[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @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 $STRF. Meanwhile, Semler Scientific is hosting live streams and podcast episodes discussing its growth and market trends. ### Engagements: XXXXXXX [#](/creator/twitter::99328846/interactions)  - X Week XXXXXXXXX +79% - X Month XXXXXXXXX +45% - X Months XXXXXXXXXX +57% - X Year XXXXXXXXXX +531% ### Mentions: XX [#](/creator/twitter::99328846/posts_active)  - X Week XXX +32% - X Month XXX +135% - X Months XXXXX +31% - X Year XXXXX +241% ### Followers: XXXXXX [#](/creator/twitter::99328846/followers)  - X Week XXXXXX +0.50% - X Month XXXXXX +2.60% - X Months XXXXXX +15% - X Year XXXXXX +78% ### CreatorRank: XXXXXXX [#](/creator/twitter::99328846/influencer_rank)  ### Social Influence [#](/creator/twitter::99328846/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #511 [stocks](/list/stocks) #3328 [finance](/list/finance) #4277 [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [social networks](/list/social-networks) XXXX% [celebrities](/list/celebrities) XXXX% [currencies](/list/currencies) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [bitcoin](/topic/bitcoin) #274, [$mstr](/topic/$mstr) #3, [mstr](/topic/mstr) #11, [Sentiment](/topic/sentiment) 8.15%, [$strc](/topic/$strc) #3, [atm](/topic/atm) #44, [$btc](/topic/$btc) #42, [strategy](/topic/strategy) #5, [strk](/topic/strk) #3, [$strk](/topic/$strk) #1 **Top accounts mentioned or mentioned by** [@strategy](/creator/undefined) [@saylor](/creator/undefined) [@hermeslux](/creator/undefined) [@1914ad](/creator/undefined) [@ryquant](/creator/undefined) [@realhardmoney](/creator/undefined) [@tonycarrera](/creator/undefined) [@smithsonbrennan](/creator/undefined) [@wolf_crypto_x](/creator/undefined) [@grok](/creator/undefined) [@roaringragnar](/creator/undefined) [@agratefulape](/creator/undefined) [@thebitcoin__](/creator/undefined) [@drew_vish](/creator/undefined) [@btcoverflow](/creator/undefined) [@joshmandell6](/creator/undefined) [@texasbryan](/creator/undefined) [@miketsolty](/creator/undefined) [@bitcoinkittycat](/creator/undefined) [@metaplanetjp](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Strike (STRK)](/topic/$strk) [Strategy Incorporated (STRF)](/topic/$strf) [Stride (STRD)](/topic/$strd) [iShares BTC Trust (IBIT)](/topic/$ibit) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Vinanz Limited (VINZF)](/topic/$vinzf) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Palantir (PLTR)](/topic/$pltr) [Ethereum (ETH)](/topic/$eth) [DDC Enterprise Limited (DDC)](/topic/$ddc) [The Smarter Web Co. (SWC.AQ)](/topic/the-smarter-web) [Fidelity BTC Trust (FBTC)](/topic/$fbtc) [Microsoft Corp. (MSFT)](/topic/microsoft) ### Top Social Posts [#](/creator/twitter::99328846/posts) --- Top posts by engagements in the last XX hours "@BitcoinMagazine Bitcoin don't care. Bitcoin gonna Bitcoin"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948847740940866022) 2025-07-25 20:48:03 UTC 27.8K followers, 19.8K 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949035430302859524) 2025-07-26 09:13:52 UTC 27.8K followers, XXX engagements "@GeorgiaBoi_ @BleacherReport Still in 3's odd timing"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948415081626128788) 2025-07-24 16:08:49 UTC 27.8K followers, 3972 engagements "The OTC Derby seeing corrections today - $MTPLF $BCHXF $TSWCF $HOGPF $HKAHF $CINGF $LQWDF $VINZF and for the newer investors in the $BTC Treasury Space this is your rite of passage. So respect the process test your assumptions and buy dips where you can. NFA"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1947742868082463134) 2025-07-22 19:37:41 UTC 27.8K followers, 6420 engagements "Bringing up this old thread of mine on CBDC's given the recent "Crypto Bill" developments. TL/DR: Fight CBDC's to the death"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1945234821757751344) 2025-07-15 21:31:36 UTC 27.8K followers, 10.3K engagements "@Winstonmickey1 @Drew_Vish @Strategy You can't "tamper" with mNAV"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948288935559409945) 2025-07-24 07:47:34 UTC 27.8K followers, XXX engagements "@btc_overflow Brian. No it's all ATM driven. Not sentiment driven not market driven not liquidity driven not seasonality driven. They all sell shares and mNAV is being compressed and they should have let it run. That's why"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948414478993015079) 2025-07-24 16:06:26 UTC 27.8K followers, 1135 engagements "@DavidJPete @btc_overflow @hillery_dan @MasonFoard I didn't say they were nor did I mention them. That's your assumption (sentiment). The ATM adding predicability is IMO yet another fleeting justification of an easy narrative. I can give far more context but I'm frankly exhausted with it"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948420638634545562) 2025-07-24 16:30:54 UTC 27.8K followers, XXX engagements "@LakeShowYo Rob Pelinka Hookah players getting emo' Don't think it'll happen but you asked"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948087185284206835) 2025-07-23 18:25:53 UTC 27.8K followers, 9937 engagements "$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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948807669437137234) 2025-07-25 18:08:50 UTC 27.8K followers, 4128 engagements "$MSTR $MSTY $STRC: OK $MSTY Bros y'all good Monthly divvy convo just got interesting"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1947398632359268814) 2025-07-21 20:49:49 UTC 27.8K followers, 93.7K engagements "@LiquidB_B Where are these takes coming from The daily posting and weekly streams not enough commentary from us or what. 😂"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948100068122443827) 2025-07-23 19:17:04 UTC 27.8K followers, 2226 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949190262875644155) 2025-07-26 19:29:07 UTC 27.8K followers, XX engagements "@MikeTSolty @Strategy ATM is issued because of sufficient sentiment that's how you take advantage of the premium. Sentiment is first cause and primary driver in this model"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948481540226515169) 2025-07-24 20:32:54 UTC 27.8K followers, XXX engagements "@nostrnaut @Strategy Why do you think everything trades at a multiple"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948201484556062735) 2025-07-24 02:00:04 UTC 27.8K followers, XXX engagements "@cartweet1 As I said just a trend datapoint to consider"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948034983488328009) 2025-07-23 14:58:27 UTC 27.8K followers, XX engagements ""Bitcoin Is Draining The Value Out Of Real Estate" - People are catching on @leonwankum. Link:"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1947113044133507213) 2025-07-21 01:54:59 UTC 27.8K followers, 5547 engagements "@LayahHeilpern I've been saying this about the "capital rotation" talking point for about a year now. I agree. Not an $ETH bull though"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948473540623434046) 2025-07-24 20:01:07 UTC 27.8K followers, XXX engagements "$BTC $DDC: @ddcbtc_ is finding ways to generate additional yield while acquiring Bitcoin. Win-Win"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948377247028756947) 2025-07-24 13:38:29 UTC 27.8K followers, 2463 engagements "PSA: Please do not believe the lie that @PeterLBrandt is telling you about this supposed lie. It's no lie - $BTC $MSTR $NVDA and others. There are many opportunities to invest your way to financial independence in the here & now. We are in the middle of a new wave in tech finance so allocate what you can when you can. Not everyone can make it ones that remain focused & have a plan will. N.F.A. of course"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949211992344199383) 2025-07-26 20:55:28 UTC 27.8K followers, 11.1K engagements "$BTC $DDC: Alright @ddcnorma @ddcbtc_ are getting ready to ramp up their Bitcoin acquisition strategy"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1947659526884241888) 2025-07-22 14:06:31 UTC 27.8K followers, 3442 engagements "@ZeroHedge_ @MitchellHODL "Devastating" Bear Markets aka those XX% drawdowns"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949185379468534240) 2025-07-26 19:09:43 UTC 27.8K followers, XXX engagements "@Citizen0112358 @nayibbukele Rnron was about accounting and payment to order flow shenanigans not a reserve asset. Not even remotely close to the same"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949467006593544215) 2025-07-27 13:48:48 UTC 27.8K followers, XX engagements "$MSTR: Good Morning everyone it's Dotday (for real this time)"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1944372475883622438) 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949450893906399384) 2025-07-27 12:44:46 UTC 27.8K followers, 2397 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1947301427669537200) 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949430118256173165) 2025-07-27 11:22:13 UTC 27.8K followers, XX engagements "@BleacherReport Man WTF. Malcolm Jamal Warner Ozzy Osbourne Hulk Hogan. It really happens in 3's"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948413006230204614) 2025-07-24 16:00:35 UTC 27.8K followers, 103.8K engagements "GOP Lawmaker Accuses Powell Of Lying To Congress Refers To DOJ For Criminal Charges. Link:"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1947346447210582351) 2025-07-21 17:22:27 UTC 27.8K followers, 1738 engagements "@saylor Stretching is essential to long term health and vitality"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1947394569152434248) 2025-07-21 20:33:40 UTC 27.8K followers, 7532 engagements "OTC Derby between $MTPLF $TSWCF $BCHXF $HOGPF $HKAHF $CINGF $LQWDF $VINZF picking up some steam today with $MTPLF $CINGF leading the pack"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1939679790447186348) 2025-06-30 13:37:54 UTC 27.8K followers, 2827 engagements "$HOGPF H100: True North NOW Episode X - H100 is now up on YouTube. Link:"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948557082019746113) 2025-07-25 01:33:05 UTC 27.8K followers, 3264 engagements "@WildwoodK I think this is a mistake it's still $2.5B. Those reports of $2.8B used $XXX per share ($2.8B) vs $XX per share ($2.5B)"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948697365113962912) 2025-07-25 10:50:31 UTC 27.7K followers, XX engagements "I can confirm that there was a recent 13G Filing from Ridgeback Capital Investments with 936865 shares of $SMLR. Definitely worth noting that Ridgeback Cap is run by Wayne Holman who is one of the most successful respected institutional investors in the healthcare space. This (IMO) represents a noteable vote of confidence in Semlers core business"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1947825936080244845) 2025-07-23 01:07:46 UTC 27.8K followers, 23.7K engagements "The same way it got to over 4x when BTC price was lower & ATM usage proportionally was higher. Broad positive market sentiment around the equity liquidity BTC price on prolonged uptrend. Also no one is discussing how the other companies have reduced the current investor base because people are chasing the "new" thing"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948343581758070797) 2025-07-24 11:24:43 UTC 27.7K followers, XX engagements "@JesseKobernick @Strategy @ryQuant @TheUnburntBush Yes there have been a few periods where they stopped the common ATM. Forget the exact dates"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948396927483056273) 2025-07-24 14:56:41 UTC 27.8K followers, XXX engagements "$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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948703389048566025) 2025-07-25 11:14:27 UTC 27.8K followers, 7067 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948202580561268855) 2025-07-24 02:04:25 UTC 27.8K followers, 1524 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948718795347898617) 2025-07-25 12:15:40 UTC 27.8K followers, XXX engagements "OK $MTPLF $BCHXF $TSWCF $HOGPF $HKAHF $CINGF $LQWDF $VINZF around the open. Really curious to see how they close"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1937509564313927742) 2025-06-24 13:54:11 UTC 27.8K followers, 5975 engagements "Yes. @saquon understands and there's always the opportunity on the next contract endorsement deal"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1947442981755322445) 2025-07-21 23:46:03 UTC 27.8K followers, 2838 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949083090170892794) 2025-07-26 12:23:15 UTC 27.8K followers, 154.5K engagements "Looks like in kind redemption is coming for $FBTC"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948120794665816336) 2025-07-23 20:39:26 UTC 27.8K followers, 14.1K 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948236969005236573) 2025-07-24 04:21:04 UTC 27.8K followers, XXX engagements "@_6954_ @AdamBLiv You are claiming that ATM is impacting sentiment negatively then in the same breath say that without the ATM sentiment would be worse. Ok then"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948808178516521146) 2025-07-25 18:10:51 UTC 27.8K followers, XX engagements "Hey @CanadianSatoshi there's more to it than just potential ATM management"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948791116540903904) 2025-07-25 17:03:03 UTC 27.8K followers, 1387 engagements "So basically $TSLA probably should have more Bitcoin on their balance sheet. They go lower I'll open a position again. Options premium should be nice through the rest of the year and they could rebound. @HermesLux XX Deltas work for many equities"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948540497708098008) 2025-07-25 00:27:11 UTC 27.8K followers, 3686 engagements "@TexasBryan @Strategy @JoshMandell6 @hillery_dan Don't think you grasped what I wrote. This isn't simply distilled down to supply demand"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948201331208179799) 2025-07-24 01:59:27 UTC 27.8K followers, XXX engagements "Hey @BitPaine @Pledditor Some of my thoughts on the Proof of Reserves nonsense"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949437221125365991) 2025-07-27 11:50:26 UTC 27.8K followers, 1044 engagements "$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 $XX. Math checks out"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948700138429677822) 2025-07-25 11:01:32 UTC 27.8K followers, 2668 engagements "$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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948710228348076103) 2025-07-25 11:41:38 UTC 27.8K followers, 7453 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948763116793462807) 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949318708482183349) 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 $BTC exposure as possible. NFA"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948911314551914690) 2025-07-26 01:00:41 UTC 27.8K followers, 3925 engagements "$MSTR: Good Morning everyone it's Dotday. In case anyone is curious the capital from the $STRC raise is supposed to settle July XX. So that will not power this purchase"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949443503504900509) 2025-07-27 12:15:24 UTC 27.8K followers, 13.5K engagements "Not really. That "axiomatic" claim is a pretty simplistic because it treats the spot market as a closed system but you don't take the derivatives market into account or the fact that price action can be led by futures or the fact that open interest in options markets create significant structural demand that has nothing to do with day to day p.a. I mean I can go on especially when we look at Bitcoin but long story short that "intersection" that you're referring to (buyers sellers) isn't an axiom IMO"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948573761349058845) 2025-07-25 02:39:22 UTC 27.8K followers, XX engagements "@TexasBryan @Strategy @JoshMandell6 @hillery_dan Ok. So tell me to what degree is dilution impacting the price. Give me a breakdown or shares issued to market to stock price impact"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948216365548286014) 2025-07-24 02:59:12 UTC 27.8K followers, XXX engagements "@StewartalsopIII @1914ad That's called legal compliance. No different than your bank can and does do"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1946708251183321319) 2025-07-19 23:06:29 UTC 27.8K followers, XX engagements "$BTC $MSTR: mNAV isn't "alchemy" it is sentiment. mNAV is simultaneously a realtime snapshot of market psychology and forward looking. BTC has been telegraphing the shifting market sentiment on fiat currency. Then @saylor @Strategy identified this opportunity in equities. This really isn't complicated"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1946181005423128906) 2025-07-18 12:11:24 UTC 27.8K followers, 9673 engagements "$SMLR has crossed the 5000 $BTC mark 5021 $BTC on the balance sheet with this latest purchase"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948357363427078416) 2025-07-24 12:19:28 UTC 27.8K followers, 25.4K engagements "@realhardmoney @Strategy "Sentiment is first cause IMO no matter what anyone says. So the suggestion to "lay off the ATM" would actually break this reflexive cycle and thus risks the creation of a recursive cycle instead.""  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948235356035568028) 2025-07-24 04:14:39 UTC 27.8K followers, XXX engagements "$MSTR $STRC: Remember a $2.5B buy is on deck"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949447753157013527) 2025-07-27 12:32:17 UTC 27.8K followers, 1133 engagements "@_Checkmatey_ Sentiment shifts will come and go"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948291727174820088) 2025-07-24 07:58:39 UTC 27.8K followers, 1533 engagements "$MSTR $STRK $STRF $STRD $STRC - I want to speak on mNAV quickly and the constant chatter around it. Case in point "@Strategy needs to stop the ATM to let the mNAV run". Here's a piece of the mNAV puzzle and why that approach claim just doesn't make sense. Despite the fact that mNAV is sentiment and thus not a lever you can control or an "effect" you can create "cause" for this is a simplified example that shows how the entire @Strategy model is a reflexive cycle: High Sentiment High mNAV ATM Execution More BTC Acquired Proof of Strategy Reinforced High Sentiment Sentiment is first cause IMO"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948198746581561380) 2025-07-24 01:49:11 UTC 27.8K followers, 61.4K engagements "Man WTF. Malcolm Jamal Warner Ozzy Osbourne Hulk Hogan. It really happens in 3's"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948413258047934966) 2025-07-24 16:01:35 UTC 27.8K followers, 3425 engagements "$MSTR $STRF $STRC $STRK $STRD: Comparison Table"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1947990586495230167) 2025-07-23 12:02:02 UTC 27.8K followers, 3887 engagements "@Rainmaker1973 Another one Going real old school with this one: Starfox. Full current gen rebuild not just a remaster"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949174288994701441) 2025-07-26 18:25:39 UTC 27.8K followers, 58.6K 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949243295936467194) 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949252623548522689) 2025-07-26 23:36:55 UTC 27.8K followers, XX engagements "@HermesLux True. $PLTR is running on pure speculation and sentiment. So for me I'm actually closer to 30/40 Delta XX DTE and I'm ok if I get called on a run up into EoY already up nicely on my basis"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948555064253317447) 2025-07-25 01:25:04 UTC 27.8K followers, XXX engagements "$MSTR $STRK $STRF $STRD $STRC - I want to speak on mNAV quickly and the constant chatter around it. Case in point "@Strategy needs to stop the ATM to let the mNAV run". Here's a piece of the mNAV puzzle and why that approach claim just doesn't make sense. Despite the fact that mNAV is sentiment and thus not a lever you can control or an "effect" you can create "cause" for this is a simplified example that shows hot the entire @Strategy model is a reflexive cycle: High Sentiment High mNAV ATM Execution More BTC Acquired Proof of Strategy Reinforced High Sentiment Sentiment is first cause IMO"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948195110774353943) 2025-07-24 01:34:44 UTC 27.8K followers, 2062 engagements "$MTPLF @Metaplanet_JP: $208M (30B) was issued to buy more $BTC. That should be 1900 $BTC at current prices"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1939517182846894378) 2025-06-30 02:51:45 UTC 27.8K followers, 10K engagements "@Morpheus_DX I think you're view on it is correct. From my view people are confounding market sentiment and it's natural ebb flow with the potential impact of ATM Equity Offerings"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948835575542501451) 2025-07-25 19:59:43 UTC 27.8K followers, XX engagements "$MSTR $STRC: It's official initial offering on $STRC reached $XXXXX Billion"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948719638830891195) 2025-07-25 12:19:02 UTC 27.8K followers, 31.9K engagements "@TheDunkCentral He's a clown for even joking about that"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948138150708351420) 2025-07-23 21:48:24 UTC 27.8K followers, 45.3K engagements "@YoesPat @Strategy Thank you really appreciate it. I'm only trying to help people understand that this particular investment is highly (purely) sentiment driven and the market will dictate the premium not the ATM or how it's issued"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948551970358468926) 2025-07-25 01:12:46 UTC 27.8K followers, XX engagements "$MSTR $STRC: It's official initial offering on $STRC reaches $XXXXX Billion. Link:"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948720225475821668) 2025-07-25 12:21:21 UTC 27.8K followers, 4852 engagements "Looks like $MSTR wants to $STRC this to $2000000000:"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948419348592230837) 2025-07-24 16:25:47 UTC 27.8K followers, 22.7K engagements "You cannot supress market sentiment via share sales. The market is selling because it thinks a high premium in the current environment is not justified. The market drives this trade not @saylor and to put a portion of it at his feet when the ATM sales are what fuel the very premium the equity can command (via BTC fueled volatility sentiment) is simplistic and overreactive. IMO"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948426214122959297) 2025-07-24 16:53:04 UTC 27.8K followers, XXX engagements "@kirawontmiss How did I forget the Thanos level threat to happiness that is Wendy Byrde"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1947699585977356729) 2025-07-22 16:45:42 UTC 27.8K followers, 32.7K engagements "@AltcoinDaily Bitcoin is Digital Money a SoV MoE UoA. That is not the use case of Ethereum. Ethereum is a technology smart contracts protocol. Comparing the two is not only wrong it's rather disingenuous"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1947358193879028181) 2025-07-21 18:09:08 UTC 27.8K followers, 13.6K engagements "@PizzaBoi619 Because Converts greatly increase short interest over the last year just shy of 2x BTC and now own over 600000 BTC. Sell or zoom out either way NFA _()_/"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948038633841107011) 2025-07-23 15:12:57 UTC 27.8K followers, XX engagements "@monsieurmarch @AGratefulApe Predictability isn't a factor here IMO"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948412663937024243) 2025-07-24 15:59:13 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949288079795327074) 2025-07-27 01:57:48 UTC 27.8K followers, 3751 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949168091461763397) 2025-07-26 18:01:01 UTC 27.8K followers, 6415 engagements "@RothenbergBrian @MD_ata21 There's are a few other ones out there. @figma has an IPO you should be able to get in on. NFA"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948477894096732645) 2025-07-24 20:18:25 UTC 27.8K followers, XXX engagements "@Mrsirus2 @Strategy The market drives this trade not @saylor and to put a portion of it at his feet when the ATM sales are what fuel the very premium the equity can command (via BTC fueled volatility & sentiment) is IMO simplistic and overreactive. Too much complaining with little objectivity"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948452247408705796) 2025-07-24 18:36:30 UTC 27.8K followers, XXX 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949399340214321379) 2025-07-27 09:19:55 UTC 27.8K followers, XX engagements "So @DylanLeClair_ XXX Billy on $STRC. Wen $MTPLF prefs"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948479901956211177) 2025-07-24 20:26:24 UTC 27.8K followers, 1461 engagements "@ML_wineguy @Strategy Markets reward predictable and successful outcomes with multiples. The subjectivity not "unpredictability" is what makes sense. Unpredictable means no steady rationale to justify that multiple"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948482153492467906) 2025-07-24 20:35:21 UTC 27.8K followers, XXX engagements "$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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1947423043632107524) 2025-07-21 22:26:49 UTC 27.8K followers, 20K engagements "Glad to see @EricBalchunas agrees that $BTC is entering new territory"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949269515596095996) 2025-07-27 00:44:02 UTC 27.8K followers, 3270 engagements "$MSTR $STRK $STRF $STRD $STRC: A quick infographic for everyone - "7 Factors That Can Impact Influence mNAV""  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948788097896120598) 2025-07-25 16:51:03 UTC 27.8K followers, 42.7K engagements "@MikeTSolty @Strategy That literally isn't what I said. Please refer to the OP and the dozens of posts I have done on this topic. mNAV is sentiment and the multiple is a sentiment indicator"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948488815460450774) 2025-07-24 21:01:49 UTC 27.8K followers, XX 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948405077628330150) 2025-07-24 15:29:04 UTC 27.8K followers, XXX engagements "@AlanGeik Thanks for the feedback Alan trying to do what I can"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948819411336659272) 2025-07-25 18:55:29 UTC 27.8K followers, XX 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949038983083950318) 2025-07-26 09:27:59 UTC 27.8K followers, XXX engagements "@PizzaBoi619 $MSTR has most certainly not been shitting the bed"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948035185184039165) 2025-07-23 14:59:15 UTC 27.7K followers, XXX engagements "@KevySuavay @BleacherReport Yep. Yesterday"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948415189491372160) 2025-07-24 16:09:15 UTC 27.8K followers, 3632 engagements "@Drew_Vish @AGratefulApe @Strategy I was doing timeframe not what was sold. I thought that was clear"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948410322848497872) 2025-07-24 15:49:55 UTC 27.7K followers, XX 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949441609076179092) 2025-07-27 12:07:53 UTC 27.8K followers, XX engagements "@StephenPopaJr It's a first step before retail"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948141183232041071) 2025-07-23 22:00:27 UTC 27.8K followers, XXX engagements "Adding a little color to this @BitcoinMagPro post if BTC Cycles are still a thing we are around day XXX in this cycle & may see a peak 1070 days. Giving us around XXX days of run. Looking at $IBIT options activity I see $XXX Calls (bit more than a 2x from here) for November XX. Market seems to think we top Oct/Nov"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1947671896868209080) 2025-07-22 14:55:40 UTC 27.8K followers, 12.3K engagements "@Rainmaker1973 Got another one the entire "Max Payne" Series. X X & X full next gen regen from the ground up"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949285452835668418) 2025-07-27 01:47:22 UTC 27.8K followers, 7893 engagements "True North NOW Episode X - The Smarter Web Company"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1945136126521667941) 2025-07-15 14:59:26 UTC 27.8K followers, 53.6K engagements "@cryptoartists1 We just had the highest daily close in history"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948118336359092448) 2025-07-23 20:29:40 UTC 27.8K followers, XX engagements "$MSTR $STRC: Fhew final offer size will stretch even further to $2.52B apparently"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948475908320625144) 2025-07-24 20:10:32 UTC 27.8K followers, 14.8K 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1947681791223206306) 2025-07-22 15:34:59 UTC 27.8K followers, 4968 engagements "The thing is you aren't looking at the whole picture. The price action is not the sell pressure it's everything that leads to sell pressure. If you want to ease your mind maybe you need to look at cause not effect. The causes are myriad it's not the ATM and it's not just the converts"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948040413493039442) 2025-07-23 15:20:02 UTC 27.7K followers, XX 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949435494263325027) 2025-07-27 11:43:35 UTC 27.8K followers, XX engagements "@NicholasRi17980 @ryQuant @Strategy The argument isn't zero impact and your comment makes no sense. The VWAP sells into volume that's why the impact is minimal. Dropping all at once without supporting volume would obviously be harmful"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948718159701127256) 2025-07-25 12:13:09 UTC 27.8K 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](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1949163371812753502) 2025-07-26 17:42:16 UTC 27.8K followers, 42.4K engagements "Seasonal and Monthly trends for BTC favor a potential retrace in August. Not a guarantee just a datapoint to consider"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948032402439454955) 2025-07-23 14:48:12 UTC 27.8K followers, 4035 engagements "We have a new episode of the @HurdleRatePod: A Huge Wave of Capital isn't a $STRC"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948023545818423445) 2025-07-23 14:13:00 UTC 27.8K followers, 3884 engagements "@HermesLux Yes. Will serve a potentially massive investor base"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1947442220216553668) 2025-07-21 23:43:01 UTC 27.8K followers, XXX engagements "@DPerlman1 @ryQuant @Strategy The price is set at the margin is one of the most overused and simplistic examples"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948541326506721318) 2025-07-25 00:30:29 UTC 27.8K followers, XX engagements "@Drew_Vish @Strategy You can disagree doesn't mean you are right"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948215677053292767) 2025-07-24 02:56:28 UTC 27.8K followers, XXX engagements "1. Price Sentiment are related but two distinct variables. X. I've consistently said that the impact of the ATM is being grossly overstated not that it has zero effect. X. Since that effect isn't really quantifiable much of the noise around the topic is just that. Noise"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948706947781591085) 2025-07-25 11:28:36 UTC 27.8K followers, XX engagements "@_6954_ @AdamBLiv It isnt moot mNAV BTC acquisition and this entire process has shown 3000+% returns since inception"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948806087031034342) 2025-07-25 18:02:32 UTC 27.8K followers, XX engagements "$BTC $MARA: @MARA Wants more $850M more in Bitcoin"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948010322264224006) 2025-07-23 13:20:27 UTC 27.8K followers, 2936 engagements "@HermesLux $MSTR $NVDA $TSLA $PLTR and now increasingly $IBIT. My bread and butter"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948551479473963085) 2025-07-25 01:10:49 UTC 27.8K followers, XXX engagements "@TheMatrixDr @ivan_ivery I do what I can Dr 🤣"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948796575276564700) 2025-07-25 17:24:45 UTC 27.8K followers, XX engagements "$IBIT $FBTC $ETHA are the three fastest ETFs to hit $10B in history. Wow"  [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) on [X](/post/tweet/1948388381047812569) 2025-07-24 14:22:44 UTC 27.8K followers, 2559 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
MicroStrategy ($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.
Social category influence cryptocurrencies #511 stocks #3328 finance #4277 technology brands XXXX% automotive brands XXXX% social networks XXXX% celebrities XXXX% currencies XXXX% exchanges XXXX%
Social topic influence bitcoin #274, $mstr #3, mstr #11, Sentiment 8.15%, $strc #3, atm #44, $btc #42, strategy #5, strk #3, $strk #1
Top accounts mentioned or mentioned by @strategy @saylor @hermeslux @1914ad @ryquant @realhardmoney @tonycarrera @smithsonbrennan @wolf_crypto_x @grok @roaringragnar @agratefulape @thebitcoin__ @drew_vish @btcoverflow @joshmandell6 @texasbryan @miketsolty @bitcoinkittycat @metaplanetjp
Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Strike (STRK) Strategy Incorporated (STRF) Stride (STRD) iShares BTC Trust (IBIT) Metaplanet Inc. (MTPLF) Vinanz Limited (VINZF) NVIDIA Corp. (NVDA) Semler Scientific, Inc. (SMLR) Tesla, Inc. (TSLA) Palantir (PLTR) Ethereum (ETH) DDC Enterprise Limited (DDC) The Smarter Web Co. (SWC.AQ) Fidelity BTC Trust (FBTC) Microsoft Corp. (MSFT)
Top posts by engagements in the last XX hours
"@BitcoinMagazine Bitcoin don't care. Bitcoin gonna Bitcoin" @Adrian_R_Morris on X 2025-07-25 20:48:03 UTC 27.8K followers, 19.8K 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
"@GeorgiaBoi_ @BleacherReport Still in 3's odd timing" @Adrian_R_Morris on X 2025-07-24 16:08:49 UTC 27.8K followers, 3972 engagements
"The OTC Derby seeing corrections today - $MTPLF $BCHXF $TSWCF $HOGPF $HKAHF $CINGF $LQWDF $VINZF and for the newer investors in the $BTC Treasury Space this is your rite of passage. So respect the process test your assumptions and buy dips where you can. NFA" @Adrian_R_Morris on X 2025-07-22 19:37:41 UTC 27.8K followers, 6420 engagements
"Bringing up this old thread of mine on CBDC's given the recent "Crypto Bill" developments. TL/DR: Fight CBDC's to the death" @Adrian_R_Morris on X 2025-07-15 21:31:36 UTC 27.8K followers, 10.3K engagements
"@Winstonmickey1 @Drew_Vish @Strategy You can't "tamper" with mNAV" @Adrian_R_Morris on X 2025-07-24 07:47:34 UTC 27.8K followers, XXX engagements
"@btc_overflow Brian. No it's all ATM driven. Not sentiment driven not market driven not liquidity driven not seasonality driven. They all sell shares and mNAV is being compressed and they should have let it run. That's why" @Adrian_R_Morris on X 2025-07-24 16:06:26 UTC 27.8K followers, 1135 engagements
"@DavidJPete @btc_overflow @hillery_dan @MasonFoard I didn't say they were nor did I mention them. That's your assumption (sentiment). The ATM adding predicability is IMO yet another fleeting justification of an easy narrative. I can give far more context but I'm frankly exhausted with it" @Adrian_R_Morris on X 2025-07-24 16:30:54 UTC 27.8K followers, XXX engagements
"@LakeShowYo Rob Pelinka Hookah players getting emo' Don't think it'll happen but you asked" @Adrian_R_Morris on X 2025-07-23 18:25:53 UTC 27.8K followers, 9937 engagements
"$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, 4128 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 27.8K followers, 93.7K engagements
"@LiquidB_B Where are these takes coming from The daily posting and weekly streams not enough commentary from us or what. 😂" @Adrian_R_Morris on X 2025-07-23 19:17:04 UTC 27.8K followers, 2226 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
"@MikeTSolty @Strategy ATM is issued because of sufficient sentiment that's how you take advantage of the premium. Sentiment is first cause and primary driver in this model" @Adrian_R_Morris on X 2025-07-24 20:32:54 UTC 27.8K followers, XXX engagements
"@nostrnaut @Strategy Why do you think everything trades at a multiple" @Adrian_R_Morris on X 2025-07-24 02:00:04 UTC 27.8K followers, XXX engagements
"@cartweet1 As I said just a trend datapoint to consider" @Adrian_R_Morris on X 2025-07-23 14:58:27 UTC 27.8K followers, XX engagements
""Bitcoin Is Draining The Value Out Of Real Estate" - People are catching on @leonwankum. Link:" @Adrian_R_Morris on X 2025-07-21 01:54:59 UTC 27.8K followers, 5547 engagements
"@LayahHeilpern I've been saying this about the "capital rotation" talking point for about a year now. I agree. Not an $ETH bull though" @Adrian_R_Morris on X 2025-07-24 20:01:07 UTC 27.8K followers, XXX engagements
"$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 27.8K followers, 2463 engagements
"PSA: Please do not believe the lie that @PeterLBrandt is telling you about this supposed lie. It's no lie - $BTC $MSTR $NVDA and others. There are many opportunities to invest your way to financial independence in the here & now. We are in the middle of a new wave in tech finance so allocate what you can when you can. Not everyone can make it ones that remain focused & have a plan will. N.F.A. of course" @Adrian_R_Morris on X 2025-07-26 20:55:28 UTC 27.8K followers, 11.1K engagements
"$BTC $DDC: Alright @ddcnorma @ddcbtc_ are getting ready to ramp up their Bitcoin acquisition strategy" @Adrian_R_Morris on X 2025-07-22 14:06:31 UTC 27.8K followers, 3442 engagements
"@ZeroHedge_ @MitchellHODL "Devastating" Bear Markets aka those XX% drawdowns" @Adrian_R_Morris on X 2025-07-26 19:09:43 UTC 27.8K followers, XXX engagements
"@Citizen0112358 @nayibbukele Rnron was about accounting and payment to order flow shenanigans not a reserve asset. Not even remotely close to the same" @Adrian_R_Morris on X 2025-07-27 13:48:48 UTC 27.8K followers, XX engagements
"$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 27.8K followers, 2397 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, XX 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, 103.8K engagements
"GOP Lawmaker Accuses Powell Of Lying To Congress Refers To DOJ For Criminal Charges. Link:" @Adrian_R_Morris on X 2025-07-21 17:22:27 UTC 27.8K followers, 1738 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, 7532 engagements
"OTC Derby between $MTPLF $TSWCF $BCHXF $HOGPF $HKAHF $CINGF $LQWDF $VINZF picking up some steam today with $MTPLF $CINGF leading the pack" @Adrian_R_Morris on X 2025-06-30 13:37:54 UTC 27.8K followers, 2827 engagements
"$HOGPF H100: True North NOW Episode X - H100 is now up on YouTube. Link:" @Adrian_R_Morris on X 2025-07-25 01:33:05 UTC 27.8K followers, 3264 engagements
"@WildwoodK I think this is a mistake it's still $2.5B. Those reports of $2.8B used $XXX per share ($2.8B) vs $XX per share ($2.5B)" @Adrian_R_Morris on X 2025-07-25 10:50:31 UTC 27.7K followers, XX engagements
"I can confirm that there was a recent 13G Filing from Ridgeback Capital Investments with 936865 shares of $SMLR. Definitely worth noting that Ridgeback Cap is run by Wayne Holman who is one of the most successful respected institutional investors in the healthcare space. This (IMO) represents a noteable vote of confidence in Semlers core business" @Adrian_R_Morris on X 2025-07-23 01:07:46 UTC 27.8K followers, 23.7K engagements
"The same way it got to over 4x when BTC price was lower & ATM usage proportionally was higher. Broad positive market sentiment around the equity liquidity BTC price on prolonged uptrend. Also no one is discussing how the other companies have reduced the current investor base because people are chasing the "new" thing" @Adrian_R_Morris on X 2025-07-24 11:24:43 UTC 27.7K followers, XX engagements
"@JesseKobernick @Strategy @ryQuant @TheUnburntBush Yes there have been a few periods where they stopped the common ATM. Forget the exact dates" @Adrian_R_Morris on X 2025-07-24 14:56:41 UTC 27.8K followers, XXX engagements
"$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, 7067 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, 1524 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
"OK $MTPLF $BCHXF $TSWCF $HOGPF $HKAHF $CINGF $LQWDF $VINZF around the open. Really curious to see how they close" @Adrian_R_Morris on X 2025-06-24 13:54:11 UTC 27.8K followers, 5975 engagements
"Yes. @saquon understands and there's always the opportunity on the next contract endorsement deal" @Adrian_R_Morris on X 2025-07-21 23:46:03 UTC 27.8K followers, 2838 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 27.8K followers, 154.5K engagements
"Looks like in kind redemption is coming for $FBTC" @Adrian_R_Morris on X 2025-07-23 20:39:26 UTC 27.8K followers, 14.1K 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
"@6954 @AdamBLiv You are claiming that ATM is impacting sentiment negatively then in the same breath say that without the ATM sentiment would be worse. Ok then" @Adrian_R_Morris on X 2025-07-25 18:10:51 UTC 27.8K followers, XX 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 27.8K followers, 1387 engagements
"So basically $TSLA probably should have more Bitcoin on their balance sheet. They go lower I'll open a position again. Options premium should be nice through the rest of the year and they could rebound. @HermesLux XX Deltas work for many equities" @Adrian_R_Morris on X 2025-07-25 00:27:11 UTC 27.8K followers, 3686 engagements
"@TexasBryan @Strategy @JoshMandell6 @hillery_dan Don't think you grasped what I wrote. This isn't simply distilled down to supply demand" @Adrian_R_Morris on X 2025-07-24 01:59:27 UTC 27.8K followers, XXX engagements
"Hey @BitPaine @Pledditor Some of my thoughts on the Proof of Reserves nonsense" @Adrian_R_Morris on X 2025-07-27 11:50:26 UTC 27.8K followers, 1044 engagements
"$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 $XX. Math checks out" @Adrian_R_Morris on X 2025-07-25 11:01:32 UTC 27.8K followers, 2668 engagements
"$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, 7453 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 $BTC exposure as possible. NFA" @Adrian_R_Morris on X 2025-07-26 01:00:41 UTC 27.8K followers, 3925 engagements
"$MSTR: Good Morning everyone it's Dotday. In case anyone is curious the capital from the $STRC raise is supposed to settle July XX. So that will not power this purchase" @Adrian_R_Morris on X 2025-07-27 12:15:24 UTC 27.8K followers, 13.5K engagements
"Not really. That "axiomatic" claim is a pretty simplistic because it treats the spot market as a closed system but you don't take the derivatives market into account or the fact that price action can be led by futures or the fact that open interest in options markets create significant structural demand that has nothing to do with day to day p.a. I mean I can go on especially when we look at Bitcoin but long story short that "intersection" that you're referring to (buyers sellers) isn't an axiom IMO" @Adrian_R_Morris on X 2025-07-25 02:39:22 UTC 27.8K followers, XX engagements
"@TexasBryan @Strategy @JoshMandell6 @hillery_dan Ok. So tell me to what degree is dilution impacting the price. Give me a breakdown or shares issued to market to stock price impact" @Adrian_R_Morris on X 2025-07-24 02:59:12 UTC 27.8K followers, XXX engagements
"@StewartalsopIII @1914ad That's called legal compliance. No different than your bank can and does do" @Adrian_R_Morris on X 2025-07-19 23:06:29 UTC 27.8K followers, XX engagements
"$BTC $MSTR: mNAV isn't "alchemy" it is sentiment. mNAV is simultaneously a realtime snapshot of market psychology and forward looking. BTC has been telegraphing the shifting market sentiment on fiat currency. Then @saylor @Strategy identified this opportunity in equities. This really isn't complicated" @Adrian_R_Morris on X 2025-07-18 12:11:24 UTC 27.8K followers, 9673 engagements
"$SMLR has crossed the 5000 $BTC mark 5021 $BTC on the balance sheet with this latest purchase" @Adrian_R_Morris on X 2025-07-24 12:19:28 UTC 27.8K followers, 25.4K engagements
"@realhardmoney @Strategy "Sentiment is first cause IMO no matter what anyone says. So the suggestion to "lay off the ATM" would actually break this reflexive cycle and thus risks the creation of a recursive cycle instead."" @Adrian_R_Morris on X 2025-07-24 04:14:39 UTC 27.8K followers, XXX engagements
"$MSTR $STRC: Remember a $2.5B buy is on deck" @Adrian_R_Morris on X 2025-07-27 12:32:17 UTC 27.8K followers, 1133 engagements
"@Checkmatey Sentiment shifts will come and go" @Adrian_R_Morris on X 2025-07-24 07:58:39 UTC 27.8K followers, 1533 engagements
"$MSTR $STRK $STRF $STRD $STRC - I want to speak on mNAV quickly and the constant chatter around it. Case in point "@Strategy needs to stop the ATM to let the mNAV run". Here's a piece of the mNAV puzzle and why that approach claim just doesn't make sense. Despite the fact that mNAV is sentiment and thus not a lever you can control or an "effect" you can create "cause" for this is a simplified example that shows how the entire @Strategy model is a reflexive cycle: High Sentiment High mNAV ATM Execution More BTC Acquired Proof of Strategy Reinforced High Sentiment Sentiment is first cause IMO" @Adrian_R_Morris on X 2025-07-24 01:49:11 UTC 27.8K followers, 61.4K engagements
"Man WTF. Malcolm Jamal Warner Ozzy Osbourne Hulk Hogan. It really happens in 3's" @Adrian_R_Morris on X 2025-07-24 16:01:35 UTC 27.8K followers, 3425 engagements
"$MSTR $STRF $STRC $STRK $STRD: Comparison Table" @Adrian_R_Morris on X 2025-07-23 12:02:02 UTC 27.8K followers, 3887 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 27.8K followers, 58.6K 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
"@HermesLux True. $PLTR is running on pure speculation and sentiment. So for me I'm actually closer to 30/40 Delta XX DTE and I'm ok if I get called on a run up into EoY already up nicely on my basis" @Adrian_R_Morris on X 2025-07-25 01:25:04 UTC 27.8K followers, XXX engagements
"$MSTR $STRK $STRF $STRD $STRC - I want to speak on mNAV quickly and the constant chatter around it. Case in point "@Strategy needs to stop the ATM to let the mNAV run". Here's a piece of the mNAV puzzle and why that approach claim just doesn't make sense. Despite the fact that mNAV is sentiment and thus not a lever you can control or an "effect" you can create "cause" for this is a simplified example that shows hot the entire @Strategy model is a reflexive cycle: High Sentiment High mNAV ATM Execution More BTC Acquired Proof of Strategy Reinforced High Sentiment Sentiment is first cause IMO" @Adrian_R_Morris on X 2025-07-24 01:34:44 UTC 27.8K followers, 2062 engagements
"$MTPLF @Metaplanet_JP: $208M (30B) was issued to buy more $BTC. That should be 1900 $BTC at current prices" @Adrian_R_Morris on X 2025-06-30 02:51:45 UTC 27.8K followers, 10K engagements
"@Morpheus_DX I think you're view on it is correct. From my view people are confounding market sentiment and it's natural ebb flow with the potential impact of ATM Equity Offerings" @Adrian_R_Morris on X 2025-07-25 19:59:43 UTC 27.8K followers, XX engagements
"$MSTR $STRC: It's official initial offering on $STRC reached $XXXXX Billion" @Adrian_R_Morris on X 2025-07-25 12:19:02 UTC 27.8K followers, 31.9K engagements
"@TheDunkCentral He's a clown for even joking about that" @Adrian_R_Morris on X 2025-07-23 21:48:24 UTC 27.8K followers, 45.3K engagements
"@YoesPat @Strategy Thank you really appreciate it. I'm only trying to help people understand that this particular investment is highly (purely) sentiment driven and the market will dictate the premium not the ATM or how it's issued" @Adrian_R_Morris on X 2025-07-25 01:12:46 UTC 27.8K followers, XX engagements
"$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, 4852 engagements
"Looks like $MSTR wants to $STRC this to $2000000000:" @Adrian_R_Morris on X 2025-07-24 16:25:47 UTC 27.8K followers, 22.7K engagements
"You cannot supress market sentiment via share sales. The market is selling because it thinks a high premium in the current environment is not justified. The market drives this trade not @saylor and to put a portion of it at his feet when the ATM sales are what fuel the very premium the equity can command (via BTC fueled volatility sentiment) is simplistic and overreactive. IMO" @Adrian_R_Morris on X 2025-07-24 16:53:04 UTC 27.8K followers, XXX engagements
"@kirawontmiss How did I forget the Thanos level threat to happiness that is Wendy Byrde" @Adrian_R_Morris on X 2025-07-22 16:45:42 UTC 27.8K followers, 32.7K engagements
"@AltcoinDaily Bitcoin is Digital Money a SoV MoE UoA. That is not the use case of Ethereum. Ethereum is a technology smart contracts protocol. Comparing the two is not only wrong it's rather disingenuous" @Adrian_R_Morris on X 2025-07-21 18:09:08 UTC 27.8K followers, 13.6K engagements
"@PizzaBoi619 Because Converts greatly increase short interest over the last year just shy of 2x BTC and now own over 600000 BTC. Sell or zoom out either way NFA ()/" @Adrian_R_Morris on X 2025-07-23 15:12:57 UTC 27.8K followers, XX engagements
"@monsieurmarch @AGratefulApe Predictability isn't a factor here IMO" @Adrian_R_Morris on X 2025-07-24 15:59:13 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 27.8K followers, 3751 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 27.8K followers, 6415 engagements
"@RothenbergBrian @MD_ata21 There's are a few other ones out there. @figma has an IPO you should be able to get in on. NFA" @Adrian_R_Morris on X 2025-07-24 20:18:25 UTC 27.8K followers, XXX engagements
"@Mrsirus2 @Strategy The market drives this trade not @saylor and to put a portion of it at his feet when the ATM sales are what fuel the very premium the equity can command (via BTC fueled volatility & sentiment) is IMO simplistic and overreactive. Too much complaining with little objectivity" @Adrian_R_Morris on X 2025-07-24 18:36:30 UTC 27.8K followers, XXX 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 $MTPLF prefs" @Adrian_R_Morris on X 2025-07-24 20:26:24 UTC 27.8K followers, 1461 engagements
"@ML_wineguy @Strategy Markets reward predictable and successful outcomes with multiples. The subjectivity not "unpredictability" is what makes sense. Unpredictable means no steady rationale to justify that multiple" @Adrian_R_Morris on X 2025-07-24 20:35:21 UTC 27.8K followers, XXX engagements
"$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 27.8K followers, 20K engagements
"Glad to see @EricBalchunas agrees that $BTC is entering new territory" @Adrian_R_Morris on X 2025-07-27 00:44:02 UTC 27.8K followers, 3270 engagements
"$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 27.8K followers, 42.7K engagements
"@MikeTSolty @Strategy That literally isn't what I said. Please refer to the OP and the dozens of posts I have done on this topic. mNAV is sentiment and the multiple is a sentiment indicator" @Adrian_R_Morris on X 2025-07-24 21:01:49 UTC 27.8K followers, XX 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
"@AlanGeik Thanks for the feedback Alan trying to do what I can" @Adrian_R_Morris on X 2025-07-25 18:55:29 UTC 27.8K followers, XX 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
"@PizzaBoi619 $MSTR has most certainly not been shitting the bed" @Adrian_R_Morris on X 2025-07-23 14:59:15 UTC 27.7K followers, XXX engagements
"@KevySuavay @BleacherReport Yep. Yesterday" @Adrian_R_Morris on X 2025-07-24 16:09:15 UTC 27.8K followers, 3632 engagements
"@Drew_Vish @AGratefulApe @Strategy I was doing timeframe not what was sold. I thought that was clear" @Adrian_R_Morris on X 2025-07-24 15:49:55 UTC 27.7K followers, XX 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
"@StephenPopaJr It's a first step before retail" @Adrian_R_Morris on X 2025-07-23 22:00:27 UTC 27.8K followers, XXX engagements
"Adding a little color to this @BitcoinMagPro post if BTC Cycles are still a thing we are around day XXX in this cycle & may see a peak 1070 days. Giving us around XXX days of run. Looking at $IBIT options activity I see $XXX Calls (bit more than a 2x from here) for November XX. Market seems to think we top Oct/Nov" @Adrian_R_Morris on X 2025-07-22 14:55:40 UTC 27.8K followers, 12.3K engagements
"@Rainmaker1973 Got another one the entire "Max Payne" Series. X X & X full next gen regen from the ground up" @Adrian_R_Morris on X 2025-07-27 01:47:22 UTC 27.8K followers, 7893 engagements
"True North NOW Episode X - The Smarter Web Company" @Adrian_R_Morris on X 2025-07-15 14:59:26 UTC 27.8K followers, 53.6K engagements
"@cryptoartists1 We just had the highest daily close in history" @Adrian_R_Morris on X 2025-07-23 20:29:40 UTC 27.8K followers, XX engagements
"$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
"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 27.8K followers, 4968 engagements
"The thing is you aren't looking at the whole picture. The price action is not the sell pressure it's everything that leads to sell pressure. If you want to ease your mind maybe you need to look at cause not effect. The causes are myriad it's not the ATM and it's not just the converts" @Adrian_R_Morris on X 2025-07-23 15:20:02 UTC 27.7K followers, XX 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
"@NicholasRi17980 @ryQuant @Strategy The argument isn't zero impact and your comment makes no sense. The VWAP sells into volume that's why the impact is minimal. Dropping all at once without supporting volume would obviously be harmful" @Adrian_R_Morris on X 2025-07-25 12:13:09 UTC 27.8K 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 27.8K followers, 42.4K 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, 4035 engagements
"We have a new episode of the @HurdleRatePod: A Huge Wave of Capital isn't a $STRC" @Adrian_R_Morris on X 2025-07-23 14:13:00 UTC 27.8K followers, 3884 engagements
"@HermesLux Yes. Will serve a potentially massive investor base" @Adrian_R_Morris on X 2025-07-21 23:43:01 UTC 27.8K followers, XXX engagements
"@DPerlman1 @ryQuant @Strategy The price is set at the margin is one of the most overused and simplistic examples" @Adrian_R_Morris on X 2025-07-25 00:30:29 UTC 27.8K followers, XX engagements
"@Drew_Vish @Strategy You can disagree doesn't mean you are right" @Adrian_R_Morris on X 2025-07-24 02:56:28 UTC 27.8K followers, XXX engagements
"1. Price Sentiment are related but two distinct variables. X. I've consistently said that the impact of the ATM is being grossly overstated not that it has zero effect. X. Since that effect isn't really quantifiable much of the noise around the topic is just that. Noise" @Adrian_R_Morris on X 2025-07-25 11:28:36 UTC 27.8K followers, XX engagements
"@6954 @AdamBLiv It isnt moot mNAV BTC acquisition and this entire process has shown 3000+% returns since inception" @Adrian_R_Morris on X 2025-07-25 18:02:32 UTC 27.8K followers, XX engagements
"$BTC $MARA: @MARA Wants more $850M more in Bitcoin" @Adrian_R_Morris on X 2025-07-23 13:20:27 UTC 27.8K followers, 2936 engagements
"@HermesLux $MSTR $NVDA $TSLA $PLTR and now increasingly $IBIT. My bread and butter" @Adrian_R_Morris on X 2025-07-25 01:10:49 UTC 27.8K followers, XXX engagements
"@TheMatrixDr @ivan_ivery I do what I can Dr 🤣" @Adrian_R_Morris on X 2025-07-25 17:24:45 UTC 27.8K followers, XX engagements
"$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, 2559 engagements
/creator/twitter::Adrian_R_Morris