Fresh off Schwab Network Live talking about what comes after Bitcoin winter, our 50% CAGR thesis, the macro setup, and Strive’s Bitcoin treasury strategy. TIMESTAMPS 0:00 Is Bitcoin Winter Over? 1:08 Bitcoin’s Path to $500K 2:48 A Weaker Dollar Benefits Bitcoin 4:32 Bitcoin vs. Gold 5:28 Why Bitcoin Is Rising 6:44 Midterms & the CLARITY Act 7:42 Strive’s Bitcoin Treasury Strategy $BTC $ASST $SATA

As of 9/11/26, Strive had $718M in PIPE warrants outstanding at a $27 exercise price. The deadline to exercise is 5 pm ET on 10/13/26. The deadline moved from 10/12/26 because it falls on Columbus Day, a federal banking holiday. All other terms remain unchanged.

Give Dario, Elon, and Altman two choices: 1. Nationalize all three companies 2. No constraints on any of them Reject the concept of lifting up the ladder behind them, but if they truly believe what they say, their response will be simple.

It’s Friday and $SATA is at $100. Time to turn the volume up and have some fun. Next week is going to be electric. You’re not going to want to miss the next Hurdle Rate. Enjoy the weekend.

February 19 was the bottom of the bear market in $ASST. It's fun to look back at this post now because through both the pessimism then and the excitement today, our conviction in what we are building has never wavered. We understood the long-term opportunity then, we understand it now, and neither the stock price nor the prevailing sentiment changes that. We knew what we owned in Bitcoin. We knew the amplification structure we had built around it and how secure it was. We knew the team we had assembled and the chemistry we had together. Even as the vibes around Strive were about as bad as they could get, inside Strive they were incredibly high. Executives and directors were buying the stock with their own money, directors were stepping off the board to go all-in as full-time members of the company, and we had a deep conviction that we were going to win. That combination of long-term conviction, talent and chemistry is incredibly rare, and the execution that followed over the next six months came directly from that foundation. Looking back through the replies, what also stands out is that even with so much negativity around Strive in the broader ecosystem, there was a strong and dedicated group of shareholders who believed in what we were building when it was hard to do so. We won't forget who was riding with us when it was hardest. Today $ASST is ripping and the broader vibes are high, but our focus hasn't changed. Bitcoin's bull market is just getting started, we have the amplification structure built to capitalize on it, and Strive is firing on all cylinders. Still all-in.