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The Strive merch store is almost here.
First access goes to the list.
Subscribe here → strive.com/merch/
Arshia Sarkhani retweeted
The problem with gold is that once a supply vulnerability is discovered, you can’t patch the bug.
Some see quantum as a threat to Bitcoin, but Bitcoin can upgrade before or even after that threat materializes.
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10.
Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.
Now, we’re building a fusion reactor in San Francisco to achieve record power density.
Arshia Sarkhani retweeted
True North Episode 83: The Frontier of Credit xitter.cf/i/broadcasts/1aJbdEawo…
Arshia Sarkhani retweeted
135 Digital Credit dividends have come due since March 2025.
135 have been paid.
STRK: 7/7
STRF: 6/6
STRD: 5/5
STRE: 4/4
STRC: 18/18
SATA: 95/95
SATS: first payment Nov 9
Quarterly. Monthly. Semi-monthly. Every business day.
Zero missed.
Arshia Sarkhani retweeted
Joined RE: Bitcoin with @chasepalmieri. He asked several excellent in-depth questions about Strive I've never been asked publicly before. Hope you enjoy the conversation.
TIMESTAMPS
00:00 - Strive and Bitcoin Amplification
01:50 - Amplification Risk and Reward
04:04 - Market Demand and Institutions
06:57 - Outperforming Bitcoin
10:06 - Growth and Capital Strategy
13:00 - Bitcoin Balance Sheet and Digital Credit
18:01 - Daily Dividends and Market Impact
21:04 - Collaboration and Competition
24:50 - Digital Credit Yields and Risks
29:59 - Bitcoin Loans and Collateral
39:48 - Long-Term Strategy and Outlook
$ASST $SATA $SATS
Arshia Sarkhani retweeted
Joined @watchbmtv today to discuss our new product $SATS, which launched on Nasdaq today, along with other perspectives on the Bitcoin capital markets.
Full clip below w/ timestamps ICYMI
Timestamps:
00:00 Strive’s SATS IPO
00:31 Bitcoin Buying And Warrant Capital
01:38 Why The SATS Deal Was Upsized
04:48 Amplification And SATS As A Capital Tool
08:23 Dividend Coverage And The 18-Month Reserve
10:41 Balancing Cash And Bitcoin
13:41 Strategy’s Daily Dividend Vote
15:17 Competing Demand For Bitcoin
18:27 Credit Market Stress And Rated Capital
21:58 MSCI Index Exclusion
$ASST $SATA $SATS
Arshia Sarkhani retweeted
J.P. Morgan Asset Management’s base case projects Bitcoin to outperform U.S. stocks, bonds and gold over the next decade. Wall Street is doing the math.
Arshia Sarkhani retweeted
Welcome Back to The Hurdle Rate
Episode 78: Bitcoin Fell, We Grew 6x
In this week’s Hurdle Rate, the crew breaks down the $700M SATS IPO, Strive’s first year as a public company, and growing from 5,886 to 36,818 $BTC through a bear market. They also discuss why $SATS is a 15% fixed rate preferred junior to $SATA, how the $ASST amplification engine was built, and what TradFi investors asked during a high yield selloff.
Here’s the latest with @ColeMacro, @PunterJeff, @Werkman, @IIICapital, and @AdamBLiv.
Timestamps:
00:00 - Intro
00:54 - Strive’s First Year
06:58 - 6x the Bitcoin in a Bear Market
14:40 - The Amplification Engine
22:18 - The Dream Bear Market
25:22 - Why SATS Is 15% Fixed
34:32 - Designing SATS
42:27 - Treasury Breakeven ARR
46:40 - The Digital Credit Bubble
55:54 - Pricing Through a High Yield Selloff
01:01:13 - What’s Your LTV?
01:06:30 - The 18-Month Dividend Reserve























