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February 19 was the bottom of the bear market in $ASST. It's fun to look back at this post now because through both the pessimism then and the excitement today, our conviction in what we are building has never wavered. We understood the long-term opportunity then, we understand it now, and neither the stock price nor the prevailing sentiment changes that. We knew what we owned in Bitcoin. We knew the amplification structure we had built around it and how secure it was. We knew the team we had assembled and the chemistry we had together. Even as the vibes around Strive were about as bad as they could get, inside Strive they were incredibly high. Executives and directors were buying the stock with their own money, directors were stepping off the board to go all-in as full-time members of the company, and we had a deep conviction that we were going to win. That combination of long-term conviction, talent and chemistry is incredibly rare, and the execution that followed over the next six months came directly from that foundation. Looking back through the replies, what also stands out is that even with so much negativity around Strive in the broader ecosystem, there was a strong and dedicated group of shareholders who believed in what we were building when it was hard to do so. We won't forget who was riding with us when it was hardest. Today $ASST is ripping and the broader vibes are high, but our focus hasn't changed. Bitcoin's bull market is just getting started, we have the amplification structure built to capitalize on it, and Strive is firing on all cylinders. Still all-in.

Bitcoin is ripping... but the real bottom may still be ahead. @NewsAsset says the 4-year cycle still points to October, and even $45K BTC isn't off the table. His strategy if it crashes again? Buy MORE. The lower it goes, the more aggressive his DCA gets. FT @BitcoinJesusETH Subscribe so you don't miss the next one 👇 ⏱ TIME POINTS ⏱ 00:00 – Intro 01:14 – Has Bitcoin Bottomed? 04:00 – Milk Road PRO 05:07 – DCA in a Bear Market 09:56 – What Could Move Bitcoin? 12:32 – What’s Next for the Clarity Act? 14:40 – SEC’s New Crypto Regulations 17:01 – Sponsor: Saber Money 17:41 – Are ICOs Coming Back? 19:25 – Is Self-Custody Too Risky? 26:50 – Which Altcoins Is Rob Buying? 30:43 – Next Bull Run Narratives 34:08 – When Will the Bear Market End?

TODAY ON THE STARTING BLOCK: @LennixOKX joins us as today's Market Pulse guest. Then @ITC_Crypto founder @benjamincowen jumps in the Hot Seat to unpack where we are in the bear market. We're live soon!

This bear thinks it just hit the jackpot. A black bear climbed out of a dumpster in Lake Harmony, Pennsylvania, dragging a trash bag behind it, only to leave most of its prizes scattered on the ground through a hole in the bag. The moment was caught on camera by Raymond Doherty, who later said he didn't realize how unusual the bear's behavior was. "It was almost like a person the way he climbed down."

Which member of The Bear cast got the zoomies on set? With the final season of The Bear out now, Lionel Boyce joined our Social Media Editor in a literal kitchen to talk all about leaving The Bear behind, including his best day on set.

I ran a BRUTAL 3-year MSTR stress test. Not the cute kind. The “Bitcoin crashes 55% from here, mNAV collapses below 0.50x, capital markets are closed, cash gets burned, BTC has to be sold to pay the senior stack, and everyone on X is filming their victory lap in the clown mirror” kind. Starting point: BTC: $59,135 MSTR: $87.64 Total BTC: 847,363 Cash: $1.4B CEBE: 138,161 sats/share Claim ratio: 41.5% Then the model nukes BTC to $26,611 by month 6. The senior stack does exactly what fixed-dollar claims do when collateral crashes. It explodes in BTC terms. Senior claims go from 351,567 BTC to 819,073 BTC. Claim ratio spikes from 41.5% to 96.7%. Common equity BTC collapses from 495,796 BTC to 28,290 BTC. CEBE gets annihilated: 138,161 sats/share → 7,884 sats/share. MSTR stock gets modeled from $87.64 to $1.01. That is the horror movie. Would the stock price actually go this low in that scenario? I doubt it. 2022 had NEGATIVE -14,000+ of common equity sats exposure and the stock never dropped below $10. But here is where the bear case gets uncomfortable. The model assumes: Zero new BTC buys. Zero common issuance. $167.7M/month of obligations. Cash gone by month 9. BTC sales begin after cash is exhausted. Over 3 years, MSTR sells 115,727 BTC to keep servicing the stack. That is real damage. But it still ends with 731,636 BTC. Final state: BTC: $48,498 MSTR: $51.86 mNAV: 1.40x Common equity BTC: 274,093 CEBE: 76,380 sats/share Claim ratio: 62.5% MSTR survives. The common gets dragged through flaming glass for 18 months, but it survives. The real risk is not “instant bankruptcy" like all the FUD spreaders are telling you. The real risk is CEBE compression while fixed-dollar senior claims temporarily consume almost the entire Bitcoin stack in BTC-equivalent terms. Survival is not comfort. But death spiral? This model says no.