What top creators are saying about Strive Asset Management(ASST)

Strive reportedly bought 6,182 BTC for $511 million, held about 43,000 BTC, and established a $1 billion preferred-share ATM to fund further purchases. Its aggressive buying strategy is notable, but the transcript cautions that its purchase pace and NAV premium may not continue.

Mentioned only as a contrast to Strategy's scale, with no specific investment view offered.

The speaker said SATS fundraising helped fund purchases of more than 1,000 Bitcoin, but provided no ASST valuation or specific recommendation.

The host is bearish, citing an estimated 50% premium to NAV, preferred dividend obligations, cash burn, dilution, and financing risks that could erode value for common shareholders.

The host was bullish on the proposed Sats Preferred offering as a potential additional source of Bitcoin buying demand. The offering was expected to launch in early November, with a stated 15% yield on $100 par value; completion and use of proceeds for Bitcoin purchases are not guaranteed.

Strive reportedly bought 1,107 BTC, bringing its holdings to 27,462 BTC. Its stock was described as performing strongly, though its net-asset-value premium declined to 1.25.

The speaker said Strive traded at about a 50% premium to the value of its Bitcoin holdings and said he would not buy it at that relative valuation, preferring Strategy.

Holding 25,000 BTC and trading at a 1.0x NAV premium, enabling accretive equity issuance to accumulate additional Bitcoin.

Equity rallied 28% following the successful validation of its digital credit treasury model to accretively purchase over 300 Bitcoins.

Designed as a volatility absorber that likely outperforms Bitcoin in bull markets; maintains an 18-month cash reserve for dividends.

Common equity offers high risk/reward, benefiting if Bitcoin price growth exceeds the 13% cost of digital credit.

Using a Bitcoin-backed cash buffer to manage credit quality and ensure dividend coverage during market drawdowns.

Mentioned as successfully creating products (like 'SATA') to move capital from traditional markets into Bitcoin, reinforcing a powerful 'capital funnel' investment thesis.

The company trades at a rich valuation (MNAV of ~2.8) and faces significant execution risk with its large acquisition of SMLR. The investment thesis is a bet that its high valuation will not collapse post-merger.

Acquired Semler Scientific at a 210% premium, which caused its stock to fall.