I sold ALL my ASST shares and bought more MSTR! -> After MSTR reaching a 0% net leverage & being able to pay daily dividends I see 0 advantages for ASST. What speaks for MSTR: -> STRC Dividends truly daily, not business days -> Way more liquidity -> Longer USD duration (3.8 yrs) -> Longer BTC duration (42 yrs) -> Lower cost of capital: (12% vs. 13%) -> Has an S&P credit rating, Strive doesn't. -> Real shot at S&P 500 inclusion. -> MSTR trading at a lower mNav premium (Better value) -> Digital credit is a scale game. -> Institutions will pick the biggest player to partner. Just to name a few, and the only thing ASST has going for it is Size. I hear this argument a lot: "They will grow faster, because they are smaller" With that logic I should probably buy ATIF Holdings, the smallest publicly traded Bitcoin treasury company with a total holding of 0.2 Bitcoin. As they have the most room to grow. You see how this argument makes no sense? So in search of an argument for ASST I always fell back to MSTR is better. And I'm in the game of picking the winner, not diversifying in an industry. I think MSTR is the winner, and it's not even close. Btw: I don't think ASST is doomed. I think ASST will have an amazing performance. I just can't hold it anymore. MSTR is on every objective measurement better. Serious question: Is there any real objective advantage for ASST over MSTR?

I sold ALL my ASST shares and bought more MSTR! -> After MSTR reaching a 0% net leverage & being able to pay daily dividends I see 0 advantages for ASST. What speaks for MSTR: -> STRC Dividends truly daily, not business days -> Way more liquidity -> Longer USD duration (3.8 yrs) -> Longer BTC duration (42 yrs) -> Lower cost of capital: (12% vs. 13%) -> Has an S&P credit rating, Strive doesn't. -> Real shot at S&P 500 inclusion. -> MSTR trading at a lower mNav premium (Better value) -> Digital credit is a scale game. -> Institutions will pick the biggest player to partner. Just to name a few, and the only thing ASST has going for it is Size. I hear this argument a lot: "They will grow faster, because they are smaller" With that logic I should probably buy ATIF Holdings, the smallest publicly traded Bitcoin treasury company with a total holding of 0.2 Bitcoin. As they have the most room to grow. You see how this argument makes no sense? So in search of an argument for ASST I always fell back to MSTR is better. And I'm in the game of picking the winner, not diversifying in an industry. I think MSTR is the winner, and it's not even close. Btw: I don't think ASST is doomed. I think ASST will have an amazing performance. I just can't hold it anymore. MSTR is on every objective measurement better. Serious question: Is there any real objective advantage for ASST over MSTR?

I got a lot of heat for suggesting going all in on $ASST is not a good idea. If we think this stock will do 20-30x in the next few years, a 10% allocation would double or triple your net worth. Sometimes a moderate allocation goes a long way.

I'm focusing a significant amount of my time trying to build a cure for Kate's endometriosis. It's a gnarly and devastating disease that affects 10% of women. Relative to the suffering it creates, it's underfunded, poorly understood and has largely been ignored.

The S&P 500 is up 10%+ this year. Trying to convince my wife to forget the $800k house. Keep renting for now. Invest the $200K down payment instead. Let the portfolio compound for 20 years. I want cash flow, she wants to be house rich.