Strive is a high-leverage Bitcoin treasury play with significant dilution risks and expensive capital costs, leading to a neutral outlook.
Source Post
Strive Stock (ASST) Bitcoin Buying, Costly Capital & Dilution | Oct 20, 2026
Oct 20, 2026
The podcast analyzes Strive's aggressive Bitcoin treasury strategy, highlighting the risks of high-cost capital, significant dilution, and insider selling. While acknowledging the potential for a long-term institutional rerating, the hosts maintain a neutral stance due to the extreme leverage and structural cash burn.
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