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@Adrian_R_Morris "Insiders knew this was a leverage flush carry on"
X Link @Adrian_R_Morris 2025-10-11T21:47Z 29.1K followers, 6113 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, 3399 engagements

"@ourgoodlifeuk For $MSTR $IBIT"
X Link @Adrian_R_Morris 2025-10-16T18:03Z 29.1K followers, XXX 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, 4990 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, 9811 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, 5047 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

"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, 20.9K 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

"$BTC: Relax"
X Link @Adrian_R_Morris 2025-10-16T17:23Z 29.1K followers, 4972 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

"@ConceptC0in You are assuming the Market sees BTC Derived Earnings and Derivatives Earnings from CSP's as cash flow"
X Link @Adrian_R_Morris 2025-10-15T20:20Z 29.1K followers, XXX 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, 3889 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, 4616 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

"Morgan Stanley bends the knee to Bitcoin:"
X Link @Adrian_R_Morris 2025-10-10T14:30Z 29.1K followers, 2330 engagements

"@WilliamCat29206 @coryklippsten @BitcoinPierre @btc_overflow @AdamBLiv You're welcome"
X Link @Adrian_R_Morris 2025-10-16T20:44Z 29.1K followers, XXX 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 29.1K 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 29.1K followers, 16.8K 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, 19.6K 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, 4412 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, 7340 engagements

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

"I also ran this $MSTR variance analysis with the same level of rigor along a shorter timeframe going back to 12-2024. In this model I included options open interest gamma exposure and put call ratios. These attributes (in their aggregate) might help explain XX% of $MSTR price action over the period"
X Link @Adrian_R_Morris 2025-10-16T20:52Z 29.1K followers, 2416 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

"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, 8283 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, 8661 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, 9010 engagements

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

"Well. Something to consider"
X Link @Adrian_R_Morris 2025-10-15T15:08Z 29.1K followers, 7501 engagements

"I expanded my multivariate analysis of $MSTR back to the BSE Inception in Aug 2020. I added variables such as M2 DXY VIX BTC Sentiment Data etc. I then performed tests for normality homoskedasticity and autocorrelation (non-issues). TL/DR of this adjusted R2 analysis might help us explain XX% of MSTR price action. After multiple runs the "participation" as trading volume and dollar turnover accounts for XXX% of price variance. Which means even if the ATM accounted for XXX% of variance based on trading volume BTC still accounts for XX% of overall price variance (a ratio of 40-1). For good"
X Link @Adrian_R_Morris 2025-10-16T20:24Z 29.1K followers, 8291 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, 7085 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, 3480 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

"@KurtzDarkness @StriveFunds That's not remotely what I meant"
X Link @Adrian_R_Morris 2025-09-16T11:29Z 29.1K followers, XX 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, 2555 engagements

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

"People keep thinking that @saylor was just making excuses or making things up when he mentioned bots & market sentiment manipulation. These bots farms are rampant not just in China. Look into the "dead internet" theory if you want to destroy your ability to believe in anything"
X Link @Adrian_R_Morris 2025-10-16T10:02Z 29.1K followers, 22.9K engagements

"@established2140 @AdamBLiv Not exactly mNAV is reflected in the actual price. You assess it after price is set not before"
X Link @Adrian_R_Morris 2025-10-12T16:30Z 29.1K followers, XX engagements

"@palmBTCx Get a GF that understands you and $BTC better. ()/"
X Link @Adrian_R_Morris 2025-10-15T14:47Z 29.1K followers, XXX 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, 18.9K 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

"@QuisColton @saylor Enough with the ATM. People on X complain about it the market doesn't care. That's not driving price"
X Link @Adrian_R_Morris 2025-10-16T10:34Z 29.1K followers, XXX 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, 4857 engagements

"I have been talking about the decreased volatility on $BTC (as a result of $IBIT asset maturity and increasing MCap) for a few months now. As the volatility decreases on $BTC what do you think happens to the volatility profile of $MSTR. @saylor can't control market dynamics or mNAV and it's STILL not because of the ATM so everyone relax"
X Link @Adrian_R_Morris 2025-10-16T18:23Z 29.1K followers, 23K 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, 6509 engagements

"@mikewmunz @KristophJeffers @JesseKobernick $MSTR remains a X of X but in my view there are a lot of dynamics at play with these companies and many are looking at effect vs cause"
X Link @Adrian_R_Morris 2025-10-15T23:34Z 29.1K followers, XXX engagements

"Whether $MSTR $MTPLF or another BTC Treasury Company mNAV = Market Sentiment. The Market will rate it as it sees fit. All equity "multiples" are sentiment driven. BTC Equities are a new model and the market what's to see "what's next". This to me represents Phase X of the model"
X Link @Adrian_R_Morris 2025-10-15T20:14Z 29.1K followers, 26.6K 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, 55.9K engagements

"@HeathTaylo84427 @IIICapital I've done the statistical analysis on the ATM. It isn't that. A convenient narrative lacking evidence and does not hold up to scrutiny"
X Link @Adrian_R_Morris 2025-10-15T20:09Z 29.1K followers, XXX engagements

"@LuistoXBT Gold is up XX% YTD Bitcoin is up XX% YTD - During a bull run. Gold is acting different and so is Bitcoin"
X Link @Adrian_R_Morris 2025-10-16T09:51Z 29.1K followers, XXX 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, 13.5K 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, 3173 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

"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

"@andiarcher @LaDoger21 @saylor I like the idea and think it's definitely a vertical they should build out. However this will take longer to scale than people realize"
X Link @Adrian_R_Morris 2025-10-15T19:15Z 29.1K followers, XX 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

"@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, 8184 engagements

"Just because @saylor was in Austin it doesn't mean he was on JRE. That said this would be huge for $BTC $MSTR if he ends up on JRE"
X Link @Adrian_R_Morris 2025-10-16T13:02Z 29.1K followers, 13.7K engagements

"Gold tends to lead and $BTC tends to follow. Though Gold has been leading $BTC for quite a while now. This is somewhat of a regime change we are witnessing"
X Link @Adrian_R_Morris 2025-10-16T09:20Z 29.1K followers, 16.3K engagements

"Not necessarily though if Gold has been leading by 4x all year we can't say Bitcoin is just lagging by X months. X months from when Perpetuity There's been no steady break in the lead or lag relationship. Bitcoin is a maturing asset with less volatility harder to move MCap. Regime is changing"
X Link @Adrian_R_Morris 2025-10-16T10:07Z 29.1K followers, XXX engagements

"My vibe right now"
X Link @Adrian_R_Morris 2025-10-14T21:57Z 29.1K followers, 5806 engagements

"Soybeans. Yea"
X Link @Adrian_R_Morris 2025-10-14T19:50Z 29.1K followers, 3978 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, 7384 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, 37K 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, 33K 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 29.1K followers, 3608 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

"Markets move on sentiment and narrative (the bid) liquidity is what creates capacity. "Fundamentals" lend justification to the bid. HPC AI is a secular trend with a powerful narrative. So we shouldn't be surprised that $IREN $CIFR $HUT and some of the others are performing. I thought it could be a possibility for 2025"
X Link @Adrian_R_Morris 2025-10-15T15:58Z 29.1K followers, 7979 engagements

"@RobSteele3 @coryklippsten @BitcoinPierre @btc_overflow @AdamBLiv Not even remotely and this isn't a predictive model it is descriptive of what has happened"
X Link @Adrian_R_Morris 2025-10-16T20:38Z 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, 3312 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, 3765 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