Arshia Sarkhani

Chief Marketing Officer & Board Director @Strive • $ASST • $SATA

[Arshia Sarkhani @Arshia]

The Strive merch store is almost here.

First access goes to the list.

Subscribe here → https://t.co/v33i9rnj6p

[True North @TNorth]

True North Ep. 86: They Want To Build A Bitcoin Bank

Featuring @PunterJeff, @AdamBLiv and @ZynxBTC.

Timestamps:
00:00 - Intro
01:07 - A Wild Week In Markets
07:55 - $BTC Has Never Lost Over 4 Years
22:04 - Strategy Balance Sheet $MSTR $STRC
25:12 - Buybacks Or Bitcoin?
44:59 - Strive Balance Sheet $ASST
52:35 - Reinsurance And Uncorrelated Yield
01:08:16 - Is Strategy Building A Bitcoin Bank?
01:18:56 - Anthropic IPO Or $BTC?
01:28:56 - Final Thoughts

[True North @TNorth]

Special Guest Alert! 🚨

True North Ep. 86 tonight at 8 PM ET / 5 PM PT

@ZynxBTC @PunterJeff @AdamBLiv

No holding back. Do not miss this one.

[Strive @Strive]

Today, we honor the men and women who served.

Thank you for your sacrifice.

Happy Veterans Day.

[Strive @Strive]

$SATA turned one yesterday. A lot can happen in a year.

[Strive @Strive]

Today, Strive paid cash distributions on $SATA and $SATS.

$SATA: $0.0516 per share, $13 annualized, 13.3% effective yield. 109th consecutive dividend.

$SATS: $0.0658 per share, $15 annualized, 15.7% effective yield. 2nd consecutive dividend.

Yields as of the latest market close.

[The Hurdle Rate Podcast @HurdleRatePod]

Welcome Back To The Hurdle Rate

Episode 81: Why Your Savings Keep Shrinking

In this week’s Hurdle Rate, the crew breaks down a whipsaw week, record AI capital raising, and why the $BTC to gold chart still looks bullish. They also discuss escaping the fiat mindset, the Bitcoin S-curve, Paraguay’s bank run, and how Digital Credit like $SATA and $SATS stacks up against the S&P 500.

Here’s the latest with @ColeMacro, @PunterJeff, @Werkman, and @TimKotzman.

Timestamps:
00:00 - Intro
01:21 - A Whipsaw Week For Markets
04:22 - Confusion Has Never Been Higher
07:55 - Everyone Needs Capital
10:55 - Escaping The Fiat Mindset
20:27 - The Paraguay Bank Run
25:28 - Valuing The Future, Not Today
28:04 - Built For Institutional Mandates
32:07 - Digital Credit Vs. The S&P
36:25 - The Thanksgiving Pitch
45:05 - Rethinking Bitcoin Yield
52:51 - Art Over Algorithms

[Strive @Strive]

Today, Strive paid cash distributions on $SATA and $SATS.

$SATA: $0.0516 per share, $13 annualized, 13.5% effective yield. 108th consecutive dividend.

$SATS: $0.871 per share, $15 annualized, 15.9% effective yield. 1st dividend paid.

Yields as of the latest market close.

[Matt Cole @ColeMacro]

Strive acquired 29 $BTC for $2.2M at an average cost of $75,721 per bitcoin, bringing total holdings to ₿43,153.

$ASST $SATA $SATS

[Matt Cole @ColeMacro]

The day DOGE ended was the day to stop believing the myth that future returns of Bitcoin will be less than historical returns.

At that moment, the debt crisis became terminal.

The below chart captures well where I believe we are with Bitcoin & where we go from here.

[Matt Cole @ColeMacro]

The hurdle rate is orange.

[Strive @Strive]

Today, Strive paid a cash distribution of $0.0516 per $SATA share. The daily dividend represents an annualized rate of $13 per $SATA share and an effective yield of 13.6% as of the latest market close. This payment marks the 107th consecutive dividend to shareholders.

[Arshia Sarkhani @Arshia]

@AustinMitch06 @ColeMacro Coming very soon! Wrapping up the final touches

[Matt Cole @ColeMacro]

Bitcoin is the hurdle rate at Strive. We believe our Bitcoin Yield is the primary driver of $ASST outperformance over $BTC this year. Now with both $SATA and $SATS, Strive has never been better positioned to deliver long-term returns above Bitcoin for our common shareholders.

[Matt Cole @ColeMacro]

When you zoom out, the fundamental and technical picture for Bitcoin has never been more bullish.

[True North @TNorth]

Grant Cardone offered Jason Calacanis a $1 million bet that Bitcoin hits a new all-time high by 2028. He's still waiting on an answer...

@GrantCardone joins @IIICapital on The Income Show to break down his real estate and $BTC playbook, how $STRC changed his deals, and why he thinks REITs are broken.

Timestamps:
0:00 - Intro
1:04 - The $1M Bitcoin Bet
5:13 - Why Bitcoin Hits a New High
8:20 - Real Estate and Bitcoin on Sale
11:10 - From One House to 16,000 Apartments
14:31 - Why the Rich Don't Diversify
20:02 - What Michael Saylor Told Him
25:41 - What $500K Bitcoin Would Mean
30:29 - How STRC Changed His Deals
35:35 - Bitcoin's Marketing Problem
45:01 - Why REITs Are Broken
51:44 - The 10,000 Bitcoin Goal
53:34 - AI and Bitcoin

[Strive @Strive]

Today, Strive paid a cash distribution of $0.0516 per $SATA share. The daily dividend represents an annualized rate of $13 per $SATA share and an effective yield of 13.3% as of the latest market close. This payment marks the 106th consecutive dividend to shareholders.

[Strive @Strive]

First $SATS Record Date is tomorrow.

$SATS holders who have purchased by today will qualify for the $0.871 dividend on all brokerages that apply T+1 settlement.

[Matt Cole @ColeMacro]

SATA grew from $200M to over $1.4B in notional outstanding in under a year. Since IPO, its yield closed with a 13% handle or lower on 97.2% of trading days. That remains true today with an effective yield of 13.31%.

Over the same period, the 10-year Treasury yield rose 82 bps. Single-B yields rose 149 bps and CCC yields rose 525 bps.

We judge our Digital Credit products by both the demand they attracted and what their yields are doing relative to that of traditional bond market yields.

We believe the yields investors can earn outside of Digital Credit is critical when assessing the most accretive way to support our products, with the goal of maximally & responsibly amplifying Bitcoin exposure for our common equity investors over the long run.

[True North @TNorth]

True North Ep. 85 releases tonight at 8 PM ET / 5 PM PT.

@_Adrian @PunterJeff @AdamBLiv @nithusezni

Comment what you want to hear from them. They're reading.

[Jeff Walton @PunterJeff]

Strive for Amplified Bitcoin