Strive CIO proposes evaluating corporate performance by Bitcoin growth per share
Original headline스트라이브 CIO, 주당 비트코인 증가율로 기업 성과 평가 제안
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Strive ($ASST) CIO Ben Werkman proposed that corporate bitcoin holders be judged by BTC-per-share growth rather than total holdings, arguing in an X post that "BTC Yield" should become a core KPI tied to management decisions and capital-markets activity. Under his framework, issuing new shares to buy bitcoin would only count as accretive to common stockholders if the bitcoin backing each share rises; growth in aggregate holdings alone would not demonstrate that. The proposal matters because it shifts the benchmark for treasury-style bitcoin strategies from headline stack size to per-share dilution-adjusted returns, a distinction that could reshape how investors compare companies such as Strategy and other BTC-holding vehicles. Watch for whether other bitcoin treasury firms adopt BTC-per-share disclosure and how share-issuance programs are subsequently evaluated.
Muhabbit's AI wrote this summary in its own words from TokenPost's report and translated it from Korean. It can get details wrong, so check the source.
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Strive, Ben Werkman, Bitcoin (BTC)
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