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AGING Analysis Report
Jun 14, 2026
12 days ago · 93% complete · +5 refreshed

Strive, Inc.

ASST NASDAQ Categories PDF
Communication Services · Asset Management
Dallas, TX 75201, United States IPO 2023 striveassetmanagement.com Updated Jun 14, 10:17pm
Price
$15.15
Market Cap
$1.4B
Employees
51
Beta
-0.23
Avg Volume
4,095,328
CEO
Matthew Ryan Cole
Business Description

Strive, Inc. functions as an asset management firm that employs a treasury strategy with a singular focus on Bitcoin. The company's paramount objective is to enhance the amount of Bitcoin held per share for its investors, and this specific metric serves as the guiding principle for all its capital allocation decisions.

Business History
Generated: Jun 14, 2026 10:21pm
Price Overview
Last updated: Jun 14, 2026 10:17pm (12d ago)
$15.15
+0.57 (+3.91%)
Day Range
$14.51 – $15.71
52-Week Range
$7.02 – $252.00
50-Day MA
$15.16
200-Day MA
$27.46
Volume
4,995,316.00
Analyst Price Targets
Low $30.00
Consensus $34.00
High $38.00
(4 analysts)
Share Structure
Outstanding 79,190,659.00
Float 56,745,009.00
Free Float 71.7%
Normal free float — 71.7% of shares trade freely, ~28.3% held by insiders/institutions
Healthy float typical of established companies. Good liquidity for entering and exiting positions without major price impact.
Price History (1 Year)
Last updated: Jun 14, 2026 10:22pm (12d ago)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Last updated: Jun 14, 2026 10:22pm (12d ago)
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
Period Revenue Net Income Net Margin YoY/QoQ
Key Metrics
API Direct from provider CALC Derived from statements
Industry comparison last run: Jun 14, 2026 10:20pm
P/E Ratio (Price per dollar of earnings)
CALC
Stock Price / EPS (Diluted)
-1.55
Stock Price: $15.15
EPS (Diluted): -9.75
P/B Ratio (Price vs net asset value)
API
Stock Price / Book Value Per Share
0.04
Stock Price: $15.15
Total Equity: $731.24M
Shares: 2,213,424
EV/EBITDA (Total value vs operating profit)
API
Enterprise Value / EBITDA
-17.49
Market Cap: $1.43B
Total Debt: $3.51M
Cash: $67.50M
EBITDA: -$43.54M
Enterprise Value (Takeover price (cap + debt - cash))
API
Market Cap + Total Debt - Cash
-$25.2M
Market Cap: $1.43B
Total Debt: $3.51M
Cash: $67.50M
P/S Ratio (Price per dollar of revenue)
API
Stock Price / Revenue Per Share
5.70
Stock Price: $15.15
Revenue: $5.73M
Shares: 2,213,424
EV/Sales (Total value vs revenue — works when P/E can't)
API
-4.39
Gross Margin (Revenue left after direct costs)
API
Gross Profit / Revenue
96.2%
Gross Profit: $5.51M
Revenue: $5.73M
Operating Margin (Revenue left after all operations)
API
Operating Income / Revenue
-763.1%
Operating Income: -$43.76M
Revenue: $5.73M
Net Margin (Revenue left as actual profit)
API
Net Income / Revenue
-7,335.0%
Net Income: -$420.59M
Revenue: $5.73M
ROE (Profit from shareholder equity)
API
Net Income / Total Equity
-135.3%
Net Income: -$420.59M
Total Equity: $731.24M
ROIC (Profit from all invested capital)
API
NOPAT / Invested Capital
-7.1%
Operating Income: -$43.76M
Tax Rate: 0.0%
Equity: $731.24M
Total Debt: $3.51M
Cash: $67.50M
Current Ratio (Can it pay short-term bills)
API
Current Assets / Current Liabilities
6.66
Current Assets: $71.78M
Current Liabilities: $10.78M
Debt/Equity (Leverage — debt vs equity)
CALC
Total Debt / Total Equity
0.00
Short-Term Debt: $0.00
Long-Term Debt: $3.51M
Total Debt: $3.51M
Total Equity: $731.24M
Rev/Share (Top-line per share)
CALC
Revenue / Shares Outstanding
$2.59
Revenue: $5.73M
Shares: 2,213,424
Book Value/Share (Net assets per share)
CALC
(Total Assets - Total Liabilities) / Shares
$330.37
Total Equity: $731.24M
Shares: 2,213,424
FCF/Share (Real cash generated per share)
CALC
(Operating Cash Flow + CapEx) / Shares
$-9.77
Operating CF: -$21.60M
CapEx: -$24,000
Shares: 2,213,424
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
API
Last Annual Dividend / Stock Price
6.9%
Last Dividend: N/A
Stock Price: $15.15
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
Dividends Paid: N/A
Net Income: -$420.59M
Dividends paid not available in cash flow statement
Industry Benchmarks
Last run: Jun 14, 2026 10:20pm
Compares ASST against LLM-researched typical ranges for its industry. One research call per industry, cached indefinitely — every stock in the same industry reuses the same baseline.
Advanced Analysis Forensic deep-dive · three lenses
Three separate reads — Company Quality (is it a great business?), Valuation (is it mispriced?), and General Sentiment (how macro + narrative are pushing it), kept deliberately apart · 2026-06-14 22:26:33
Delvantic - Cairn AI
Pass — not investable at this price 9/10
Both lenses scream avoid: a -100 quality vehicle priced at a -100 valuation premium — this is a BTC-proxy momentum trade dressed as equity, not an investment.
The cruxWhether undisclosed BTC-per-share NAV actually exceeds $15 — without that, the entire price above ~$5 is unhedged premium-to-NAV that historically collapses.
Forensic checks Derived mechanically from ASST's filed financials — not from the AI lenses
Liquidity & RunwayLong Runway
DilutionHeavy Dilution
Earnings QualityGood Earnings Quality
The three lensesswitch a tab for its full read — score + evidence
Company Quality
-100
Fragile
edge √Σ 59 · risk √Σ 172 · conf 8/10

Strive is a tiny operating business by any conventional measure: revenue went from $277K (2023) to $3.7M (2024) to $5.7M (2025), against a 2025 net loss of $420.6M and operating margins of -763%. Gross margin near 96% is meaningless when the absolute revenue base is this small — the cost structure (SBC at ~25% of revenue, $21.6M FCF burn in 2024) dwarfs the top line by orders of magnitude. This is a pre-revenue-scale platform wearing the costume of a public company.

The per-share story is where quality collapses. Diluted share count went from ~9.5K (2024) to 2.2M (2025) — a >200x increase in one year, consistent with a reverse-merger / capital raise / token-of-equity issuance event. The $420.6M net loss in 2025 against $5.7M revenue strongly implies massive non-cash charges (likely warrant/derivative remeasurement, goodwill, or share-based comp on the merger), but even stripping those out, the cash burn and dilution mechanics are punishing to existing per-share economics. The 'Significant Insider Buying' of $2.3M is real and directionally positive, but it is dwarfed by the dilution machine and by Cole's 702.9K share award on 3/19/2026 — insiders are receiving far more equity than they are buying.

Balance sheet shows $67.5M liquid cash and 12.5 quarters of runway at current burn — survivable, not strong, especially given the burn is accelerating with the platform build-out. Altman Z of 58.88 is an artifact of the recapitalized equity base, not evidence of operational durability. There is no demonstrated moat, no scaled AUM economics visible in these numbers, and no path to profitability evident in the trajectory.

Strengths 3
m40
Real insider open-market buying
9 P-coded buys totaling $2.34M in the last 12 months, including Pham (~$115K across Feb 2026) and Beirne ($100K on 2/13/2026). Zero open-market sales. Insiders are putting personal capital in.
m35
Adequate near-term runway
$67.5M liquid cash, $64M net cash, 12.5 quarters of runway at current burn. No imminent forced raise — buys time to execute, though does not solve the model.
m25
High gross margin structure
96.2% GM in 2025 is typical of asset management — if the firm ever scales revenue, incremental margins should be strong. Today this is theoretical.
Concerns 6
m90
Extreme dilution / share count explosion
Diluted shares went from ~9.5K in 2024 to 2.2M in 2025 — orders of magnitude, consistent with a reverse-merger or major recap. Per-share value mechanics are deeply unfavorable regardless of business progress.
m85
Catastrophic 2025 net loss vs. trivial revenue
$420.6M net loss against $5.7M revenue — a 74x ratio. Even if dominated by non-cash mark-to-market or merger accounting, it signals enormous embedded equity-linked liabilities and/or impairments.
m75
Operating economics not close to viable
Operating margin -763% in 2025 (-620% in 2024). $21.6M FCF burn on $3.7M revenue means the business consumes ~$6 of cash for every $1 of revenue. No operating leverage visible yet.
m60
SBC at 24.6% of revenue with buybacks recovering only 19.7%
Stock comp is a material real cost masked in adjusted metrics, and repurchases barely dent it. Cole's 702.9K share award on 3/19/2026 alone is enormous relative to the float pre-recap.
m55
Cash flow lags reported earnings quality flag
OCF/NI of 0.5x and accruals at -155% of assets reflect highly unusual non-cash items — the 'Good' earnings quality score is mechanical and should not be read as clean operations.
m45
Sub-scale asset manager with no visible moat
$5.7M revenue is negligible in asset management, where scale economics drive everything. No AUM, fee rate, or net flow data here to suggest a durable franchise.
This isn't a business I can grade as a business yet — it's a vehicle. $5.7M of revenue with a $420M net loss and a share count that 200x'd in a year is the financial fingerprint of a recap/reverse-merger event, not an operating company compounding value. The asset management franchise underneath is sub-scale and burning $6 of cash per $1 of revenue. Insider buying is genuine and a small positive signal, but it's dwarfed by the equity issuance machine — Cole alone was awarded 700K+ shares in one grant. Until I see what's actually in that 2025 loss, what the AUM/fee economics look like, and what the dilution overhang from warrants/converts is, I have to call this Fragile. The runway buys time; it doesn't make it a good business.
Verify before trusting this (7)
  • What corporate event drove the 2024→2025 share count jump from ~9.5K to 2.2M (reverse merger, PIPE, token-equity conversion)?
  • Composition of the $420.6M 2025 net loss — how much is warrant/derivative remeasurement vs. goodwill impairment vs. SBC vs. cash operating loss?
  • Actual AUM, fee rate, and net flow trajectory for Strive's ETF/asset management business
  • Terms of any outstanding warrants, convertibles, or earn-out shares that could drive further dilution
  • Whether the $5.7M revenue is recurring management fees or contains one-time items
  • Detail on Cole's 702.9K share award on 3/19/2026 — vesting terms and total grant pool
  • Any Bitcoin/crypto treasury or thematic strategy holdings on balance sheet that could explain the cash position and net loss volatility
Valuation / Mispricing
-100
Overvalued
edge √Σ 15 · risk √Σ 174 · conf 8/10
Price $15.15 vs any fundamentals-anchored deserved value of low-single-digits — the entire stack above ~$5 is unhedged BTC-proxy premium. attractive below $6.00

There is no honest DCF or earnings-multiple path to $15.15 here. The operating company generates ~$5.7M of revenue against a $420M net loss and is diluting violently — by any traditional method, deserved equity value on the asset-management franchise alone is a tiny fraction of the $1.43B market cap (call it sub-$50M, or well under $1/share pre-treasury). The remaining value has to come from the Bitcoin treasury thesis, which makes this a closed-end-fund-style NAV play, not a fundamentals play.

Even granting the treasury narrative, closed-end vehicles holding a liquid asset (BTC) historically trade at or near NAV over time — premiums collapse. Without disclosed BTC-per-share NAV that exceeds ~$15, paying this price means paying a premium to NAV for a sub-scale manager that is the bear case writing itself. The e2e synthesis flagged 'Disconnected from Fundamentals' — agreed. The quality lens grade of Fragile (-100) means deserved value should be marked DOWN, not up, from any operating-business anchor.

The only way $15.15 is defensible is if (a) BTC NAV per share is materially above $15 and disclosed, or (b) BTC rips and the premium-to-NAV holds. Neither is a valuation argument — they're directional bets. Verdict: richly priced relative to anything I can defend with numbers.

Cheap signals 1
m15
Insider buying is a small positive signal
Genuine insider purchases suggest management sees value, but at this scale of disconnect from fundamentals it's a sentiment data point, not a valuation argument.
Rich / priced-in 5
m90
Market cap 250x revenue
$1.43B cap on $5.7M revenue is not an asset-manager multiple; it's a thematic-vehicle multiple. Peer asset managers trade at 2–5x revenue. Even at 10x that's ~$57M of deserved equity — roughly 4% of today's cap.
m85
No earnings power to anchor on
$420M net loss and cash burn of ~$6 per $1 of revenue means traditional fair-value methods (DCF, P/E, EV/EBITDA) all return negative or de minimis values. The price is 100% narrative.
m75
Premium-to-NAV risk on a BTC-vehicle structure
Closed-end vehicles holding liquid assets historically converge to NAV. Without disclosed BTC-per-share NAV ≥ $15, holders are paying a structural premium that tends to evaporate when sentiment turns.
m80
Catastrophic dilution destroys per-share math
Share count 200x'd in a year. Any deserved-value calc has to use a fully-diluted denominator that may still be growing — per-share value is a moving target downward.
m55
e2e synthesis flags 'Disconnected from Fundamentals'
The composite valuation engine itself refuses to anchor — that's a tell, not a quibble. I'm treating it as a hard rich signal.
I can't defend this price with a calculator. $15.15 is a bet on Bitcoin and on a premium-to-NAV holding up — neither is valuation, both are momentum. Unless management discloses BTC-per-share NAV that materially exceeds the price, I'd want this 60%+ lower before I'd even open the model. Today it's a directional crypto trade wearing an equity ticker, and I price it as overvalued on any fundamentals lens.
Verify before trusting this (5)
  • Disclosed Bitcoin holdings and BTC-per-fully-diluted-share NAV — this is the single number that determines if any of the price is defensible
  • Fully diluted share count including warrants, convertibles, and authorized-but-unissued — the dilution overhang
  • Treasury policy: is BTC accumulation funded by ATM equity issuance? If yes, that's structural per-share value leakage
  • Any management fee / expense ratio embedded in the structure — tax drag and fees of the bear case
  • Lockups or restrictions on the legacy/SPAC shareholders that could trigger overhang
General Sentiment
-64
Headwind
tail √Σ 51 · head √Σ 116 · conf 7/10

ASST is pure narrative: a mission-driven Bitcoin treasury vehicle whose entire price is confidence in BTC appreciation plus a premium-to-NAV thesis that spot BTC ETFs increasingly undermine. The story is rated fragile with only moderate intensity and medium cult - that is a weak base under a stock that has already given back enormous gains (recent 57% vs 355% long-term CAGR, deeply negative 3-year deterioration). When the story IS the company, decelerating momentum is itself the dominant sentiment force, and that pressure is currently negative.

Tailwinds 2
m45
Analyst tone still uniformly bullish
4 Buys, 0 Holds/Sells, consensus target $34 vs $14.45 spot - a stark divergence from price action. Backward-looking, but it provides a sentiment floor and headline-positive coverage.
m25
Medium cult coefficient
A medium-cult, mission-branded holder base resists capitulation longer than a pure trader float, dampening downside velocity even as the narrative fades.
Headwinds 4
m70
Fragile narrative losing intensity
Archetype is mission-driven-bet with fragile durability and only moderate intensity. For a 100% story stock, a cooling narrative IS the price action - there is no earnings floor to catch it.
m65
Momentum rolling over hard
Recent 57% trails the 355% long-term CAGR and the 3-year change is sharply negative. Trend-followers and crypto-proxy traders read this as the premium-to-NAV thesis bleeding out.
m55
Spot BTC ETF competition pressures the wrapper premium
The bear case - cheaper, cleaner spot BTC ETFs erode any reason to pay a premium to NAV - is a live, ongoing sentiment drag specific to BTC treasury vehicles like ASST.
m35
Neutral tape with elevated VIX offers no cover
VIX at 17.3 (higher than 56% of the past year) and a nascent neutral regime mean speculative, story-only names get no risk-on tailwind. Negative beta is largely noise here - flows, not market correlation, drive this name.
Net read is a clear headwind. This is a 100% story stock with a fragile narrative, fading momentum, and a structural sentiment problem (spot BTC ETFs eating the wrapper premium) - and the macro tape is neutral-to-jittery, offering no risk-on cover for speculative vehicles. The lone offset is uniformly bullish, but stale, analyst tone and a medium cult base that slows the bleed. Without a fresh BTC rip to re-ignite the story, pressure leans down.
Verify before trusting this (5)
  • BTC price trend and any break of key technical levels - the entire ASST narrative tracks it
  • Premium/discount to BTC-per-share NAV - if it compresses further, the wrapper thesis is dying
  • Any analyst target cuts (zero revisions this month is stale - first downgrade would crack the floor)
  • Spot BTC ETF flow data as a competitive sentiment tell
  • VIX move above 20 or a regime flip to risk-off, which would accelerate selling in story-only names
The market-wide tape + this name's exposure to it (beta / sector / narrative durability). Context on the non-fundamental pressure — not a call on the business or the price. processId: detail-general-sentiment
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Three lenses kept deliberately separate — Company Quality (price-agnostic), Valuation (price-conditional), and General Sentiment (non-fundamental macro/narrative pressure). The scores are not blended. Filing-level items (convertibles, lock-ups, customer concentration) are v2 — see each lens's "verify."
Deep Analysis
Last run: Jun 14, 2026 10:24:16 pm

Pre-flight intelligence scans the company first, then routes to the right analytical methods.

0 Company Classification — What type of company is this?
1 Industry Landscape — Where is the industry headed?
2 Company Momentum — Where is this company trending?
3 Forward Projection — 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a DCF Valuation — Present value of future cash flows
Not applicable for Pre Profit Growth companies
4b Earnings Power Value — Floor value — worth with zero growth
Not applicable for Pre Profit Growth companies
4c Anchored PE — Industry PE adjusted for growth differential
Not applicable for Pre Profit Growth companies
4d Reverse DCF — What growth is the market pricing in?
Not applicable for Pre Profit Growth companies
4e Revenue-Based DCF — For growth/narrative companies (skip if mature earner)
4f Anchored P/S — Price-to-Sales peer comparison (skip if mature earner)
4g Scenario Analysis — Bull / Base / Bear (skip if mature earner)
4h Dividend Discount Model — For dividend/income stocks only
Not applicable for Pre Profit Growth companies
4i Book Value Analysis — For deep value / turnaround stocks only
Not applicable for Pre Profit Growth companies
4j Insider Activity — Are insiders buying or selling?
4f Cash Flow Quality — How trustworthy is the FCF?
4g Debt Maturity Risk — Can it handle its debt?
4h Macro Environment — Rates, market valuation, volatility
4i Sector Intelligence — How does this company compare within its sector?
4j Revenue Confidence — How reliable is the growth projection?
4k Sensitivity Analysis — How fragile is the fair value estimate?
Not applicable for Pre Profit Growth companies
4l Sector Demand Cycle — Is the sector in a boom, steady state, or contraction?
5 AI Investigation — Adaptive research engine (Claude)
5b Thesis Evaluation — What does the market believe? (narrative/platform stocks only)
6 Valuation Synthesis — Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jun 14, 2026 10:22pm (12d ago)
Metric 2021 2022 2023 2024 2025
Revenue $829,618 $343,106 $277,038 $3.7M $5.7M
Cost of Revenue $0 $0 $734 $2,711 $220,000
Gross Profit $0 $0 $276,304 $3.5M $5.5M
Operating Expenses $814,747 $988,361 $5.2M $26.1M $49.3M
Operating Income $14,871 $-645,255 -$4.9M -$22.7M -$43.8M
Net Income $14,871 $-645,255 -$4.9M -$21.6M -$420.6M
EBITDA $14,871 $-645,255 -$4.9M -$22.5M -$43.5M
EPS $2.40 $-96.00 $-695.76 $-680.00 $-9.75
EPS (Diluted)
Balance Sheet (Annual)
Last updated: Jun 14, 2026 10:21pm (12d ago)
Metric 2021 2022 2023 2024 2025
Cash & Equivalents $33,731 $137,177 $2.9M $2.7M $67.5M
Total Current Assets $33,731 $137,177 $3.0M $2.7M $71.8M
Total Assets $284,707 $373,021 $3.1M $3.2M $745.5M
Current Liabilities $15,594 $219,238 $153,541 $430,895 $10.8M
Long-Term Debt $0 $0 $0 $0 $3.5M
Total Liabilities $15,594 $219,238 $153,541 $430,895 $14.3M
Total Equity $269,113 $153,783 $2.9M $2.8M $731.2M
Retained Earnings $18,137 $-627,118 -$5.6M -$12.0M -$474.1M
Cash Flow (Annual)
Last updated: Jun 14, 2026 10:21pm (12d ago)
Metric 2022 2023 2024 2025
Operating Cash Flow $-602,829 -$3.8M -$4.9M -$21.6M
Capital Expenditure $-1 $-13,557 $-3 $-24,000
Free Cash Flow $-602,830 -$3.8M -$4.9M -$21.6M
Acquisitions (net) $0 $0 $0 $400,000
Debt Repayment
Dividends Paid
Stock Buybacks $0 $-176,876 $0 $0
Net Change in Cash $103,446 $2.8M $-263,699 $4.1M
Analyst Estimates (Annual)
Last updated: Jun 14, 2026 10:19pm (12d ago)
Metric 2025 2026 2027
Revenue $5.0M
$4.4M – $5.9M
$12.1M
$11.6M – $12.6M
$10.7M
$10.4M – $11.1M
EBITDA -$4.0M
-$4.7M – -$3.5M
-$9.7M
-$10.1M – -$9.2M
-$8.6M
-$8.9M – -$8.3M
Net Income -$6.3M
-$7.4M – -$5.2M
-$8.1M
-$10.5M – -$7.3M
$-788,687
$-930,745 – $-646,629
EPS
Growth Trends (YoY %)
Last updated: Jun 14, 2026 10:22pm (12d ago)
Metric 2022 2023 2024 2025
Revenue Growth -58.6% -19.3% +1,217.5% +57.1%
Gross Profit Growth +1,151.5% +59.5%
Operating Income Growth -4,439.0% -664.2% -359.4% -93.1%
Net Income Growth -4,439.0% -664.2% -337.6% -1,849.0%
EBITDA Growth -4,439.0% -664.1% -355.6% -93.8%
Insider Trading (Recent)
Last updated: Jun 14, 2026 10:22pm (12d ago)
Type codes PPurchase SSale AAward / grant MOption exercise FIn-kind (tax) CConversion GGift DReturn to issuer
All SEC Form 4 codes
Open market
P Purchase
Open-market or private purchase of shares.
S Sale
Open-market or private sale of shares.
Compensation (Rule 16b-3)
A Award / grant
Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
D Return to issuer
Securities disposed back to the company under Rule 16b-3.
F In-kind (tax)
Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
I Discretionary
Discretionary transaction under an employee plan — Rule 16b-3(f).
M Option exercise
Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
C Conversion
Conversion of a derivative security into the underlying shares.
E Short expiration
Expiration of a short derivative position.
H Long expiration
Expiration or cancellation of a long derivative position with value received.
O OTM exercise
Exercise of an out-of-the-money derivative.
X ITM exercise
Exercise of an in-the-money or at-the-money derivative.
Other exempt
G Gift
Bona fide gift of securities.
L Small acquisition
Small acquisition under Rule 16a-6.
W Inheritance
Acquisition or disposition by will or the laws of descent.
Z Voting trust
Deposit into or withdrawal from a voting trust.
Other
J Other
Other acquisition or disposition (explained in a Form 4 footnote).
K Equity swap
Transaction in an equity swap or similar instrument.
U Tender / buyout
Disposition via tender of shares in a change-of-control transaction.

Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.

Date Insider Type Shares Price Value
2026-03-31 Pham Benjamin M-Exempt 11,329.00 $0.00 $0
2026-03-31 Pham Benjamin F-InKind 4,250.00 $0.00 $0
2026-03-31 Pham Benjamin M-Exempt 11,329.00 $0.00 $0
2026-03-19 Cole Matthew Ryan A-Award 702,856.00 $0.00 $0
2026-02-17 Pham Benjamin P-Purchase 7,900.29 $8.23 $65,000
2026-02-18 Pham Benjamin P-Purchase 6,213.84 $8.06 $50,095
2026-02-13 Beirne Brian Logan P-Purchase 11,500.00 $8.73 $100,387
2026-01-16 Pham Benjamin M-Exempt 226,583.00 $0.00 $0
2026-01-16 Pham Benjamin F-InKind 95,816.00 $0.00 $0
2026-01-16 Pham Benjamin M-Exempt 212,930.00 $0.00 $0
2026-01-16 Pham Benjamin M-Exempt 226,583.00 $0.00 $0
2026-01-16 Pham Benjamin M-Exempt 212,930.00 $0.00 $0
2026-01-16 Beirne Brian Logan M-Exempt 164,810.00 $0.00 $0
2026-01-16 Beirne Brian Logan F-InKind 83,178.00 $0.00 $0
2026-01-16 Beirne Brian Logan M-Exempt 164,810.00 $0.00 $0
2026-01-16 SEMLER ERIC A-Award 13,395,083.00 $0.00 $0
2026-01-16 SEMLER ERIC A-Award 3,157,500.00 $2.80 $8.8M
2026-01-16 SEMLER ERIC A-Award 1,637,079.00 $0.00 $0
2026-01-16 SEMLER ERIC A-Award 1,578,750.00 $1.72 $2.7M
2026-01-16 SEMLER ERIC A-Award 260,493.00 $1.11 $289,147
Narrative Economics
The story the market is telling about this stock — the intangible X-factor (founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for ASST — it's generated by the pipeline (market-narrative step).
Delvantic AI Findings
Independent analyst synthesis · Delvantic - Cairn AI · generated 2026-06-14 22:24:52
Reviews the pipeline's own verdicts
Verdict Un-analyzable as presented — without BTC-per-share disclosure this is a leveraged Bitcoin proxy with a decaying wrapper premium; avoid at $15.15 unless you'd buy BTC directly at equivalent exposure, and even then prefer IBIT at 25bps over an undisclosed dilution machine.

The raw numbers tell a story the "asset management" label actively obscures. Quarterly revenue of $1.5M, $1.5M, $1.5M, $2.8M is not a growth business — it's a flat fee stream of roughly $6M annualized from whatever advisory wrapper Strive operates. The 355% revenue CAGR is an artifact of a $277K 2023 base; the meaningful number is the four most recent quarters being essentially flat-to-rounding-error. Meanwhile net losses exploded from -$3.7M in Q1'25 to -$206.7M, -$393.6M, -$265.9M — a roughly $866M cumulative loss over three quarters that cannot be operating burn (opex was running $5-10M/qtr through mid-2025). That's mark-to-market on crypto holdings, share-based comp on the 702,856-share March award, and/or warrant/derivative remeasurement. The pre-flight model is right that this is a Bitcoin treasury vehicle wearing an asset manager costume; the rest of the income statement is noise.

Where I'd push back on the synthesis: calling this "248x P/S" and "disconnected from fundamentals" misframes the security. For a treasury vehicle, P/S is the wrong denominator — the right one is mNAV (market cap vs. BTC holdings per share). The file doesn't disclose BTC holdings, which is the single number that determines whether $15.15 is a 2x premium to NAV or a 50% discount. Without that, both the bull and bear cases are unfalsifiable. The synthesis treats the absence of that data as evidence of overvaluation; I'd treat it as evidence the analysis can't be completed. The $7-to-$252 intra-year range cited by pre-flight screams reverse-merger/SPAC dynamics with a small float, not fundamental repricing — and a P/B of 0.045 (if accurate) suggests the book carries enormous equity relative to the $1.43B cap, which is inconsistent with a thinly-capitalized burn vehicle and probably reflects a recent PIPE or equity raise that funded BTC purchases not visible in the stale 2025-12-31 balance sheet showing only $67.5M cash.

The contrarian case: insider activity is genuinely interesting. Three separate open-market purchases in Feb 2026 (7,900 / 6,214 / 11,500 shares) at presumably depressed prices, alongside the option exercises, is not what you see at a terminal capital-exhaustion story. If management is buying with personal cash after a stock that traded to $252 collapsed to $15, either they know the BTC-per-share math is favorable here, or they're signal-pumping. The 6.94% dividend yield flag is almost certainly a data error for a money-losing shell — ignore it. The market-forces "avoid entirely" verdict is too confident given we don't have the BTC holdings disclosure; "strong headwinds" is a reasonable prior, but the framing assumes the operating business matters, and for a treasury vehicle it doesn't until BTC enters a sustained bear.

I dissent partially from the synthesis. "Disconnected from fundamentals" is correct directionally but incomplete: this security has no fundamentals in the traditional sense, so the question is whether $1.43B market cap exceeds (BTC holdings + $67.5M cash - liabilities) by more than a reasonable premium for the wrapper. I can't answer that from this file, and neither can the prior models — they're substituting revenue multiples for the actual NAV calculation. That said, the structural bear case is real: spot Bitcoin ETFs at 20-25bps fees have eliminated the wrapper premium that MicroStrategy enjoyed in 2020-2022, the fragile narrative durability call is correct, and a $260M+ quarterly loss in a flat-revenue shell means dilution risk is enormous if BTC stalls. The 702,856-share award in March 2026 alone is ~0.7% dilution in one grant. Position sizing should assume this is a 3-5x leveraged BTC call option with a decaying time value, not an equity investment.

GPT Critique
Second-opinion review · gpt-4o · generated 2026-06-14 22:25:00
Reviews the Opus findings above
Verdict I agree with Opus — un-analyzable without BTC-per-share disclosure, likely overvalued at $15.15 with high dilution risk; prefer direct Bitcoin exposure or ETFs.

In analyzing Strive, Inc., the raw data reveals a company with significant financial volatility and a lack of traditional asset management characteristics. Strive's revenue has increased from $93K in mid-2024 to $2.8M in early 2026, but this growth is overshadowed by staggering net losses, peaking at -$393.6M in Q4 2025. The consistently negative margins, notably -9634.3% in the most recent quarter, highlight an unsustainable financial structure. The cash position of $67.5M without total debt information suggests some liquidity but also raises questions about how long the company can sustain such losses without urgent capital influx. The current ratio of 6.6601 indicates strong short-term liquidity, but this doesn't alleviate the underlying issues of profitability and strategic direction.

I find myself largely in agreement with Opus's assessment. He correctly identifies that the label of "asset management" obscures Strive's true nature as a Bitcoin treasury vehicle. The revenue flatlining at around $1.5M per quarter doesn't reflect a robust growth story; instead, it suggests a stagnant operation with revenue spikes likely tied to volatile Bitcoin valuations rather than operational improvements. I agree with Opus that the 355% revenue CAGR is misleading, a product of an extremely low base rather than substantive business growth. His criticism of the 248x P/S ratio as a misframing without Bitcoin holdings data is valid; however, the absence of this critical data point renders any traditional valuation metric almost irrelevant, echoing the narrative that this is more a speculative Bitcoin proxy than a value-driven investment.

Where I diverge slightly from Opus is in his interpretation of insider buying activity as potentially positive. While insider purchases could signal confidence, they might also reflect attempts to prop up or manipulate market perception, particularly when juxtaposed with significant share-based compensation diluting shareholder value, as seen in the 702,856-share March 2026 award. I am less optimistic about this insider activity as a genuine indicator of underlying value without clearer transparency on Bitcoin holdings and strategic financial metrics.

A careful skeptic might argue that both Opus and I are overly reliant on the absence of Bitcoin holdings data to frame our analyses, potentially missing other strategic shifts or operational pivots Strive might be undertaking. They might also contend that the current depressed stock price reflects an opportunity if Bitcoin appreciates significantly, assuming the company can manage dilution effectively. However, without transparency, this remains speculative.

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My Notes personal — only you see this
Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.352 · d1100787 · 2026-06-26 11:39:30