The Bitcoin pain market seems to have turned into AI data center pain market.
Thereโs always pain out there somewhere lol.
$IREN and $CIFR holders in pain currently.
But remember that
PAIN = OPPORTUNITY
Elon Musk predicts that SpaceX will achieve $3.5 trillion in revenues in 2033.
This will be mostly driven by AI.
AI is on track to multiply the world economy long term, it will be nuts.
Yesterday, the long-term trend modeled after #ctoLarsson flipped positive for $ASST.
It flipped negative in the beginning of October 2025, and hasn't flipped positive since.
I don't place too much weight on indicators like this, but it still is an interesting data point.
Most accounts have stopped updating their models, sheets and websites during the bear.
I kept going, and have the receipts, see below.
Know who to follow.
One interesting metric to watch is the months to cover until Strive reaches the mNAV of Metaplanet.
Assumptions for annual BTC Yield:
- Metaplanet: 15%
- Strive: 70%
Then it would take 17.8 months for Strive to earn back the difference between the two companies.
Strive may have grown their balance sheet by as much as 2-3% so far today.
>1.5% by $SATA alone so far.
And thereโs still a couple of hours to go.
We might have to start watching mNAV levels for $ASST.
EV mNAV: 1.59x
CEBE mNAV: 1.92x
ADSO mNAV: 1.29x
Selling common stock continues to be accretive. But it has to be done in such a way to not kill the short squeeze.
Iโm confident the team is hard at work
My largest $ASST position is up $500K.
I hold them in multiple accounts, and have a ton more overall.
Here the cost basis is a bit higher because I have been reshuffling and adding substantially recently.