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@Adrian_R_Morris Adrian Morris
MicroStrategy ($MSTR) and Semler Scientific ($SMLR) are making significant moves in the Bitcoin space. MicroStrategy's subsidiary, @strategy, is nearing XXXXXXX BTC on its balance sheet, with recent acquisitions made using preferred offerings $STRK and $STRF. Meanwhile, Semler Scientific is hosting live streams and podcast episodes discussing its growth and market trends.
Engagements: XXXXXXX #
- X Week XXXXXXXXX +114%
- X Month XXXXXXXXX +49%
- X Months XXXXXXXXXX +58%
- X Year XXXXXXXXXX +536%
Mentions: XX #
- X Week XXX +29%
- X Month XXX +119%
- X Months XXXXX +30%
- X Year XXXXX +242%
Followers: XXXXXX #
- X Week XXXXXX +0.58%
- X Month XXXXXX +2.70%
- X Months XXXXXX +15%
- X Year XXXXXX +78%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence cryptocurrencies #322 stocks #1942 finance #4301 technology brands XXXX% countries XXXX% celebrities XXXX% social networks XXXX% automotive brands XXXX% exchanges XXXX% currencies XXXX%
Social topic influence $mstr #4, mstr #4, bitcoin #121, $btc #90, $strc #2, $strk #2, $strf #2, $strd #2, strategy #5, atm #17
Top accounts mentioned or mentioned by @strategy @saylor @hermeslux @ryquant @btcoverflow @realhardmoney @tonycarrera @smithsonbrennan @cadenabitcoin @roaringragnar @thebitcoin__ @pizzaboi619 @agratefulape @kevkruz @bleacherreport @theunburntbush @texasbryan @miketsolty @citizen0112358 @nayibbukele
Top assets mentioned Strategy (MSTR) Bitcoin (BTC) Strike (STRK) Strategy Incorporated (STRF) Stride (STRD) Semler Scientific, Inc. (SMLR) iShares BTC Trust (IBIT) Metaplanet Inc. (MTPLF) Ethereum (ETH) NVIDIA Corp. (NVDA) BitMine (BMNR) DDC Enterprise Limited (DDC) The Smarter Web Co. (SWC.AQ) Palantir (PLTR) Tesla, Inc. (TSLA)
Top Social Posts #
Top posts by engagements in the last XX hours
"$MSTR $STRK $STRF $STRD $STRC: $4.8B raised via the preferred stock IPO's. Probably nothing"
@Adrian_R_Morris on X 2025-07-28 12:09:37 UTC 27.9K followers, 10.4K engagements
"$MSTR $STRD $STRF $STRK: Just love seeing the Strategy Economy in green" @Adrian_R_Morris on X 2025-07-16 20:34:04 UTC 27.8K followers, 6323 engagements
"@BitcoinMagazine Bitcoin don't care. Bitcoin gonna Bitcoin" @Adrian_R_Morris on X 2025-07-25 20:48:03 UTC 27.9K followers, 20K engagements
"$MSTR $STRK $STRF $STRD $STRC - Why the @Strategy Preferred Offerings are such powerful levers: They provide BTC Yield BTC Per Share and BTC Torque" @Adrian_R_Morris on X 2025-07-28 18:34:35 UTC 27.9K followers, 14.6K engagements
"@RoaringRagnar Without getting into opinions on BTC Yield that is a function of mNAV not a potential driver of mNAV. In addition even if you wanted to include it That could fall under (2) - Strategic Clarity and Execution" @Adrian_R_Morris on X 2025-07-26 09:13:52 UTC 27.8K followers, XXX engagements
"This is an awesome clip thread from my recent appearance on the @ngmi_xyz podcast. We go through the "playbook" of BTC Treasury Companies "altseason" BTC Cycles plus I also give a biased unbiased view on ETH SOL "Treasury Companies"" @Adrian_R_Morris on X 2025-07-22 16:03:48 UTC 27.9K followers, 8100 engagements
"@tonycarrera Set X% per year not dependent on options premium won't pay out from return on capital not likely to face concerns around long term viability less likely to tank during bear market no outsourcing of risk I can go on. This serves a vibrant market" @Adrian_R_Morris on X 2025-07-21 20:56:02 UTC 27.8K followers, 3045 engagements
"$BMNR - @fundstrat what in the name of Degen gains is going on here This a $GRNY Shot for you now $GRNY ICBM What the actual hell 😂" @Adrian_R_Morris on X 2025-07-04 19:55:43 UTC 27.8K followers, 6281 engagements
"@SGJohnMcClane Hey Sunday is still Dotday he respects the tradition. So. He posts dots It's Dotday" @Adrian_R_Morris on X 2025-07-28 15:21:03 UTC 27.9K followers, XXX engagements
"@Winstonmickey1 @Drew_Vish @Strategy You can't "tamper" with mNAV" @Adrian_R_Morris on X 2025-07-24 07:47:34 UTC 27.8K followers, XXX engagements
"@Roubini18 @JesseKobernick @Strategy @ryQuant @TheUnburntBush Don't forget to account for those $STRK $STRF $STRD large $BTC purchases in these timeframes. Not everything was via the common & in 2025 the common was used far less overall" @Adrian_R_Morris on X 2025-07-24 15:36:13 UTC 27.9K followers, XXX engagements
"If true TL/DR is "Number Go Up" - Thank you for coming to my TED Talk" @Adrian_R_Morris on X 2025-07-27 15:36:33 UTC 27.9K followers, 11K engagements
"@LakeShowYo Rob Pelinka Hookah players getting emo' Don't think it'll happen but you asked" @Adrian_R_Morris on X 2025-07-23 18:25:53 UTC 27.8K followers, 9968 engagements
"$MSTR What I'm trying to help crystalize here around the ATM and mNAV talk is this: The price may be set at the margins. But the multiple is set at the market. mNAV as a market multiple is not a function of ATM execution the ATM execution is in fact a function of that multiple" @Adrian_R_Morris on X 2025-07-25 18:08:50 UTC 27.8K followers, 4182 engagements
"$MSTR $MSTY $STRC: OK $MSTY Bros y'all good Monthly divvy convo just got interesting" @Adrian_R_Morris on X 2025-07-21 20:49:49 UTC 27.9K followers, 93.9K engagements
"No way I can answer this without raising hell 😂" @Adrian_R_Morris on X 2025-07-29 01:01:06 UTC 27.9K followers, 5894 engagements
"@Bitcoin_Bull_21 @TexasBryan @Strategy @JoshMandell6 @hillery_dan It really isn't. That's what matters to you not all that matters. There's sentiment again" @Adrian_R_Morris on X 2025-07-26 19:29:07 UTC 27.8K followers, XX engagements
"Well I've been trying to illustrate how/why the convo criticism around the ATM is missing significant context. mNAV (market sentiment) is what drives these trades the ATM isn't driving price. Furthermore as you just noted there are far more players in the space now. Sentiment (attention) is divided so price action will not be as explosive long term for any of these just a steady move upwards over time" @Adrian_R_Morris on X 2025-07-28 19:02:46 UTC 27.9K followers, XXX engagements
"Reminder: Quantum Computing is not and will not be a threat to Bitcoin and we already have a solution for it even if it does" @Adrian_R_Morris on X 2025-07-20 22:26:44 UTC 27.8K followers, 11K engagements
"Well this isn't a bubble by any means. The $BTC is universally being purchased via equity issuance convertible bonds (unencumbered debt paid in equity at a future date) and in the case of Strategy they also use Preferred Offering IPOs. There's very little leverage and if there's a drawdown the equity absorbs that "shock" not the BTC. Also the multiples and frenzy we saw then were market wide and due to a completely different macro environment. Not even remotely the same dynamics or situation as the Dotcom crash" @Adrian_R_Morris on X 2025-07-28 15:19:40 UTC 27.9K followers, XXX engagements
"@LayahHeilpern I've been saying this about the "capital rotation" talking point for about a year now. I agree. Not an $ETH bull though" @Adrian_R_Morris on X 2025-07-24 20:01:07 UTC 27.9K followers, XXX engagements
"$BTC $DDC: @ddcbtc_ is finding ways to generate additional yield while acquiring Bitcoin. Win-Win" @Adrian_R_Morris on X 2025-07-24 13:38:29 UTC 27.9K followers, 2473 engagements
"PSA: Please do not believe the lie that @PeterLBrandt is telling you about this supposed lie. It's no lie - $BTC $MSTR $NVDA and others. There are many opportunities to invest your way to financial independence in the here & now. We are in the middle of a new wave in tech finance so allocate what you can when you can. Not everyone can make it ones that remain focused & have a plan will. N.F.A. of course" @Adrian_R_Morris on X 2025-07-26 20:55:28 UTC 27.9K followers, 12.2K engagements
"@ZeroHedge_ @MitchellHODL "Devastating" Bear Markets aka those XX% drawdowns" @Adrian_R_Morris on X 2025-07-26 19:09:43 UTC 27.9K followers, XXX engagements
"Hey @RoaringRagnar @ChrisMMillas what do you think of these two Trying to paint as clear a picture as possible" @Adrian_R_Morris on X 2025-07-28 19:11:04 UTC 27.9K followers, 1335 engagements
"@Citizen0112358 @nayibbukele Rnron was about accounting and payment to order flow shenanigans not a reserve asset. Not even remotely close to the same" @Adrian_R_Morris on X 2025-07-27 13:48:48 UTC 27.8K followers, XX engagements
"@jerimican5445 Firstly because what makes a CBDC is far more than just code or programming" @Adrian_R_Morris on X 2025-07-22 07:29:07 UTC 27.8K followers, XX engagements
"$MSTR: Good Morning everyone it's Dotday (for real this time)" @Adrian_R_Morris on X 2025-07-13 12:24:57 UTC 27.8K followers, 37.3K engagements
"I'm seeing the Proof of Reserves conversation coming up again so I'm re-sharing a clip where I addressed the topic. Honestly I think this rationale could work for @nayibbukele as well" @Adrian_R_Morris on X 2025-07-27 12:44:46 UTC 27.9K followers, 4376 engagements
"Have perspective and adjust time preference: Everytime I look at $MSTR I still see the pre-split price. $4350 per share" @Adrian_R_Morris on X 2025-07-21 14:23:34 UTC 27.8K followers, 22.1K engagements
"I acknowledged the who and "where" (see comment on benchmark for forward vals). For me I'm not making any assumptions about any company except $MSTR. I also think you are making a fundamental error by confounding: X. The extreme interest in the Mag7 and the disproportionate lifting effect it's having on the entire market X. The relative small size of the Bitcoin market and the growing interest it's seeing via institutions and corporations X. This being an easy credit cycle considering interest rates are still historically quite high" @Adrian_R_Morris on X 2025-07-27 11:22:13 UTC 27.8K followers, XXX engagements
"@BleacherReport Man WTF. Malcolm Jamal Warner Ozzy Osbourne Hulk Hogan. It really happens in 3's" @Adrian_R_Morris on X 2025-07-24 16:00:35 UTC 27.8K followers, 103.9K engagements
"@saylor Stretching is essential to long term health and vitality" @Adrian_R_Morris on X 2025-07-21 20:33:40 UTC 27.8K followers, 7556 engagements
"$BTC $MSTR $STRK $STRF $STRD $STRC: The Strategy Economy in one Flowchart" @Adrian_R_Morris on X 2025-07-28 21:23:14 UTC 27.9K followers, 9648 engagements
"$BTC $DDC @ddcbtc_ Happy to be one of the first members of the Bitcoin Influence Collective at @ddcbtc_" @Adrian_R_Morris on X 2025-07-14 12:31:18 UTC 27.8K followers, 12.1K engagements
"@1914ad Ok to be fair CBDC's are far more intrusive & have far more potential use for broad surveillance than Stablecoins. Orders of magnitude more. This isn't that" @Adrian_R_Morris on X 2025-07-19 03:20:06 UTC 27.8K followers, 12.4K engagements
"I can confirm that there was a recent 13G Filing from Ridgeback Capital Investments with 936865 shares of $SMLR. Definitely worth noting that Ridgeback Cap is run by Wayne Holman who is one of the most successful respected institutional investors in the healthcare space. This (IMO) represents a noteable vote of confidence in Semlers core business" @Adrian_R_Morris on X 2025-07-23 01:07:46 UTC 27.9K followers, 25.2K engagements
"All the talk about $BTC Treasury Companies creating too much "leverage in the system" being the sole trigger for the next bear market or my favorite ass-pull "they have parallels to the 1929 Market Crash" just don't make sense. @btc_overflow highlights the reality below - 80K BTC were just sold and price moved X% but the bottom XX BTC Co's don't have 80K coins combined so everyone needs to relax with the doom-posting. K" @Adrian_R_Morris on X 2025-07-27 21:13:34 UTC 27.9K followers, 8346 engagements
"$MTPLF: @Metaplanet_JP & @gerovich @DylanLeClair_ have acquired XXX Bitcoin which brings their total holdings to 17132 $BTC. Looking forward to seeing shorts commit seppuku when Bitcoin really rallies" @Adrian_R_Morris on X 2025-07-28 03:35:18 UTC 27.9K followers, 13.8K engagements
"$SQNS: Is it me or did @Sequans teleport to 3K Bitcoin rather quickly Well done" @Adrian_R_Morris on X 2025-07-28 10:17:07 UTC 27.9K followers, 7295 engagements
"@JesseKobernick @Strategy @ryQuant @TheUnburntBush Yes there have been a few periods where they stopped the common ATM. Forget the exact dates" @Adrian_R_Morris on X 2025-07-24 14:56:41 UTC 27.8K followers, XXX engagements
"Hang on you can't make that kind of a claim. A XX% AUM loss in MSTY would absolutely impact its performance share price. A massive loss of assets would cripple MSTY's ability to efficiently manage its options strategy. It would face higher transaction costs reduced flexibility to roll positions etc. which would directly impact its net returns. In that event the fund may be forced into disadvantageous scenarios and be forced be forced to sell assets which would lower its NAV. This selling pressure would also cause the share price to trade at a significant discount to its underlying value. Also" @Adrian_R_Morris on X 2025-07-22 16:32:08 UTC 27.8K followers, XX engagements
"@kungfutommy2 @btc_overflow Same dynamics apply they will not create a bear market" @Adrian_R_Morris on X 2025-07-27 21:20:34 UTC 27.9K followers, XXX engagements
"Oh man you are shifting around the goalpost and still making a few flawed assumptions. Your claims about the XX% drawdown (to me) show that you kind of grasp the technical operation of $MSTY but you are still actively drawing an incorrect conclusions by ignoring the realities of a market crisis. Which is the very example you brought up for consideration so I really don't get what you are trying to do In your reply you are falsely correlating the challenges of a growing fund with the crisis of a collapsing one. Sure managing growth is a strategic challenge but a XX% AUM loss is a fire sale" @Adrian_R_Morris on X 2025-07-22 17:20:30 UTC 27.8K followers, XXX engagements
"@MD_ata21 @Strategy It's because there isn't an argument. They feel it's the ATM and look for justifications. But the ATM is a fraction of volume and a smaller fraction of what can impact price and sentiment" @Adrian_R_Morris on X 2025-07-24 02:04:25 UTC 27.8K followers, 1531 engagements
"$SWC $TSWCF: @smarterwebuk @asjwebley are doing a OK job on the Bitcoin acquisition strategy. Future largest company in the U.K. Possibly" @Adrian_R_Morris on X 2025-07-25 11:14:27 UTC 27.8K followers, 7128 engagements
"True North NOW Episode X - Semler Scientific" @Adrian_R_Morris on X 2025-06-30 17:04:46 UTC 27.8K followers, 9399 engagements
"$SMLR: Semler Scientific getting some much deserved analyst attention. Link:" @Adrian_R_Morris on X 2025-07-09 11:51:46 UTC 27.9K followers, 9036 engagements
"@ryQuant @Strategy The market perception and sentiment is driving this trade not the perception of the ATM. Still too reductive a stance" @Adrian_R_Morris on X 2025-07-25 12:15:40 UTC 27.8K followers, XXX engagements
"@btc_overflow Also re: your point about price declines and how they will be absorbed -" @Adrian_R_Morris on X 2025-07-27 21:19:12 UTC 27.9K followers, XXX engagements
"@RothenbergBrian You should absolutely not own everything on this list. That is absolutely NFA" @Adrian_R_Morris on X 2025-07-22 20:08:18 UTC 27.8K followers, XXX engagements
"@JesseKobernick @Strategy @ryQuant @TheUnburntBush Don't forget to account for those $STRK $STRF $STRD large $BTC purchases in these timeframes. Not everything was via the common & in 2025 the common was used far less overall" @Adrian_R_Morris on X 2025-07-24 15:31:51 UTC 27.9K followers, XXX engagements
"@Rainmaker1973 My dream The entire God of War series as one massive game but with current-gen graphics and play. Not just a remaster" @Adrian_R_Morris on X 2025-07-26 12:23:15 UTC 27.9K followers, 174.1K engagements
"Coming back to the idea around mNAV I want to reiterate: The price may be set at the margins but the multiple (mNAV) is set at the market. mNAV as a market multiple is not a function of ATM execution the ATM execution is in fact a function of that multiple. Which means BTC Yield and BTC Per Share are also a function of mNAV in one large reflexive process" @Adrian_R_Morris on X 2025-07-28 18:25:17 UTC 27.9K followers, 19.8K engagements
"@TheUnburntBush @MD_ata21 @Strategy This is X Twitter and the investors on this platform likely dont represent even .0001% of likely impact. Echo chambers cast echoes I'm addressing them likely many bots this not a broad reflection of what the market thinks" @Adrian_R_Morris on X 2025-07-24 04:21:04 UTC 27.8K followers, XXX engagements
"Hey @CanadianSatoshi there's more to it than just potential ATM management" @Adrian_R_Morris on X 2025-07-25 17:03:03 UTC 27.9K followers, 1483 engagements
"$MSTR: Good Morning everyone it's Cornday. Happy to report that @Strategy has acquired another 4225 BTC and they now HODL 601550 BTC. They have just crossed the 600000 BTC threshold on their company Balance Sheet. Unbelievable. This BTC acquisition was made using their $MSTR $STRK $STRF $STRD ATM Equity Offerings. Link:" @Adrian_R_Morris on X 2025-07-14 12:11:25 UTC 27.9K followers, 57.4K engagements
"$MSTR: Good Morning everyone it's Cornday. Happy to report that @Strategy has acquired another 6220 $BTC & now HODL 607770 $BTC. This $BTC purchase was made using their four $MSTR $STRK $STRF $STRD ATM Equity Offerings. Link:" @Adrian_R_Morris on X 2025-07-21 12:08:27 UTC 27.8K followers, 37.4K engagements
"Hey @BitPaine @Pledditor Some of my thoughts on the Proof of Reserves nonsense" @Adrian_R_Morris on X 2025-07-27 11:50:26 UTC 27.8K followers, 1378 engagements
"$MSTR $STRK $STRF $STRD $STRC: Yea I am inclined to agree with @btc_overflow here. The final $STRC offering is still likely $2.5B. The reports showing $2.8B are probably using a per share price of $XXX instead of $XX. Math checks out" @Adrian_R_Morris on X 2025-07-25 11:01:32 UTC 27.8K followers, 2684 engagements
"$MSTR: You can lament the ATM -or- turn the volatility on your shares into a (relatively) easy to manage revenue stream. Don't chase premium let the premium come to you. This covered call strategy works for $NVDA $TSLA $IBIT $PLTR. Though I've modified it for $PLTR. NFA" @Adrian_R_Morris on X 2025-07-25 11:41:38 UTC 27.8K followers, 7467 engagements
"@mc_khristina Gonna fade anything he says pretty hard. Yea likely $ETH will see performance but taking over $BTC Yea. No" @Adrian_R_Morris on X 2025-07-25 15:11:47 UTC 27.8K followers, XXX engagements
"@JonDychko @saylor You mean the taxes on the additional income that I wouldn't have otherwise I'm ok" @Adrian_R_Morris on X 2025-07-27 03:59:31 UTC 27.8K followers, XXX engagements
"The Paper Bitcoin narrative is somehow still a thing. I doubt the Fink (aka: Uncle Larry) would allow $IBIT to be a fugazi fund. I'd ignore the noise on this topic cold custody is best but the ETFs are fine too. Just get as much $BTC exposure as possible. NFA" @Adrian_R_Morris on X 2025-07-26 01:00:41 UTC 27.8K followers, 4111 engagements
"$MSTR: Good Morning everyone it's Dotday. In case anyone is curious the capital from the $STRC raise is supposed to settle July XX. So that will not power this purchase" @Adrian_R_Morris on X 2025-07-27 12:15:24 UTC 27.9K followers, 59.2K engagements
"$MSTR $STRD $STRF $STRK: Congratulations to all those who survived the great downturn of 7-1-2025" @Adrian_R_Morris on X 2025-07-02 16:56:52 UTC 27.8K followers, 13K engagements
"$SMLR has crossed the 5000 $BTC mark 5021 $BTC on the balance sheet with this latest purchase" @Adrian_R_Morris on X 2025-07-24 12:19:28 UTC 27.9K followers, 26.1K engagements
"@NateGeraci Me looking at FUD-ers calling this a backdoor to a CBDC" @Adrian_R_Morris on X 2025-07-21 01:42:06 UTC 27.8K followers, XXX engagements
"$MSTR $STRC: Remember a $2.5B buy is on deck" @Adrian_R_Morris on X 2025-07-27 12:32:17 UTC 27.9K followers, 2423 engagements
"Problem 1: $ETH isn't an "alt" anymore (as much as I really hate to admit it) Problem 2: The $BTC $ETH ETFs are a major part of this equation. Problem 3: Thats an entirely different investor base they aren't "rotating". Problem 4: Even if when the small handful of the 100's of thousands of altcoins meme coins run that isn't an altseason. In 2017 2021 I could close my eyes and chuck a dart at a list of coins and get at least a 3x. Which leads to - Problem 5: This isn't a near zero interest rate QE stimulus environment. Market Liquidity seeks what are viewed as strong investments stimulus (free" @Adrian_R_Morris on X 2025-07-18 21:16:55 UTC 27.9K followers, 8639 engagements
"$MSTR $STRK $STRF $STRD $STRC - I want to speak on mNAV quickly and the constant chatter around it. Case in point "@Strategy needs to stop the ATM to let the mNAV run". Here's a piece of the mNAV puzzle and why that approach claim just doesn't make sense. Despite the fact that mNAV is sentiment and thus not a lever you can control or an "effect" you can create "cause" for this is a simplified example that shows how the entire @Strategy model is a reflexive cycle: High Sentiment High mNAV ATM Execution More BTC Acquired Proof of Strategy Reinforced High Sentiment Sentiment is first cause IMO" @Adrian_R_Morris on X 2025-07-24 01:49:11 UTC 27.9K followers, 70K engagements
"$CINGF @CoinsiliumGroup: Up almost 2x since this tweet" @Adrian_R_Morris on X 2025-06-18 16:04:10 UTC 27.9K followers, 7143 engagements
"$MSTR $STRF $STRC $STRK $STRD: Comparison Table" @Adrian_R_Morris on X 2025-07-23 12:02:02 UTC 27.8K followers, 3920 engagements
"@Rainmaker1973 Another one Going real old school with this one: Starfox. Full current gen rebuild not just a remaster" @Adrian_R_Morris on X 2025-07-26 18:25:39 UTC 27.9K followers, 76K engagements
"@TeslaJLP @x_times_1 @djstockster I see it's 2017 again. I'll leave it to someone else to address this talking point" @Adrian_R_Morris on X 2025-07-26 22:59:51 UTC 27.8K followers, XXX engagements
"@aelaennn Weighted average would be entirely subjective and yet another sentiment indicator" @Adrian_R_Morris on X 2025-07-26 23:36:55 UTC 27.8K followers, XX engagements
"@Rainmaker1973 Bitcoin. Lots and lots of Bitcoin. With a lot of $NVDA $MSTR $PLTR to round it out" @Adrian_R_Morris on X 2025-07-27 14:56:31 UTC 27.9K followers, 2104 engagements
"@KobeissiLetter Translation: Number go up" @Adrian_R_Morris on X 2025-07-27 15:35:07 UTC 27.9K followers, 8832 engagements
"@Morpheus_DX I think you're view on it is correct. From my view people are confounding market sentiment and it's natural ebb flow with the potential impact of ATM Equity Offerings" @Adrian_R_Morris on X 2025-07-25 19:59:43 UTC 27.8K followers, XX engagements
"$SMLR: True North NOW Episode X - Semler Scientific will be live streaming on X at 9AM PST tomorrow morning" @Adrian_R_Morris on X 2025-06-30 04:54:21 UTC 27.8K followers, 9312 engagements
"$MSTR $STRC: It's official initial offering on $STRC reached $XXXXX Billion" @Adrian_R_Morris on X 2025-07-25 12:19:02 UTC 27.9K followers, 32.8K engagements
"$SMLR: @SemlerSci now sitting on 4846 $BTC & closing in on the 5000 $BTC milestone" @Adrian_R_Morris on X 2025-07-17 14:58:01 UTC 27.9K followers, 12.9K engagements
"$MSTR $STRC: It's official initial offering on $STRC reaches $XXXXX Billion. Link:" @Adrian_R_Morris on X 2025-07-25 12:21:21 UTC 27.8K followers, 4889 engagements
"@cadenabitcoin @nayibbukele Aren't you a lending platform that would have to custody coins" @Adrian_R_Morris on X 2025-07-27 14:44:06 UTC 27.8K followers, XX engagements
"I really think can evolve into an unimpeachable & singular repository for not only $BTC price analytics data but also data for $MSTR $STRK $STRF $STRD. @saylor shared the playbook it only makes sense to be the ultimate source of truth as well" @Adrian_R_Morris on X 2025-07-12 20:48:39 UTC 27.8K followers, 8805 engagements
"@MwmSpectrum So if you invested and held since inception you'd be good. But it's not that simple" @Adrian_R_Morris on X 2025-07-22 13:36:59 UTC 27.8K followers, XX engagements
"Bitcoin is for everyone that includes Wall Street Government. This was an inevitable progression and some were bound to be happy others would be disillusioned. Tick Tock. Next Block" @Adrian_R_Morris on X 2025-07-27 01:57:48 UTC 27.9K followers, 4239 engagements
"$MSTR $SMLR $MTPLF - Watch @SemlerEric & me address Proof of Reserves with @AcropolisBTC" @Adrian_R_Morris on X 2025-06-25 17:09:30 UTC 27.9K followers, 18.7K engagements
"@EricBalchunas @VildanaHajric Odds they ever back off their no BTC ETF stance I put it at 5%" @Adrian_R_Morris on X 2025-07-16 01:01:06 UTC 27.8K followers, XXX engagements
"Moreover for me $SQNS has @BenWerkman at the core of that strategy. They'll be fine. Investors need to also look at who is on the teams at these co's. That's equally important as finding the right benchmark for forward vals. I personally wouldn't touch some of these co's based on that dual assessment alone. Just my two sats. ()/" @Adrian_R_Morris on X 2025-07-26 18:01:01 UTC 27.9K followers, 6931 engagements
"@BuyTheDip71 @Strategy Take a look at the increase in shares vs the increase in Bitcoin. There will not be an end there will be equilibrium" @Adrian_R_Morris on X 2025-07-27 09:19:55 UTC 27.8K followers, XX engagements
"So @DylanLeClair_ XXX Billy on $STRC. Wen $MTPLF prefs" @Adrian_R_Morris on X 2025-07-24 20:26:24 UTC 27.9K followers, 1478 engagements
"@ML_wineguy @Strategy Markets reward predictable and successful outcomes with multiples. The subjectivity not "unpredictability" is what makes sense. Unpredictable means no steady rationale to justify that multiple" @Adrian_R_Morris on X 2025-07-24 20:35:21 UTC 27.9K followers, XXX engagements
"$MSTR $STRK $STRF $STRD $STRC: On first glance here is why I'm fairly excited about the new 'Stretch' STRC Preferred Offering:" @Adrian_R_Morris on X 2025-07-21 22:26:49 UTC 27.9K followers, 20.1K engagements
"Glad to see @EricBalchunas agrees that $BTC is entering new territory" @Adrian_R_Morris on X 2025-07-27 00:44:02 UTC 27.9K followers, 3543 engagements
"$MSTR $STRK $STRF $STRD $STRC: A quick infographic for everyone - "7 Factors That Can Impact Influence mNAV"" @Adrian_R_Morris on X 2025-07-25 16:51:03 UTC 27.9K followers, 61.9K engagements
"@Drew_Vish @AGratefulApe @Strategy Don't forget to account for those $STRK $STRF $STRD large $BTC purchases in these timeframes. Not everything was via the common & in 2025 the common was used far less overall" @Adrian_R_Morris on X 2025-07-24 15:29:04 UTC 27.8K followers, XXX engagements
"Artificial Intelligence: Here's a nice summary of what I think are the best points from the interview by @rohanpaul_ai -" @Adrian_R_Morris on X 2025-07-27 18:02:13 UTC 27.8K followers, 2288 engagements
"@cadenabitcoin @nayibbukele I'll stick with @unchained" @Adrian_R_Morris on X 2025-07-27 14:53:13 UTC 27.8K followers, XX engagements
"This is an awesome interview: What Artificial Superintelligence Will Actually Look Like - Link:" @Adrian_R_Morris on X 2025-07-27 17:59:05 UTC 27.8K followers, 2009 engagements
"@RoaringRagnar I actually strongly disagree with that. When I got into MSTR BTC Yield wasn't a thing. Outperformance was violent. That does however fall under execution as you just said it's a metric KPI. There classic method for gauging execution is with metrics and KPI's. Just my two sats" @Adrian_R_Morris on X 2025-07-26 09:27:59 UTC 27.8K followers, XXX engagements
"@btc_overflow Embrace the dot and the dot will embrace you" @Adrian_R_Morris on X 2025-07-27 14:47:45 UTC 27.8K followers, XXX engagements
"@Glad_trades You need to be locked in a room with no internet access. The bullposting is relentless 😂😂😂" @Adrian_R_Morris on X 2025-07-22 15:04:33 UTC 27.8K followers, XXX engagements
"What I will say to that overall is you are still assuming we are late stage due to high sentiment driving significant multiples and "risk" appetite. But that very sentiment also signals a market perception shift. It could be that AI BTC just aren't seen as that risky anymore thus representing the curve profile widening vs this representing a move further out" @Adrian_R_Morris on X 2025-07-27 12:07:53 UTC 27.8K followers, XX engagements
"@Rainmaker1973 Got another one the entire "Max Payne" Series. X X & X full next gen regen from the ground up" @Adrian_R_Morris on X 2025-07-27 01:47:22 UTC 27.9K followers, 12.3K engagements
"True North NOW Episode X - The Smarter Web Company" @Adrian_R_Morris on X 2025-07-15 14:59:26 UTC 27.9K followers, 53.7K engagements
"$MSTR $STRC: Fhew final offer size will stretch even further to $2.52B apparently" @Adrian_R_Morris on X 2025-07-24 20:10:32 UTC 27.8K followers, 14.8K engagements
"@BitcoinVeterans CBDC's are far more intrusive and have more potential use for broad surveillance than Stablecoins. Orders of magnitude more" @Adrian_R_Morris on X 2025-07-18 21:37:04 UTC 27.8K followers, 1295 engagements
"In this short clip I discuss why Bitcoin Treasury Season is killing 'altseason' and why whether we like it or not the 'ETH Treasury' Companies like $BTBT and $BMNR will attract attention" @Adrian_R_Morris on X 2025-07-22 15:34:59 UTC 27.9K followers, 5223 engagements
"$MSTR $STRK $STRF $STRD $STRC - I want to put a vote in right now for a $STRE (Stream) Offering and a $STRU (Strut) Offering. I have ideas" @Adrian_R_Morris on X 2025-07-23 03:25:49 UTC 27.8K followers, 10.6K engagements
"I don't think you understand what you are taking about because X. CSP's don't represent a risk they are an opportunity cost. So for someone long term bullish I'm lowering my cost basis or being paid for my strike to hit. X. A XX Delta covered call requires a significant price move to the upside that is sustained when my XX DTE strike hits X. My returns are the ultimate proof of why this works. I trust my process and results not your opinion. Take care" @Adrian_R_Morris on X 2025-07-27 11:43:35 UTC 27.8K followers, XX engagements
"The GENIUS ACT is about expanding the US Dollars reach and footprint. Expanding the Dollars reach reach involves bringing U.S. dollar access to a broader global audience. Think banking the unbanked such as Bitcoin can do or giving an off ramp out of highly inflationary foreign currencies and all they will need is an internet connection stablecoin wallet. Expanding US dollar integration or it's "footprint" is about how deeply the US dollar is integrated into the world's financial plumbing. With this Act from now on there will be stricter reqs. around stablecoins that assure whenever $USDC or" @Adrian_R_Morris on X 2025-07-22 02:40:39 UTC 27.8K followers, 6026 engagements
"I don't see that happening TBH. A company would have to trade below NAV (not mNAV) for a very long while to be seen as truly distressed and even then that's a lot of work for @Strategy to undertake when they can just buy BTC on the market. It would only make sense of they'd get the BTC at a discount and even then still a lot of work" @Adrian_R_Morris on X 2025-07-27 23:35:18 UTC 27.9K followers, XX engagements
"Max Pain for Bitcoin: We slow grind to $1M per $BTC without a XX% drawdown occuring over the next XX years. I sell OTM aka 10Delta Covered Calls Cash Secured Puts on $IBIT the whole time collecting premium like an addict. I sit on $MSTR position well past $1T MCap collect premium on position via this same method - Consistently add to cold storage $BTC position with the premiums. Evil Laugh" @Adrian_R_Morris on X 2025-07-26 17:42:16 UTC 27.9K followers, 45.4K engagements
"Seasonal and Monthly trends for BTC favor a potential retrace in August. Not a guarantee just a datapoint to consider" @Adrian_R_Morris on X 2025-07-23 14:48:12 UTC 27.8K followers, 4046 engagements
"@cadenabitcoin @nayibbukele If they custody with you you are the third party" @Adrian_R_Morris on X 2025-07-27 14:50:20 UTC 27.8K followers, XX engagements
"Have to agree with @ryQuant here. This is why I think many are underestimating the potential for $MSTR to command a higher mNAV multiple in the future" @Adrian_R_Morris on X 2025-07-20 15:00:10 UTC 27.8K followers, 13.6K engagements
"@coryklippsten @Sequans @Strategy How I feel reading this" @Adrian_R_Morris on X 2025-07-27 14:49:27 UTC 27.8K followers, XXX engagements
"@HermesLux Yes. Will serve a potentially massive investor base" @Adrian_R_Morris on X 2025-07-21 23:43:01 UTC 27.8K followers, XXX engagements
"@Drew_Vish @Strategy You can disagree doesn't mean you are right" @Adrian_R_Morris on X 2025-07-24 02:56:28 UTC 27.8K followers, 1022 engagements
"1. Price Sentiment are related but two distinct variables. X. I've consistently said that the impact of the ATM is being grossly overstated not that it has zero effect. X. Since that effect isn't really quantifiable much of the noise around the topic is just that. Noise" @Adrian_R_Morris on X 2025-07-25 11:28:36 UTC 27.8K followers, XX engagements
"$BTC $MARA: @MARA Wants more $850M more in Bitcoin" @Adrian_R_Morris on X 2025-07-23 13:20:27 UTC 27.8K followers, 2946 engagements
"$MSTR Update: Sleep deprived so forgot that there's potential "blackout period" for any activity (including ATM) that (I think) would consitute week of earnings & likely week before earnings as their results are assumed to be complete at that time. Their $STRC IPO is likely the primary source of capital for a buy" @Adrian_R_Morris on X 2025-07-28 15:38:35 UTC 27.9K followers, 7903 engagements
"@TheMatrixDr @ivan_ivery I do what I can Dr 🤣" @Adrian_R_Morris on X 2025-07-25 17:24:45 UTC 27.8K followers, XX engagements
"$MSTR: No Bitcoin purchase today likely waiting to drop their $2.5B (depending on fees etc.) after July XX when the $STRC IPO funds settle. May even be a larger purchase as earnings is on deck and the 4TM have levers they can pull to make a truly monstrous buy. $3Billy" @Adrian_R_Morris on X 2025-07-28 15:10:26 UTC 27.9K followers, 15.9K engagements
"$MSTR $STRK $STRF $STRD: Oh my God HELL YES a data nerds dream. @Strategy now has a Historical Data Tab Site & it auto updates every minute. Exactly the kind of transparency that I expect from a B.I. Bitcoin Company. Now I don't have to rely on shoddy API's & manually checking data. I'm so pumped" @Adrian_R_Morris on X 2025-07-10 14:00:55 UTC 27.8K followers, 12.2K engagements
"$IBIT $FBTC $ETHA are the three fastest ETFs to hit $10B in history. Wow" @Adrian_R_Morris on X 2025-07-24 14:22:44 UTC 27.8K followers, 2568 engagements