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@Adrian_R_Morris Avatar @Adrian_R_Morris Adrian Morris

There are discussions about MicroStrategy ($MSTR) and its relationship with Bitcoin ($BTC). Some analysts are sharing data and insights on the stock's performance, volatility, and market sentiment. The sentiment around $BTC and $MSTR appears to be shifting, with some predicting a potential price increase.

Engagements: XXXXXX #

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Social Influence #

Social category influence cryptocurrencies #1410 stocks #5493 finance XXXX% countries XXXX% technology brands XXXX% exchanges XXXX% social networks XXXX% currencies XXXX%

Social topic influence $mstr #14, $btc #99, bitcoin #642, $strf #2, $strd #2, $strk #2, $strc #4, sentiment #132, china 0.48%, strk #2

Top accounts mentioned or mentioned by @strategy @saylor @metaplanetjp @mstrtruenorth @smarterwebuk @punterjeff @grok @asjwebley @hermeslux @mmmicrostrategy @btcoverflow @fiatisevil @dylanleclair @realjimchanos @semlereric @fundstrat @gerovich @joshmandell6 @benwerkman @ryquant

Top assets mentioned Strategy (MSTR) Bitcoin (BTC) Strategy Incorporated (STRF) Stride (STRD) Strike (STRK) Metaplanet Inc. (MTPLF) Robinhood Markets, Inc. (HOOD) NVIDIA Corp. (NVDA) IREN Limited (IREN) TeraWulf Inc. (WULF) Strive, Inc. (ASST) Cipher Mining Inc. Common Stock (CIFR) iShares BTC Trust (IBIT) Sui (SUI) Caught in 4K (4K) Morgan Stanley (MS) BITMINE IMMERSION TECH (BMNR) Cisco Systems Inc (CSCO) Bitcoin Gold (BTG) Semler Scientific, Inc. (SMLR) DDC Enterprise Limited (DDC)

Top Social Posts #

Top posts by engagements in the last XX hours

"Insiders knew this was a leverage flush carry on"
X Link @Adrian_R_Morris 2025-10-11T21:47Z 29.1K followers, 6112 engagements

"Can't seperate performance from sentiment as price follows market psychology but ok. Look we can agree to disagree. But I've been over this from pillar to post neck deep in the data for almost two years now and longer tenured as an investor. I get what you are trying to say but that isn't representative of what's actually going on IMO. ()/"
X Link @Adrian_R_Morris 2025-10-12T18:48Z 29K followers, XXX engagements

"I have also never met or had someone say DeepSeek was their LLM of choice. Not once. Remember when DeepSeek-R1 was going to end $NVDA @OpenAI"
X Link @Adrian_R_Morris 2025-10-15T00:52Z 29.1K followers, 3015 engagements

"An interesting postmortem on all the Tariff Friday shenanigans and surprise surprise @binance is at the center of it"
X Link @Adrian_R_Morris 2025-10-12T23:34Z 29.1K followers, 10.9K engagements

"Again Glad I got into an $IAU position with some of my profits a few months back"
X Link @Adrian_R_Morris 2025-10-15T02:27Z 29.1K followers, 4552 engagements

"AGI wont replace all labor and even if it does it would replace current labor and create new forms of human labor much like the industrial revolution did. In this world BTC would have the same utility and value that it has now. In a world where scarcity is gone scarcity is king"
X Link @Adrian_R_Morris 2025-10-11T21:24Z 29K followers, XX engagements

"Went from $15M to $4K on $SUI Gee-Sus-Christos (I hope this is fake)"
X Link @Adrian_R_Morris 2025-10-11T11:59Z 29.1K followers, 9807 engagements

"Check out this fantastic $MSTR and $BTC Treasury Company conversation hosted by @piovincenzo_. Had a great time being part of this panel:"
X Link @Adrian_R_Morris 2025-10-13T14:34Z 29.1K followers, 5036 engagements

"Well there it is the Rare Earth Export Controls do appear to be an attempt to curtail thier use in military applications. Link:"
X Link @Adrian_R_Morris 2025-10-12T14:45Z 29.1K followers, 3893 engagements

"@scoochamenze @TOzgokmen Banks closed Bond Markets closed Stock Market is open for manipulation I mean business"
X Link @Adrian_R_Morris 2025-10-12T13:34Z 29K followers, XXX engagements

"While many are bearish on $MSTR - the Head of Digital Assets Research @vaneck_us and the Manager of a Digital Assets ETF $NODE is out here casually dropping nuggets on the potential of $STRK $STRF $STRD $STRC - ".A major ratings agency is likely to initiate coverage of MSTR perpetual preferreds in coming quarters opening the door for insurers & pensions to buy.""
X Link @Adrian_R_Morris 2025-10-02T15:02Z 29.1K followers, 17.3K engagements

"Woke up on my Birthday and this is what I saw. I dont think we see $BTC at $444K this year but"
X Link @Adrian_R_Morris 2025-10-15T11:47Z 29.1K followers, 13K engagements

"How I'm looking at this $BTC $MSTR price action knowing full well market players are trying to prevent a breakout"
X Link @Adrian_R_Morris 2025-10-10T00:26Z 29.1K followers, 10.4K engagements

"Sooner or later they all bend the knee and if this is true this is big for Bitcoin"
X Link @Adrian_R_Morris 2025-09-26T12:09Z 29.1K followers, 8212 engagements

"@ithinkimsteven @amitisinvesting @AdamBLiv No it didn't: Dont worry about China it will all be fine Highly respected President Xi just had a bad moment. He doesnt want Depression for his country and neither do I. The U.S.A. wants to help China not hurt it President DJT"
X Link @Adrian_R_Morris 2025-10-12T19:05Z 29.1K followers, XXX engagements

"@TheLastTrueG X. No model explains everything X. Working Model X. No"
X Link @Adrian_R_Morris 2025-10-13T23:21Z 29.1K followers, XX engagements

"Lots of @TeraWulfInc Bulls out there here is my $WULF post (also from last year) where I laid out a hypothetical investment thesis"
X Link @Adrian_R_Morris 2025-10-09T10:52Z 29.1K followers, 3882 engagements

"I'm not sure I agree with the net feasibility of the conclusions in these papers. I think they have sound ideas but are operating from an inherently flawed framework and assumptions. AGI AI doesn't mean the end of the economic value of human labor"
X Link @Adrian_R_Morris 2025-10-11T21:19Z 29.1K followers, 3993 engagements

"After spending a few weeks using "Super Grok Heavy" I have to say that I rank it below Claude XXX (and 4.5) GPT-5 and Gemini XXX on nearly everything. I'm not seeing the crazy performance people on X are clamoring about. Especially with coding. Grok is fine for specific cases (like on X) but it just is not impressing me overall and certainly not for $XXX a month"
X Link @Adrian_R_Morris 2025-10-13T11:46Z 29.1K followers, 4609 engagements

"$MSTR: Just in case anyone missed it the Margin Maintenance Ratio on @RobinhoodApp for $STRK $STRF $STRD $STRC has been dropped to 50%"
X Link @Adrian_R_Morris 2025-10-07T14:29Z 29.1K followers, 70.1K engagements

"This was a hit & insiders knew it was coming. It's a coordinated leverage flush same dynamic as always. How do people in this space still not understand that almost all of the 'alts' & 'memes' are venture capitalist pump-n-dump scams This isn't a toxic Bitcoiner talking point either it's the truth insiders create and control most of the activity on these coins. It takes nothing to move the volume price on them and there are still bag holders from last cycle"
X Link @Adrian_R_Morris 2025-10-11T10:13Z 29.1K followers, 29.5K engagements

"If you are messing around with ITM Covered Calls on $MSTR right now. I'mma pray for you"
X Link @Adrian_R_Morris 2025-10-03T16:16Z 29.1K followers, 13.8K engagements

"Morgan Stanley bends the knee to Bitcoin:"
X Link @Adrian_R_Morris 2025-10-10T14:30Z 29.1K followers, 2324 engagements

"TL/DR: Yesterday was nasty work and if you are still here lock in. $BTC is and will continue to be one of the best asymmetric bets you can make"
X Link @Adrian_R_Morris 2025-10-11T16:05Z 29.1K followers, 4039 engagements

"A $MSTR datapoint to be aware of and if my thesis is correct I think many options traders are about to be caught off-sides"
X Link @Adrian_R_Morris 2025-10-04T15:24Z 29.1K followers, 50.8K engagements

"$ASST @BenWerkman 🔥😂"
X Link @Adrian_R_Morris 2025-10-06T13:15Z 29K followers, 10.9K engagements

"Something the community may not want to swallow is the "A.I. Trade" more specifically A.I. HPC Bitcoin Miner trades such as $IREN $CIFR $WULF have taken a lot of attention away from $BTC Treasuries AND from $BTC itself. Again - Markets move on sentiment but sentiment will shift"
X Link @Adrian_R_Morris 2025-10-09T15:51Z 29K followers, 13.7K engagements

"$MSTR: Here is the latest update to my working price variance model. I've now included the following data points: VIX over the period M2 Data Bitcoin Sentiment (Fear & Greed) and Options Open Interest. These additional factors may help explain up to XX% of $MSTR price action. The ATM Equity Offerings are not a statistically significant factor"
X Link @Adrian_R_Morris 2025-10-13T21:44Z 29.1K followers, 18.5K engagements

"$MSTR: A nice breakdown of $STRK $STRF $STRD $STRC by @AdamBLiv"
X Link @Adrian_R_Morris 2025-09-23T14:13Z 29.1K followers, 3694 engagements

"Kerrisdale talking isht with Jim Chanos in the comments. Never thought I'd see the day. I really hope that $BMNR Granny Shots upside their heads"
X Link @Adrian_R_Morris 2025-10-09T18:20Z 29.1K followers, 4408 engagements

"The fastest ETF to $100B is $VOO (2011 Days) but $IBIT is just shy of $100B after only XXX Days. What"
X Link @Adrian_R_Morris 2025-10-06T17:40Z 29.1K followers, 7333 engagements

"@AdamBLiv Bro what. 😂"
X Link @Adrian_R_Morris 2025-10-13T03:12Z 29.1K followers, XXX engagements

"Given the renewed conversation about China and their export controls I am bringing this post from April up again. This is not about politics this whole scenario strikes me as saber rattling from both sides. We need China and while China has far more leverage than people realize it's still not in their interests to be alienated from the American Market"
X Link @Adrian_R_Morris 2025-10-12T17:35Z 29.1K followers, 6027 engagements

"$BTC $MSTR $STRK $STRF $STRD $STRC: "Bitcoin as Signal - MSTR as Amplitude". Today's update to my Data Visualization w/Strategy data from 1-21-25 to 10-03-25. I think we are in the midst of the sentiment shift I have been prepping everyone for. mNAV = Market Multiple = Sentiment. mNAV sits at XXXX but overall MSTR price and volatility is holding steady at 1.96x BTC. @Strategy dropped to XXX week before last and I assumed that was a final flush before Q4 and (so far) it looks like I was right. As I have been trying to explain with my other charts it is insufficient to look at ATM sales as a"
X Link @Adrian_R_Morris 2025-10-06T19:06Z 29.1K followers, 8598 engagements

"I have been posting about various aspects of the BTC Treasury phase and I'm glad to see others broadening their view. This is true whether for $MSTR $MTPLF or others. "mNAV" is market sentiment and the market (not investors on Twitter) wants the frameworks for $BTC Co's to show innovation and adaptability before the perception around these equities will change"
X Link @Adrian_R_Morris 2025-10-09T12:24Z 29.1K followers, 14.3K engagements

"$MSTR: @Strategy Preferred Offerings are now on Robinhood. $STRF $STRK $STRC but no $STRD yet"
X Link @Adrian_R_Morris 2025-10-02T04:43Z 29.1K followers, 15.5K engagements

"@grok @inflationdollar @FirstSquawk Hey @grok prove it provide your sources This seems to be based on a repost of information that was already being circulated earlier today"
X Link @Adrian_R_Morris 2025-10-13T04:04Z 29.1K followers, XXX engagements

"There it is: $STRK $STRF $STRD $STRC now available on @RobinhoodApp This is HUGE"
X Link @Adrian_R_Morris 2025-10-03T17:28Z 29.1K followers, 8278 engagements

"I think the biggest factor here is how & if the Rare Earth Mineral export controls affect military applications. The timing of Tariff Friday seems even more strange now. ()/"
X Link @Adrian_R_Morris 2025-10-12T13:57Z 29.1K followers, 8610 engagements

"mNAV = Sentiment: this is true for $MSTR $MTPLF $TSWCF essentially all $BTC Treasury Co's. Thank you for your attention to this matter"
X Link @Adrian_R_Morris 2025-10-12T16:18Z 29.1K followers, 8957 engagements

"$MSTR: Soon"
X Link @Adrian_R_Morris 2025-10-06T00:36Z 29.1K followers, 30.9K engagements

"Agreed @TickerSymbolYOU. The $NVDA $CSCO comparison is not remotely valid. Image Credit: @Speculator_io"
X Link @Adrian_R_Morris 2025-10-08T11:28Z 29.1K followers, 7078 engagements

"Very much a paid @perplexity_ai user it's a fantastic platform"
X Link @Adrian_R_Morris 2025-10-14T13:18Z 29.1K followers, 3403 engagements

"Sharing another (potential) article section touching on the ATM Equity Offerings. This holds true for $MSTR or any other $BTC Treasury Company that executes an "ATM Like" program such as $MTPLF $TSWCF etc. with small nuances"
X Link @Adrian_R_Morris 2025-09-29T00:10Z 29.1K followers, 15.5K engagements

"The bots are coming after $BTC now I've seen the same three posts about a clear bearish divergence potential weekly close rejections and general "trend rejections" all over @X. Listen to me close been here for a while when $BTC moves the charts mean nothing. Yes weekly close is a nice directional datapoint to watch for activity but it's not a deciding factor. It's time"
X Link @Adrian_R_Morris 2025-10-05T19:54Z 29.1K followers, 20.8K engagements

"OK so "Tarrif Friday" was all a misunderstanding Yea"
X Link @Adrian_R_Morris 2025-10-12T16:57Z 29.1K followers, 10.3K engagements

"$MSTR: Good Morning everyone there's no Tariffs on Dots"
X Link @Adrian_R_Morris 2025-10-12T12:54Z 29.1K followers, 29.9K engagements

"Don't forget that Jerome Powell speaks before Market Open at 8:30 EST. (Pre-recorded) Expect shenanigans"
X Link @Adrian_R_Morris 2025-10-09T08:33Z 29.1K followers, 2553 engagements

"Wait $MSTR is tracking Bitcoin Gold. Interesting"
X Link @Adrian_R_Morris 2025-10-08T19:57Z 29.1K followers, 26.5K engagements

"Vote - Will $BTC end the year above $150000 I'm going with yes and a $MSTR price above $XXX before then"
X Link @Adrian_R_Morris 2025-10-03T12:15Z 29.1K followers, 16.4K engagements

"@palmBTCx Get a GF that understands you and $BTC better. ()/"
X Link @Adrian_R_Morris 2025-10-15T14:47Z 29.1K followers, XX engagements

"$MSTR $MTPLF: Apparently in addition to "it's not the ATM" I'll have to add "it's not the MSW" to my FUD busting repertoire. @DylanLeClair_ already gave a great answer I'll provide some additional context here:"
X Link @Adrian_R_Morris 2025-10-07T21:50Z 29.1K followers, 18.8K engagements

"Shout out to @vladtenev for listening to the @Strategy investor base. Happy to say that when I saw that the $MSTR Preferreds $STRK $STRF $STRD $STRC were all on @RobinhoodApp I increased my positions in all X of them. For the culture and also for the divvys"
X Link @Adrian_R_Morris 2025-10-03T19:05Z 29K followers, 17.2K engagements

"While this post is somewhat alarmist there is a ton of truth in it and it's worth a read and then a re-read. The nugget is here: "The U.S. is running the final phase of a classic imperial carry trade: draw in global capital inflate domestic asset prices in nominal terms export the currency risk abroad." Two things come from this - X. You need Bitcoin. X. Inflated or no A.I. and Tech Equities will swallow a lot of this inflation and swell in valuation"
X Link @Adrian_R_Morris 2025-10-05T01:59Z 29.1K followers, 12.1K engagements

"Insiders knew Tariff Friday was coming and lined up positions to profit. Someone always knows so I bought $BTC $IBIT and will buy more if we go lower. NFA I just want to make sure that I am heavily positioned when the move happens"
X Link @Adrian_R_Morris 2025-10-11T02:47Z 29.1K followers, 4841 engagements

"$IREN: I'm old enough to remember when I was mocked calling for $XXX and then $XXX $IREN targets in May/July LAST year. Now so many are saying the same thing"
X Link @Adrian_R_Morris 2025-10-14T19:39Z 29.1K followers, 6171 engagements

"$MSTR $STRK $STRF $STRD $STRC: No Dot. No Dotday"
X Link @Adrian_R_Morris 2025-10-05T12:38Z 29.1K followers, 25.3K engagements

"$MSTR $STRK $STRF $STRD $STRC: Happy Monday and Good Morning everyone it's Cornday. @Strategy has acquired another XXX $BTC and they now HODL 640250 $BTC closing in on the 650000 mark. This $BTC purchase was made using the $STRK $STRF $STRD ATM Equity Offerings. Link:"
X Link @Adrian_R_Morris 2025-10-13T12:13Z 29.1K followers, 38.9K engagements

"$SMLR $ASST: Watch @natbrunell sit down with Matt Cole & Eric Semler to walk through the acquisition of Semler Scientific by @strive. A must watch:"
X Link @Adrian_R_Morris 2025-09-23T17:10Z 29.1K followers, 13K engagements

"$MTPLF: Another pause for @Metaplanet_JP and even though we're in Q4 I don't think this will have material impact on share price. Sentiment and Liquidity will"
X Link @Adrian_R_Morris 2025-10-10T14:48Z 29.1K followers, 3159 engagements

"I've got to agree here this is still a hit job but the fact that I've either seen heard or read about a "bubble" - every single day - for the last two months means markets were definitely looking for a reason any reason to overreact. They got it"
X Link @Adrian_R_Morris 2025-10-11T03:15Z 29.1K followers, 5934 engagements

"@b_kochkodin @JesseKobernick That's not mechanics of buybacks/issuance that's the markets. Don't conflate the two. The data when you do actual analysis on them shows little to no statistical significance either way. Yes this is analysis that I've actually done"
X Link @Adrian_R_Morris 2025-10-12T17:47Z 29.1K followers, XXX engagements

"When $MSTR gets the #2 spot I'll be able to taste the saltiness on my feed"
X Link @Adrian_R_Morris 2025-10-07T14:40Z 29.1K followers, 40.8K engagements

"@TheLastTrueG You can't be serious"
X Link @Adrian_R_Morris 2025-10-13T23:05Z 29.1K followers, XXX engagements

"@toxbit3 Simplified: Liquidity (M2 Volume) creates capacity but sentiment (VIX BTC Sentiment etc.) creates the bid"
X Link @Adrian_R_Morris 2025-10-13T21:58Z 29.1K followers, XXX engagements

"All this means is we will see Bitcoins first ever $200000 daily swing at some point. It's fine"
X Link @Adrian_R_Morris 2025-10-11T16:15Z 29.1K followers, 6889 engagements

"@BitcoinJimmy21 Also regardless of the anchor for sentiment it still represents market psychology. There's no escaping that either"
X Link @Adrian_R_Morris 2025-10-12T17:27Z 29.1K followers, XX engagements

"@KristophJeffers I sold out of miners yes not $IREN $CIFR"
X Link @Adrian_R_Morris 2025-10-14T20:22Z 29.1K followers, XXX engagements

"We are still going to have a strong Q4 for $MSTR $MTPLF and others btw I'm talking long term"
X Link @Adrian_R_Morris 2025-10-09T13:06Z 29.1K followers, 8172 engagements

"You have to look at first cause. When I invested in $MSTR for the first time $BTC KPI's such as Yield and Per Share weren't a thing. The market was willing to assign a premium purely due to forward looking assumptions. Yield and Per Share are a function of mNAV and in some ways a reflection of it. They are lagging indicators of market sentiment around any particular Bitcoin Treasury Company. But mNAV is first cause part of what I call the "Inversion Paradox". Here's some context on the flow of mNAV to accretive action:"
X Link @Adrian_R_Morris 2025-10-12T16:51Z 29.1K followers, XXX engagements

"My vibe right now"
X Link @Adrian_R_Morris 2025-10-14T21:57Z 29.1K followers, 5371 engagements

"@MaxiByNature Show me the tariff on BTC"
X Link @Adrian_R_Morris 2025-10-12T16:22Z 29K followers, XXX engagements

"Soybeans. Yea"
X Link @Adrian_R_Morris 2025-10-14T19:50Z 29.1K followers, 3871 engagements

"Correction: $STRC is the only 'Strat-Preferred' that is currently available to buy. But $STRK and $STRF are searchable $STRD is not. Not sure why that is but my guess is that all of the Prefs will be made available at some point which is big for $MSTR"
X Link @Adrian_R_Morris 2025-10-02T10:16Z 29.1K followers, 7383 engagements

"@toxbit3 Momentum represents sentiment and sentiment can be seen in volatility and implied volatility as an amplitude"
X Link @Adrian_R_Morris 2025-10-12T18:36Z 29K followers, XX engagements

"$BTC $MSTR $STRK $STRF $STRD $STRC: As mentioned in previous weeks this Chart Data Visualization represents a "working model" that I am using to explain $MSTR price variance. I have now updated the visualization to assess MSTR over 60-90-120-180 day periods. The Different "Lookback Periods": Snapshot for 01-21-2025 to 10-03-2025 XX Day window (Blue): This period is most responsive to recent changes and shows short-term relationship strength. XX Day window (Orange): Balanced view. Filters out some noise while remaining reasonably current. XXX Day window (Green): More stable shows medium-term"
X Link @Adrian_R_Morris 2025-10-06T22:50Z 29.1K followers, 35.8K engagements

"$MSTR $STRK $STRF $STRD $STRC: People still don't get it but I'll keep saying it until everyone does. The ATM and share dilution are not what has been driving share price. Do I have to do a video series on this or something"
X Link @Adrian_R_Morris 2025-10-09T12:36Z 29.1K followers, 32.8K engagements

"$BTC $DDC: @ddcbtc_ announces a $124M Equity Raise with @ddcnorma personally allocating $3M of capital. That is a very strong statement there"
X Link @Adrian_R_Morris 2025-10-08T15:01Z 29K followers, 3604 engagements

"Reposting this - with Robinhood's recent listing of the Strategy Prefs $STRK $STRF $STRD $STRC it's important that this community and new potential investors really understand their differences and why they might be must have's in a portfolio. I wonder if @vladtenev has seen this @natbrunell interview with @saylor"
X Link @Adrian_R_Morris 2025-10-04T13:22Z 29.1K followers, 22.7K engagements

"You still are missing what I'm saying "can" they impact price Sure. "Do" they impact price as currently leveraged in the case of ATM issuances No. The limit is the point of the ATM it's not to overwhelm volume/demand. Based on how they have been leveraged they are not the primary driver of price do not appreciably impact price and cannot be "seen" in the price activity. You are talking theoretically I am talking actually"
X Link @Adrian_R_Morris 2025-10-12T18:00Z 29.1K followers, XXX engagements

"So you mean somebody couldn't have put all the details of the export controls into Chat-GPT Gemini to get an easy TL/DR"
X Link @Adrian_R_Morris 2025-10-13T12:37Z 29.1K followers, 3301 engagements

"I agree with @SantiagoAuFund - We have to remember this is credit (liquidity) driven not fiscal stimulus (government money printing) driven. Both will create 'liquidity' but market liquidity seeks quality while stimulus seeks speculation. $BTC won't go parabolic but it will run"
X Link @Adrian_R_Morris 2025-10-02T05:03Z 29.1K followers, 3764 engagements

"@FrancescoB888 @piovincenzo_ mNAV is sentiment and basing your entire business model on that is highly problematic. Which is exactly what you just laid out"
X Link @Adrian_R_Morris 2025-10-14T13:35Z 29.1K followers, XX engagements