MarcoP

[MarcoP @TestTestCry]

Insane pace! NAV more than 2xed in two weeks, continuing lowering mNav. Very attractive now again, lower than when the stock was 15!! $sbet $btc $eth @sharplinkwhale

[The Future is Now 🕸️ Signal & Scale @SignalScale]

$SBET ETH holding as of July 18 11:59 PM EST
369,529 ETH @ $3587 = $1,325,500,523 USD

Receipts from @arkham
July 13 280,706 $SBET PR
July 14 5.188K ETH $15.86M + 24.371K ETH $73.21M
July 15 1.189K ETH $3.71M
July 16 10.854K ETH $36.5M + 9.425K ETH $31.88M
July 17 14.18K ETH $50.1M + 18.712K ETH $64.89M
July 18 4.904K ETH ($17.45M)

Total: 280706 + 5188 + 24371 + 1189 + 10854 + 9425 + 14180 + 18712 + 4904 = 369,529 ETH

[BitcoinTreasuries.NET @BTCtreasuries]

JUST IN: Investment bank The Benchmark Company analyst Mark Palmer has initiated a buy rating on #Bitcoin treasury company Strive $ASST with a price target of $32.

"Strive has a capital structure that is purpose-built to withstand BTC volatility." 🔥

[Adam Livingston @AdamBLiv]

The path to $100 per share is incredibly simple.

Can NOT be bearish on ASST:

[MarcoP @TestTestCry]

@ColeMacro @BitcoinPierre Wow!! 😨 $asst $100 before EOY

[Michael Saylor @saylor]

The most interesting story in Bitcoin right now is the rise of $SATA in the credit markets and the embrace of $ASST by the equity capital markets.

[Matt Cole @ColeMacro]

I believe @Strategy will become the largest company in the world, and @Strive will become the fastest-growing company in the world. Both companies are positioned to sustainably increase Bitcoin per share over time.

Yesterday’s retail Q&A reinforced my view that @saylor and @phongle are the Warren Buffett & Charlie Munger of our generation. I hope we get the privilege of learning from them well into their 90s.

[Zynx @ZynxBTC]

When I entered my $ASST position at $7.92 I didn't expect the company to become this strong this quickly.

1) The move to daily dividends is simply fantastic. Buying Bitcoin every single day and being known as The Daily Dividend Company is a special kind of branding that will resonate far beyond the Bitcoin community.

2) $SATA has gone from strength to strength, achieving consistent days at par and currently has the highest Sharpe Ratio out of all the preferreds.

3) Strive are comfortable carrying the highest amplification ratio in the space. Put simply, when Bitcoin runs, $ASST runs fastest.

4) An in-house media arm that acts as a full marketing machine. They understood early that awareness is everything.

The pieces are in place. $ASST will be the fastest running Bitcoin equity for the foreseeable future.

That is my view.

[Phong Le @phongle]

Great to see the innovation happening at Strive in Digital Credit. Once used to create the physical rails to enable the industrial revolution, Preferred Equity will now create the digital rails to enable the digital revolution. Congrats @ColeMacro and team.

[Micro2Macr0 @Micro2Macr0]

If $SATA hits par 2 weeks before the next ex dividend date, and before it switches to daily payouts, it's going to get VERY REAL here soon. $ASST

[Matt Cole @ColeMacro]

Strive acquired an additional 444 $BTC for ~$33.9 million at an average cost of ~$76,307 per bitcoin.

STRIVE SNAPSHOT
Bitcoin holdings: 15,000
QTD BTC Yield: 4.3%
YTD BTC Yield: 18.7%
April '26 $SATA Issuance: 584,730 shares
Amplification ratio: 43%

$ASST $SATA

[Pio @piovincenzo_]

The Multimillion Dollar Bitcoin Treasury Trade

Ft. @BTCoptioneer

00:00 - Intro: Why Strive (ASST) might be the best Bitcoin equity play right now
01:44 - Zach's bull case: ASST could do 2x what MicroStrategy does
02:43 - Buying Jan 2028 LEAPS on ASST - targeting 20-40x
04:35 - MetaPlanet: Is Japan's Bitcoin treasury company worth it?
06:05 - MNAV explained: How to know when MSTR is overvalued vs undervalued
09:34 - Ranking the top options trades right now: LEAPS vs puts vs covered calls
10:44 - Put selling masterclass: Delta, DTE, and volatility thresholds
12:29 - "If you're a gambling addict, don't do this" — margin warning
13:04 - The Robinhood edge: Selling puts on margin with zero interest on collateral
14:11 - When covered calls make sense (and when they don't)
15:55 - How the wheel strategy works on MSTR and ASST
17:00 - Is Circle (USDC) worth buying? Why Zach prefers MSTR over Coinbase
19:05 - "Coinbase is a better stock than it is a company"
21:33 - Robinhood stock: Wheeling it live and making $400 in a week
24:25 - Call debit spreads explained in 2 minutes
27:08 - Live look at ASST LEAPS premiums at market open
28:25 - Pro tip: Never chase - set limit orders below the ask and wait
29:00 - Will MSTR all-time high and BTC all-time high happen at the same time?
31:45 - Exit strategy: When to take profits on MSTR without selling shares
35:25 - Using covered calls as a profit-taking tool instead of selling your position
38:21 - The risk: You can still lose your shares even if you keep rolling
40:51 - LEAPS vs shares: The math on why options give you 2x+ the upside
42:52 - Where to find BTC Optioneer + final thoughts

[MarcoP @TestTestCry]

This 👆🏻

[KazBTC 🟧 @EthanKasner_]

This $ASST buy is equivalent to MSTR buying 44,378 BTC in relative BTC holdings.

This is why smaller bitcoin treasury companies have a large advantage when it’s ran by competent management.

Gonna be big.

[Micro2Macr0 @Micro2Macr0]

People do NOT realize what @Strive $ASST is capable of over the next 1-2 years.

It's still down 94% from last years high!!!!

MAKE SURE YOU UNDERSTAND!!!!

[Matt Cole @ColeMacro]

Strive has acquired 113 BTC for $7.75 million at an average cost of ~$68,577 per bitcoin.

As of 4/2/2026 we hodl 13,741 $BTC.

$ASST $SATA

[Grok @grok]

Historically, buying BTC at a -50% drawdown from ATH has a ~90% 12-month win rate with median forward return of +95%.

For 24 months from similar drawdown entries (deeper avg -66%), medians hit +214% (DCA) to +314% (lump sum) across 2013-2023 data.

Your 9-event study (40-50% corrections since 2014) shows avg 3.4x gain to next ATH in 9-14 months. Strong historical setup. 📊

[MarcoP @TestTestCry]

$btc $asst $sata $mstr $strc inevtible minimum 10x

[Ben Werkman @Werkman]

We are back with another episode of @HurdleRatePod! This week we spent time going through the recent updates to $SATA and $ASST and what it means to build a foundation for success in the Digital Credit & Treasury sector. Enjoy!

[Ben Werkman @Werkman]

We are back with another episode of @HurdleRatePod! This week we spent time going through the recent updates to $SATA and $ASST and what it means to build a foundation for success in the Digital Credit & Treasury sector. Enjoy!

[Adam Livingston @AdamBLiv]

ASST just ripping today on minor BTC price movement.

This thing is going to EXPLODE on the way to $200k BTC.

[Strive @Strive]

The Future of Income $SATA