{"id":254666,"date":"2026-01-20T18:05:11","date_gmt":"2026-01-20T18:05:11","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/254666\/"},"modified":"2026-01-20T18:05:11","modified_gmt":"2026-01-20T18:05:11","slug":"strive-asset-management-llc-asst-a-bull-case-theory","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/254666\/","title":{"rendered":"Strive Asset Management, LLC (ASST): A Bull Case Theory"},"content":{"rendered":"\n

We came across a bullish\u00a0thesis <\/a>on Strive Asset Management, LLC on topsecretstocks\u2019s Substack. In this article, we will summarize the bulls\u2019 thesis on ASST. Strive Asset Management, LLC’s share was trading at $0.9529 as of January 19th.<\/p>\n

\"Managing Managing assets, Asset Management <\/p>\n

Copyright: olivier26 \/ 123RF Stock Photo<\/a><\/p>\n

Strive Inc. is a newly transformed financial services company that has repositioned itself as the world\u2019s first \u201cBitcoin Treasury Asset Management\u201d firm, following a major strategic overhaul in late 2025. The transformation began with a reverse merger between Strive Enterprises, co-founded by Vivek Ramaswamy, and Asset Entities Inc., taking the company public on Nasdaq under the ticker ASST. Strive has adopted a model akin to MicroStrategy (MSTR), using its balance sheet to aggressively accumulate Bitcoin with the objective of increasing \u201cBitcoin per share\u201d for investors.<\/p>\n

To further strengthen its treasury and diversify cash-flow-generating assets, Strive completed an all-stock acquisition of Semler Scientific (SMLR), a company recognized for holding Bitcoin as its primary treasury reserve. As of late 2025, Strive reported 7,525 Bitcoin on its balance sheet, valued at over $660 million. In parallel, the company raised $160 million through a Series A Perpetual Preferred Stock (SATA) offering to\u00a0acquire\u00a0additional\u00a0Bitcoin without diluting common shareholders.<\/p>\n

Its subsidiary, Strive Asset Management, manages over $2 billion across ETFs focused on \u201cunapologetic capitalism\u201d and meritocracy, moving away from traditional ESG metrics. The stock has been highly volatile, swinging from $0.36 to over $10 in 2025, and currently trades at $0.86, reflecting its high-beta correlation to Bitcoin prices. While GAAP results showed a net loss due to non-cash merger items, management expects the asset management business to reach breakeven or slight profitability in 2026.<\/p>\n

Looking ahead,\u00a0Strive\u00a0plans to launch AI-driven financial products to personalize ETF investment strategies. The company\u00a0represents\u00a0a hybrid of a Wall Street asset manager and a crypto holding company, offering speculative but potentially significant upside linked to Bitcoin performance and adoption of its anti-ESG ETFs.<\/p>\n

Previously, we covered a\u00a0bullish thesis<\/a>\u00a0on BlackRock, Inc. (BLK) by Kroker Equity Research in February 2025, which highlighted its diversified asset management business, record net inflows, strategic acquisitions, and Aladdin\u00ae platform. BLK\u2019s stock price has appreciated by approximately 17.20% since our coverage due to strong market performance.\u00a0topsecretstocks\u00a0shares a similar perspective but emphasizes Strive Asset Management, LLC\u2019s (ASST) transformation into a Bitcoin Treasury Asset Management firm with meritocracy-focused ETFs.<\/p>\n","protected":false},"excerpt":{"rendered":"We came across a bullish\u00a0thesis on Strive Asset Management, LLC on topsecretstocks\u2019s Substack. In this article, we will…\n","protected":false},"author":2,"featured_media":254667,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[127054,32704,67144,72,176,61,60,174,175,127052,127053],"class_list":{"0":"post-254666","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-personal-finance","8":"tag-asset-entities-inc","9":"tag-asset-management","10":"tag-asst","11":"tag-business","12":"tag-finance","13":"tag-ie","14":"tag-ireland","15":"tag-personal-finance","16":"tag-personalfinance","17":"tag-strive","18":"tag-strive-enterprises"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/254666","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=254666"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/254666\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/254667"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=254666"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=254666"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=254666"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}