Week #47

USD/BTC = $65,339
Block 959,763

Here are the stocks I plan on buying this week:

🐂 = Bull Case
🐻 = Bear Case

Latest Updates:

Strive gives to Brink for BTC Development

Strive Announces Bitcoin Stewardship Commitment, Initial Support for Bitcoin Development Through Brink

July 22, 2026

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DALLAS, July 22, 2026 (GLOBE NEWSWIRE) -- Strive, Inc. (Nasdaq: ASST; SATA) ("Strive" or the "Company"), one of the world's largest corporate holders of bitcoin, today announced its Bitcoin Stewardship Commitment, founded on the belief that institutions benefiting from Bitcoin should increasingly share responsibility for preserving the network that makes Bitcoin possible.

As an initial step under the Commitment, Strive is supporting Bitcoin open-source development through Brink, an independent nonprofit organization that identifies, develops, and supports contributors to Bitcoin Core and other critical Bitcoin infrastructure based solely on the quality of their work. The announcement builds upon Strive's ongoing support of the Bitcoin Policy Institute, reflecting Strive's belief that both sound public policy and world-class open-source development are essential to Bitcoin's long-term success.

"Bitcoin has created extraordinary value for millions of individuals and an increasing number of institutions around the world," said Matt Cole, Chairman and Chief Executive Officer of Strive. "As institutional adoption accelerates, we believe companies that benefit from Bitcoin should view supporting Bitcoin's long-term health as part of their fiduciary responsibility. Protecting the network that underpins your most important asset is not philanthropy. It is prudent long-term stewardship."

Bitcoin Core is the leading open-source implementation of Bitcoin full-node software and plays a critical role in enabling individuals and institutions to independently verify and enforce Bitcoin's consensus rules. Supporting the developers who build, review, and maintain that software, while helping ensure Bitcoin continues to attract and retain the world's best technical talent through merit-based institutions, is central to Strive's Bitcoin Stewardship Commitment.

"Bitcoin's long-term success requires the world's best engineers," said Joe Burnett, Vice President of Bitcoin Strategy at Strive. "Organizations like Brink identify, develop, and support exceptional technical talent based on one standard: the quality of their work. That meritocratic approach has been fundamental to Bitcoin's success, and institutions that benefit from Bitcoin should help ensure it continues."

Strive believes Bitcoin's strength comes from its decentralized governance, independent open-source development, and relentless pursuit of technical excellence. By supporting independent organizations that cultivate exceptional engineering talent, Strive seeks to strengthen the Bitcoin ecosystem while preserving the principles that have made Bitcoin successful.

"Brink thanks Matt Cole and the Strive team for supporting Bitcoin open source development and our mission," said Mike Schmidt, Executive Director of Brink. "Securing the software that runs the Bitcoin network is critical and often thankless work. Brink funds the scarce engineering talent doing this work wherever they are in the world and helps cultivate new talent to contribute through our fellowship program. We are very grateful for Strive's support, which helps make this work possible."

Brink represents the first initiative under Strive's Bitcoin Stewardship Commitment. The Company expects to continue evaluating additional opportunities to support Bitcoin development, education, research, and public policy through independent organizations consistent with the Commitment's principles.

The full Strive Bitcoin Stewardship Commitment is available at https://www.globenewswire.com/Tracker?data=oanfrK3WA7qOnA2JZqKh4BK7PutFSl33IAFyRIAf8az6K97x9F_QsvM2wFsVJkRHU0vOpiOZ8Ei2GOTpPSmkEUxXBAJLkGZPMOxfX9FbHUpSNNb1WFhoWgIpd6yMT2S3GZlNmd3tAmFH8QYJcC-bRGeWzTy97IsH50oJyiUP4cU=.

BitGo

BitGo Prime Expands Digital Asset Trading Infrastructure with Its Global Liquidity Layer

July 23, 2026

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NEW YORK--(BUSINESS WIRE)-- BitGo Prime, LLC (“BitGo Prime”), a subsidiary of BitGo Holdings, Inc. (NYSE: BTGO), the digital asset infrastructure company (“BitGo” or the “Company”), today introduced the Global Liquidity Layer, the institutional trading infrastructure within BitGo Prime that connects clients to global digital asset markets.

BitGo Prime's Global Liquidity Layer is designed to address the operational complexity institutions face as digital asset liquidity becomes increasingly distributed across exchanges, market makers, OTC counterparties, and global markets. Institutions are often required to manage multiple trading relationships, technology integrations, and operational workflows to efficiently access global markets.

BitGo Prime addresses this challenge by bringing together global trading, financing, collateral management, and settlement capabilities, all underpinned by BitGo's regulated custody services. At the center of BitGo Prime’s trading capabilities is the Global Liquidity Layer, connecting clients to exchanges, market makers, OTC counterparties, and regional liquidity providers through a single institutional connection, reducing operational complexity.

"Institutions want infrastructure that simplifies how they operate across global liquidity, financing, collateral, settlement, and asset security without stitching together multiple providers. That is why we built BitGo Prime, and why the Global Liquidity Layer is such an important evolution of the platform," said Adam Sporn, Head of Prime Brokerage and U.S. Institutional Sales.

The Global Liquidity Layer supports both low-touch execution and high-touch trading. Clients can connect programmatically through REST, FIX, and WebSocket APIs, Order and Execution Management System (OEMS) integrations, or BitGo’s web-based trading platform. For larger or more sophisticated transactions, BitGo’s OTC trading desk provides block trading, financing solutions, basis trades, and structured products through experienced traders who source liquidity across BitGo’s global execution network while helping reduce market impact.

Rather than relying on a single trading venue, the Global Liquidity Layer intelligently sources liquidity across exchanges, liquidity providers, and OTC counterparties throughout North America, Europe, the Middle East and Asia Pacific. This enables institutions to access competitive pricing and resilient liquidity. Integrated transaction cost analysis, advanced execution tools, and in-depth reporting provide greater transparency into execution quality, allowing institutions to evaluate performance based on total execution outcomes.

"Institutional clients expect confidence in how orders are executed, transparency into pricing and costs, and the flexibility to manage assets in the way that best fits their business. Traditional capital markets have operated this way for decades. That's why BitGo’s trade offering combines liquidity sourcing with flexible settlement, financing, and custody, giving institutions the freedom to operate on their terms," said Matt Ballensweig, Managing Director and Head of BitGo Prime Trading.

Beyond trading, BitGo Prime integrates its institutional financing, collateral management, and settlement into a unified operating platform that helps institutions manage capital more efficiently. Clients can access collateralized borrowing/lending, and portfolio-based financing solutions in addition to managing counterparty risk through BitGo’s tri-party collateral management capabilities. Eligible collateral remains in segregated custody with BitGo’s regulated custodian entity while BitGo administers collateral arrangements as a neutral third party.

For all offerings, settlement is powered by Go Network, BitGo’s proprietary settlement infrastructure enabling clients to move fiat and digital assets quickly across BitGo's regulated custody network. Purpose-built for institutional trading, financing, and collateral management workflows, Go Network is designed to mitigate counterparty risk, improve capital efficiency, and streamline institutional operations.

By bringing together execution, financing, collateral management, and settlement through a single platform, BitGo Prime reduces operational complexity and enables institutions to manage more of the digital asset lifecycle through one trusted partner.

Commentary:

Mallers stepped down from XXIl. So I dumped the stock and no longer holding or buying shares. I owned shares of XXII because of Jack leading the company. With him gone I don’t have a reason own the company. They do have a massive treasury and backed by Tether who is a massive company in the Bitcoin space but I am unsure what their overall strategy that would cause Mallers to pack his bags. Mallers did say this bear market had something to do with his exit but as he moved on so will I. I will continue to buy LEAPS because if Bitcoin pumps treasury companies can catch a bid and thus offer a good risk adjusted return.

I added SECZ because I like the idea of tokenized stocks. I tested SECZ’s tech stack and it absolutely sucked so this investment might be an overall waste but maybe they can pivot or get bought out and put stocks on the one and true chain. Or if the market goes heavy into shitcoins and the terrible tech stack it has I can use the fiat gains to juice my other BTC investments.

Until next week!!