18
@ColeMacro
Matt Cole
Skipped detailed analysis: Personal account of an individual (CEO/founder speaking in first person), not a crypto project, protocol, or token itself.
AI Analysisneutral
Confidence
30%
Skipped detailed analysis: Personal account of an individual (CEO/founder speaking in first person), not a crypto project, protocol, or token itself.
Recent tweetsSee all on 𝕏 →
Fight fire with fire.
Doing nothing creates bigger fires. Over-engineering does too. The best way to manage fire risk is active management with controlled burns.
Markets are similar: controlled volatility can prevent uncontrolled volatility. https://t.co/MXqbPQjn1Y
We’re asking for market feedback because short interest in $SATA increased by ~1M shares over the past 30 days and borrow costs are currently ~70% APR.
Targeting $100 remains the objective. But some investors appear to believe Strive will always issue new $SATA shares at $100, creating an effective cap.
Retaining issuance flexibility makes shorting $SATA more risky and expensive, which may increase short-term volatility but reduce long-term volatility.
Should @Strive temporarily suspend new $SATA issuance at $100 when doing so is in the best long-term interest of shareholders, and let the market determine the clearing price?
STRIVE BALANCE SHEET UPDATE
• Bitcoin: ₿19,864
• Cash: $141.7M
• STRC: $37.7M
No $BTC purchases this week.
Strive’s balance sheet is built to move aggressively or wait patiently with deep reserves, no debt, no margin & no encumbered Bitcoin.
$ASST $SATA
Move decisively. Wait deliberately. https://t.co/crMXTLhPYM
Signal Timeline
DE
@DefiIgnas followed
Score breakdown0–100
🎯Scout quality
+19.25 / 25
📚Signal stack
0 / 30
🪪Profile
+12 / 15
✍️Content
+9 / 10
🤖AI verdict
+8 / 20
⚠️Penalties
-30 / 20
18
Below threshold (70)
Watching for additional signals.
Watching for additional signals.
Followers
30.7K
Account age
4.7y
Scouts
0
First seen
3w ago