Week #59

USD/BTC = $80,924
Block 972,046

Here are the stocks I plan on buying this week:

🐂 = Bull Case
🐻 = Bear Case

Latest Updates:

DarkHorse Technologies (DRK)

Cool looking graphic!

Strive (ASST)

Strive Announces Pricing of Upsized Initial Public Offering of SATS Stock

October 15, 2026

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DALLAS, Oct. 15, 2026 (GLOBE NEWSWIRE) -- Strive, Inc. (Nasdaq: ASST) (“Strive” or the “Company”) today announced the pricing of its initial public offering (the “offering”) on October 15, 2026 of 7,000,000 shares of Strive’s 15.00% Series A Perpetual SATS Preferred Stock (the “SATS Stock”), an upsize of 2,000,000 shares over the amount previously announced, at a public offering price of $90 per share. The issuance and sale of the SATS Stock is scheduled to settle on October 20, 2026, subject to customary closing conditions.

Strive estimates that the gross proceeds to it from the offering will be approximately $630 million, before deducting the underwriting discounts and commissions and Strive’s estimated offering expenses. Strive intends to use the net proceeds from the offering for general corporate purposes, including, among other things, the acquisition of bitcoin and bitcoin-related products and for working capital, the purchase of income generating assets to grow the Company’s business, other capital expenditures, and/or repurchases of shares of the Company’s Class A common stock, par value $0.001 per share (the “Class A Common Stock”) or its Variable Rate Series A Perpetual Preferred Stock, par value $0.001 per share (the “SATA Stock”). Strive may also use such proceeds to fund acquisitions of businesses, assets or technologies that complement its current business.

The SATS Stock will accumulate cumulative dividends at a rate per annum equal to 15.00% on the stated amount of $100 per share (the “stated amount”) thereof. Subject to the provisions in the governing documentation for the SATS Stock, regular dividends on the SATS Stock will be payable when, as and if declared by Strive’s board of directors or any duly authorized committee thereof, out of funds legally available for their payment, in arrears for each regular dividend period on each payment date to stockholders of record as of the close of business on the regular record date immediately preceding the applicable regular dividend payment date. Regular dividend dates will fall on each business day, as defined in the governing documentation for the SATS Stock, beginning on November 9, 2026. If declared in full, the first scheduled regular dividend on the SATS Stock payable will include all accrued and unpaid dividends from and after the closing date.

At the closing of the offering, Strive intends to increase our existing dividend reserve in an amount equal to the first 18 months of dividend payments calculated as of the date of the offering by depositing an equivalent of $22.50 per share of SATS Stock into an account funded by us with a combination of existing cash on hand and securities held by us (based on the value of such securities at the closing of this offering).

Securitize (SECZ)

Securitize Launches Global Onchain Trading of U.S. Stocks with Security Entitlements

October 8, 2026

Trading on Securitize's registered broker-dealer platform on Solana and on the upcoming NYSE ATS and OKXICE TSV, Securitize Stocks give eligible investors global access to 1:1-backed U.S. equities with the rights and economic benefits of the underlying shares

MIAMI, Oct. 8, 2026 /PRNewswire/ -- Securitize, Inc. (NYSE: SECZ), the leading platform for tokenized assets, today announced the launch of Securitize Stocks, bringing some of the world's most widely held U.S. equities onchain for eligible investors in the United States, European Union (EU) and other permitted jurisdictions worldwide.

Securitize Stocks give eligible investors global access to 1:1-backed U.S. equities.

The initial offering on Securitize will include security entitlements to shares of AAPL, MSFT, NVDA, GOOG, TSLA, META, AMZN, NFLX, CRCL, SPCX, MSTR and PLTR. Securitize Stocks will initially launch on Solana and trade on Securitize's registered broker-dealer platform.

Securitize Stocks are also expected to trade on the new 24/7 digital trading venue being developed by the New York Stock Exchange (NYSE), subject to the venue's launch and applicable regulatory and operational requirements. The planned connectivity would create another pathway for tokenized U.S. equities to trade through infrastructure being developed by one of the world's leading exchange operators.

Unlike products that primarily provide economic exposure to a stock's price, Securitize Stocks are backed 1:1 by underlying shares, structured to preserve the investor rights and economic benefits associated with those shares, and convertible, where available, to direct ownership on the books of the issuer's transfer agent. The offering is designed to accelerate adoption of issuer-sponsored tokenization as issuers increasingly embrace tokenization.

"Tokenized stocks should give investors more than a price on a wrapper that tracks a stock and is only offered offshore," said Carlos Domingo, Chairman and CEO of Securitize. "The opportunity is to bring equities onchain without leaving behind the ownership, investor protections and market infrastructure that make U.S. capital markets work. Securitize Stocks are designed around that principle, while creating a bridge to a future where issuers themselves can participate directly in tokenization."

Securitize Stocks give investors:

• 1:1 backing and security entitlements. Each token is backed one for one by an underlying share and represents a security entitlement under UCC Article 8, preserving applicable rights and economic benefits including dividends and, where the underlying class carries them, voting rights. This sets Securitize Stocks apart from products that are primarily designed to track a stock's performance.
• Global availability. Securitize Stocks will be available to eligible investors in the U.S., EU and other permitted jurisdictions, subject to applicable securities laws, sanctions requirements and other restrictions.
• No share lending. Shares backing Securitize Stocks will not be lent out. The tokens are designed to support additional onchain utility over time, including supported lending and collateral markets like Aave.
• A bridge to issuer-sponsored tokenization. Securitize Stocks use a convertible entitlement token (CET) structure. When a company adopts issuer-sponsored tokenization, investors can convert their security entitlements into actual shares recorded on the company's register, through Securitize's partnerships with leading transfer agents.
• Compatibility with evolving U.S. market structure. The offering is designed to be  consistent with SEC guidance on tokenized securities. Secondary market trading is offered for Securitize Stocks in a regulated manner through its broker-dealer, without the need for exemptions. Securitize Stocks are also expected to be eligible for trading on  Tokenized Securities Venues (TSVs) as contemplated by the SEC's Innovation Exemption.

Securitize Stocks are also expected to be available on the OKXICE Tokenized Securities Venue (TSV), which combines OKX's blockchain technology and global reach with the regulatory experience and institutional connectivity of Intercontinental Exchange (ICE), parent company of the New York Stock Exchange. The TSV will bring tokenized U.S. equities onchain in a compliant, permissioned environment, with plans to unlock 24/7 trading, instant settlement and self-custody of exchange-listed securities for a global audience.

"Global demand for U.S. equities is undeniable. Investors everywhere want access to the world's deepest, most innovative capital markets, on their terms and around the clock. OKXICE is being built for exactly this kind of product: unlocking 24/7 access to U.S. stocks for global investors while preserving the full shareholder rights, protections and economic benefits they expect," said Governor Andrew M. Cuomo, Co-Chair of OKXICE.

Securitize selected Solana as the launch network for Securitize Stocks onchain trading, with transactions settling in USDC. Solana is also one of the networks where Securitize's own tokenized common stock has traded since its NYSE listing in July.

"Solana is the financial infrastructure for the 5.5 billion people on the internet. Tokenized equities give investors around the world access to investments they might otherwise never have had the opportunity to participate in, at internet scale," said Nick Ducoff, GM, Institutional, Solana Foundation. "Securitize Stocks demonstrate what becomes possible when real securities and shareholder rights are combined with fast, efficient blockchain infrastructure. We're excited to see Securitize launch this offering on Solana as the Token Supercycle accelerates and more of the world's capital markets move onchain."

Infrastructure for an Onchain U.S. Equities Market

Securitize Stocks bring together infrastructure spanning blockchain, liquidity, brokerage, clearing, settlement and transfer agency to connect traditional U.S. securities markets with onchain markets.

At launch, Securitize Stocks will be available through Securitize's existing Solana PropAMM, with Jump Trading, which will serve as a market maker to support liquidity, price discovery and execution consistent with applicable market requirements. Trading will initially be available during extended hours, with plans to move toward 24/7 availability. Securitize Stocks will trade alongside issuer-sponsored tokenized equities including Securitize's own stock, SECZ. Access will remain subject to onboarding, KYC/AML checks, jurisdictional eligibility and applicable securities laws.

"Bringing U.S. equities onchain requires liquidity infrastructure capable of delivering the execution quality investors expect from modern markets," said a spokesperson for Jump. "PropAMMs on Solana have demonstrated that onchain markets can deliver tight spreads, deep liquidity and transparent price discovery at significant scale. We're excited to bring that technology on Securitize's platform to Securitize Stocks and help build efficient, liquid markets for tokenized U.S. equities."

Institutional market participants are also expected to play a growing role as tokenized equities develop. Ripple Prime plans to support the launch of Securitize Stocks and explore opportunities to incorporate the assets into its broader institutional trading ecosystem.

"Securitize has been a leader in bringing institutional assets onchain, and this launch represents an important next step for tokenized capital markets, requiring the issuance, collateral and liquidity that robust markets need," said Noel Kimmel, President, Ripple Prime. "As traditional and digital infrastructure converge, Ripple Prime is proud to work with partners driving how these assets become part of a broader institutional trading ecosystem."

Tokenized equities also create the potential for traditional securities to become more useful within onchain financial markets, including through supported lending and collateral applications.

"Bringing high-quality assets onchain expands what is possible across decentralized finance," said Stani Kulechov, Founder of Aave. "Securitize has been a pioneer in connecting regulated financial assets with blockchain infrastructure, and Securitize Stocks represent an important step forward. As tokenized equities develop, we're excited about the potential for these assets to become increasingly useful across onchain markets, including through lending and collateral applications."

Behind the onchain trading experience, Securitize Stocks will connect with established securities-market infrastructure for clearing, custody and settlement.

"The evolution of tokenized equities depends on institutional-grade clearing, custody and settlement infrastructure that can support innovation while upholding the standards of the U.S. securities markets," said Michael Sanocki, CEO, RQD*. "We're excited to support Securitize as it builds a framework designed to connect onchain markets with the infrastructure that underpins traditional equities today."

Learn more about Securitize Stocks at stocks.securitize.io.

Fractyl Health (GUTS)

Angel Studios (ANGX)

Earnings call will be on November 11th.

Cipher Mining (CIFR)

Cipher Digital Announces Pricing of Private Offering of $850.0 Million of 0.00% Convertible Senior Notes Due 2032 and Concurrent Exchange of Convertible Senior Notes Due 2030

PDF Version

Oct 14, 2026 

NEW YORK, Oct. 14, 2026 (GLOBE NEWSWIRE) -- Cipher Digital Inc. (NASDAQ:CIFR) (“Cipher” or the “Company”), a leading developer, owner and operator of industrial-scale data centers, today announced the pricing of its offering of $850.0 million aggregate principal amount of 0.00% convertible senior notes due 2032 (the “notes”) in a private offering (the “offering”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The issuance and sale of the notes are scheduled to settle on October 16, 2026, subject to customary closing conditions. Cipher granted the initial purchasers of the notes a 13-day option to purchase up to an additional $150.0 million aggregate principal amount of notes. Concurrently with the offering, Cipher expects to exchange a portion of its outstanding 1.75% Convertible Senior Notes due 2030 (the “2030 notes”).

The notes will be senior, unsecured obligations of Cipher. The notes will not bear regular interest, and the principal amount of the notes will not accrete. The notes will mature on November 1, 2032, unless earlier repurchased, redeemed or converted. Prior to August 1, 2032, the notes will be convertible only upon satisfaction of certain conditions and during certain periods, and thereafter, the notes will be convertible at any time until the close of business on the second scheduled trading day immediately preceding the maturity date. Cipher will settle conversions by paying or delivering, as applicable, cash, shares of its common stock, par value $0.001 per share (“common stock”), or a combination of cash and shares of its common stock, at Cipher’s election. The initial conversion rate will be 65.3211 shares of common stock per $1,000 principal amount of notes, which represents an initial conversion price of approximately $15.31 per share of common stock. The initial conversion price represents a premium of approximately 35.0% over the last reported sale price of $11.34 per share of Cipher’s common stock on October 13, 2026. The conversion rate and conversion price will be subject to adjustment upon the occurrence of certain events.

Space X (SPCX)

Earnings coming Oct. 20th

IREN Limited (IREN)

Commentary:

Red week. The AI trade got smoked Friday — VIX ripped 21.5% and took everything with it. IREN gapped down to $26.99 (-11%) on neocloud debt fears, though the Anthropic rumor is still floating and Dan Ives is calling the selloff a buying opportunity. CIFR -10.6% to $8.98. NAKA -11.9% to $7.13. SECZ gave back its gains, -13% to $9.86.

GUTS fell off a cliff to $1.55, down 63% on the print. Riding this one to zero!

Strive bought another 2,820 BTC on Oct 13 — treasury now at 35,595 BTC. Stock still closed red at $24.09. The market doesn't care about stacking right now.

SPCX -1.7% to $146.03 on the 800 MHz spectrum deal. Telecom stocks hated it, tower REITs loved it.

On SLE: the vote happened Friday, no public result yet. Still a no until we see it.

BTC chopped around $81k all weekend. Everyone's watching Monday.

Until next week.