Strive Asset Management, LLC (ASST): A Bull Case Theory

We came crossed a bullish thesis connected Strive Asset Management, LLC connected topsecretstocks’s Substack. In this article, we volition summarize the bulls’ thesis connected ASST. Strive Asset Management, LLC's stock was trading astatine $0.9529 arsenic of January 19th.

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Strive Inc. is simply a recently transformed fiscal services institution that has repositioned itself arsenic the world’s archetypal “Bitcoin Treasury Asset Management” firm, pursuing a large strategical overhaul successful precocious 2025. The translation began with a reverse merger betwixt Strive Enterprises, co-founded by Vivek Ramaswamy, and Asset Entities Inc., taking the institution nationalist connected Nasdaq nether the ticker ASST. Strive has adopted a exemplary akin to MicroStrategy (MSTR), utilizing its equilibrium expanse to aggressively accumulate Bitcoin with the nonsubjective of expanding “Bitcoin per share” for investors.

To further fortify its treasury and diversify cash-flow-generating assets, Strive completed an all-stock acquisition of Semler Scientific (SMLR), a institution recognized for holding Bitcoin arsenic its superior treasury reserve. As of precocious 2025, Strive reported 7,525 Bitcoin connected its equilibrium sheet, valued astatine implicit $660 million. In parallel, the institution raised $160 cardinal done a Series A Perpetual Preferred Stock (SATA) offering to acquire additional Bitcoin without diluting communal shareholders.

Its subsidiary, Strive Asset Management, manages implicit $2 cardinal crossed ETFs focused connected “unapologetic capitalism” and meritocracy, moving distant from accepted ESG metrics. The banal has been highly volatile, swinging from $0.36 to implicit $10 successful 2025, and presently trades astatine $0.86, reflecting its high-beta correlation to Bitcoin prices. While GAAP results showed a nett nonaccomplishment owed to non-cash merger items, absorption expects the plus absorption concern to scope breakeven oregon flimsy profitability successful 2026.

Looking ahead, Strive plans to motorboat AI-driven fiscal products to personalize ETF concern strategies. The company represents a hybrid of a Wall Street plus manager and a crypto holding company, offering speculative but perchance important upside linked to Bitcoin show and adoption of its anti-ESG ETFs.

Previously, we covered a bullish thesis on BlackRock, Inc. (BLK) by Kroker Equity Research successful February 2025, which highlighted its diversified plus absorption business, grounds nett inflows, strategical acquisitions, and Aladdin® platform. BLK’s banal terms has appreciated by astir 17.20% since our coverage owed to beardown marketplace performance. topsecretstocks shares a akin position but emphasizes Strive Asset Management, LLC’s (ASST) translation into a Bitcoin Treasury Asset Management steadfast with meritocracy-focused ETFs.