Reddit Posts
What's with illr Triller group?
How this penny stock will be $10+ soon?
Looking for real takes on $ASST and $DVLT momentum or just noise?
Market crash rumors โ how would that affect penny stocks like $ASST and $DVLT?
Options traded in 0.05c increments - until they didn't!
ASST update: SMLR board approves merger
ASST update: SMLR board approves merger
$ASST: $ASST / Strive, Inc. โ Merger Approved! ๐ 13,000 BTC Treasury & Squeeze Watch
[ ASST ] Strive ๐ Could be Huge news about to drop
Can lightning strike 3 times?!?! - ASST
Why This "Roaring Kitty 2.0" Post is Blowing Up Among Day Traders
ASST, looks ready to rip if BTC continues its rally
Monday DD's are live. As promised.
What stocks still have potential and havenโt really taken off yet in 2026?
STRIVE NEW - News - ๐
ASST - short term TA breakout trade
$ASST From losing 2K in 3 months from trading options to long-term investing ๐
$ASST / $SMLR Merger Update - 100% utilization and low inventory left to borrow
$ASST / $SMLR Merger Update
Top Memes and Trends for Tomorrow? So far have $PLBY $ASST and $SLS I need one moreโฆ
Chat, are we cooked??? ($ASST)
$ASST: $SMLR Semler shareholders await proxy materials for proposed combination
$ASST / $SMLR Merger S4/A - is effectiveness imminent?
$ASST and $OPEN are the next big thing, stay with me
Why $ASST is an absolute buy at this price
Why did everyone stop talking about LMFA? This is a stock that is trading at 1/3 of its current holdings. You want a penny stock that AVTUALLY can provide returns without blindly throwing money at a dartboard? Here it is
$ASST: Recent news, M&A and insider buying
Why $ASST is a high upside opportunity at these prices
Penny stocks related to BTC; Got hopes?
what pennies are we jumping back into after NVDA earnings?
$ASST Due Diligence: Valuation, Catalysts and Earnings Analysis
The ASST loss should be recovered next week.
$ASST Is is possible to see little bit of short squeeze?
๐น The Daily Pineapple Juice: November 11th's Fresh Squeeze ๐
๐น The Daily Pineapple Juice: November 11th's Fresh Squeeze ๐
I bought ASST today. What do you all think its future trend will be?
Asst could squeeze but is also a long term investments
Started trading transparently 1.5 years ago with 20k
Strive Asset Management, LLC (ASST) - We Are Doing This to $3+, Right.....!?!?
Just landed $9.95 on a scratch ticket? Which ticket should I pick tomorrow?
$ASST: ๐ฅ Vivek Ramaswamy just YOLOโd into $ASST โ Assist the Squeeze ๐
$ASST Preferred IPO 424B.. Merger next?
$ASST Preferred IPO 424B
LMFA vs ASST โ same โBitcoin discountโ story, totally different trades
$ASST going parabolic!
22k shares of $ASST moon tickets. ๐
Could somebody put this into laymanโs terms for me? Thanks
Take advantage of the general discount to enter and earn
PLTR $Gain$46K in just one night $$+104%
PLTR $Gain$46K in just one night $$+104%
Any one notice $zooz?
$ASST 5$ incoming
$ASST Update - Preferred Offering
Will ASST Have A REV & What Will It Take For GPUS To Break Resistance Levels (is a momo play needed)?
ASST & NAKA both holding 5k BTC ๐๐
NEGG shorts are trapped in the closet and I believe it will fly...
ASST Investment Advice! How to understand the โgame.โ $BYND, $CMBM, $SOLT, and now $ASST.
Should I just give up & start NEW with ETFS?
If thatโs the case, ASST could surge 20X in a short time!
If thatโs the case, ASST could surge 20X in a short time!
$ASST - sleeper play (potential to 10x)
Considerations for ASST at this point?
Reddit Ticker Mentions - OCT.30.2025 - $BYND, $CMBM, $NVDA, $ASST, $MSAI, $MSFT, $FGL, $META, $GPUS, $GOOG
Reddit Ticker Mentions - OCT.30.2025 - $BYND, $CMBM, $NVDA, $ASST, $MSAI, $MSFT, $FGL, $META, $GPUS, $GOOG
Quick deep dive Treasure Global $TGL
$ASST New opportunity now that the gap has closed at 1.2
Looks like NAKA is actually going for it
$ASST current market skepticism explained
ASST Now Holding 5,885 BTC Worth Over $2 Billion โ Market Cap Trading at Half Its Bitcoin Value
ALTS: the next multi bagger moonshot with HF 13G support
ALTS: Legendary investor CRCM Chun R. Dings next multi bagger
Mentions
Good stuff. I hope my 30k in MSTR shares and 30k in MSTR LEAPS and 10k in ASST leaps which I purchased on cash advances from credit cards and personal loans works out
It seems likes so many plays out there CAPR, IPST, ONFO, HTZ, AKAN, HAO, CAPS. I remember this time last year we were more united in our picks on this sub Reddit. ASST and OPEN that was an amazing Time for those 2 stocks. Whatโs everyone playing now?
All in ASST youโll see better returns than MSTR
does someone owt ASST here, some guy i know said it's better in regards to upswing potential than mstr, thoughts
MU. MSTR. NEBIS. ASST. NOW. Txs
$ASST, $BULL, $UFO ,in that order.
I held leaps thru the $ASST reverse split. I hate to tell you this but yes you are totally fucked. When trading resumes after the R/S your options will be held in a separate options chain โSRXH1โ or โSRXH2โ and they will be il-liquid. Youโll have to hope they hit your strike price by expiration to save a total loss!
There's more to this story, and it's because of the product SATA. SATA is the exact same product introduced by another BTC "treasury" company, ASST. Except SATA issues dividends daily, and has a 13% payout rate. STRC has dropped to a price such that it now also is paying a 13% yield. 89 will be the new peg because why would you ever hold STRC over SATA if the yield was lower? Don't get me wrong, MSTR is a joke, Saylor is a flim-flam man, and anybody who would rather buy a BTC treasury over BTC directly is a bit of a dunce. And anybody who would rather buy BTC the last few years over the AI trade doesn't like making money. It's dunces all the way down. But STRC will not go up at all in share price unless Saylor raises its payout rate. You should expect SATA and STRC to trade at parity effective yield until one of them changes rates or goes bust.
$ASST is a better play than $MSTR.
Short ASST. Itโs a piece of shit, management is shit, they get paid off shareholder blood and tears and the โAmplified Bitcoinโ strategy basically sets a hurdle rate where if Bitcoin stays flat or even marginally higher shareholders still lose, also there become a point on the downside where everything unravels and dramatically gets fucked.
Nobody is buying it. Bots are hyping it up just like they did with BYND and ASST
I don't believe that is accurate. Might want to wait until after the mid-June Falcon 9 launch ๐ or research the myriad of other hand Rocket companies bit more. I pondered shorting ASST but after receiving some valuable intel, Im considering Calls. I possibly know someone on the inside that I may have shared DNA with (allegedly of course) explain to me last night the current situation going forward. ASTS SpaceMobile is preparing it's mid-June SpaceX Falcon 9 launch, with BlueBirds payload satellites 8, 9, and 10. The status of the satellites is as follows: BlueBirds 8 and 10 have officially arrived at Cape Canaveral, FL. BlueBird 9 has been dispatched from the Texas production facility and is en route to Florida to join the 8 & 9 for payload processing. Launch provider: SpaceX Falcon 9 Timeline: Scheduled mid-June at Cape Canaveral, FL *(Following the standard 3-to-4 week integration window with SpaceX)
Investing into ASST is smart. I think this is a good call
Damn, SATA is doing a lot for ASST today. Breaking records.
Hmmโฆ my best bet would beโฆ ASST at this moment but bitcoin bull ๐ I am.
Why ASST not MSTR?
The daily dividends are going to be where money gets placed for safety. Very little volatility on the preferred security SATA. It is the only preferred security and has the opportunity to take the place of a lot of money market funds where to store their money in between day trading. Ex dividend is every night at midnight. The company ASST has no debt. I really think it will 10 x in the next few years given its market size and the interest in it.
Seen a lot of ASST seeder lately. Are you people the same person?
This is a really good shout completely forgot about it, remember all IVF plays going crazy around the time Mike Alfred dipped into ASST
MSTR and ASST looking strong.
High concentration into ๐ฝ structured finance companies. MSTR & ASST mainly
Yeah when he blabbed about TikTok last year I searched it in Robinhood and came up with ASST. So I threw some money in it. After a few months it ran up 1000%.
because of idiot like you many people did not buy ASST, SATL, intel, IXHL before they run up big. So i know haters like you always makes negative comment
In your opinion, why PURR over ASST that already has a sizable treasury, guidance from MSTR, and a preferred to raise capital so the common shares don't get diluted (as much)?
Ass Tits tickers will make me rich like ASST. Unfortunately i m bag holding the other one ASTS
Oooh, so I should've bought ASST instead of ASTS, hey Robinhood, can we just say that I made a typo?
sadly went all in, maybe once iam in profit iam gonna sell for full port in either CIFR or ASST. Have a feeling they outperform this year
have a feeling cifr and ASST will go crazy this year, saldy already full ported, fuck me
I did this with MSTR and ASST from LEAPS I bought on March 30th. People crucified me here for it. Sold them for $67,000 in profit. I am sure they would've gone up to the $100,000 of thousands if I held, but I wanted to keep my BTC stack in cold-storage to a certain level (sold some to do them). Good luck to you!
All of the crypto DATs are a big play for me, MSTR, BMNR, ASST. Already up 30% on MSTR, BMNR at break even and ASST still down 35%. But seeing how fast they recover when BTC is only at 78K makes me excited for when BTC gets back to 120K+.
Last year in January, I started accumulating shares of ASST and no one else seemed to listen or take my post seriously. Then about five months later, it went from 0.50 to $14 ATCH is going to do the same exact thing On. ASST, I got out three days to soon. I made $32k, but left 120k on the table by getting out and not trusting my own understanding Having conviction in a stock purchase when everyone else has a negative opinion is a tough buy and hold. So when ASST made its first move up, I panicked and sold. Then I watch it go to the moon On ATCH, I'm not making the same mistake Currently holding 38k in shares and have been adding to my position Talked to a guy last fall that is still holding 220k of ATCH and he is still holding strong
ATCH in the short/long term. Acquiring Ark financial along with Dawson james. This along with the Wyoming Bancorp acquisition is screaming a reset coming soon Book is showing large amounts of shares available at $1, $2, and $3 This stock is going to do the same hyperbolic move as ASST
I'm an ATCH holder and have been adding to my position. This stock will moon like ASST did last spring. I rode the ASST ride and now plan on holding this till it does the same thing
Keep holding. This stock will do what ASST did last year. 0.50 to $14
I'm not that guy, but I have tried with ASST and everyone throws out all kinds of different estimates - how can you find the true/most likely answer?
Cosa_vuoi is a recent low-karma Redditor (joined ~Oct 2025) who floods meme-stock subs with nonstop hype posts and comments hyping short squeezes on AMC, ASST, and BITF ("lets goooo push!!!", "apes together", "shorts destroyed", "zionist idiots that manipulate"). Culty behavior rating: 8/10 โ full-on meme-stock ape tribalism with conspiracy rants against shorts/manipulation, "army of apes" recruitment energy, diamond-hands dogma, and zero self-awareness across multiple tickers
Cosa_vuoi is a recent low-karma Redditor (joined ~Oct 2025) who floods meme-stock subs with nonstop hype posts and comments hyping short squeezes on AMC, ASST, and BITF ("lets goooo push!!!", "apes together", "shorts destroyed", "zionist idiots that manipulate"). Culty behavior rating: 8/10 โ full-on meme-stock ape tribalism with conspiracy rants against shorts/manipulation, "army of apes" recruitment energy, diamond-hands dogma, and zero self-awareness across multiple tickers
Cosa_vuoi is a recent low-karma Redditor (joined ~Oct 2025) who floods meme-stock subs with nonstop hype posts and comments hyping short squeezes on AMC, ASST, and BITF ("lets goooo push!!!", "apes together", "shorts destroyed", "zionist idiots that manipulate"). Culty behavior rating: 8/10 โ full-on meme-stock ape tribalism with conspiracy rants against shorts/manipulation, "army of apes" recruitment energy, diamond-hands dogma, and zero self-awareness across multiple tickers
those ASST leaps I bought a month ago are PRINTING ๐ธ๐ธ๐ธ
I have bought ASST during the hype in may and made $80K from it, buying at the right time is the point of investment
The Eric Jackson crypto reserve? This is what every company without a business model does. Remember when ASST was hyped? Look at the bags it created. Be cautious of this, folks.
honestly, if you're feeling bearish on bitcoin, buying puts on ASST sounds like a decent play, especially if you canโt leverage. just make sure to check the options volume and open interest, you donโt wanna get caught in a low liquidity trap. also, what's your expiration date? time decay can hit hard if you're not careful. overall, just keep an eye on the market sentiment around crypto too, it can swing quick!
Iโm a BYND, DFLI, and now EONR community member. At least I never fell for ASST
puts on a btc proxy can work but you're adding two layers of risk, the correlation drift and theta eating you alive if btc just chops sideways for a few weeks. idk enough about ASST specifically to speak to that one but the mechanics on the options side can easily kill a correct directional call.
Opened today: - Calls: ASST โข RFIL โขย SMTC *Disclaimer: This is for entertainment purposes only, the entertaining part being losing monies when things go sideways. Also, not investment advice.*
Buying $ASST puts mirrors leverage but adds decay risk. Crowded bearish sentiment can make a sharp counter move.
MSTR always tracks with it as well, Iโd go there instead of ASST, ASST is so cheap that you wonโt get a lot for your puts. Idk how much youโre lookin to make but when I buy puts or calls Iโm going for atleast 50-100%
Bots shilling ASST, puts it is
ASST SHORT SQUEEZE!!!!!! ASST HAS A 187.46 million shares sold short, representing 309.33% of the public float. This marks a 34.79% increase in short interest since the prior report in January.
What happened with ASST?
US political ties are a giant red flag after what happened to ASST. Bitcoin mining itself is barely profitable now, not only due to Bitcoin's decline but because of the cost of electricity and hardware (which must be updated each time Bitcoin halves). Small-scale miners survive on load shedding agreements.
Oh yea, that part... well that should be good for my ASST calls... LOL
Wait ASST earnings are today??
Calls: ASST โข WAY โข MDT โข CNH Puts: ITRI โข CEVA โข NEO โข GPC
Opened today: Announcing after market: - Calls: ASST Announcing Tuesday before market open: - Calls: WAY โข MDT โข CNH - Puts: ITRI โข CEVA โข GPC
lmao ASST reverse 1:10 just to go back to 1
Yeah, this reminds me of ASST though, they wanna be a Bitcoin treasury which just means their original business is a failure. Plus that plan backfired with BTC crashing. ASST only went down, even after they merged to get more btc
If this bear cycle is soft like they're saying, big things are about to happen for ASST.
Because the ASST squeeze is about to happen! They just paid off most of their debt, with plans to pay the rest soon.
ASST looks better imo. All the bitcoin the own is about to be unencumbered. They just paid a massive amount of debt, with plans to pay the rest off soon.
Market is ass but not as ass as ASST. THAT SHIT IS REAL ASS.
Hey, I have some of that ASST bullshit too! <3
Watching other DATs be in the green, while ASST had another negative 15% day is depressing. My first buy was at $4.2, I eventually averaged down to $1.2, and still 60% in the hole. I believe that BTC will recover, but this is getting depressing.
$MNTS, $MNTSW, $ONDS, $RKLB $ASST ๐ค๐๐ - Momentus is participating in the SmallSat Symposium 2026, held in Silicon Valley from February 10-12, 2026. As a sponsor, the company will showcase its in-space infrastructure services, including satellite buses and water plasma-based propulsion systems. The event focuses on the industrial maturity of the smallsat sector with leaders from SDA, Amazon, and DARPA.
Sir again thank you for the response how many people actually hold OTM call options until expiration? The answer is almost nobody - they are sold far before expiration on IV spike and that was my plan for these. I bought them at a 6-7 cent average. Again - the problem is not with that call options rather it is with the fact my options are now sitting in an options chain (ASST2) that nobody is buying or selling, so no IV spike, etc. (Post-split) 110 calls of ASST $5 strike = (pre-split) 2200 calls of ASST $100 strike I feel they should have just been converted after the R/S to $100 strikes the same way common shares get adjusted.
A standard 100 strike call would be the same distance out of the money. ASST closed at 11.92. What other stocks in that range even have 100 strike calls listed at all? If they did, they'd probably have no bid either. You bought super-ultra-mega OTM calls and are complaining that they're super-ultra-mega OTM. The reverse split didn't change that. They can't divide the number of contracts because people can have 1 contract and there is no such thing as a fractional contract.
Thank you for the response and yes they were call options I never planned to hold until expiration, I wanted to sell them on a bitcoin recovery spike (hopefully mid 2026) as they expire in January 2027. As you noted my call options are still essentially the same as $100 call options, very far out of the money. I am frustrated and feel robbed because my options are essentially lumped into an โold bucketโ (ASST2) that no one will be buying or selling, very low volume. I had 2200 contracts that easily could have been divided by 20 following the reverse split. In my POV they should have been adjusted to 110 contracts and became $100 calls. That where it feels like my money was stolen. Who would ever trade the old options?
OK, here's the relevant memo for you. (Whenever you are dealing with adjusted options, you need to read the OCC's memos. Usually they can be found just by googling "\[ticker\] theocc adjustment," but sometimes you will need to search the OCC Infomemos site.) [https://infomemo.theocc.com/infomemos?number=58307](https://infomemo.theocc.com/infomemos?number=58307) The strike and multiplier remain the same, and the deliverable changes to 5 shares. This is because what used to be 100 shares of ASST is now 5 shares. So the option represents the same thing. I'm going to assume your options are calls; you actually didn't say. ASST closed on 2/5, the day before the reverse split, at 0.493. Therefore your 5 strike calls were far, far OTM. After the split, they're far, far OTM (actually the same distance. Before the split, ASST would have had to hit 5 for them to be ITM. Now, ASST, whose shares are now worth 20 times what they were before the split, would have to hit 100 for them to be ITM.) So why do you think someone stole money from you? The only problem is that as you've noted, adjusted options are much less liquid than standard options. It's probably best to close option positions before an adjustment happens for this reason.
It says.. ASST2 1/15/27 Adj Exp 01/15/27REPS 5 ASST I am holding 2200 options
January 2027 $5 strikes - I am holding $ASST2
Nobody stole your money. When options are adjusted, they are adjusted so they represent the same value as before the adjustment. However, we can't help you understand your situation without more details, as there were two adjustments in this case. The first occurred when Selmer Scientific merged with Strive, Inc. The second occurred when Strive underwent a reverse split. So there are two sets of adjusted options. Is your brokerage showing you ticker ASST1 or ASST2? Alternatively, are they showing 5/100 or 106/100? And what is your strike?
anytime a split is enroute - always a great idea to check the OCC [OCC - Search](https://www.theocc.com/search?query=ASST)
Can you exercise them? I believe ASST will go liquidated but there may be some opportunities for you to break-even
$ASST - yes I feel like a fool for buying them. When I checked OptionStrat the contracts were trading $5 back in May and dropped to $0.07 cents during bitcoin drop. I thought I was a genius, no way I could lose money with 400 days until expiration. Now just trying to figure out how to salvage what I can. I am furious they didnt adjust my options the way common shares are adjusted.
The fuck is happening with ASST? Yesterday it was at .47 today itโs at 10.00? My 1 contract says itโs worth 0 tho lmao
I sold my ASST before the crash and shit myself seeing the price at $10 but then remembered there was a reverse split. I almost blew my shit smoove off
ASST reverse split today lol. What a day for it, wouldnโt be surprised if its back under a dollar within a week
No. Vanguard just bought a shit ton of ASST.
Risks of Strive (ASST) Using Perpetual Preferred Equity to Retire Convertible Debt Striveโs move to use perpetual preferred equity to retire convertible debt is not a simple balanceโsheet cleanup โ itโs a restructuring maneuver that carries material financial, governance, and solvency risks, especially for a company that: - is newly merged with a distressed medicalโdevice issuer (SMLR) - has high fixed legal and regulatory costs - has a volatile Bitcoinโtreasury model - has a politically charged brand that limits capitalโraising options Below is the full risk map. 1. Capital Structure Risk A. Perpetual preferred is expensive capital Perpetual preferred shares typically come with: - high dividend rates - seniority over common equity - no maturity date (so the obligation never goes away) This means Strive is replacing debt that eventually matures with equity that never expires and often costs more over time. Risk: If cash flow weakens, preferred dividends become a permanent drag on liquidity. B. Loss of flexibility Convertible debt can be refinanced, renegotiated, or allowed to convert. Perpetual preferred is harder to unwind and often includes: - cumulative dividends - redemption penalties - restrictive covenants Risk: Strive locks itself into a capital structure that is less flexible during downturns. 2. Solvency & Liquidity Risk (Especially for a Bitcoin Treasury Company) A. Preferred dividends compete with operational cash needs Strive already faces: - high legal costs - Semler regulatory exposure - integration expenses - Bitcoin custody/compliance costs Adding perpetual preferred dividends increases the fixed cash burden. Risk: If BTC falls or AUM declines, preferred dividends can push the company toward liquidity stress. B. Bitcoin volatility amplifies the danger A Bitcoinโtreasury model means: - asset values swing - liquidity is unpredictable - capital markets judge solvency based on BTC price Preferred equity obligations donโt shrink when BTC does. Risk: A BTC drawdown forces Strive to choose between: - selling BTC at the worst time - missing preferred dividends - raising capital at punitive terms 3. Governance & Control Risk A. Preferred holders gain leverage over the company Perpetual preferred often includes: - board seats - veto rights - dividendโblock triggers - changeโofโcontrol protections Risk: Strive may be giving up governance control to preferred investors, especially if the company enters distress. B. Dilution of common shareholders Even if preferred isnโt convertible, it still: - sits senior to common - absorbs cash flow - reduces residual value If it is convertible, dilution risk is even higher. Risk: Common shareholders become structurally subordinated. 4. MarketโPerception & Reputation Risk Strive already carries: - political baggage - employee lawsuits - Semlerโs QuantaFlo regulatory overhang - a reputation for aggressive narrativeโdriven strategy Issuing perpetual preferred to retire debt can be interpreted as: - a distress signal - inability to refinance debt conventionally - lack of access to traditional capital markets Risk: Investors may view this as a balanceโsheet red flag, increasing volatility and reducing confidence. 5. BalanceโSheet Transparency Risk Perpetual preferred can obscure the true financial picture because: - itโs technically equity, not debt - but behaves like debt (fixed payments, seniority) - rating agencies treat it as โdebtโlike equityโ - GAAP presentation can make leverage appear lower than it is Risk: The company may appear healthier on paper than it actually is, masking solvency pressure. 6. Interaction With SMLRโs Legacy Liabilities This is where the risk multiplies. Semler brought: - regulatory exposure - contingent liabilities - high burn - operational overhead - reputational drag Using perpetual preferred to retire debt does not eliminate these liabilities โ it simply reshuffles the capital stack. Risk: Strive may be layering expensive equity on top of a business that still has unresolved legal and regulatory risk. 7. Interaction With ASSTโs BitcoinโTreasury Model This is the most dangerous part. Perpetual preferred + Bitcoin treasury = fixed obligations + volatile assets If BTC drops: - asset values fall - liquidity shrinks - preferred dividends remain fixed - solvency buffer evaporates Risk: A BTC downturn can trigger: - forced BTC selling - missed preferred dividends - capitalโraise attempts at distressed valuations - cascading loss of investor confidence 8. Summary of Key Risks Hereโs the clean list: - Higher fixed cash obligations - Reduced financial flexibility - Increased solvency risk during BTC downturns - Potential governance concessions to preferred holders - Dilution or subordination of common shareholders - Negative market perception (distress signal) - Masking of true leverage levels - Amplification of Semlerโs inherited liabilities - Greater difficulty raising future capital
I think these guys are worse than MSTR by a long shot Besides buying BTC at super high prices they have a high burn rate operational cost and ongoing legal liabilities unless BTC turns around soon i think they will need to start liquidation of BTC. Summary of Strive (ASST) Bitcoin Transaction History Strive has accumulated 13,131.8 BTC across 9 purchases, with a very high average cost basis of \$105,569 per BTC. Total BTC spending exceeds \$1.09 billion, and the company is currently sitting on ~\$299 million in unrealized losses due to the recent BTC price crash. Full BTC Purchase History (From Strive Treasury Dashboard) Below is the complete transaction list extracted from the dashboard: Totals - Total BTC acquired: 13,131.8 BTC - Total cost: \$1.09 billion - Average cost per BTC: \$105,569 - Current BTC value: \$1.09B โ now down ~21.6% - Unrealized loss: ~\$299 million Key Insights From the Transaction History 1. Strive bought almost all BTC at the top Most purchases occurred between \$95k and \$116k, which is extremely high relative to current BTC prices. 2. The company did not accumulate during dips There are no lowโprice entries (e.g., \$30kโ\$50k). This means the treasury strategy was momentumโbased, not valueโbased. 3. The largest buys were the most expensive - The \$675M purchase on 09/14/25 was at \$116,047 per BTC - The \$482M purchase on 01/16/26 was at \$95,524 per BTC These two buys alone account for ~\$1.15B in exposure. 4. Unrealized losses are now structurally large With BTC trading far below their cost basis, Strive is carrying ~\$300M in paper losses, which: - weakens the balance sheet - reduces solvency buffer - increases bankruptcy risk - accelerates forcedโsell pressure 5. BTC holdings represent 0.0625% of total BTC supply This is a large, whaleโlevel position for a company of Striveโs size. ForcedโSell Levels Based on This Data Now that we have actual cost basis, we can refine the forcedโsell thresholds: Average cost basis: \$105,569 per BTC Forcedโsell band: โ BTC \$38,000 โ \$48,000 At these levels: - Unrealized losses exceed \$400M - Liquidity runway shrinks - Legal + regulatory costs remain fixed - AUM outflows accelerate - Capital raising becomes nearly impossible Distress band: โ BTC \$40,000 โ \$55,000 Bankruptcyโrisk band: โ BTC below \$38,000 Why These Levels Matter Striveโs BTC purchases were made at the highest prices in Bitcoin history. This means: - Their treasury is deeply underwater - Their solvency is tied to BTC recovering above \$100k - A BTC crash forces liquidation far earlier than other BTCโtreasury companies - Unrealized losses now exceed 25% of market cap
Isn't ASST doing reverse split tomorrow? Thinking of loading up puts because its probably tanking straight back to 50 cents
Havenโt posted here in about 2 months but I remember getting downvoted when I called ASST a scam company, have fun holding those bags
Jesus ASST at .49, Mike Alfred canโt be feeling too good.
My reasoning is that ASST has a very simple balance sheet compared to MSTR which has all these classes of prefs and debt floating around. If the management at Strive is disciplined I dont see why they dont recover with much higher beta than mstr when btc starts recovering. I'm looking for technical details to why this can fail (apart from btc going to 30k and staying there for 2+years). So far most answers seem to be emotional, I'm guessing people have lost a lot of money to this and similar companies over the last 3 months.
Id just focus on MSTR not ASST.
There is a high chance Vivek gonna win Ohio governor race. Buying ASST seems to be the move in september may be? That fucker gonna pump his stock using OPERS i bet. I am gonna front run this shit after doing detailed DD. I have some time.
ASST is gonna go below 0.7 and might be a great chance to buy. TRX is going down, but with government shot down and gold price recovering, TRX gonna blow back up quickly.
ASST bagholders are going to be absolutely wrecked on Monday at this rate.
Everyone cheering the fall of BTC and MSTR. I would like to remind people that ASST deserves just as much attention.
NEGG had made me the most, however I now have gone back in to ASST. I was telling people to jump.on NEGG, but people didnt gravitate to it really on here, so most missed out. It was as silent as the BNAI squeeze.
$ASST is heading to more dilution n reverse split soon
No thatโs $CAN, $ASST, $GPUS, or even $BTOG. You really should do your research.