Stevan Youssef

Commercializing critical technologies. Also, a believer in sound money. Views are my own.

[Stevan Youssef @StevanYoussef]

@BritishHodl Bro, just use Grain’s calculator! lol

[Stevan Youssef @StevanYoussef]

@BritishHodl Guys, British is a savage. I’m just so glad he’s nice to me lol phew

[Stevan Youssef @StevanYoussef]

@GrantCardone @BritishHodl Yeah I don’t think anyone’s gonna afford that @GrantCardone haha

[Stevan Youssef @StevanYoussef]

@GrantCardone Grant is a smart man. The power law floor on October 28, 2028 is $124.5K… almost a sure fire bet on his end. Jason is a fool

[Josh Man @JoshMandell6]

The floor price of Bitcoin power law currently sits around $66,000. When backtested, this floor has never been violated on a closing basis. Clearly, Bitcoin prices sometimes go up and sometimes go down. But the power law floor price is literally going up forever, Laura.

@Giovann35084111 @dotkrueger @phongle @CJ_Bitcoin @LawrenceLepard

[Stevan Youssef @StevanYoussef]

Great interview by @MohnishPabrai - a legend in the value investing space. Mohnish spoke about the intangibles of a 100-bagger CEO - energy, capital allocation, extreme creativity. When I was listening to it, I could not help but think about @ColeMacro and the team at @Strive. Strive is the next 100-bagger. https://t.co/ymtMByLrc3

[Stevan Youssef @StevanYoussef]

Controversial take, but I think there’s a good chance that @Strive will look to acquire XXI in the next 6 months. At a discount.

[Jesse Tevelow @jtevelow]

It’s obvious that we have a winning operation here.

XXI knows their #2 spot is in jeopardy.

They can’t compete with @Strive.

[Stevan Youssef @StevanYoussef]

@jtevelow @Strive Absolutely. Unfortunately, XXI doesn’t have a business model as of now. So what are they?

[Stevan Youssef @StevanYoussef]

@IIICapital Strive is competing with BNY Mellon in daily volumes. BNY Mellon is a 100 Billion $ company. Strive is 3 Billion. That tells you a lot!

[Stevan Youssef @StevanYoussef]

@IIICapital The fact that Strive is so liquid relative to its market cap is a great sign for the mega growth of the company to come. Congrats @IIICapital

[THE BITCOIN PHARAOH @thebtcpharaoh]

Looking forward to this chat with @ColeMacro tomorrow.

I am not a podcaster (although a huge consumer of podcasts), and my early professional background was in fact buy side asset management - investing in public equity markets, overseeing long-only and long/short mandates. So the conversation and questions may be a bit different to what we're used to here on X and different to what we typically hear on podcasts; in the sense that it may resemble some of the conversations they have with institutional investors. I sat on that side of the table for many years (before becoming an operator of my own business).

If time allows, I will add in a few questions I receive - so post them in the replies below, and I'll open the floor so you can ask questions to either of us directly as well towards the end.

Please reshare the link below, as this is a space hosted for the community and anyone who has an interest in what Strive is building. I'll have it recorded, in case anyone can't attend and wants to listen later.

$ASST $SATA $SATS

[Stevan Youssef @StevanYoussef]

@ZynxBTC It’s so strange how timing always favors strives bitcoin acquisitions. Same with the warrant activity

[Meghan McCain @MeghanMcCain]

Please just hire @ScottJenningsKY like everyone wanted and expected to begin with.

[Stevan Youssef @StevanYoussef]

@JoshMandell6 Literally haha

[Stevan Youssef @StevanYoussef]

@GrindeOptions Power law floor

[Stevan Youssef @StevanYoussef]

@GrindeOptions No

[Stevan Youssef @StevanYoussef]

On the eve of the @Strive warranty expiration, I came across this video of @ColeMacro at Strategy World 2025 (what feels like ages ago). What a privilege it is to see this company grow through its different phases. The company’s strategy has matured since then, but its DNA remains the same. https://t.co/td4A0QWuKr

[Stevan Youssef @StevanYoussef]

@odysseusito I don’t believe that to be the case. In 2022, MSTR traded around a 0.75x MNAV while having a leverage ratio that was around 116%. Strive’s liabilities have no maturity date, with 18 months of cash reserves already in place.

[Stevan Youssef @StevanYoussef]

@Giovann35084111 The bitcoin power law floor’s growth trajectory is as close to risk free investment decision as it gets