis
Bitcoin's recurring drawdowns are an expected feature not a bug for long-term investors.
Matt Cole treats Bitcoin like underwriting time and direction, expecting 50% drawdowns while focusing on unchanged fiscal fundamentals like rising US debt.
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Warsh Could Raise Short Term Risk Yet Help Bitcoin Long Term
Kevin Warsh's Fed stance increased Bitcoin's correlation to risk assets in the short term but could be bullish long term.
Jeff Park argues Warsh's push to reset monetary norms may restore store-of-value dynamics benefiting Bitcoin.
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The Monetary Slingshot Thesis
A monetary 'slingshot' may follow an initial deflationary period that forces the Fed to print and cut rates later.
Matt Cole calls this dynamic the monetary slingshot that could accelerate asset repricing.
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Matt Cole is the CEO of Strive Asset Management, and Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, we break down why bitcoin’s volatility doesn’t change the long-term story, how institutions think about drawdowns, and what today’s Fed policy could mean for bitcoin and other risk assets. We also touch on digital credit, bitcoin-backed yield, and why volatility may actually be one of bitcoin’s biggest advantages for long-term investors.
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0:00 - Intro
0:15 - Bitcoin volatility & Kevin Warsh impact
4:19 - QE, deflation, & monetary regime change
12:09 - The rise of digital credit & why bear markets build institutional track records
The Pomp Podcast 
