Strive (ASST) is going to be a $100 billion company and it's only at a $1.5b market cap right now. Bitcoin is still massively oversold relative to its long term trend and what they're able to do with Bitcoin under $80k is just crazy. Over 300 BTC likely acquired in the past two days alone with the SATA ATM... with ZERO missed dividends... building the track record through the BItcoin bear market. You can handicap the models and the returns are still wild. For example... if we keep the mNAV static and they buy zero new Bitcoin... you get a doubling of the stock price to $36 if Bitcoin hits the ATH @ $126,000. What's going to happen when they 5x their Bitcoin stack, Bitcoin is at $300,000k, and the mNAV expands? You are not thinking big enough for $ASST.
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