I have taken a position in Strive / $ASST. Average price $7.92. Today's revelation of $127.2 million in cash reserves was the final piece in the jigsaw for me. The market has overreacted to the 1-20 reverse split... not realising that the usual rule of thumb does not apply here. Annual dividend obligation for $SATA = ~$53.3mil which means USD coverage is 2+ years. Only $10 million in debt remaining from Semler Acquisition. I am not a fan of buying multiple Bitcoin Treasuries in the same jurisdiction but the US is the exception. The second largest bitcoin-backed fixed income product in the US is still a trillion dollar opportunity. Fund managers need to diversify and can't have all their AUM in one product. Feeling good about my entry here. Happy to be on board @ColeMacro @PunterJeff @mikealfred @IIICapital 🫡🚀