{"id":230823,"date":"2026-09-22T13:19:04","date_gmt":"2026-09-22T13:19:04","guid":{"rendered":"https:\/\/mycryptomania.com\/?p=230823"},"modified":"2026-09-22T13:19:04","modified_gmt":"2026-09-22T13:19:04","slug":"jeff-walton-how-strive-supercharged-its-bitcoin-buying-strategy","status":"publish","type":"post","link":"https:\/\/mycryptomania.com\/?p=230823","title":{"rendered":"Jeff Walton: How Strive Supercharged its Bitcoin Buying Strategy"},"content":{"rendered":"<p><a href=\"https:\/\/bitcoinmagazine.com\/\">Bitcoin Magazine<\/a><\/p>\n<p><a href=\"https:\/\/bitcoinmagazine.com\/videos\/jeff-walton-how-strive-supercharged-its-bitcoin-buying-strategy\">Jeff Walton: How Strive Supercharged its Bitcoin Buying Strategy<\/a><\/p>\n<div><\/div>\n<p class=\"wp-block-paragraph\">Strive was one of the best performing stocks in the Russell 2000 over the past month, and Chief Risk Officer Jeff Walton says the company is on pace to double its Bitcoin holdings roughly every 12 weeks. In this conversation with Grace Remington and Sean Hagan, Walton explains how Strive manages its liquidity position while scaling that fast, why the balance sheet just crossed $2.5 billion in total strength, and how the common stock and preferred ATMs actually fund Bitcoin accumulation. He also breaks down the $700 million in warrants expiring October 13 and what their exercise would mean for leverage and future products. Walton closes with the systemic credit risk he thinks the entire market is underpricing.<\/p>\n<p class=\"wp-block-paragraph\">Chapters:<br \/>00:00 \u2014 Jeff Walton Brings a Reinsurance Risk Playbook to Bitcoin<br \/>00:33 \u2014 Why a 24\/7 On-Chain Market Is Easier to Model Than Equities<br \/>01:36 \u2014 Strive\u2019s Russell 2000 Run and the $2.5 Billion Balance Sheet<br \/>02:15 \u2014 How the Common Stock and Preferred ATMs Fund Bitcoin Buys<br \/>03:54 \u2014 Staying Simple While Strategy and Metaplanet Stack Products<br \/>04:59 \u2014 Dividends, Cost of Capital, and Buying Bitcoin Near $86,000<br \/>06:19 \u2014 Why the Four-Year Bitcoin Cycle Is Fundamentally Breaking Down<br \/>08:26 \u2014 Trust as Capital Market Infrastructure and the Liquidity Test<br \/>10:28 \u2014 Inside Strive\u2019s 25 to 50 Percent Bitcoin Hurdle Rate<br \/>12:07 \u2014 The Systemic Credit Event the Market Is Underpricing<\/p>\n<p class=\"wp-block-paragraph\">DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.<\/p>\n<p>This post <a href=\"https:\/\/bitcoinmagazine.com\/videos\/jeff-walton-how-strive-supercharged-its-bitcoin-buying-strategy\">Jeff Walton: How Strive Supercharged its Bitcoin Buying Strategy<\/a> first appeared on <a href=\"https:\/\/bitcoinmagazine.com\/\">Bitcoin Magazine<\/a> and is written by <a href=\"https:\/\/bitcoinmagazine.com\/authors\/patrickgreen\">Patrick Green<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"<p>Bitcoin Magazine Jeff Walton: How Strive Supercharged its Bitcoin Buying Strategy Strive was one of the best performing stocks in the Russell 2000 over the past month, and Chief Risk Officer Jeff Walton says the company is on pace to double its Bitcoin holdings roughly every 12 weeks. In this conversation with Grace Remington and [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":230824,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-230823","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-discovery"],"_links":{"self":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/230823"}],"collection":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=230823"}],"version-history":[{"count":0,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/230823\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/media\/230824"}],"wp:attachment":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=230823"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=230823"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=230823"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}