The tweet was deleted by the author.
But we saved everything 🙂.
Adam Livingston, industry influencer, compares the capital required to double Strive's 1x mNAV price to that of Strategy's 1x mNAV price.
According to Livingston, approximately $1 billion must be absorbed to double Strive's mNAV, while Strategy would require about $60 billion for the same price movement. He raises the question of which could achieve this milestone faster, indicating an analysis of market dynamics between the two assets.
Livingston has previously noted that Gen Z views traditional financial strategies as increasingly risky during ongoing U.S. housing and savings concerns, as detailed in a recent analysis. He recently highlighted the launch of the Morgan Stanley spot bitcoin ETF MSBT, which debuts at 11 basis points less than IBIT. These posts reflect his ongoing focus on market access and capital allocation.