‘Big Boy’ entry
Furthermore, the analyst named Meta as the likely pioneer and compared the potential impact to actor Tom Hanks’ early-pandemic COVID-19 diagnosis, which he said made the disease “feel real” for many people.
During the 2025 Bitcoin Conference, Cole argued that dollar cash and short-term Treasuries lose purchasing power as the M2 money supply expands and predicted AI disruption will accelerate corporate turnover in the S&P 500.
He concluded the keynote with a call to Zuckerberg’s voicemail:
“You’ve already taken step one. You’ve named your goat Bitcoin. My ask is that you take step two and adopt a bold corporate Bitcoin treasury approach and vote yes on proposal 13.”
Executives familiar with the deliberations described Meta as being in “learn mode” with no preference for a specific issuer.
Despite being at an early stage, the discussions signal a renewed interest in on-chain payment rails following Meta’s abandonment of the Diem stablecoin project in 2022.
