
Bitcoin treasury company and asset manager focused on maximizing shareholder value | Nasdaq: $ASST $SATA $SATS | Subsidiaries: @strivefunds @TNorth
Dallas, TX
Joined May 2007
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Strive retweeted
Welcome Back To The Hurdle Rate
Episode 81: Why Your Savings Keep Shrinking
In this week’s Hurdle Rate, the crew breaks down a whipsaw week, record AI capital raising, and why the $BTC to gold chart still looks bullish. They also discuss escaping the fiat mindset, the Bitcoin S-curve, Paraguay’s bank run, and how Digital Credit like $SATA and $SATS stacks up against the S&P 500.
Here’s the latest with @ColeMacro, @PunterJeff, @Werkman, and @TimKotzman.
Timestamps:
00:00 - Intro
01:21 - A Whipsaw Week For Markets
04:22 - Confusion Has Never Been Higher
07:55 - Everyone Needs Capital
10:55 - Escaping The Fiat Mindset
20:27 - The Paraguay Bank Run
25:28 - Valuing The Future, Not Today
28:04 - Built For Institutional Mandates
32:07 - Digital Credit Vs. The S&P
36:25 - The Thanksgiving Pitch
45:05 - Rethinking Bitcoin Yield
52:51 - Art Over Algorithms
See our 10-Q and 8-K for additional information:
10-Q: sec.gov/ix?doc=/Archives/edg…
8-K: sec.gov/Archives/edgar/data/…
Strive retweeted
Welcome Back To The Hurdle Rate
Episode 80: Debt Crisis Is Accelerating
In this week’s Hurdle Rate, the crew breaks down the $6B Binance hack, Triple C spreads blowing out, and why Digital Credit like $SATA and $SATS may compress against junk. They also discuss what Fannie Mae preferreds teach about underwriting dividends, why both mNAV frameworks break, and why $ASST trades like perpetual leverage on $BTC.
Here’s the latest with @ColeMacro, @PunterJeff, @Werkman, and @TimKotzman.
Timestamps:
00:00 - Intro
00:52 - The Binance Hack
02:57 - Triple C Spreads Blow Out
11:02 - Bitcoin Still Seen As Risk
14:30 - Digital Credit Spreads Will Compress
18:41 - The Fannie Mae Preferred Lesson
23:22 - Rethinking mNAV
33:00 - Premium Or Discount?
35:36 - Breaking Both Valuation Models
42:17 - The ATM Narrative Is Wrong
46:39 - Perpetual Leverage On Bitcoin
Traditional fixed income is broken.
Fortunately, there’s an alternative: Digital Credit.
Offering double-digit yields, daily dividends, and options to meet the needs of different investors.
Learn more about Strive at Strive.com.
Learn more about SATA and SATS in our filings at sec.gov












