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@ColeMacro "@SemlerSci @strive @SemlerEric Link to full press release:"
X Link @ColeMacro 2025-09-22T12:26Z 20.3K followers, 24.3K engagements

"Strive Inc. has completed the merger between Strive Enterprises Inc. and Asset Entities Inc. The combined company will continue to trade on Nasdaq under the ticker $ASST and begin its Bitcoin accumulation strategy. Time to accelerate"
X Link @ColeMacro 2025-09-12T20:52Z 20.3K followers, 94.1K engagements

"See our press release for more information:"
X Link @ColeMacro 2025-09-26T19:03Z 20.2K followers, 2276 engagements

"This is why the value of leverage from perpetual preferred equity without margin requirements through a Bitcoin treasury company is undervalued by most investors. Its not the cost of the financing that makes it uniquely attractive relative to other types of leverage but the structure of the financing. Leverage with margin requirements and/or short duration leverage is extremely risky for a high volatility asset like Bitcoin. Margin requirements were one of the primary reasons we turned down the terms we saw with convertible notes this year and why weve been laser-like focused with our"
X Link @ColeMacro 2025-10-11T04:21Z 20.1K followers, 105.4K engagements

"@renaecormier @ProCapBTC Congrats Ranae"
X Link @ColeMacro 2025-10-20T13:08Z 20.2K followers, XXX engagements

"The "float adjusted liquidity ratio" of Strategy vs peers highlights one of the many things investors don't properly account for in assessing the risk/return of the company. Traditional finance charges a "liquidity premium" for less liquid investments. Bitcoin and $MSTR should have a "liquidity discount" to account for their superior liquidity profile relative to other assets"
X Link @ColeMacro 2025-09-05T18:28Z 20.3K followers, 3049 engagements

"STRIVE ($ASST) UPDATES - Strive entered into a definitive agreement to acquire @SemlerSci ($SMLR) in an all-stock transaction. - @Strive announced the purchase of 5816 Bitcoin. - The combined company will hold 10900 BTC. - @SemlerEric to join Strive board post close. - Post-merger intention to monetize or distribute Semler Scientifics historically profitable diagnostics business"
X Link @ColeMacro 2025-09-22T12:25Z 20.3K followers, 558.8K engagements

"Unlocking value from Semler's operating business is an under discussed yet key part of the synergies of a Strive Semler merger to accrete value for shareholders of both companies under the Bitcoin standard"
X Link @ColeMacro 2025-09-26T19:02Z 20.3K followers, 34.3K engagements

"Good quantitative analysis on STRC credit risk. As @PunterJeff later explains a normal distribution assumption for Bitcoin is very conservative when you factor in the positive skew and fat upside tail in its returns. Crunched the numbers brought the alpha & got the coveted @jason ratio🔥"
X Link @ColeMacro 2025-10-14T23:25Z 20.3K followers, 15.8K engagements

"QT is effectively over. QE is coming. @jameslavish published an excellent article today explaining why: bank reserves have dropped below the Feds ample level the reverse repo facility is nearly drained and funding market stress is showing up in real time. As he puts it: When central banks fire up the money printer theres only one rational response: own assets they cant print. That means gold and Bitcoin. Its a must-read from James who also serves on Strives board"
X Link @ColeMacro 2025-10-19T14:25Z 20.3K followers, 43.9K engagements

"The risk on Bitcoin powered preferred equity is mispriced. Looking at the $MSTR prefs the interest coverage ratios are comparable to AAA rated corporations if you assume a XX% average CAGR over the next XX years. High yield plus capital upside potential for those that see it"
X Link @ColeMacro 2025-10-25T01:40Z 20.3K followers, 40.7K engagements

"I agree with @MisterInversor that its not certain that the future Bitcoin CAGR over the next XX years will be XX% or greater (although I think it will average over 30%). Its also not certain that any traditional company will maintain their EBITDA interest coverage ratio or profits over the next XX years. This is ultimately about probabilistic risk. Over the next XX years AI disruption will change the predictability of future returns for incumbent large publicly traded corporations in a material manner much more than most times in history. There is also effective certainty that fiat currencies"
X Link @ColeMacro 2025-10-25T13:18Z 20.3K followers, 29.9K engagements

"1. Strategy getting their prefs rated opens the door for meaningful potential institutional capital regardless of the B- rating. This is good for Bitcoin BTCTCs & MSTR. X. The methodology for the rating has major flaws that overstate the risks & there is alpha in seeing this"
X Link @ColeMacro 2025-10-27T20:32Z 20.3K followers, 30.2K engagements

"Strive has acquired XX BTC for $XXXX million at $114304 per bitcoin financed exclusively through the exercise of traditional warrants. As of 10/28/2025 we hodl 5958 BTC. $ASST"
X Link @ColeMacro 2025-10-28T11:31Z 20.3K followers, 255.8K engagements

"@strive @BenWerkman @PunterJeff @BenPhiat @LoganBeirne @shiasark Following the completion of the StriveSemler merger the combined company would now hold 10979 Bitcoin on its balance sheet"
X Link @ColeMacro 2025-10-28T12:17Z 20.3K followers, 41.3K engagements

"@strive @BenWerkman @PunterJeff @BenPhiat @LoganBeirne @shiasark Link to press release on the merger:"
X Link @ColeMacro 2025-10-28T12:18Z 20.3K followers, 5228 engagements

"We went deep this week on Digital Credit how to interpret the B- credit rating for Strategy roaring @mikealfred and what it all means for $asst. Enjoy"
X Link @ColeMacro 2025-10-28T16:06Z 20.3K followers, 20.3K engagements

"Bitcoin is the hurdle rate"
X Link @ColeMacro 2025-10-29T20:23Z 20.3K followers, 13.4K engagements

"Important earnings call from @Strategy. My takeaways: X. $MSTR guided to XX% amplification all from preferreds with no leverage from converts or other debt. It will likely take a few years to reach that goal. X. Existing converts are likely to be equitized by 2029. X. Extensive discussion on tax-deferred return-of-capital (ROC) dividends for their preferreds which meaningfully amplify after-tax yield. They expect these ROC dividends to continue for about XX years with multiple options to preserve ROC even if mNAV falls below X. X. Major focus on issuing new preferreds internationally. These"
X Link @ColeMacro 2025-10-30T23:00Z 20.3K followers, 40.1K engagements