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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Fair test: every company from its 2026 low to the highest close after it. Strive still wins.
$ASST is undeniably the best Bitcoin treasury company you could have brought this year
$SATS is going to eat the bond market and shit Bitcoin out, when we have $STRC | $SATA | $SATS | $MORE all trading buying up Bitcoin the supply shock is going to be insane, I think digital credit and BTCTCs are going to bid Bitcoin up to $500,000 then $1M with a speed most are not ready for.
This time really is different...
It will look so obvious in hindsight...
Yesterday, $SATS was the 5th most liquid preferred equity in aggregate dollar volume, and #1 in liquidity relative to its size.
SATS hasn’t even paid a dividend yet, they start on November 9th.
Still early days, but the interest and demand appears strong.
I compared Strive (ASST) and Strategy (MSTR) on the one number that matters. One of them is not going to like it. youtu.be/lldRnycYLCo
On days like this, remember how far we have come.
From its low to its high this year, Smarter Web is the 2nd best performing bitcoin treasury company in the world!
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." 👀🔥
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).
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
