A new frontier for Bitcoin could be emerging through the digital credit market, potentially unlocking a $3 trillion opportunity, according to Strive CEO Matt Cole. Speaking on “The Wolf Of All Streets” podcast, Cole argued that at least 1% of the global $300 trillion credit market will shift toward digital credit, creating a massive new market larger than Bitcoin’s current capitalization. Products such as Strive’s SATA and MicroStrategy’s Stretch, which offer double-digit yields with lower volatility, proved their resilience during the last bear market by dropping only 10% while Bitcoin fell over 50%. Cole predicted a consolidation wave among “Bitcoin treasury companies,” as weak players with no long-term strategy get acquired. He also shared his personal conversion to Bitcoin maximalism after witnessing central bank policies firsthand while managing billions in U.S. government bonds.
Meanwhile, digital asset research firm Matrixport (now BIT) sees short-term catalysts that could push Bitcoin higher after a seasonally weak June. The firm noted that Bitcoin’s average June return over the past decade is just 0.7%, but 2026 may be different. A disappointing May has created delayed upside potential, and new regulated perpetual futures products in the U.S. along with the upcoming Nasdaq CME crypto index futures are expected to boost institutional access and liquidity. BIT’s technical analysis suggests Bitcoin may be nearing a short-term bottom, with a rebound likely if selling pressure fades and fresh capital enters. The combination of innovative credit instruments and regulated derivatives could ignite a new growth phase for the leading cryptocurrency, making the summer months more active than usual.
