Strive Inc uses a high-yield preferred stock vehicle to fund bitcoin accumulation, but the company faces high volatility and significant cash-consuming losses.
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5 Crypto Stocks: Can Infrastructure Beat Big Losses? | COIN, CRCL, MSTR, ASST, BMNR
Oct 5, 2026
The podcast examines five crypto-linked companies—COIN, CRCL, MSTR, ASST, and BMNR—analyzing their shift toward infrastructure development and aggressive asset accumulation despite significant reported net losses. The host highlights that while these firms are building new revenue paths or treasury strategies, their financial performance remains unproven and highly speculative.
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Strategy Inc functions as a leveraged bitcoin treasury, with the primary investment thesis tied to continued bitcoin accumulation despite massive accounting losses.
Circle is pivoting toward bank-grade settlement infrastructure to diversify revenue, though recent insider selling and leadership changes warrant caution.
Coinbase is expanding into derivatives clearing and stablecoin payments, but the core business remains unprofitable and the new revenue streams are unproven.
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