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🔥STRIVE (ASST) TO $700-$1,400 PER SHARE - EASILY!🔥 STRIVE is a company with a CLEAR PATH of going from $1 BILLION to $100 BILLION. If they can maintain a solid Bitcoin amplification rate with SATA issuance, and issue ASST at a MODEST PREMIUM... the results are absolutely INSANE. This... show more

Adam Livingston

88,856 subscribers

27,773 просмотров • 5 месяцев назад •via X (Twitter)

Anya Rossi• Live Now

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Комментарии: 15

Фото профиля Adam Livingston

Adam Livingston5 месяцев назад

PLEASE LIKE THIS VIDEO ON YOUTUBE AND SUBSCRIBE TO MY CHANNEL TO SUPPORT MY MISSION OF SPREADING THE ORANGE GOSPEL TO THE MASSES!

Фото профиля Andy S

Andy S5 месяцев назад

Absolutely brilliant analysis. I bought ASST at the bottom when you were telling us to buy 'leaps' on the asset. Its difficult to access leaps in the uk. But ive never looked back on my investment. The management team are 1st class & The potential upside asymmetry is phenomenal.

Фото профиля Homie

Homie4 месяцев назад

@randrewcworth I don’t think I’m bullish enough

Фото профиля Patrick Vosseler

Patrick Vosseler5 месяцев назад

Dillution

Фото профиля Zach

Zach5 месяцев назад

Love your videos quick question. Being that options lose value as you get closer to the end date, on the options that expire 12/28 at what point along the way do you plan to sell them?

Фото профиля Salubrious Scratch

Salubrious Scratch4 месяцев назад

Took profits on the AI infrastructure trade and bought BTC assets like the quality of my future depends on them.

Фото профиля Retired Ape

Retired Ape5 месяцев назад

how much would mstr get to if this plays out for strive 🤔

Фото профиля ₿itcoin∞₿ull.HODL.∞/21M

₿itcoin∞₿ull.HODL.∞/21M5 месяцев назад

@AdamBLiv The stock is not $SATA, the stock is $ASST (I know you just misspoke). Congratulations on becoming a father. To call you a high performer would be an understatement..😅

Фото профиля Dana Hitchcock

Dana Hitchcock4 месяцев назад

Adjusted for reverse split doesn’t amount to a hill of beans.

Фото профиля Happy Bull Trader

Happy Bull Trader5 месяцев назад

I’m ready 🔶 $ASST $SATA

Фото профиля Rajesh

Rajesh5 месяцев назад

I have 45K shares; Target is 50K-60K shares depending on the speed at which pps rises.

Фото профиля Sats Nakamondo

Sats Nakamondo4 месяцев назад

I find it hilarious nobody talked about RobinHood when I had an account there then they canceled me with absolutely no response of why and now everybody’s screenshot shots there app. 😂😅💀

Фото профиля Chewie 🎒🛡️⛏️

Chewie 🎒🛡️⛏️4 месяцев назад

Bullish!

Фото профиля ray🧲💰

ray🧲💰4 месяцев назад

Already bought some , gonna buy more 💪🚀🙏

Фото профиля CryptoFit (Andrew Charlesworth)

CryptoFit (Andrew Charlesworth)5 месяцев назад

I have to take the time to watch this!

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🔥WHY I AM EVEN MORE BULLISH ON STRIVE (ASST) - TOTAL, UTTER, COMPLETE BITCOIN BUYING DOMINATION🔥 I could not possibly be more bullish on ASST. Here I break down the recent performance of SATA + ASST, and why I believe ASST will go to $100 sooner rather than later. I think this is a $1.2 billion company that will become worth $120 billion in relatively short order. THIS ISN'T YOUR GRANDMA'S BITCOIN TREASURY COMPANY, KIDS. I AM GIGA-BULLISH:

🔥WHY I AM EVEN MORE BULLISH ON STRIVE (ASST) - TOTAL, UTTER, COMPLETE BITCOIN BUYING DOMINATION🔥 I could not possibly be more bullish on ASST. Here I break down the recent performance of SATA + ASST, and why I believe ASST will go to $100 sooner rather than later. I think this is a $1.2 billion company that will become worth $120 billion in relatively short order. THIS ISN'T YOUR GRANDMA'S BITCOIN TREASURY COMPANY, KIDS. I AM GIGA-BULLISH:

Adam Livingston

23,257 просмотров • 4 месяцев назад

Strive (ASST) is set up to absolutely moon. The catapult has been loaded. ASST holders might have this question: What happens to common equity if Bitcoin rises and the balance sheet either stays static or keeps accumulating through SATA issuance? Using CEBE math, I modeled two scenarios with Bitcoin going from roughly $68.5k to $126k. Scenario 1: Static balance sheet No new Bitcoin. No new SATA. No additional capital formation. Just the existing balance sheet riding Bitcoin higher. In that scenario, ASST goes from roughly $15.86 to $37.24. That is still a very strong outcome, because the company’s existing Bitcoin exposure appreciates and CEBE per share rises as fixed senior claims shrink in BTC terms. At $126k Bitcoin, CEBE reaches roughly 17,488 sats per share. $37.24 stock price with the multiple staying flat and zero new Bitcoin purchased :) Scenario 2: $200 million of SATA issued every month Same Bitcoin path. Same starting point. But Strive adds $200 million of SATA every month and uses it to acquire more Bitcoin. In this scenario, the stock goes from roughly $15.86 to $54.21. CEBE rises to roughly 25,456 sats per share. The Bitcoin stack grows from about 19,000 BTC to roughly 45,900 BTC. This is where the mechanism gets violent. The static balance sheet benefits from Bitcoin appreciation. The SATA issuance scenario benefits from Bitcoin appreciation plus monthly balance sheet expansion. That means the common equity is not simply waiting for Bitcoin to go up. It is watching the company potentially compound its Bitcoin exposure while the denominator gets partially protected by the capital structure. At the end of the model: Static case: $37.24 stock price SATA monthly case: $54.21 stock price Difference: +$16.97 per share Relative uplift: about 45.6% If SATA issuance is done at attractive terms and deployed into Bitcoin, the common wins big after Bitcoin moons. That is the whole game. This is amplified Bitcoin. And if the market starts pricing that correctly, the stock does not merely track Bitcoin. It can re-rate around the speed and quality of true Bitcoin-per-share growth:

Strive (ASST) is set up to absolutely moon. The catapult has been loaded. ASST holders might have this question: What happens to common equity if Bitcoin rises and the balance sheet either stays static or keeps accumulating through SATA issuance? Using CEBE math, I modeled two scenarios with Bitcoin going from roughly $68.5k to $126k. Scenario 1: Static balance sheet No new Bitcoin. No new SATA. No additional capital formation. Just the existing balance sheet riding Bitcoin higher. In that scenario, ASST goes from roughly $15.86 to $37.24. That is still a very strong outcome, because the company’s existing Bitcoin exposure appreciates and CEBE per share rises as fixed senior claims shrink in BTC terms. At $126k Bitcoin, CEBE reaches roughly 17,488 sats per share. $37.24 stock price with the multiple staying flat and zero new Bitcoin purchased :) Scenario 2: $200 million of SATA issued every month Same Bitcoin path. Same starting point. But Strive adds $200 million of SATA every month and uses it to acquire more Bitcoin. In this scenario, the stock goes from roughly $15.86 to $54.21. CEBE rises to roughly 25,456 sats per share. The Bitcoin stack grows from about 19,000 BTC to roughly 45,900 BTC. This is where the mechanism gets violent. The static balance sheet benefits from Bitcoin appreciation. The SATA issuance scenario benefits from Bitcoin appreciation plus monthly balance sheet expansion. That means the common equity is not simply waiting for Bitcoin to go up. It is watching the company potentially compound its Bitcoin exposure while the denominator gets partially protected by the capital structure. At the end of the model: Static case: $37.24 stock price SATA monthly case: $54.21 stock price Difference: +$16.97 per share Relative uplift: about 45.6% If SATA issuance is done at attractive terms and deployed into Bitcoin, the common wins big after Bitcoin moons. That is the whole game. This is amplified Bitcoin. And if the market starts pricing that correctly, the stock does not merely track Bitcoin. It can re-rate around the speed and quality of true Bitcoin-per-share growth:

Adam Livingston

14,499 просмотров • 4 месяцев назад

JUST IN: $15 billion investment bank TD Cowen analyst Lance Vitanza just said, "We have a buy rating on #Bitcoin treasury company Strive $ASST with a price target of $28, and a buy rating on its preferred stock $SATA." "We have a very constructive outlook on Strive." 🔥

JUST IN: $15 billion investment bank TD Cowen analyst Lance Vitanza just said, "We have a buy rating on #Bitcoin treasury company Strive $ASST with a price target of $28, and a buy rating on its preferred stock $SATA." "We have a very constructive outlook on Strive." 🔥

BitcoinTreasuries.NET

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🔥THE ULTIMATE STRIVE (ASST) BULL CASE - I WANT TO GET DISGUSTINGLY RICH🔥 ilike Bitcoin... but you know what I REALLY LIKE?!? AMPLIFIED BITCOIN with NO DEBT TO DEFAULT ON. This is my ULTIMATE BULL CASE for my STRIVE (ASST) INVESTING THESIS. DADDY WANTS TO GET RICH. DADDY LIKES THE MATH. DADDY WANTS MORE MONEY. LFG:

🔥THE ULTIMATE STRIVE (ASST) BULL CASE - I WANT TO GET DISGUSTINGLY RICH🔥 ilike Bitcoin... but you know what I REALLY LIKE?!? AMPLIFIED BITCOIN with NO DEBT TO DEFAULT ON. This is my ULTIMATE BULL CASE for my STRIVE (ASST) INVESTING THESIS. DADDY WANTS TO GET RICH. DADDY LIKES THE MATH. DADDY WANTS MORE MONEY. LFG:

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Adam Livingston

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🚀ASST TO $700 PER SHARE?!?🚀 YOU THINK I'M JOKING? THINK AGAIN, BUCKO. Current ASST snapshot: BTC holdings: 15,000.5 BTC BTC price: $80,593 Bitcoin NAV: $1.21B Total debt: $10M Preferred outstanding: $495.95M Debt + preferred: $505.95M Amplification ratio: 41.9% Current stock price: $15.85 Now here’s the model, and this isn't MOONBOY NONSENSE, kids. This is with Bitcoin at $750k in 2036, not $1 million in 2034. ASST maintains their current 41.9% amplification ratio for 10 years. Translation for normal people: For every $1.00 of Bitcoin NAV, ASST keeps roughly $0.419 of senior claims through debt/preferred financing. The bears hear that and immediately start sweating through a Men’s Wearhouse suit. But this is the actual machine. As Bitcoin rises, the Bitcoin NAV rises. When the NAV rises, the old preferred stack becomes smaller relative to the treasury. So ASST issues more SATA to keep amplification at 41.9%. That new SATA capital buys more Bitcoin. Then Bitcoin goes up again. Then the NAV goes up again. Then the amplification ratio drops again. Then they issue more SATA again. Then they buy more Bitcoin again. This is how you turn a balance sheet into a legally registered orange crocodile. Now we add the funding mix: 75% of new Bitcoin accumulation comes from SATA. 25% comes from issuing common stock. And the common stock is issued at 1.2x EV mNAV. Meaning they are selling equity at a 20% premium to the enterprise value of the Bitcoin stack. That matters. Because issuing common below NAV is financial self-harm. Issuing common above NAV is accretive treasury sorcery. Now assume Bitcoin compounds at 25% per year for 10 years. BTC price goes from: $80,593 today to roughly: $750,579 in year 10 That is a 9.3x move in Bitcoin. Now what happens to ASST? Starting BTC stack: 15,000.5 BTC Projected year 10 BTC stack: 143,425 BTC That is 9.6x more Bitcoin. Starting Bitcoin NAV: $1.21B Projected year 10 Bitcoin NAV: $107.65B That is 89x larger. Now the bears will say: “BUT THE PREFERREDS!” Yes, Carl. The preferreds are the point. Senior claims rise from $505.95M to $45.11B because the model intentionally keeps amplification at 41.9%. That sounds terrifying until you remember the Bitcoin NAV grew to $107.65B. The stack got bigger. The senior claims got bigger. The common equity claim got bigger too. This is where CEBE comes in. CEBE = Common Equity Bitcoin Exposure. It answers the only question that matters: After debt and preferred holders get their claim, how much Bitcoin exposure does the common shareholder really own? Today: Gross BPS: 20,222 sats CEBE/share: 11,759 sats Year 10: Gross BPS: 95,380 sats CEBE/share: 55,416 sats That means common-equity Bitcoin exposure per share rises about 4.7x. Even after common issuance. Even after maintaining the preferred stack. Even after the bears finish their sacred ritual of screaming “DILUTION” into a spreadsheet they opened sideways. Now the share count. Current implied diluted shares: 74.2M Projected year 10 shares: 150.4M So yes, the share count roughly doubles in this model. But the Bitcoin stack goes 9.6x. This is the entire game. If Bitcoin holdings grow much faster than shares outstanding, the common shareholder’s Bitcoin exposure goes up. The bears think all issuance is bad because they learned finance from a Yahoo message board during a divorce. The actual question is: Does issuance increase Bitcoin per share after senior claims? In this model, yes. Now the stock price. Strict 1.2x EV mNAV model gets ASST to about: $559/share But if we anchor the model to today’s actual ASST price of $15.85, the same growth path gets you to roughly: $696/share Call it $700. There it is. ASST to $700 per share is not “vibes.” It is a model. BTC compounds at 25%. SATA funds 75% of accumulation. Common funds 25% at 1.2x EV mNAV. Amplification stays at 41.9%. BTC stack grows from 15,000 BTC to 143,425 BTC. Bitcoin NAV goes from $1.21B to $107.65B. CEBE/share goes from 11,759 sats to 55,416 sats. The stock goes from $15.85 to roughly $700. This is why small Bitcoin treasury companies are so insane. Strategy is the Death Star. ASST is the weird little orange lab experiment in the basement where someone accidentally discovers corporate finance methamphetamine. Tiny denominator. Preferred financing. Bitcoin accumulation. Premium equity issuance. CEBE expansion. A compounding treasury loop. The bear case is that dilution kills the common. The bull case is that accretive dilution plus preferred financing creates a Bitcoin-per-share machine that eats capital markets and leaves behind a pile of traumatized short sellers asking why their model still says “book value.” ASST to $700? If the machine works, yes. If Bitcoin does 25% CAGR, absolutely possible. If SATA scales and common gets issued above NAV, the goblin gets fed. And once the goblin gets fed, the spreadsheet starts looking like it was written by Saylor, Dylan LeClair, and a sleep-deprived Austrian economist locked inside a treasury dashboard with three Celsius energy drinks. This is not financial advice. This is FINANCIAL ENTERTAINMENT:

🚀ASST TO $700 PER SHARE?!?🚀 YOU THINK I'M JOKING? THINK AGAIN, BUCKO. Current ASST snapshot: BTC holdings: 15,000.5 BTC BTC price: $80,593 Bitcoin NAV: $1.21B Total debt: $10M Preferred outstanding: $495.95M Debt + preferred: $505.95M Amplification ratio: 41.9% Current stock price: $15.85 Now here’s the model, and this isn't MOONBOY NONSENSE, kids. This is with Bitcoin at $750k in 2036, not $1 million in 2034. ASST maintains their current 41.9% amplification ratio for 10 years. Translation for normal people: For every $1.00 of Bitcoin NAV, ASST keeps roughly $0.419 of senior claims through debt/preferred financing. The bears hear that and immediately start sweating through a Men’s Wearhouse suit. But this is the actual machine. As Bitcoin rises, the Bitcoin NAV rises. When the NAV rises, the old preferred stack becomes smaller relative to the treasury. So ASST issues more SATA to keep amplification at 41.9%. That new SATA capital buys more Bitcoin. Then Bitcoin goes up again. Then the NAV goes up again. Then the amplification ratio drops again. Then they issue more SATA again. Then they buy more Bitcoin again. This is how you turn a balance sheet into a legally registered orange crocodile. Now we add the funding mix: 75% of new Bitcoin accumulation comes from SATA. 25% comes from issuing common stock. And the common stock is issued at 1.2x EV mNAV. Meaning they are selling equity at a 20% premium to the enterprise value of the Bitcoin stack. That matters. Because issuing common below NAV is financial self-harm. Issuing common above NAV is accretive treasury sorcery. Now assume Bitcoin compounds at 25% per year for 10 years. BTC price goes from: $80,593 today to roughly: $750,579 in year 10 That is a 9.3x move in Bitcoin. Now what happens to ASST? Starting BTC stack: 15,000.5 BTC Projected year 10 BTC stack: 143,425 BTC That is 9.6x more Bitcoin. Starting Bitcoin NAV: $1.21B Projected year 10 Bitcoin NAV: $107.65B That is 89x larger. Now the bears will say: “BUT THE PREFERREDS!” Yes, Carl. The preferreds are the point. Senior claims rise from $505.95M to $45.11B because the model intentionally keeps amplification at 41.9%. That sounds terrifying until you remember the Bitcoin NAV grew to $107.65B. The stack got bigger. The senior claims got bigger. The common equity claim got bigger too. This is where CEBE comes in. CEBE = Common Equity Bitcoin Exposure. It answers the only question that matters: After debt and preferred holders get their claim, how much Bitcoin exposure does the common shareholder really own? Today: Gross BPS: 20,222 sats CEBE/share: 11,759 sats Year 10: Gross BPS: 95,380 sats CEBE/share: 55,416 sats That means common-equity Bitcoin exposure per share rises about 4.7x. Even after common issuance. Even after maintaining the preferred stack. Even after the bears finish their sacred ritual of screaming “DILUTION” into a spreadsheet they opened sideways. Now the share count. Current implied diluted shares: 74.2M Projected year 10 shares: 150.4M So yes, the share count roughly doubles in this model. But the Bitcoin stack goes 9.6x. This is the entire game. If Bitcoin holdings grow much faster than shares outstanding, the common shareholder’s Bitcoin exposure goes up. The bears think all issuance is bad because they learned finance from a Yahoo message board during a divorce. The actual question is: Does issuance increase Bitcoin per share after senior claims? In this model, yes. Now the stock price. Strict 1.2x EV mNAV model gets ASST to about: $559/share But if we anchor the model to today’s actual ASST price of $15.85, the same growth path gets you to roughly: $696/share Call it $700. There it is. ASST to $700 per share is not “vibes.” It is a model. BTC compounds at 25%. SATA funds 75% of accumulation. Common funds 25% at 1.2x EV mNAV. Amplification stays at 41.9%. BTC stack grows from 15,000 BTC to 143,425 BTC. Bitcoin NAV goes from $1.21B to $107.65B. CEBE/share goes from 11,759 sats to 55,416 sats. The stock goes from $15.85 to roughly $700. This is why small Bitcoin treasury companies are so insane. Strategy is the Death Star. ASST is the weird little orange lab experiment in the basement where someone accidentally discovers corporate finance methamphetamine. Tiny denominator. Preferred financing. Bitcoin accumulation. Premium equity issuance. CEBE expansion. A compounding treasury loop. The bear case is that dilution kills the common. The bull case is that accretive dilution plus preferred financing creates a Bitcoin-per-share machine that eats capital markets and leaves behind a pile of traumatized short sellers asking why their model still says “book value.” ASST to $700? If the machine works, yes. If Bitcoin does 25% CAGR, absolutely possible. If SATA scales and common gets issued above NAV, the goblin gets fed. And once the goblin gets fed, the spreadsheet starts looking like it was written by Saylor, Dylan LeClair, and a sleep-deprived Austrian economist locked inside a treasury dashboard with three Celsius energy drinks. This is not financial advice. This is FINANCIAL ENTERTAINMENT:

Adam Livingston

66,707 просмотров • 5 месяцев назад

🔥BITCOIN TO $400K?! ASST VS. MSTR!🔥 MSTR is the fortress. ASST is the rocket-powered shopping cart with a lit cigarette in the gas tank. In this video, I break down my ASST investing thesis versus MSTR using CEBE, mNAV, claim ratio, preferred issuance, and the deranged little math goblin hiding inside Bitcoin treasury companies. The thesis is simple. MSTR is bigger, deeper, safer, and more institutional. ASST has more upside torque if Bitcoin rips, the capital structure behaves, and the market keeps paying a premium for the machine. If Bitcoin goes to $150k, ASST may outrun MSTR. If Bitcoin goes to $400k, the moon math gets disgusting. But there’s a catch. mNAV compression can absolutely nuke the outperformance. FULL BREAKDOWN:

🔥BITCOIN TO $400K?! ASST VS. MSTR!🔥 MSTR is the fortress. ASST is the rocket-powered shopping cart with a lit cigarette in the gas tank. In this video, I break down my ASST investing thesis versus MSTR using CEBE, mNAV, claim ratio, preferred issuance, and the deranged little math goblin hiding inside Bitcoin treasury companies. The thesis is simple. MSTR is bigger, deeper, safer, and more institutional. ASST has more upside torque if Bitcoin rips, the capital structure behaves, and the market keeps paying a premium for the machine. If Bitcoin goes to $150k, ASST may outrun MSTR. If Bitcoin goes to $400k, the moon math gets disgusting. But there’s a catch. mNAV compression can absolutely nuke the outperformance. FULL BREAKDOWN:

Adam Livingston

18,348 просмотров • 2 месяцев назад

🔥ASST TO $400 PER SHARE?!? THE ULTIMATE STRIVE BULL CASE🔥 SATA is becoming the BLACK HOLE for NORMIE CAPITAL. In fact, not only NORMIE CAPITAL, but it will be competing inside of an ENORMOUS total addressable market. Think stablecoins, bond ETFs, money market accounts, and MORE! They only need to capture SLIVERS of a PERCENTAGE POINT in these areas to drive MASSIVE SHAREHOLDER GROWTH. I am using BEARISH INPUTS for Bitcoin prices and Strive Bitcoin accumulation and my results are putting me in the HUNDREDS of DOLLARS from here. The math will BLOW YOUR MIND. IT IS TIME TO RETIRE MY BLOODLINE:

🔥ASST TO $400 PER SHARE?!? THE ULTIMATE STRIVE BULL CASE🔥 SATA is becoming the BLACK HOLE for NORMIE CAPITAL. In fact, not only NORMIE CAPITAL, but it will be competing inside of an ENORMOUS total addressable market. Think stablecoins, bond ETFs, money market accounts, and MORE! They only need to capture SLIVERS of a PERCENTAGE POINT in these areas to drive MASSIVE SHAREHOLDER GROWTH. I am using BEARISH INPUTS for Bitcoin prices and Strive Bitcoin accumulation and my results are putting me in the HUNDREDS of DOLLARS from here. The math will BLOW YOUR MIND. IT IS TIME TO RETIRE MY BLOODLINE:

Adam Livingston

13,751 просмотров • 4 месяцев назад

NEW: $300 billion SoftBank, Tether, and Cantor are launching a "multibillion-dollar #bitcoin acquisition vehicle" to compete with Michael Saylor's Strategy 👀 You are not bullish enough! 🚀

NEW: $300 billion SoftBank, Tether, and Cantor are launching a "multibillion-dollar #bitcoin acquisition vehicle" to compete with Michael Saylor's Strategy 👀 You are not bullish enough! 🚀

Bitcoin Magazine

246,410 просмотров • 1 год назад

ASST from $17 to $793. From May 1st to May 22, the company has reported $150 million deployed into Bitcoin. Let's assume they raise even less. Let's go with $100m per month with SATA issuance. $100M/month preferred issuance buying BTC, 13% preferred cost, dividends paid via share issuance, CEBE mNAV held flat at 1.7x. Common stock sold to buy Bitcoin, zero common stock issued to buy Bitcoin. 30% BTC CAGR. Starting point: $17.67 ASST 16,500 BTC 14,080 CEBE sats/share 35.3% senior claim drag Year 5: $153/share 61,264 BTC 32,825 CEBE sats/share 8.7x from today Year 10: $793/share 73,320 BTC 45,845 CEBE sats/share 44.9x from today And the psychotic part is the model keeps CEBE mNAV flat at 1.7x the entire time. No multiple expansion required. The senior claim drag falls from 35.3% to 16.7% because fixed fiat claims get slowly humiliated by BTC appreciation. Bitcoin goes up, residual common equity exposure grows, and the bears are left screaming at a spreadsheet like it owes them child support. Bullish ASST.

ASST from $17 to $793. From May 1st to May 22, the company has reported $150 million deployed into Bitcoin. Let's assume they raise even less. Let's go with $100m per month with SATA issuance. $100M/month preferred issuance buying BTC, 13% preferred cost, dividends paid via share issuance, CEBE mNAV held flat at 1.7x. Common stock sold to buy Bitcoin, zero common stock issued to buy Bitcoin. 30% BTC CAGR. Starting point: $17.67 ASST 16,500 BTC 14,080 CEBE sats/share 35.3% senior claim drag Year 5: $153/share 61,264 BTC 32,825 CEBE sats/share 8.7x from today Year 10: $793/share 73,320 BTC 45,845 CEBE sats/share 44.9x from today And the psychotic part is the model keeps CEBE mNAV flat at 1.7x the entire time. No multiple expansion required. The senior claim drag falls from 35.3% to 16.7% because fixed fiat claims get slowly humiliated by BTC appreciation. Bitcoin goes up, residual common equity exposure grows, and the bears are left screaming at a spreadsheet like it owes them child support. Bullish ASST.

Adam Livingston

49,744 просмотров • 4 месяцев назад

🔥HOW I'M GETTING FILTHY, DISGUSTINGLY RICH WITH MSTR + ASST CALLS - 7X BITCOIN RETURNS?!?🔥 MSTR is the giant capital markets war machine. ASST is the smaller creature in the basement discovering preferred stock and screaming “ACCUMULATE”. The trade is simple in concept: Bitcoin reverts higher. Treasury companies keep buying. Common equity exposure compounds. LEAPS turn the whole thing into financial plutonium. This is absolutely not financial advice. Options can and do expire worthless. I am a man on the internet with charts, caffeine, and a dangerous emotional relationship with Bitcoin treasury companies. But the math is fascinating. And if the market is underpricing the rate of BTC accumulation, the CEBE-adjusted common-equity exposure, and the reflexive premium expansion of these companies, this could be one of the most asymmetric setups in the entire Bitcoin ecosystem. MSTR is the cannon. ASST is the compressed spring. BITCOIN IS THE TRIGGER:

🔥HOW I'M GETTING FILTHY, DISGUSTINGLY RICH WITH MSTR + ASST CALLS - 7X BITCOIN RETURNS?!?🔥 MSTR is the giant capital markets war machine. ASST is the smaller creature in the basement discovering preferred stock and screaming “ACCUMULATE”. The trade is simple in concept: Bitcoin reverts higher. Treasury companies keep buying. Common equity exposure compounds. LEAPS turn the whole thing into financial plutonium. This is absolutely not financial advice. Options can and do expire worthless. I am a man on the internet with charts, caffeine, and a dangerous emotional relationship with Bitcoin treasury companies. But the math is fascinating. And if the market is underpricing the rate of BTC accumulation, the CEBE-adjusted common-equity exposure, and the reflexive premium expansion of these companies, this could be one of the most asymmetric setups in the entire Bitcoin ecosystem. MSTR is the cannon. ASST is the compressed spring. BITCOIN IS THE TRIGGER:

Adam Livingston

25,559 просмотров • 5 месяцев назад

JUST IN: Strive $ASST just announced that it is now debt free after retiring the remaining legacy $10 million convertible bond. This makes it the first publicly traded company with a #Bitcoin-backed perpetual preferred only amplification balance sheet. 🔥

JUST IN: Strive $ASST just announced that it is now debt free after retiring the remaining legacy $10 million convertible bond. This makes it the first publicly traded company with a #Bitcoin-backed perpetual preferred only amplification balance sheet. 🔥

BitcoinTreasuries.NET

25,242 просмотров • 4 месяцев назад

Fundstrat’s Tom Lee believes it is “highly probable” that Bitcoin hits $250,000 in the next 12 months and even higher if the US adopts a strategic Bitcoin reserve. You are not bullish enough.

Fundstrat’s Tom Lee believes it is “highly probable” that Bitcoin hits $250,000 in the next 12 months and even higher if the US adopts a strategic Bitcoin reserve. You are not bullish enough.

The ₿itcoin Therapist

192,018 просмотров • 1 год назад

WHY I AM BUYING STRIVE (ASST) In this video, I walk through my full investment thesis on Strive (ASST), a Bitcoin treasury company with one of the cleanest and most interesting capital structures in the market today. This is not a hype video. This is a long-duration, balance-sheet-driven compounding thesis. I break down: Why ASST’s lack of debt matters more than people realize How SATA (perpetual preferred equity) creates Bitcoin amplification without liquidation risk Why maintaining ~31% amplification dramatically changes long-term outcomes What happens to the common stock under 20%, 25%, and 30% Bitcoin CAGR scenarios How Bitcoin per share compounds quietly over time due to the structure itself What dilution, PIPE overhang, and ATMs actually mean in practice Under conservative assumptions, even the lowest modeled Bitcoin growth scenario produces extreme asymmetry over long time horizons. Higher CAGR scenarios push the equity into territory most investors psychologically struggle to model. No multiple expansion assumed. No debt leverage assumed. No heroic assumptions required. This video is about understanding how time, compounding, and capital structure interact, and why that combination can produce non-linear outcomes if Bitcoin continues to succeed. This is not financial advice. This is how I’m thinking about risk, asymmetry, and survival over the next 10 to 20 years:

WHY I AM BUYING STRIVE (ASST) In this video, I walk through my full investment thesis on Strive (ASST), a Bitcoin treasury company with one of the cleanest and most interesting capital structures in the market today. This is not a hype video. This is a long-duration, balance-sheet-driven compounding thesis. I break down: Why ASST’s lack of debt matters more than people realize How SATA (perpetual preferred equity) creates Bitcoin amplification without liquidation risk Why maintaining ~31% amplification dramatically changes long-term outcomes What happens to the common stock under 20%, 25%, and 30% Bitcoin CAGR scenarios How Bitcoin per share compounds quietly over time due to the structure itself What dilution, PIPE overhang, and ATMs actually mean in practice Under conservative assumptions, even the lowest modeled Bitcoin growth scenario produces extreme asymmetry over long time horizons. Higher CAGR scenarios push the equity into territory most investors psychologically struggle to model. No multiple expansion assumed. No debt leverage assumed. No heroic assumptions required. This video is about understanding how time, compounding, and capital structure interact, and why that combination can produce non-linear outcomes if Bitcoin continues to succeed. This is not financial advice. This is how I’m thinking about risk, asymmetry, and survival over the next 10 to 20 years:

Adam Livingston

42,867 просмотров • 9 месяцев назад

Strive $ASST has roughly $718 million of warrants outstanding at a $27 exercise price. If exercised, that capital comes directly onto Strive’s balance sheet and creates another opportunity to acquire Bitcoin. At roughly $80,000-$85,000 per Bitcoin, full exercise could translate to more than 8,000 additional $BTC. The tradeoff is amplification: more common shares are issued, but Strive receives hundreds of millions in new capital to put to work. The “warrant wall” could become a major source of capital for the next stage of Strive’s Bitcoin strategy.

Strive $ASST has roughly $718 million of warrants outstanding at a $27 exercise price. If exercised, that capital comes directly onto Strive’s balance sheet and creates another opportunity to acquire Bitcoin. At roughly $80,000-$85,000 per Bitcoin, full exercise could translate to more than 8,000 additional $BTC. The tradeoff is amplification: more common shares are issued, but Strive receives hundreds of millions in new capital to put to work. The “warrant wall” could become a major source of capital for the next stage of Strive’s Bitcoin strategy.

True North

14,507 просмотров • 23 дней назад

Bitcoin vs. Amplified Bitcoin I ran 500,000 paired Monte Carlo simulations over four years. Bitcoin starts at $86,000, with a 40% geometric CAGR assumption and 40% annualized volatility. The amplified model takes 1.5× each simulated daily Bitcoin return, producing roughly 60% volatility. Same Bitcoin shocks. Same $86,000 starting investment. Different sensitivity. Median ending value: Bitcoin: $330,057 - 3.84× Amplified Bitcoin: $508,584 - 5.91× At the 95th percentile: Bitcoin: $1.235 million Amplified Bitcoin: $3.676 million At the 99th percentile: Bitcoin: $2.132 million Amplified Bitcoin: $8.327 million The probability of finishing at 10× or more rises from 11.6% to 33.1%. Amplified Bitcoin finishes ahead in 85.9% of the paired simulations. But the wider upside distribution comes with a materially rougher ride. Median maximum drawdown increases from 42.2% to 57.7%. The probability of finishing below the starting investment rises from 4.7% to 7.0%. A company targeting sustained amplified exposure needs to actively manage its capital structure and Bitcoin exposure. Issuing preferred equity once does not permanently lock in 1.5× stock-price sensitivity, and balance-sheet amplification is not the same as market beta. These are the mathematical results of a maintained-sensitivity projection, not a forecast for any company. Financing costs, preferred dividends, dilution, valuation changes, and company-specific risks are excluded. Volatility is vitality:

Bitcoin vs. Amplified Bitcoin I ran 500,000 paired Monte Carlo simulations over four years. Bitcoin starts at $86,000, with a 40% geometric CAGR assumption and 40% annualized volatility. The amplified model takes 1.5× each simulated daily Bitcoin return, producing roughly 60% volatility. Same Bitcoin shocks. Same $86,000 starting investment. Different sensitivity. Median ending value: Bitcoin: $330,057 - 3.84× Amplified Bitcoin: $508,584 - 5.91× At the 95th percentile: Bitcoin: $1.235 million Amplified Bitcoin: $3.676 million At the 99th percentile: Bitcoin: $2.132 million Amplified Bitcoin: $8.327 million The probability of finishing at 10× or more rises from 11.6% to 33.1%. Amplified Bitcoin finishes ahead in 85.9% of the paired simulations. But the wider upside distribution comes with a materially rougher ride. Median maximum drawdown increases from 42.2% to 57.7%. The probability of finishing below the starting investment rises from 4.7% to 7.0%. A company targeting sustained amplified exposure needs to actively manage its capital structure and Bitcoin exposure. Issuing preferred equity once does not permanently lock in 1.5× stock-price sensitivity, and balance-sheet amplification is not the same as market beta. These are the mathematical results of a maintained-sensitivity projection, not a forecast for any company. Financing costs, preferred dividends, dilution, valuation changes, and company-specific risks are excluded. Volatility is vitality:

Adam Livingston

27,726 просмотров • 13 дней назад

🚨HOW TO 10-20x YOUR WEALTH IN UNDER 3 YEARS WITH ASST🚨 Are you tired of being a W-2 NPC who “diversifies” by buying paper towels at Costco and coping with a 0.4% raise? This video is a math-guided descent into the ASST thesis. How a Bitcoin treasury company can take one asset’s move, add an amplification cheat code, then stack BTC-per-share growth on top like a finance-layer lasagna your accountant begs you to stop eating. This is NOT hopium. All grounded, conservative assumptions. I walk through it from first principles, clean equations, simple scenarios If you want the sober version, watch something else. If you want the numbers and the mechanics, plus a little existential despair about working until 67, welcome home:

🚨HOW TO 10-20x YOUR WEALTH IN UNDER 3 YEARS WITH ASST🚨 Are you tired of being a W-2 NPC who “diversifies” by buying paper towels at Costco and coping with a 0.4% raise? This video is a math-guided descent into the ASST thesis. How a Bitcoin treasury company can take one asset’s move, add an amplification cheat code, then stack BTC-per-share growth on top like a finance-layer lasagna your accountant begs you to stop eating. This is NOT hopium. All grounded, conservative assumptions. I walk through it from first principles, clean equations, simple scenarios If you want the sober version, watch something else. If you want the numbers and the mechanics, plus a little existential despair about working until 67, welcome home:

Adam Livingston

10,715 просмотров • 7 месяцев назад

BITCOIN AMPLIFICATION DRIVES TOTAL RETURNS A company paying 14% for preferred capital can outperform a company paying 6% - when greater amplification captures a sufficiently large positive Bitcoin spread. I think the actual math behind how much amplification drives total returns will shock you. In this video I explain the mechanism, the math, and the funding challenge behind an amplified Bitcoin strategy. We walk through four fictional Bitcoin treasury companies, starting with $100 million, $1 billion, $10 billion, and $50 billion of Bitcoin assets. You will see why the largest company does not necessarily earn the highest percentage return, why amplification decays without new funding, and how much preferred capital sustaining the ratio would require. I also examine why a lower Bitcoin entry price improves upside to a fixed future price... and why cheaper Bitcoin does not automatically mean less balance-sheet risk. Enjoy!

BITCOIN AMPLIFICATION DRIVES TOTAL RETURNS A company paying 14% for preferred capital can outperform a company paying 6% - when greater amplification captures a sufficiently large positive Bitcoin spread. I think the actual math behind how much amplification drives total returns will shock you. In this video I explain the mechanism, the math, and the funding challenge behind an amplified Bitcoin strategy. We walk through four fictional Bitcoin treasury companies, starting with $100 million, $1 billion, $10 billion, and $50 billion of Bitcoin assets. You will see why the largest company does not necessarily earn the highest percentage return, why amplification decays without new funding, and how much preferred capital sustaining the ratio would require. I also examine why a lower Bitcoin entry price improves upside to a fixed future price... and why cheaper Bitcoin does not automatically mean less balance-sheet risk. Enjoy!

Adam Livingston

14,317 просмотров • 4 дней назад