Bitcoin treasury analysis: Strive, Strategy, Smarter Web Advanced Modeling Front-running the Bitcoin standard Every number sourced from official documents
Joined March 2026
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Bigger purchases, smaller returns.
$MSTR added 176,017 BTC this year. $ASST added 35,373. Bitcoin per share: Strategy +8.1%, Strive +94% (each company's own latest figure).
Why? I made a video on bitcoin per share, every number from the filings. #Bitcoin
ALT Bar charts of bitcoin treasury companies. Bitcoin added this year: Strategy 176,017, Strive 35,373. Bitcoin per share this year: Strategy +8.1% (to 30 Jun), Strive +94% (to 23 Oct).
MORE road to par check-in, as of the 27 Oct close.
What do you guys think? Will we beat SATA/STRC to PAR?
Seriously if you are still doubting amplification, you are going to be left behind! $ASST
JUST IN: Strive $ASST CEO Matt Cole just said their amplification engine is only just getting started and the honeymoon period is not over.
"Our amplification ratio is the most powerful and sustainable engine for generating total returns in excess of #Bitcoin."
"I don't think most investors even understand the value of our amplification engine yet." 👀🔥
Full video, with the receipts (not financial advice): youtube.com/watch?v=F4xC1vJk…
My new video explaining how $ASST is going to eat the bond market & money markets with $SATS & $SATA
YOUR NOT BULLISH ENOUGH!!!!!
youtu.be/lBZW1DTiSS4
Strive reports Monday. My range: 5,542 to 6,689 BTC bought, +15.1% to +18.2% bitcoin per share. What's your guess? NFA
Strive reports Monday. I think it bought between 5,542 and 6,689 BTC.
That's +15.1% to +18.2% more bitcoin per share.
The range depends on one thing: whether the SATS reserve comes out of the raise or out of cash already on the balance sheet.
Where do you think it lands? 👇
Full breakdown, every number from official filings, plus the one number Strive must protect and where this buy leaves it (not financial advice):
youtu.be/lPMdfzax9q0
MORE volume check 📊 8 sessions since listing. Busiest day 6,283 shares (19 Oct), latest 3,187 (23 Oct, up 36% on the day before), average 2,379. About £1,557K changed hands, 15% of the IPO shares. Early days, building steadily. Figures from @millercole's daily posts. Not financial advice
London's whole trading day = 4.0 minutes of Wall Street.
US daily trading was 97x London's when STRC launched. Raw trading gap, MORE vs STRC, first 3 sessions: 968x. Scaled for deal size and London's slower pace: 0.6x (an estimate).
I believe #MORE will be a home run, Let Smarter Web cook!
Video: youtu.be/IIA1CIB72VY
Patience is a virtue. Who knows #MORE may get to PAR before STRC or SATA
STRC took 70 sessions to reach par ($100), first par close 5 Nov 2025.
SATA took 49 sessions, first par close 16 Jan 2026.
MORE: 3 sessions so far at £93.50, needs +7.0% to reach £100.
First month, side by side: STRC and SATA vs MORE (Smarter Web, UK), 3 sessions so far.
STRC ended its 21 sessions at $96.52, SATA at $91.65. Neither reached par ($100).
MORE: £93.50 (par £100).
Shares traded vs IPO size: STRC 85%, SATA 168%, MORE 5% so far.
I have no doubt that #MORE will be a raging success.
We can clearly see it takes time, but its worth it!!!
Does leverage wreck bitcoin treasury companies?
I compared Strive $ASST, Strategy $MSTR, Metaplanet, Smarter Web and Capital B day by day since 3 Feb:
Strive: about +90% vs bitcoin +8%
Moves ~1.8x bitcoin
Deepest drawdown? Strategy (-58%), not Strive (-47%)
Most volatile: Strive (101% a year vs bitcoin 45%)
Five companies, one window, Strive drives it. A pattern to test, not proof.
youtu.be/hLDwoEbhJCA
Strive weekly update: 4,045 BTC bought last week at $82,803 avg (1,223 new in today's 8-K). Warrant holders paid $369M, no new SATA, no debt (30 Sep). BTC/share 28,973 → 29,039 sats (+0.2%).
Strategy bought 267 BTC. It's 23× bigger; Strive bought 15× more.
Not financial advice.
Strive $ASST bought 4,045 BTC last week at $82,803 avg (1,223 new in today's 8-K). Paid by warrant holders: $369M, no new SATA, no debt. BTC/share 28,973 → 29,039 sats (+0.2%).
Strategy bought 267 BTC. It's 23× bigger; Strive bought 15× more.
Not financial advice.
What if Strive (ASST) NEVER buys another bitcoin?
5-year scenario: bitcoin +30%/yr, every dividend paid, zero new coins:
Value per share $15 -> $69 (4.6x)
Bitcoin 3.7x
Strive can buy ZERO bitcoin for 5 years and still beat bitcoin. Full math:
youtu.be/LTrsMZPMTHs
