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AiInvoice2000
509 posts

AiInvoice2000 retweetet
AiInvoice2000 retweetet

$ASST this is why your stock is down. People smell a money laundering Ponzi scheme of mass wealth extration from retail and massive wealth redistribution to the C-Suite. The Ponzi works a little when BTC breaks new barriers. Until then, the amplification is broken.
Jax@jaxzxu
@JesseKobernick here's another ~$12m of compensation spent on directors
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$ASST more transparency, also include C-Suite pay packages.
Ace Ender@orangeyield
@PunterJeff What's Strive's cash balance and do you plan to publish it like Strategy does on it's website?
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$ASST this! My immediate fear when the R/S was announced in the name of INST stepping in.
Nonetheless, this is now a DCA game. Once we bend to 5$ the game changes. Only retail gets us out of this. Onwards, and upwards. Enjoy your CEO packages…
NaVi@aizek0
@PunterJeff Bitcoin amplification is mumbo jumbo. What matters is share price performance and ya’ll have successfully wiped out any serious believer who betted on you. It’s not just numbers on a screen, actual people with families to provide for lost and loose hard earned money. Sad
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AiInvoice2000 retweetet

@JesseKobernick agree, that # has to be wrong and have shifted since 12/31/25 ... in addition to your comments on the prefs and debt ... they also have opex including the outrageous compensation to their bloated team ...
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AiInvoice2000 retweetet
AiInvoice2000 retweetet

RT @MStreetTrader: There is precisely a zero percent chance I buy silver right now. In my opinion it's gonna move down to $60 before any me…
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AiInvoice2000 retweetet
AiInvoice2000 retweetet

$ASST Strive – mNAV Targets UPDATED📈 - Currently Undervalued (Deep Discount)
Price Targets @ 1.6x mNAV:
• $80k BTC → $26.97 ASST
• $100k BTC → $33.71 ASST
• $120k BTC → $40.45 ASST
Current ASST ~$9.24 → trading at ~0.64x mNAV👀
~$68,800 BTC (current price) 1x mNAV ≈ $14.49 ASST
Deep discount with room to re-rate (merger completed; ongoing BTC accumulation strategy; recent preferred offering retired substantial debt, left low net debt & funded additional BTC purchases)
Upside case: 4x NAV (MSTR precedent) at $130k BTC → ~$109.56 ASST
That would imply market front-running a massive BTC move
Current assumptions:
• ~62.4M basic common shares outstanding
• Low net debt + cash position
• ~13,132 BTC held (using basic shares for per-share NAV)
1.0x mNAV:
• $80k BTC → $16.84 ASST
• $100k BTC → $21.04 ASST
• $120k BTC → $25.25 ASST
*1.6x mNAV = historical premium observed for BTC treasury companies

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If $ASST with @ColeMacro, along with @mikealfred’s relentless long term conviction + the countless longs are able to pull this off, we might be witnessing one of the greatest CEO and stock picker duos of our lifetime!
The R/S is done. The risk is priced in. Now comes the RISE!✅
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AiInvoice2000 retweetet

I'm just going to say it: $ASST has been the most unexpectedly worst investment I’ve made in a long time. 🤡📉
I went into this thinking I was getting a front-row seat to the next $MSTR. The thesis felt bulletproof: back the Strive mission, ride the Bitcoin treasury pivot, and watch the Semler merger create a new institutional giant. Instead, it’s been a absolute masterclass in how to light money on fire while watching a 1-for-20 reverse split turn your share count into a rounding error. ✂️🔥
Watching the stock get absolutely nuked today while $BTC is holding steady is a special kind of pain. We’re sitting on over 13,000 BTC, yet the market is valuing our treasury like it’s made of chocolate coins. While Saylor is out here printing 2.5x premiums, we’re out here trading like we have a permanent "Strive Penalty." 🍫📉
Even with the $150M SATA offering supposedly "cleaning up the balance sheet," all I see is a chart that looks like a ski slope. The bridge from a penny stock to an institutional player was apparently built out of glass and covered in oil. 🧊💨
I’m not selling—mostly because I’d rather ride this thing to zero than admit total defeat—but man, what a humbling experience. If you’re still holding this bag with me, stay strong, because the math has to make sense eventually.
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