We’re not joking. 🔥 Get notified when we launch. Sign up here: strive.com/merch/

y'all sign up for our merch drop list yet? so excited about what we're cooking! ⚡️

"As for me, I like the ₿eta."

Say NO to leaky capital

Claude missed this slide though

The Strive merch store opens soon. Miss the list, miss exclusive first access. Sign up here → strive.com/merch/

Tuttle Capital Management (TCM), together with sub-adviser Strive Asset Management (SAM), today announced the launch of the T-Strive Digital Credit Preferred Income ETF (CBOE BZX: DCAP), an actively managed, structured credit ETF that seeks current income by investing in preferred securities issued by Bitcoin treasury companies. “Digital Credit is a young and developing market, and we've already seen meaningful periods of price dislocation that we believe reflect market inefficiencies," said Alex Xethalis, Head of Distribution at Strive Asset Management. "In normal markets, we expect DCAP to primarily own Digital Credit without leverage. But if substantial price declines create what we believe are attractive entry points, our institutional financing capabilities give DCAP the flexibility to deploy leverage opportunistically and buy into those dislocations. The goal is to generate excess returns over a simple buy-and-hold strategy by systematically taking advantage of those opportunities if they arise." Read the full press release here: newsfilecorp.com/release/315…

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

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

Dear FT: are my teeth scarce? Please help me understand Bitcoin’s 1.7+ trillion dollar market cap. TYFYATTM.

Entirely possible.

humans will pay AI bots for goods & services the bots will transact with each other in digital money at incomprehensible scale billions of bots worldwide will save what they earn in Bitcoin

JUST IN: Strategy $MSTR CEO Phong Le just said, "Strive has built up a #Bitcoin treasury company the way it should be, and what they have done in the treasury space has been pretty impeccable." "$SATA is an incredible innovation." 🔥🙌

We. Are. So. ₿ack.

Strive acquired 1,355 $BTC for $107.7M at an average cost of $79,475 per bitcoin, bringing total holdings to ₿26,355. Warrant exercises began last week, generating $21.2M in gross proceeds. Including those proceeds, 57.7% of total capital raised came from SATA. $ASST $SATA

BITCOIN DIMINISHING RETURNS? THINK AGAIN. I have never been more bullish on Bitcoin. No bad news is tanking the price. Absorbing demand in the worst conditions. We're goin' higher. FULL BREAKDOWN:

Upon some deep reflection this week, I’m starting to feel a great sense of unease that I have never felt so underallocated to Bitcoin in my entire life

Strive Merch. Coming soon. 🔥

We are now 200 days past the Bitcoin/gold cycle low. Every prior cycle has passed through this exact spot. Here is what Bitcoin did next, measured in dollars, from 200 days after each BTC/gold low: 3 months: −2% 6 months: +32% 9 months: +57% 12 months: +90% 18 months: +268% 24 months: +352% Those are medians across the 2013, 2017 and 2021 cycles.

Can’t lie, the @Strive website is so perfect Set up so well and professional Never really looked at it until today Very impressive $SATA $ASST