Posts
avatar

Do you really NOT understand the growth potential of Strive ($ASST)? OKAY, let me drop you some knowledge. The daily dividends for SATA are not even here yet, and 9 days before the ex. div date, Strive bought an estimated 225 Bitcoin yesterday if they ATM'd $17.84 million out of the $53.3 million of daily volume. So with SATA still in its infancy, don't you think them buying 100 Bitcoin PER BUSINESS DAY is TOTALLY in the cards? I definitely do, and if you don't think so, cool. I think you're wrong. So let's go with 100 Bitcoin acquired per day. Less than HALF of what they just got on Friday. I ran the math on SATA alone, no ASST issuance either, just the preferred goblin vacuum buying 100 BTC per business day for 3 years starting June 15. Starting point balance sheet: 15,009 BTC 13,896 CEBE sats/share (common equity exposure) 0 debt (baller) preferred stack already at $495.95M After 3 years, SATA alone would push Strive to: 124,609 BTC That is where it gets demonic. But you must remember... the SATA issuance is adding a PREFERRED CLAIM on the balance sheet! You need Bitcoin to go up to experience the AMPLIFICATION if you are an ASST shareholder. SATA's claims add drag to the balance sheet. Bitcoin going up compresses the drag, and as an ASST shareholder you get OWNERSHIP ACCELERATION. You begin to OWN MORE of the balance sheet as the value of Bitcoin increases because the preferred claim, remember, is staying FIXED. Bitcoin compounds, the fixed claim does not. This is the INHERENT BEAUTY of the DIGITAL CREDIT MODEL. Using a 1.35x CEBE NAV multiple, projected ASST share prices look like this by buying 100 Bitcoin per business day for 3 years, at a variety of different Bitcoin price scenarios. Year 1 BTC path to $100k = $18.97 BTC path to $150k = $28.83 BTC path to $200k = $38.69 BTC path to $300k = $58.41 BTC path to $500k = $97.85 Year 2 BTC at $100k = $27.99 BTC at $150k = $58.60 BTC at $200k = $89.22 BTC at $300k = $150.44 BTC at $500k = $272.89 Year 3 BTC at $100k = $41.70 BTC at $150k = $103.85 BTC at $200k = $165.99 BTC at $300k = $290.28 BTC at $500k = $538.85 That is roughly: +148% in the $100k case +518% in the $150k case +889% in the $200k case +1,629% in the $300k case +3,109% in the $500k case And before some tourist says “but the preferred is senior,” yes genius, that’s the whole point. Even after senior claims, year 3 CEBE still climbs to: 30,890 sats/share at $100k BTC 51,282 sats/share at $150k 61,477 sats/share at $200k 71,673 sats/share at $300k 79,829 sats/share at $500k Boomers come for the daily yield. Strive turns their retirement dopamine into a Bitcoin artillery barrage. ASST common becomes the smoking residual claim on the crater. SATA is a nursing-home carry trade that accidentally wandered into hyperbitcoinization:

This content is for informational and educational purposes only. It may include third-party insights, sponsored content, or promotional material for which the creator may receive compensation. Nothing in this feed constitutes investment advice or a guarantee of returns. You are solely responsible for your own investment decisions. Always conduct your own research and exercise caution before trading. We do not guarantee the accuracy of third-party information and are not liable for any losses incurred. Past performance is not indicative of future results. Please refer to our Community Terms and Risk Disclosure Statement for details.

avatarPost your reply

Comment