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Strive Upsizes $225 Million Preferred Sale to Slash Semler Debt, Add 334 BTC

The upsized preferred financing paved the way for rapid deleveraging, leaving the company’s bitcoin holdings fully unencumbered.

Overview

  • Investor orders topped $600 million, prompting Strive to raise the SATA offering from a $150 million target to $225 million at $90 per share.
  • Strive retired $110 million of the $120 million Semler-related liabilities by exchanging $90 million of convertible notes into SATA and fully repaying a $20 million Coinbase Credit loan.
  • Roughly $10 million of legacy Semler debt remains, which the company targets retiring by April 2026.
  • Strive purchased 333.89 BTC at an average price of $89,851, bringing total holdings to about 13,131.82 BTC and ranking the firm 10th among publicly traded corporate holders.
  • Management reported a quarter-to-date bitcoin yield near 21%, while ASST shares traded lower on the news to roughly $0.80–$0.81.