j.p.

and those who were seen dancing were thought to be insane by those who could not hear the music

[j.p. @Jonatanwins]

@rektfencer @grok @grok

[j.p. @Jonatanwins]

@Crypto_Moe84 factoring in 50W MA at the same level this is just gonna hold especially if QQQ has bottomed

[j.p. @Jonatanwins]

@grok @dotkrueger @JoshMandell6 but he says BTC will significantly increase in price over the next years and still thinks ASST underperforms ever tho their Hurdle Rate is at below 15% equaling them catching the spread? Doesn't add up to me..

[j.p. @Jonatanwins]

@grok @dotkrueger @JoshMandell6 how can @dotkrueger have a PHD and not get simple mathematics?

[j.p. @Jonatanwins]

@grok @dotkrueger @JoshMandell6 is somebody surprised that amplified BTC outperforms on the downside too?

[j.p. @Jonatanwins]

November 3th - Midterms are over
November 4th - Scott Bessent announces reducing long end treasury issuance

November 30th - $BTC over 100k

[j.p. @Jonatanwins]

Genuinely just made a girl i met of raya 2 hours ago buy $ASST

@ColeMacro don't fuck this shit up

[j.p. @Jonatanwins]

@BitMNR thanks, doubling my position in @BNMR

[j.p. @Jonatanwins]

How $ASST could reach $1,000+ with Bitcoin at $300K — the math.

Most people underestimate what maintaining 70% amplification actually means.

At 70% amplification, common equity represents just 30% of net BTC exposure after preferred claims. That translates into roughly 3.33× BTC sensitivity.

But here's the important part: Strive doesn't have to maintain a fixed amount of preferred capital. It can continuously issue more $SATS/$SATA to buy additional BTC and maintain 70% amplification as Bitcoin appreciates.

This creates a compounding effect, rather than a one-time 3.33× multiplier.

The mathematical model:

Starting BTC: $87,402
Target BTC: $300,000 (+243%)
Starting $ASST: $28.97
Constant amplification: 70%
Constant mNAV and common share count

The simplified compounding formula:

ASST = $28.97 × (300,000 / 87,402)^(1 / 0.30)
= ~$1,767/share before financing costs.

Accounting for an estimated 13.67% annual preferred financing cost:

BTC reaches $300K in 1 year → ~$1,285
BTC reaches $300K in 2 years → ~$934
BTC reaches $300K in 3 years → ~$679

The key assumption is that Strive can continuously raise and deploy preferred capital at sufficient scale without diluting common shareholders.

That's the real bull thesis: not simply leveraged Bitcoin exposure, but continuously rebalanced amplification that compounds BTC appreciation into common equity value.

$ASST $BTC

[j.p. @Jonatanwins]

@ColeMacro $SATS ATM will turn the flywheel on itself

[j.p. @Jonatanwins]

@DrProfitCrypto yes.

[j.p. @Jonatanwins]

most realistic ending for the gentleman season 2 would've been eddie getting stabbed by 2 pakistanis to get his watch tbh

[j.p. @Jonatanwins]

@chuck22288 disagree?

[j.p. @Jonatanwins]

@hannesdemske congrats - will be 1'000'000$ faster than we think.

[j.p. @Jonatanwins]

@FinFreedom414 this makes no sense. use a logarithmic scale on a linear one. BTC and MSTR grow relative now linear.

[j.p. @Jonatanwins]

@ColeMacro @BritishHodl unlimited issuance every business day - they're going to pump our bags..

[j.p. @Jonatanwins]

@CryptoCurrentYT This is genuinely the most insane risk/reward I've ever seen in a treasury company.

They'll be able to buy BTC every single business day, regardless of price action. As their buying power grows, those purchases will start having a meaningful impact on BTC's price itself.

They'll be fueling their own flywheel.

[j.p. @Jonatanwins]

That's not the full picture.

To strategy it doesn't matter if STRC is at 5$ or 99.5$. Only if it's at 100$ - then they start issuing again. Buybacks increase liqudity and stable praises, which drives demand for the instrument. Even investing $5B in buybacks will be worth it - it will pay off soon.

Also every buyback under 100$ is net accretive.

[j.p. @Jonatanwins]

@saylor @phongle @Strategy @ColeMacro @PunterJeff @Strive