Strive increased total Bitcoin held by 5.4% week over week. 25,000 > 26,355 In the last 25 trading days, we have increased total Bitcoin held by 30% from 20,246 > 26,355 That averages ~244 BTC per trading day, roughly 54% of the new daily minted supply of BTC

What an extraordinary career Warren Buffett has had. He built one of the greatest companies in American history, compounded capital for generations of shareholders and perhaps most importantly, earned a level of trust over a lifetime that very few business leaders ever achieve. Buffett and Munger made Berkshire’s annual meeting a place where shareholders could hear directly how they thought for hours at a time, year after year, whether times were good or bad. In many ways, it was the long-form shareholder communication model before we had a name for it, and I think that consistency was an important part of the trust they built.   That is something we have consciously tried to build on at Strive. We joke about leading in “podcasters per share,” but there is a serious principle underneath it: shareholders should have regular access to how management thinks, not just when things are going well. Berkshire understood that long before most companies did.   Buffett and I certainly do not see eye to eye on Bitcoin. But I really don’t care. Those of us building the next generation of Bitcoin-focused companies can learn an enormous amount from Berkshire about thinking in decades, allocating capital, building a lasting institution, and earning shareholder trust through both performance and a willingness to let shareholders understand how you think. We may be applying those principles within an entirely different monetary framework, but the principles themselves endure.   An extraordinary legacy and a life’s work worth remembering. Job well done.

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.

Today, Strive paid a cash distribution of $0.0516 per $SATA share. The daily dividend represents an annualized rate of $13 per $SATA share and an effective yield of 13.0% as of the latest market close. This payment marks the 72nd consecutive dividend to shareholders.

The Balance Sheet Company thesis is simple: Step 1. Acquire assets. Step 2. Take measured & calculated risk against balance sheet. Step 3. Acquire more assets & repeat. The differentiators: 1. Types of assets 2. Types of risks

Jeff Walton says Strive $ASST has spent the past year earning investor trust through execution. When Bitcoin $BTC hit $58,000, he was on the floor of the NYSE explaining why Strive remained constructive on Bitcoin and confident in its cash reserves and capital structure. That track record builds over time. “That trust is earned. It’s not just distributed.” - @PunterJeff

It’s always a great idea to buy Bitcoin. Enjoyed speaking with institutional investors about how Strive is transforming Bitcoin into collateral for the financial system. $ASST $SATA

The ENTIRE capital world, and really the entire modern world, is built on top of TRUST. Trust is critical infrastructure to a fully functioning economy. We break this down & more on @HurdleRatePod this week Tune in

Uncompromising Meritocracy. One of my favorite core principles of @ColeMacro and the Strive business. Bitcoin encourages transparency and proof of work across all venues and mediums, and @AdamBLiv has exemplified this in every way. Adam has generated relentless analysis and deep thought content despite time bound market volatility, public vitriol, bot attacks, and has remained LASER focused. The internet and Bitcoin have shifted the traditional “resume” into a digital proof of work exercise. Incredibly excited to have Adam on the team. The tenacity is infectious. We have been cooking at @Strive, and excited to crank up the heat. Also the perfect combination to get the Maillard reaction with @Tnorth Welcome aboard, Adam. Let’s cook