The Hurdle Rate Podcast(@HurdleRatePod):Strive could have raised a lot more common last week and chose not to. $ASST volume left plenty of room: • No day under $225 million • One day over $450 million What held it back is amplification, how much the common moves relative to Bitcoin. If Bitcoin goes from $80,000 to $100,000, you want that sensitivity still on, and warrants coming in de-amplify it. So the raise leaned on $SATA demand instead, and Strive still bought more than 1,000 $BTC on the week. "We want the amplification on the balance sheet."

2026.09.09 18:00

Strive could have raised a lot more common last week and chose not to. $ASST volume left plenty of room: • No day under $225 million • One day over $450 million What held it back is amplification, how much the common moves relative to Bitcoin. If Bitcoin goes from $80,000 to $100,000, you want that sensitivity still on, and warrants coming in de-amplify it. So the raise leaned on $SATA demand instead, and Strive still bought more than 1,000 $BTC on the week. "We want the amplification on the balance sheet." - @Werkman

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