How to Value Bitcoin Treasury Companies

Allen Helm is the Director of Business Development at Bitcoin for Corporations, a joint initiative by Strategy and BTC Inc. focused on accelerating Bitcoin adoption within corporate treasuries. With deep experience at the intersection of Bitcoin strategy, enterprise solutions, and capital allocation, Allen has successfully advised and onboarded numerous public companies and institutional investors into the Bitcoin ecosystem.

As the host of The Culture Bit, Allen explores the convergence of Bitcoin, finance, geopolitics, and popular culture, interviewing influential figures from Adam Back to Bill Miller IV, Dr. Saifedean Ammous, and Trace Mayer.

- Founded The Smarter Web Company in 2009
- Previously Head of Online, Hargreaves Lansdown
- Internet & marketing professional with +25 years' experience
- Involved with Digital Assets including Bitcoin since 2017

Dylan is the Head of Market Research at Bitcoin Magazine PRO and the Lead Analyst at UTXO Management. He is the co-founder of 21st Paradigm, a consulting business with a mission to help individuals and businesses understand and utilize bitcoin. Dylan is passionate about using bitcoin as a tool for freedom and economic empowerment in the digital age.

Matt Cole serves as the Chief Executive Officer of Strive and Chief Investment Officer of Strive Asset Management, where he is leading Strive's focus as a transformative Bitcoin-company. With a vision to integrate Bitcoin into the portfolios of everyday Americans and institutional investors alike, Matt is pioneering efforts to democratize access to Bitcoin Bonds and expand Bitcoin from being just an asset into a fully recognized asset class.

A long-time Bitcoin investor and advocate, Matt brings years of experience in institutional asset allocation, having led research on integrating Bitcoin into public pensions. His conviction that Bitcoin is the ultimate asset for delivering return opportunities and hedging against the long-term risks of the global fiat debt crisis, inflation, AI innovation, geopolitical tensions, and regulatory overreach drives Strive’s mission to make Bitcoin a cornerstone of modern investment strategy.

Under Matt’s leadership, Strive is committed to empowering investors by providing innovative Bitcoin investment solutions, alongside Strive's pro-shareholder focused equity ETFs and actively managed Fixed Income ETFs. Strive also achieved a landmark victory in challenging and defeating ESG and DEI overreach, reshaping the financial landscape to prioritize capitalism, meritocracy, and shareholder-first principles. His efforts are now aimed at reshaping how Americans interact with Bitcoin, making it accessible, practical, and central to their financial futures.

Matt’s expertise in Bitcoin and finance has earned him recognition across the industry. He has been widely published and quoted in major outlets, including The Wall Street Journal, The Hill, Bloomberg, Financial Times, and Semafor. He has appeared on leading platforms like Fox Business Channel, Bloomberg News, and several prominent Bitcoin podcasts, where he shares his deep insights on capitalism, meritocracy, and the transformative power of Bitcoin.

Prior to Strive, Matt was a Portfolio Manager at CalPERS, where he oversaw over $70 billion in actively managed Fixed Income portfolios. Notably, during his tenure, the portfolios he managed consistently met or exceeded benchmark performance every single year.

Today, Matt Cole is not just a leader in asset management but a visionary shaping the future of Bitcoin as the most critical investment opportunity of the 21st century. His work continues to inspire investors and institutions to embrace Bitcoin as the ultimate vehicle for growth, security, and innovation.