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@Rascal10131698

$BTC

Katılım Haziran 2023
63 Takip Edilen370 Takipçiler
STN
STN@Rascal10131698·
@steross769 @joewalk11929990 @MartiniGuyYT The pension age will never stop increasing, because the money is broken. Currency collapse is a real threat, cost of living isn’t going up but rather the spending power of our money is going down. We have a bloated, wasteful state and a broken currency.
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Steven Ross
Steven Ross@steross769·
@Rascal10131698 @joewalk11929990 @MartiniGuyYT They were led to believe that if they worked hard all their lives, paid into the system then they'd get rewarded by retiring at 50 with a pension. Im happy to fund pensioners at 60 onwards but why do I have to fund anything else that I dont agree with? When do I get a say
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That Martini Guy ₿
That Martini Guy ₿@MartiniGuyYT·
🚨THIS IS MENTAL THE UK WILL COLLECT £331 BILLION IN INCOME TAX THIS YEAR, AND SPEND £333 BILLION ON WELFARE IT NOW SPENDS MORE ON PEOPLE NOT WORKING THAN IT RAISES FROM THOSE WHO DO A BROKEN SYSTEM
That Martini Guy ₿ tweet mediaThat Martini Guy ₿ tweet media
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STN
STN@Rascal10131698·
@joewalk11929990 @MartiniGuyYT It’s an expense to the tax payer, but a benefit is given, a charity. It isn’t earned. The overwhelming majority of pensions, have been earned over a lifetime of NI contribution.
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STN
STN@Rascal10131698·
@ColeMacro @ZynxBTC Matt would it be possible to have the mnav multiple on display on the site again please? It’s a really convenient measuring stick for me on sentiment etc. I know it can still be calculated but it’s nice to see it live too. 🙏
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Matt Cole
Matt Cole@ColeMacro·
@ZynxBTC Appreciate this. I'm very proud of what our team has built in the midst of a Bitcoin bear market & agree we're well set up ideally for the future. As you noted, we were transparent about the technical vs fundamental picture as we saw conditions evolve: x.com/ColeMacro/stat…
Matt Cole@ColeMacro

With Strive, it is important to recognize both the near-term technicals and the long-term fundamentals and business plans. On the technical side, we just closed a $750M PIPE, and those investors will be receiving shares at any time within 30 days of the merger close, expanding the float in a major way. It is also worth noting that the PIPE was raised above the $1.02 merger price between Asset Entities and Strive, which was a strong outcome for the company but one that naturally creates near-term technical considerations and nuances. On the fundamental side, the picture is very different. We have raised substantial permanent capital to launch our Bitcoin treasury. We immediately filed a WKSI shelf & both an ATM and a repurchase program, giving us substantial optionality to accrete additional Bitcoin and increase Bitcoin per share. We have no debt, announced our ambitions to launch a perpetual preferred security in 2025, and have assembled a highly experienced leadership team and board to navigate these waters. Management’s shares are locked up and no one has sold. I strongly suggest people do their own research and invest accordingly as the institutionally complex technicals work through and the strong fundamentals begin to shine. Our team is laser focused on building a perpetual engine for shareholder growth powered by Bitcoin.

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Zynx
Zynx@ZynxBTC·
I'm sorry if you bought $ASST before the PIPE unlock, Semler acquistion and reverse split, but that's not my fault. A big part of investing is choosing your entries wisely. My investment thesis for Strive has changed dramatically since summer last year. The company is in a completely different place now. This does not make me a shill. They do not pay me. I was aggressively warning against taking a position in any of these companies prior to any PIPE unlocking event. It was obvious to anyone what would happen. We watched it play out with Sequans, Nakamoto and then Strive. It doesn't take a genius to work out that investors were going to immediately dump as soon as they received their shares. They were up 10-20x and this sort of capital only wanted a quick win. Like I said, it was obvious. It took many months for the company to dig themselves out of a hole but they eventually did and I started to see some value. I only became a shareholder on Feb 13th with an average price of $7.92. Whatever happened before that is largely irrelevant to me. Now, some will say "but it's the same people running the ship"... yes, I know. I like the CEO and the rest of the team. Many lessons were learned but I didn't see any malice. I actually recall one of them indicate that the PIPE unlock would "bring about volatility". Couldn't get a more explicit heads up imo. Anyway, I'm choosing to be bullish based on the facts today. If you want to be bearish based on the facts of yesteryear that's up to you. Based on my judgement, Strive is the most attractive US Small Cap equity.
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STN
STN@Rascal10131698·
@chcbearsfan I thought the mnav was 0.7-0.75? 🧐 the enterprise value is higher, no?
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Bobby Tierney
Bobby Tierney@chcbearsfan·
Strive added 496 BTC over five weeks. Stack grew 3.8%. Shares grew 9.7% Period was dilutive. BPS says -5.4%. CEBE says -2.7%. That 752 sat gap is drag compression BPS can't see mNAV was 0.85-0.95x for most of the issuance period. It's 1.12x now cebetracker.io
Bobby Tierney tweet media
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SatoshEh
SatoshEh@SatoshEh·
@Rascal10131698 @ZynxBTC Same as my average. Stings to think I could have held a lot more at these prices though. I thought I had a great entry too.
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STN
STN@Rascal10131698·
@ZynxBTC Yeah I know.. I do get it, just never naturally sits right diluting 10% at such a low mnav 👌 it’s healthy over a long enough timeframe.
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Zynx
Zynx@ZynxBTC·
@Rascal10131698 They had to do that to make SATA more attractive. I would be fine if they did it again to extend the USD reserve + equivalents (STRC) to 24 months. If you look on a quarterly basis, BTC/share is still up.
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STN
STN@Rascal10131698·
@IIICapital We do however I think need to openly talk about why the share count has risen again. This is material to all share holders. The mnav is too low to be diluting, isn’t it?
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Joe Burnett, MSBA
Joe Burnett, MSBA@IIICapital·
I only see three green markets. 1. VIX 2. Oil 3. Digital Credit
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STN@Rascal10131698·
The only things I see green on my watch list are SATA & STRC. @ColeMacro
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STN retweetledi
Strive
Strive@Strive·
STRIVE ANNOUNCES 4Q25 FINANCIAL RESULTS KEY HIGHLIGHTS - Accumulated 13,628 Bitcoin as of 3/17/26 - BTC Yield of 22.2% in 4Q25 & 13.5% 1Q26 QTD - BTC Gain of ₿1,305 BTC in 4Q25 & ₿1,050 1Q26 QTD - BTC $ Gain of $114.3M in 4Q25 & $78.2M 1Q26 QTD $ASST $SATA
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Matt Cole
Matt Cole@ColeMacro·
Strive has acquired 317 BTC for $23 million at an average cost of ~$72,555 per bitcoin. As of 3/18/2026 we hodl 13,627.9 $BTC. $ASST $SATA
Matt Cole tweet media
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STN
STN@Rascal10131698·
@2147mill Your bills are only 9,600-12,000 a year? 🤔
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🇬🇧 Tom - Investor £120K
🇬🇧 Tom - Investor £120K@2147mill·
Something I think about a lot… What if I put £120,000 into JEPQ? At an 8–10% yield: That’s £9,600–£12,000 a year Or roughly £800–£1,000/month Paid monthly. Just for owning the asset. Not life-changing… but that’s bills covered without touching your salary. Scale that up and it gets interesting fast. But I know I should probably wait for another 5/6 years.
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STN@Rascal10131698·
@StealthQE4 You’re playing the wrong game if you’re trying to hide now.
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QE Infinity
QE Infinity@StealthQE4·
There’s just nowhere to hide rn. Nothing is working. Not even gold or Bitcoin.
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🇬🇧 Tom - Investor £120K
🇬🇧 Tom - Investor £120K@2147mill·
The average UK salary is £34,963. A £500k dividend portfolio at 4% yield pays £20k per year. You only need to replace 57% of the average salary to never work again.
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STN
STN@Rascal10131698·
@ZynxBTC Once the cash from the SATA 🏧 starts to flow we will hopefully see rapid accumulation, I still hope strive can achieve 20k bitcoin by year end.
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Zynx
Zynx@ZynxBTC·
It took $STRC 8 days (including the ex-dividend date) to close back at par in February. We're currently on day 3 and closed at $99.88. For comparison, day 3 in February closed at $99.50. These are important data points. It tells us the demand is strengthening. ₿ullish.
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STN retweetledi
BitcoinTreasuries.NET
BitcoinTreasuries.NET@BTCtreasuries·
JUST IN: Strive $ASST CEO Matt Cole (@ColeMacro) just said, "We’re going to take every single step that we have to take to make sure that we peg $SATA at $100." "Digital credit is going to look substantially less risky." 🙌🔥
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Matt Cole
Matt Cole@ColeMacro·
Great conversation this week discussing the rationale behind the numerous improvements to Strive's $SATA as well as Strategy's massive $STRC fueled Bitcoin buy. Digital Credit is the biggest story in finance. Turn it up to 12.75% and tune in! x.com/HurdleRatePod/…
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Keşfet

@steross769 @joewalk11929990 @MartiniGuyYT @ColeMacro @ZynxBTC @chcbearsfan @SatoshEh @IIICapital