Strive CEO: February 19 is the Bear Market Bottom, Company Continues to Increase Bitcoin Holdings, Total Holdings Exceed 21,000 Coins
Strive CEO Matt Cole posted a review of the company's common stock ASST performance, stating that February 19 is the bear market bottom.
He noted that despite the extremely pessimistic external sentiment at the time, the internal belief of the company never wavered—executives and directors bought shares out of their own pockets, and some even left the board to join the company full-time. The combination of long-term belief, talent, and team synergy is extremely rare, and the execution in the next six months will directly stem from this foundation.
Cole pointed out that even with negative sentiment surrounding Strive, there is a group of loyal shareholders who chose to believe during the toughest times. He reiterated that the Bitcoin bull market has just begun, and Strive has established a leveraged structure around Bitcoin, which is operating at full speed, with the team fully invested.
ASST has recently surged significantly, with a market value of approximately $1.686 billion. The company continues to increase its Bitcoin holdings, with total holdings exceeding 21,000 coins.
Driven by events, Bitcoin-related stocks fluctuate with market sentiment and the company's buying actions, with capital flowing towards insider purchases and Bitcoin exposure. Beneficiaries are steadfast shareholders and the company's Bitcoin strategy, while those under pressure are short-term pessimistic sentiments.
Source: Public Information
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Strive, led by Matt Cole, positions Bitcoin as a core treasury asset, continuously increasing holdings through equity and preferred stock financing, constructing a leveraged structure to pursue returns beyond Bitcoin itself. The insider market purchases and board transitions to full-time roles at the February low demonstrate a high level of alignment.
On the capital path, the company accumulates Bitcoin using its own funds and structural tools during periods of low sentiment, shifting resources from short-term stock price fluctuations to long-term asset holdings. The motivation is to position during fear, leveraging the bull market to amplify Bitcoin exposure per share, while ensuring execution through team stability.
This is similar to the Bitcoin treasury strategies of companies like MicroStrategy; currently, it is in the sentiment recovery phase from bear to bull for Bitcoin.
Essentially, this represents capital concentration. The company deeply binds its balance sheet to Bitcoin, with mechanisms that create positive feedback through equity financing and insider belief, leading to a high correlation between stock price and Bitcoin performance, while strengthening the shareholder base at the lows.
ABAB News · Cognitive Laws
Insider buying often precedes sentiment turning points
Belief and team determine the ability to navigate cycles
Leveraged structures amplify bull market gains