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[@ColeMacro](/creator/twitter/ColeMacro)
"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](https://x.com/ColeMacro/status/1970102045366452722) [@ColeMacro](/creator/x/ColeMacro) 2025-09-22T12:25Z 19.4K followers, 546.6K engagements


"Seeing many similar posts regarding Strategy & other financially sound Bitcoin treasury companies lately. The concerns might seem intelligent to someone new to the volatility of Bitcoin & amplified Bitcoin but when you zoom out you see it for what it is - a bottom signal"  
[X Link](https://x.com/ColeMacro/status/1978986322544021818) [@ColeMacro](/creator/x/ColeMacro) 2025-10-17T00:48Z 19.4K followers, 23.1K engagements


"The key difference between a retail trader shorting $STRC to buy Bitcoin and Strategy doing the same is this: The retail trader must post and maintain margin while the BTCTC doesnt. This difference in risk is significant and cant be reverse engineered by retail or a fund"  
[X Link](https://x.com/ColeMacro/status/1978999816320348362) [@ColeMacro](/creator/x/ColeMacro) 2025-10-17T01:41Z 19.4K followers, 16.4K engagements


"@JonathanCorsico Correct"  
[X Link](https://x.com/ColeMacro/status/1979004600117080445) [@ColeMacro](/creator/x/ColeMacro) 2025-10-17T02:00Z 19.4K followers, XXX 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](https://x.com/ColeMacro/status/1971651558443307291) [@ColeMacro](/creator/x/ColeMacro) 2025-09-26T19:02Z 19.4K followers, 34K engagements


"See our press release for more information:"  
[X Link](https://x.com/ColeMacro/status/1971651795886960978) [@ColeMacro](/creator/x/ColeMacro) 2025-09-26T19:03Z 19.4K followers, 2228 engagements


"This is very possible post Fridays bloodbath. Amplified Bitcoin exposure is looking attractive from multiple dimensions right now"  
[X Link](https://x.com/ColeMacro/status/1977554846380347427) [@ColeMacro](/creator/x/ColeMacro) 2025-10-13T01:59Z 19.4K followers, 15.4K engagements


"@ZynxBTC I don't see a real risk of NAKA being delisted. You might see a reverse split though. With their NAV at $XXXX / share and the stock trading under that it looks like an opportunity for investors to buy in under both the NAV and the PIPE price"  
[X Link](https://x.com/ColeMacro/status/1977781332471353642) [@ColeMacro](/creator/x/ColeMacro) 2025-10-13T16:59Z 19.4K followers, XXX engagements


""$STRD (Strategy's "Junk Bond") has a credit quality 20x GREATER than XX% of the entire private credit market while paying an effective yield of 12.3%." Bitcoin powered Digital Credit offers both a better risk-adjusted yield & better liquidity than Private Credit"  
[X Link](https://x.com/ColeMacro/status/1978089628851716175) [@ColeMacro](/creator/x/ColeMacro) 2025-10-14T13:24Z 19.4K followers, 23.3K engagements


"With Strive it is important to recognize both the near-term technicals and the long-term fundamentals and business plans. On the technical side we just closed a $750M PIPE and those investors will be receiving shares at any time within XX days of the merger close expanding the float in a major way. It is also worth noting that the PIPE was raised above the $XXXX merger price between Asset Entities and Strive which was a strong outcome for the company but one that naturally creates near-term technical considerations and nuances. On the fundamental side the picture is very different. We have"  
[X Link](https://x.com/ColeMacro/status/1968295692058673542) [@ColeMacro](/creator/x/ColeMacro) 2025-09-17T12:47Z 19.4K followers, 89.5K engagements


"@2dogs1chic This should be true. Amongst American citizens there is some truth to this but its not true and hasnt been true in Washington DC"  
[X Link](https://x.com/ColeMacro/status/1979606546117210268) [@ColeMacro](/creator/x/ColeMacro) 2025-10-18T17:52Z 19.4K followers, XXX 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](https://x.com/ColeMacro/status/1976865643342578093) [@ColeMacro](/creator/x/ColeMacro) 2025-10-11T04:21Z 19.4K followers, 103.9K engagements


"If Bitcoin briefly fell to $XXXX in a leverage flush that did not change its fundamentals would your conviction change Would you be liquidated The answer to both should be no. Most altcoins are worthless but yesterdays liquidation event did not prove that. Their weak fundamentals do. Bitcoin has faced multiple flash crashes and XX% plus drawdowns just as Amazon dropped over XX% during the dot com crash and oil went negative in 2020 before rising above $XXX within two years. The lesson is clear. Short term margin-based leverage fails for long-duration and volatile assets like Bitcoin. If your"  
[X Link](https://x.com/ColeMacro/status/1977026976797147264) [@ColeMacro](/creator/x/ColeMacro) 2025-10-11T15:02Z 19.4K followers, 23.1K engagements


"Feeling the most bullish Ive felt in a couple years tonight"  
[X Link](https://x.com/ColeMacro/status/1977517745022615789) [@ColeMacro](/creator/x/ColeMacro) 2025-10-12T23:32Z 19.4K followers, 87.3K engagements


"Excellent overview of the current state of the Bitcoin treasury market"  
[X Link](https://x.com/ColeMacro/status/1977546586533314712) [@ColeMacro](/creator/x/ColeMacro) 2025-10-13T01:27Z 19.4K followers, 19.8K engagements


"The Fed is shifting more & more dovish with equity markets near all time highs and gold ripping. Bitcoin is like a beach ball held under water & valuations on Amplified Bitcoin exposure have reset to value territory with visible fear in the market and many investors publicly capitulating. In case its not obvious this is the time to buy and go out the risk curve. The market rewards those with conviction and the ability to zoom out"  
[X Link](https://x.com/ColeMacro/status/1978145308296282384) [@ColeMacro](/creator/x/ColeMacro) 2025-10-14T17:06Z 19.4K followers, 18.2K 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](https://x.com/ColeMacro/status/1978240764686786802) [@ColeMacro](/creator/x/ColeMacro) 2025-10-14T23:25Z 19.4K followers, 15.2K engagements


"Jesus Christ is our King. Donald J Trump is our President. Bitcoin is our money. GM"  
[X Link](https://x.com/ColeMacro/status/1979604846903967988) [@ColeMacro](/creator/x/ColeMacro) 2025-10-18T17:45Z 19.4K followers, 19.6K engagements


"@RobinNakamoto Interesting but the No Kings protest of 2024 was more inspiring"  
[X Link](https://x.com/ColeMacro/status/1980017411127710155) [@ColeMacro](/creator/x/ColeMacro) 2025-10-19T21:05Z 19.4K followers, XXX engagements