Strive Plans $150M Bitcoin USD Buy: Are Institutions Creating a Bitcoin Supply Shock?

Ben Graham · Janeiro 22

Strive ($ASST) announced plans to raise up to $150M through a follow-on stock offering, with a clear goal: buy more Bitcoin USD and clean up old debt.

The announcement from Strive was met with its share price closing yesterday’s trading session up +0.8% at $0.89. There is still more work to do, as the ASST stock is down -79% over the past 6 months, according to Yahoo Finance.

After hitting $100 in trading this afternoon for the first time, $ASST Strive announces $150M follow-on offer of SATA PREF, price TBD, to buy more BTC and retire the Semler converts.

I like this strategy of finding a price in the market and avoiding the ATM for now. Cleaner. https://t.co/e0DnzRhEM9 pic.twitter.com/0yUkj3cVi3

— matthew sigel, recovering CFA (@matthew_sigel) January 21, 2026

The news landed as Bitcoin USD climbed nearly +1% overnight and is trading just below $90,000. Zoom out, and this fits a broader trend: institutions racing to secure BTC before new coins enter the market.

Broader crypto sentiment increased since yesterday, following news that President Trump has de-escalated the situation with Europe regarding Greenland.

He announced a framework of a future deal had been worked out and that “This solution, if consummated, will be a great one for the United States of America, and all NATO Nations”. This has led to increased sentiment across the crypto markets, with around $75Bn value added onto the combined market cap overnight.

What Is Strive Doing and Why Should You Care?

Strive wants to sell a special type of stock called preferred shares, then use the cash to buy Bitcoin and retire convertible debt. Preferred stock sits between regular shares and bonds. Think of it like a hybrid car. Not as fast as equity. Not as safe as debt.

For everyday investors, the key point is simple. Another public company plans to raise real money just to hold Bitcoin on its balance sheet. That adds long-term demand. Demand matters because Bitcoin has a fixed supply.

Strive brands itself as a Bitcoin treasury company, similar to Michael Saylor’s Strategy. That means it treats BTC like a core asset, similar to how Bitcoin ETF inflows channel institutional money into the market. Different tools. Same goal.

(SOURCE:Yahoo Finance)

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Institutional Demand for Bitcoin Keeps Pressuring Supply

This move does not happen in isolation. Institutions bought more Bitcoin in early 2025 than miners produced. That means big players already absorb new supply.

When public firms buy Bitcoin USD, those coins tend to get locked up tight. These institutions aren’t trading daily or panic-selling on every little dip. That tightens available supply on exchanges, which helps explain why dips keep getting bought.

Last year, analysts at Bitwise released their ‘Forecasting Institutional Flows to Bitcoin in 2025/2026‘ report, stating an expectation that institutions could hold up to 20% of all Bitcoin by the end of 2026. If that plays out, supply becomes scarcer, making competition for each coin even fiercer.

Currently, between ETFs and treasury firms, just over 10% of the total Bitcoin USD supply is under their control, according to CoinGecko and Bitbo.io data.

The two entities holding the largest amount of the supply are BlackRock (via its iShares ETF), with 3.733%, and Michael Saylor’s Strategy, with 3.38%. As things stand, with 11 months left of 2026, the Bitwise forecast that 20% of the Bitcoin supply will be held by institutions by the end of 2026 is more than halfway there.

(SOURCE: Bitbo.io)

How This Affects Regular Bitcoin USD Investors

You do not need to buy Strive stock to feel the impact. Moves like this support the idea of Bitcoin as a long-term reserve asset rather than a short-term trade. That mindset changes market behavior.

It also explains why many investors now choose simple exposure routes, such as ETFs or direct BTC ownership, instead of chasing fast-moving altcoins.

If you already hold Bitcoin, this kind of news supports the long-term thesis. If you do not, it highlights why waiting for perfect timing often backfires when supply keeps shrinking.

Risks You Should Not Ignore

This is not risk-free. Strive issues preferred shares with high dividend promises. If Bitcoin USD drops hard, pressure builds fast. Corporate Bitcoin strategies work best when markets stay liquid.

For retail investors, the warning stays the same. Do not copy institutions blindly. They have longer timeframes and deeper pockets. Never buy Bitcoin with money you need for rent or emergencies.

For now, the message stays clear. Institutions keep treating Bitcoin like a strategic asset rather than a trade. That trend shapes the market more than any daily price candle.

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