Strive Is Not Fazed By Strategy's $BTC Sell-off

Strive Pushes Treasury to 19,000 BTC

Strive, Inc. (Nasdaq: ASST) has acquired an additional 2,500 $BTC for approximately $185.2 million, at an average price of $74,092 per coin. The purchase brings the firm's total Bitcoin treasury to 19,000 $BTC, reinforcing its position as one of the more aggressive corporate accumulators in the space.

Strive describes itself as the first publicly traded asset management Bitcoin treasury company, built around a single core objective: growing Bitcoin per share to outperform $BTC over the long run. The latest acquisition fits squarely within that mandate.

Performance metrics accompanying the announcement show a Quarter-to-Date (QTD) $BTC yield of 23.0% and a Year-to-Date (YTD) yield of 36.7%. The company's amplification ratio stands at 57.0% following this latest capital deployment. Strive frames these figures as evidence of what it calls the "Institutional Bitcoin" model, an approach centered on accruing shareholder value by treating Bitcoin as the primary hurdle rate for all capital decisions.

Context: Strategy's Shift Away From "Never Sell"

The timing of Strive's purchase is notable. It comes as Strategy, the largest publicly traded corporate holder of $BTC, faces questions about its own commitment to holding. Strategy sold 32 Bitcoin between May 26 and May 31, generating $2.5 million at an average price of $77,135 per coin, a move that drew attention given the firm's long-standing "never sell" policy.

Strategy CEO Phong Le indicated the company may sell $BTC under specific conditions, citing the firm's $1.5 billion annual preferred dividend obligations. Executive Chairman Michael Saylor's earlier comments on the subject triggered a 4% drop in MSTR shares and rattled market sentiment.

Strive's 19,000 $BTC purchase sends a clear counter-signal. Where Strategy appears to be reassessing the limits of its accumulation model, Strive is doubling down, deploying fresh capital at prices consistent with the range where Strategy itself has been buying for years.

Strive's Bitcoin stack has grown rapidly. The company held 12,798 $BTC after completing its acquisition of Semler Scientific in January 2026, meaning it has added more than 6,000 BTC in under six months.

Sources:
Strive official website
GuruFocus: Strategy sells Bitcoin amid market pressures
Bitcoin Magazine: Strive treasury crosses 15,000 BTC