Do not buy ASST due to high NAV premium (1.49/50% above Bitcoin holdings).
Bearish
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InvestAnswersPublished Sep 27 · 2 passages
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I looked at the Net Asset Value (NAV) premiums for all the Bitcoin treasury companies, and Asset was trading at a premium of 1.49, meaning it was trading at 50% above the value of its Bitcoin holdings.
So, would I buy Asset here? No. It's Strive .
What this channel has said about $ASST
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2026-09-27BearishThis one
I looked at the Net Asset Value (NAV) premiums for all the Bitcoin treasury companies, and Asset was trading at a premium of 1.49, meaning it was trading at 50% above the value of its Bitcoin holdings.
2026-09-16Bearish
Strive. The nav premium on asset is a 1.50. This one is killing it compared to let's compare it to Bitcoin. It's a Bitcoin treasury company USD. Just to show you how good it's done. Uh This is going to be probably an incredible chart. Um, boom. Let's go back five years. Zoom in. I want to see how it's completely outperformed. Well, not as much as I would have expected. Turn on percentage so we know where we've come from. So I don't have this prepared but yeah if you look at asset since the bare market began it's beaten Bitcoin by 114%. That's very very impressive very impressive indeed but the NAV premium is 1.5 whereas the NAV discount to Micro Strategy is about 20%. Whereas asset is trading at a 50% premium that's a bit high. You may remember me back in the day, everybody was talking about MetPlanet and I said, "You can't touch that. It's 6.5 times the value of their Bitcoin. That makes no sense." And of course, it didn't. And everybody says, "Why aren't you buying Metap premium is stupid high." Anyway, considering all of the other Bitcoin treasury companies, this is the highest NAV premium right now. So, I'd be careful here.
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