ASST (Strive Asset Management) Market Analysis: Mixed Sentiment Amid BTC Volatility & SMLR Merger

A Reddit post on 2025-11-24 discussed $ASST (Strive Asset Management) with three key arguments:

• Bearish:
  Short-term uncertainty due to unknown Bitcoin (BTC) bottom.
• Bullish:
  SMLR (Semler Scientific) merger adds non-BTC cash flow.
• Neutral:
  Timing tied to 4chan’s prophecy (predicted BTC top, suggests ~1 year until bottom).

The post claims ASST is undervalued at ~$1/share ($830M market cap) due to BTC’s drop, with upside if BTC recovers or merger benefits materialize [user-provided event].

• ASST’s price rose
  11.76%
  to $1.14 on 2025-11-24, likely driven by merger optimism and insider buying [0].
• BTC’s recent drop to ~$80k (down
  36%
  from Oct 2025 all-time high of $126k) creates headwinds for ASST’s crypto-exposed assets [3].

• ASST’s 30-day volatility (12.76% daily std dev) indicates high short-term risk [4].
• The SMLR merger (all-stock transaction) could diversify revenue away from BTC, but completion status is unconfirmed [1, 2].

• Mixed:
  Bullish (merger diversification, insider buying [1]), Bearish (BTC slump [3], negative EPS [0]), Neutral (timing from 4chan [user-provided event]).

• ASST:
  Strive Asset Management [0].
• SMLR:
  Semler Scientific (merger target [1,2]).

• BTC:
  Cryptocurrency (ASST’s exposure [3]).
• Crypto-Related Sectors:
  Financial services (asset management) [0].

1. Merger Completion:
   SEC filings exist but no confirmation of SMLR merger completion [1,2].
2. Non-BTC Cash Flow:
   Exact contribution from SMLR to ASST’s revenue.
3. BTC Exposure:
   ASST’s current BTC asset percentage.
4. Earnings Timing:
   Next report to validate merger benefits.

• Diversification:
  SMLR merger reduces BTC reliance [2].
• Insider Confidence:
  Mike Alfred’s 100k share purchase [1].
• Undervaluation:
  ~$1/share price vs. potential merger benefits [user-provided event].

• Profitability Issues:
  Negative EPS (-$0.04) indicates ongoing losses [0].
• BTC Risk:
  Unknown BTC bottom hurts crypto-exposed assets [3].
• Merger Concerns:
  Semler CEO’s $30M share sale [1].

• Timing:
  4chan’s prophecy suggests ~1 year until BTC bottom, delaying ASST’s upside [user-provided event].

• Profitability:
  ASST’s negative EPS (-$0.04) signals long-term value risks [0].
• Volatility:
  High daily volatility (12.76%) increases short-term trading risk [4].
• BTC Exposure:
  BTC’s unknown bottom creates significant downside risk [3].

1. BTC Price:
   Track movement to assess ASST’s crypto asset value [3].
2. Merger Completion:
   Confirm SMLR’s non-BTC cash flow addition [1,2].
3. Earnings Report:
   Validate merger benefits and profitability [0].
4. Insider Activity:
   Gauge confidence from management/investor trades [1].

[0] Ginlix Analytical Database (get_stock_realtime_quote, get_stock_daily_prices).
[1] Crypto Briefing: “Mike Alfred says he bought another 100,000 shares of Vivek Ramaswamy’s Strive” (2025-11-19) → URL.
[2] Bloomberg: “Strive, Inc. (Nasdaq: ASST) and Semler Scientific…” (2025) → URL.
[3] Forbes: “Bitcoin Falls To Almost $80000 As Bloodbath Continues” (2025-11-21) → URL.
[4] Ginlix Analytical Database (get_stock_daily_prices).