← @punterjeff

$SATA

BULLISH2026-04-13
Price around the call
2026-04-13
By horizon✗ miss-4.4%
1d
+1.0%
5d
21d
-4.4%
Original post
Jeff Walton · 2026-04-13

I joined Ed Barker on Sound Investments to unpack my path into the Bitcoin ecosystem, how that journey led me to @Strive and $SATA, and how we think about risk, capital, and incentives in today’s market. 0:00 - 1:10 Introduction & Welcome 1:10 - 4:20 Jeff’s Background in Reinsurance 4:20 - 8:50 Why Strive? Transition from Reinsurance to Bitcoin 8:50 - 13:30 MicroStrategy Deep Dive & Personal Investment Story 13:30 - 17:40 Pitching Bitcoin in Traditional Finance 17:40 - 22:10 Strive’s Bitcoin Treasury & Risk Management 22:10 - 28:00 How the Perpetual Preferred Equity Works 28:00 - 30:50 Common Equity as Amplified Bitcoin 30:50 - 35:40 Strive’s Evolution from Anti-ESG to Bitcoin Treasury 35:40 - 41:20 Comparison to MicroStrategy 41:20 - 47:00 Regulatory & Policy Environment 47:00 - 52:30 In

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