#Bitcoin was born in a way that can never be recreated. A one time event.
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$ASST Will Continue Climbing This Ladder. 🪜🚀
Strive Tracking Day 132 $ASST is now ranked 1,377th largest public US company by market cap. Jumped 24 companies today. 40x to top 100. 6x to top 500. 447th largest by dollar volume. $225,000,000+ traded today.
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Still Extremely Bullish On $ASST. Higher 🪜👆
JUST IN: #Bitcoin treasury company Strive's $ASST market cap is now bigger than American fast-food giant Shake Shack's. Strive has surpassed over 350 public companies in the past month. 🔥🚀
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The Berkshires of Bitcoin 🧡👀
The Berkshires of Bitcoin | True North Podcast | Ep. 80 Featuring @PunterJeff, @IIICapital, and @AdamBLiv. Timestamps: 00:00 Intro 03:27 Episode Overview: Market close, balance sheets, Berkshire, derivatives 05:47 Meet the Crew: Adam Livingston joins Strive 11:29 Strategy $MSTR Balance Sheet: $BTC holdings, cash, converts, $STRC buybacks 15:23 Strive Balance Sheet: $ASST $SATA, dividend coverage, warrants, amplification 26:13 Risk Management and Volatility: Four-year cycle, drawdowns, credit flows 29:09 Traditional Credit vs. Digital Credit: Probability of outcomes, tail risk 40:35 Berkshire Hathaway Parallels: Capital, insurance float, risk taking 51:39 Strategy vs. Berkshire: Float growth, digital credit engine 58:55 Derivatives Market: ASST warrants, options open interest 1:04:26 MSTR and $IBIT Options: Open interest, hedging, liquidity 1:08:02 STRC Options Market: Puts, strikes, yield enhancement 1:15:01 Final Thoughts
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👀
The Berkshires of Bitcoin | True North Podcast | Ep. 80 Featuring @PunterJeff, @IIICapital, and @AdamBLiv. Timestamps: 00:00 Intro 03:27 Episode Overview: Market close, balance sheets, Berkshire, derivatives 05:47 Meet the Crew: Adam Livingston joins Strive 11:29 Strategy $MSTR Balance Sheet: $BTC holdings, cash, converts, $STRC buybacks 15:23 Strive Balance Sheet: $ASST $SATA, dividend coverage, warrants, amplification 26:13 Risk Management and Volatility: Four-year cycle, drawdowns, credit flows 29:09 Traditional Credit vs. Digital Credit: Probability of outcomes, tail risk 40:35 Berkshire Hathaway Parallels: Capital, insurance float, risk taking 51:39 Strategy vs. Berkshire: Float growth, digital credit engine 58:55 Derivatives Market: ASST warrants, options open interest 1:04:26 MSTR and $IBIT Options: Open interest, hedging, liquidity 1:08:02 STRC Options Market: Puts, strikes, yield enhancement 1:15:01 Final Thoughts
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Good One.
Net income of the 10 largest companies in the world, priced in Bitcoin. Trending toward zero.
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₿itcoin∞₿ull.HODL.∞/21M retweeted
UPDATE True North is entering its next chapter. SEASON 3. Episode 80. We started True North to raise the standard of analysis around Bitcoin, Bitcoin related public companies, and the capital markets forming around the network. A source of truth in a noisy world. That mission matters more than ever as Bitcoin moves deeper into the frontier of capital markets. Bitcoin is no longer just a “number go up” conversation. It is about treasuries, balance sheets, credit, public securities, custody, cybersecurity, AI, digital risk, and the businesses being built around the network. It is broad. Real. And increasingly difficult to understand. There's also a real community being built around this fast growing world and ecosystem. So True North is becoming more focused. Going forward, True North will operate as the Investment Grade Bitcoin Platform: a research led platform for high-quality analysis of Bitcoin, treasury companies, capital structure, macro, market structure, custody, and the broader ecosystem. The format will be sharper. The distribution will be better. The research will be more deliberate. The guest roster will be more curated. The community development will be way more fun. The standard will be higher. 🟩👆 We will bring in outside investors, operators, analysts, and builders when they bring a differentiated perspective that makes the work better. We will also be hosting curated in-person events around the world. I’m grateful to the original True North contributors who helped build the first two seasons. Their time, conviction, perspective, and willingness to think seriously in public created the foundation for this next chapter and evolution. We will bring back original voices for reunions, major market moments, and entertaining conversations (When we need a rundown from @GrainofSaltSF on attacking the tail or "getting a Diet Coke"). The mission remains the same: Maintain the signal within the noise. Educate the masses. Build Community. Upgrade the world. True North will continue to be powered by Strive, and not intend to be monetized. We will continue to operate with high integrity, transparency and respect. The Wednesday show will premiere on YouTube, with the goal of maintaining the same weekly cadence. Each episode will then be published across X and streaming platforms with timestamps and formats built for easier consumption. The next chapter starts today. 🫡 PJ
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₿itcoin∞₿ull.HODL.∞/21M retweeted
Price breakouts are backed by fundamental macro shifts. When the Treasury and Fed step in to manage long term interest rates, the long term path for the dollar becomes clear. Steady weakness. As fiat purchasing power erodes, capital naturally flows toward hard, supply capped assets. And when compared to gold, $BTC remains the fastest horse in the race.
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₿itcoin∞₿ull.HODL.∞/21M retweeted
Bitcoin is my safe word
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$SATA already printed over 700 $BTC for $ASST shareholders in just the first two trading days of the week. No One Is Bullish Enough. Period. 🟠
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₿itcoin∞₿ull.HODL.∞/21M retweeted
Replying to @ejuline
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₿itcoin∞₿ull.HODL.∞/21M retweeted
bitcoin:native Bears..☠️
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₿itcoin∞₿ull.HODL.∞/21M retweeted
bitcoin:native #Bitcoin
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$ASST 🏇
Bitcoin is our hurdle rate. $ASST has outperformed $BTC since strategy announcement in May '25, YTD 2026, & since Parker Lewis was diagnosed with Saylor Derangement Syndrome in June. Amplified Bitcoin intentionally comes with extra risk for the potential to earn excess return.
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I Agree.
JUST IN: Strive $ASST CEO Matt Cole just said, "We believe we're going to see #Bitcoin in the realm of $500,000-plus by 2030, with a 50% average return over the next three years." "It's never been a more exciting time for BTC." 🔥
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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 13.0% as of the latest market close. This payment marks the 75th consecutive dividend to shareholders.
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₿itcoin∞₿ull.HODL.∞/21M retweeted
We’re so back. Join us next Monday in NYC for the second annual Bitcoin Treasuries Conference.
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₿itcoin∞₿ull.HODL.∞/21M retweeted
JUST IN: $15 billion investment bank TD Cowen's analyst Lance Vitanza just said that Strive $ASST will surge 48% to $44, citing faster-than-expected #Bitcoin accumulation and BPS growth. TD Cowen has raised its year-end BTC holdings forecast for Strive from 27,100 to over 32,100. 👀🔥
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🧡👀
Welcome Back to The Hurdle Rate Episode 75: Growing Trust Grows Liquidity In this week's Hurdle Rate, the crew breaks down Strive adding 1,355 BTC, Bitcoin's breakout, and why short-term traders may miss the move. They also discuss how digital credit could reshape the next bull market, why liquidity is the clearest measure of trust, and what @saylor and Warren Buffett teach about building balance sheet companies. Here's the latest with @ColeMacro, @PunterJeff, @Werkman, and @TimKotzman Timestamps: 00:00 - Intro 02:40 - Strive's Balance Sheet Growth 06:13 - Bitcoin's Breakout 08:23 - Warrants and Short-Term Trading 13:38 - Zoom Out and Stay in the Game 21:31 - Digital Credit Changes the Bull Run 23:09 - $SATA Volume and 75 Dividends 26:00 - Liquidity Is Trust 32:03 - Why Digital Credit Isn't for Everyone 37:20 - Building Strategy's Liquidity Engine 41:49 - Lessons From @saylor and Buffett 50:04 - The Return of Balance Sheet Companies $MSTR $STRC $ASST $SATA $BTC
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₿itcoin∞₿ull.HODL.∞/21M retweeted
The innovation of Digital Credit in a single image: $SATA $STRC
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