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# ![@Adrian_R_Morris Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::99328846.png) @Adrian_R_Morris Adrian Morris

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

### Engagements: XXXXXX [#](/creator/twitter::99328846/interactions)
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### Mentions: XX [#](/creator/twitter::99328846/posts_active)
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### Followers: XXXXXX [#](/creator/twitter::99328846/followers)
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### CreatorRank: XXXXXXX [#](/creator/twitter::99328846/influencer_rank)
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### Social Influence [#](/creator/twitter::99328846/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #1191 [stocks](/list/stocks)  #3993 [finance](/list/finance)  #4966 [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$mstr](/topic/$mstr) #12, [bitcoin](/topic/bitcoin) #564, [$btc](/topic/$btc) #193, [mstr](/topic/mstr) #21, [sentiment](/topic/sentiment) #33, [$strk](/topic/$strk) #3, [$strf](/topic/$strf) #3, [$strd](/topic/$strd) #3, [$strc](/topic/$strc) #4, [$mtplf](/topic/$mtplf) #21

**Top accounts mentioned or mentioned by**
[@strategy](/creator/undefined) [@saylor](/creator/undefined) [@metaplanetjp](/creator/undefined) [@mstrtruenorth](/creator/undefined) [@smarterwebuk](/creator/undefined) [@punterjeff](/creator/undefined) [@grok](/creator/undefined) [@asjwebley](/creator/undefined) [@btcoverflow](/creator/undefined) [@hermeslux](/creator/undefined) [@mmmicrostrategy](/creator/undefined) [@fiatisevil](/creator/undefined) [@dylanleclair](/creator/undefined) [@realjimchanos](/creator/undefined) [@semlereric](/creator/undefined) [@fundstrat](/creator/undefined) [@benwerkman](/creator/undefined) [@ryquant](/creator/undefined) [@gerovich](/creator/undefined) [@joshmandell6](/creator/undefined)

**Top assets mentioned**
[Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/bitcoin) [Strike (STRK)](/topic/$strk) [Strategy Incorporated (STRF)](/topic/$strf) [Stride (STRD)](/topic/$strd) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [iShares BTC Trust (IBIT)](/topic/$ibit) [IREN Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [TeraWulf Inc. (WULF)](/topic/$wulf) [Strive, Inc. (ASST)](/topic/$asst) [Sui (SUI)](/topic/$sui) [Caught in 4K (4K)](/topic/$4k) [Morgan Stanley (MS)](/topic/morgan-stanley) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Cisco Systems Inc (CSCO)](/topic/$csco) [Bitcoin Gold (BTG)](/topic/bitcoin-gold) [Semler Scientific, Inc. (SMLR)](/topic/$smlr)
### Top Social Posts [#](/creator/twitter::99328846/posts)
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Top posts by engagements in the last XX hours

"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](https://x.com/Adrian_R_Morris/status/1978262649285513223) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-15T00:52Z 29.1K followers, 3407 engagements


"@btc_overflow"  
[X Link](https://x.com/Adrian_R_Morris/status/1979247154691739681) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-17T18:04Z 29.1K followers, XXX engagements


"@ourgoodlifeuk For $MSTR $IBIT"  
[X Link](https://x.com/Adrian_R_Morris/status/1978884471060599026) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-16T18:03Z 29.1K followers, XXX engagements


"Again Glad I got into an $IAU position with some of my profits a few months back"  
[X Link](https://x.com/Adrian_R_Morris/status/1978286594340565202) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-15T02:27Z 29.1K followers, 5041 engagements


"Went from $15M to $4K on $SUI Gee-Sus-Christos (I hope this is fake)"  
[X Link](https://x.com/Adrian_R_Morris/status/1976981043967373809) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-11T11:59Z 29.1K followers, 9813 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](https://x.com/Adrian_R_Morris/status/1977744842407968938) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-13T14:34Z 29.1K followers, 5047 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](https://x.com/Adrian_R_Morris/status/1978427497373987005) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-15T11:47Z 29.1K followers, 21K engagements


"How I'm looking at this $BTC $MSTR price action knowing full well market players are trying to prevent a breakout"  
[X Link](https://x.com/Adrian_R_Morris/status/1976444207750578216) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-10T00:26Z 29.1K followers, 10.4K engagements


"Sooner or later they all bend the knee and if this is true this is big for Bitcoin"  
[X Link](https://x.com/Adrian_R_Morris/status/1971547712496836822) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-09-26T12:09Z 29.1K followers, 8211 engagements


"@HeathTaylo84427 @coryklippsten @BitcoinPierre @btc_overflow @AdamBLiv You going to be ok"  
[X Link](https://x.com/Adrian_R_Morris/status/1978953079539339623) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-16T22:35Z 29.1K followers, XX engagements


"$BTC: Relax"  
[X Link](https://x.com/Adrian_R_Morris/status/1978874357318586535) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-16T17:23Z 29.1K followers, 5778 engagements


"@TheLastTrueG X. No model explains everything X. Working Model X. No"  
[X Link](https://x.com/Adrian_R_Morris/status/1977877508377772074) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1978556728334758376) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-15T20:20Z 29.1K followers, XXX engagements


"@MHCanes18 @saylor That's not how volatility or implied volatility works. The market creates those dynamics not Saylor"  
[X Link](https://x.com/Adrian_R_Morris/status/1978991804675432475) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-17T01:09Z 29.1K followers, XX engagements


"With the Regional Bank issues we're seeing I'm bringing up this @FabiusMercurius post from way back that discusses the CRE (Commercial Real Estate) issue. Since C0v1d ended there are many office buildings sitting empty despite the heavy push to get people back in office. It's Small Regional Banks that are on the hook for much of this debt. Interest rates are still high and loan defaults are increasing. What if current market activity is a "front running" of a Fed pivot to QE from QT because the 2023 banking crisis never fully resolved. Everyone's fixated on an A.I. Bubble but what if it's an"  
[X Link](https://x.com/Adrian_R_Morris/status/1979035616538169759) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-17T04:03Z 29.1K followers, 7789 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](https://x.com/Adrian_R_Morris/status/1976239382081437801) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1977702479581376524) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1975569171649077611) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1976954211720966515) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-11T10:13Z 29.1K followers, 29.6K engagements


"@shrugit_ Validation of mNAV isn't an objective statement nor is it even remotely logical it's your opinion. Aka: sentiment mNAV is a function of market demand and BTC Yield is thus a function of mNAV. NAV is a function of mNAV as well. There is no escaping this causal chain"  
[X Link](https://x.com/Adrian_R_Morris/status/1979249967538802968) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-17T18:15Z 29.1K followers, XXX engagements


"Morgan Stanley bends the knee to Bitcoin:"  
[X Link](https://x.com/Adrian_R_Morris/status/1976656672560189755) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-10T14:30Z 29.1K followers, 2331 engagements


"@WilliamCat29206 @coryklippsten @BitcoinPierre @btc_overflow @AdamBLiv You're welcome"  
[X Link](https://x.com/Adrian_R_Morris/status/1978924974321631419) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-16T20:44Z 29.1K followers, XXX engagements


"$ASST @BenWerkman 🔥😂"  
[X Link](https://x.com/Adrian_R_Morris/status/1975188257718841742) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-06T13:15Z 29.1K followers, 10.9K engagements


"@ChrisMMillas @shrugit_ You can't justify mNAV the market will rate it as it sees fit"  
[X Link](https://x.com/Adrian_R_Morris/status/1979253618097426818) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-17T18:30Z 29.1K followers, XXX 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](https://x.com/Adrian_R_Morris/status/1976314502527475946) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1977853083414938108) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1976352059541815790) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1975254756752040269) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-06T17:40Z 29.1K followers, 7343 engagements


"Literally every Macro Tailwind for Q4 is now gone and it seems we only have Macro Headwinds. _()_/ I need to re-assess still bullish but have to "read the room" and adapt. Some great insights here:"  
[X Link](https://x.com/Adrian_R_Morris/status/1979084162452853048) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-17T07:16Z 29.1K followers, 10.1K 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](https://x.com/Adrian_R_Morris/status/1976262474157654376) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-09T12:24Z 29.1K followers, 14.4K 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](https://x.com/Adrian_R_Morris/status/1978927105951043756) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-16T20:52Z 29.1K followers, 6633 engagements


"$MSTR: @Strategy Preferred Offerings are now on Robinhood. $STRF $STRK $STRC but no $STRD yet"  
[X Link](https://x.com/Adrian_R_Morris/status/1973609809258881484) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1974164602993954832) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-03T17:28Z 29.1K followers, 8289 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](https://x.com/Adrian_R_Morris/status/1977372998890934517) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1977408449274359928) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-12T16:18Z 29.1K followers, 9010 engagements


"$MSTR: Soon"  
[X Link](https://x.com/Adrian_R_Morris/status/1974997163227971908) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-06T00:36Z 29.1K followers, 30.9K engagements


"Well. Something to consider"  
[X Link](https://x.com/Adrian_R_Morris/status/1978478139044204663) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-15T15:08Z 29.1K followers, 7533 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](https://x.com/Adrian_R_Morris/status/1978919995943063834) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-16T20:24Z 29.1K followers, 17.9K engagements


"Agreed @TickerSymbolYOU. The $NVDA $CSCO comparison is not remotely valid. Image Credit: @Speculator_io"  
[X Link](https://x.com/Adrian_R_Morris/status/1975886073902612762) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-08T11:28Z 29.1K followers, 7104 engagements


"Very much a paid @perplexity_ai user it's a fantastic platform"  
[X Link](https://x.com/Adrian_R_Morris/status/1978087971602436317) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-14T13:18Z 29.1K followers, 3487 engagements


"@NathanpartPrice Zoom in on the image and focus on this box. I did an analysis to see what has impacted $MSTR price these are the factors it's not the ATM. Anyone that says it is doesn't know what they are talking about"  
[X Link](https://x.com/Adrian_R_Morris/status/1978958109524504750) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-16T22:55Z 29.1K followers, XXX engagements


"@KurtzDarkness @StriveFunds That's not remotely what I meant"  
[X Link](https://x.com/Adrian_R_Morris/status/1967913609662767309) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-09-16T11:29Z 29.1K followers, XX engagements


"$MSTR: Good Morning everyone there's no Tariffs on Dots"  
[X Link](https://x.com/Adrian_R_Morris/status/1977357095201636532) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-12T12:54Z 29.1K followers, 29.9K engagements


"I did mention the Options expiry that I'll hit tomorrow last week no More BS on deck"  
[X Link](https://x.com/Adrian_R_Morris/status/1978960911315476865) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-16T23:07Z 29.1K followers, 6081 engagements


"Don't forget that Jerome Powell speaks before Market Open at 8:30 EST. (Pre-recorded) Expect shenanigans"  
[X Link](https://x.com/Adrian_R_Morris/status/1976204479155597318) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-09T08:33Z 29.1K followers, 2556 engagements


"Wait $MSTR is tracking Bitcoin Gold. Interesting"  
[X Link](https://x.com/Adrian_R_Morris/status/1976014203258535983) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1978763529596350860) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-16T10:02Z 29.1K followers, 27.5K engagements


"@established2140 @AdamBLiv Not exactly mNAV is reflected in the actual price. You assess it after price is set not before"  
[X Link](https://x.com/Adrian_R_Morris/status/1977411470209192068) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-12T16:30Z 29.1K followers, XX engagements


"@palmBTCx Get a GF that understands you and $BTC better. _()_/"  
[X Link](https://x.com/Adrian_R_Morris/status/1978472815759339630) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-15T14:47Z 29.1K followers, XXX engagements


"@HMRMSTR I've been telling people that the markets move on sentiment for almost a year and getting more vocal about it in the last few months. Some listen some don't. _()_/"  
[X Link](https://x.com/Adrian_R_Morris/status/1978966603464049137) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-16T23:29Z 29.1K followers, XX engagements


"$MSTR $MTPLF: Apparently in addition to "it's not the ATM" I'll have to add "it's not the MSW" to my FUD busting repertoire. @DylanLeClair_ already gave a great answer I'll provide some additional context here:"  
[X Link](https://x.com/Adrian_R_Morris/status/1975680271518474516) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-07T21:50Z 29.1K followers, 18.9K engagements


"Shout out to @vladtenev for listening to the @Strategy investor base. Happy to say that when I saw that the $MSTR Preferreds $STRK $STRF $STRD $STRC were all on @RobinhoodApp I increased my positions in all X of them. For the culture and also for the divvys"  
[X Link](https://x.com/Adrian_R_Morris/status/1974189193040704005) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-03T19:05Z 29.1K followers, 17.2K engagements


"Exactly. Whether its $MSTR $MTPLF or another BTC Treasury Company mNAV = Market Sentiment. This was a fundamental misunderstanding in this space that is being rectified"  
[X Link](https://x.com/Adrian_R_Morris/status/1979246815649403001) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-17T18:03Z 29.1K followers, 8387 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](https://x.com/Adrian_R_Morris/status/1978771560845464060) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1976841964890079579) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1978889592121217097) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-16T18:23Z 29.1K followers, 36.2K 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](https://x.com/Adrian_R_Morris/status/1978183959952720186) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-14T19:39Z 29.1K followers, 6515 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](https://x.com/Adrian_R_Morris/status/1978605443250258250) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1978555039133446526) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-15T20:14Z 29.1K followers, 26.9K engagements


"$MSTR $STRK $STRF $STRD $STRC: No Dot. No Dotday"  
[X Link](https://x.com/Adrian_R_Morris/status/1974816577615995286) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-05T12:38Z 29.1K followers, 25.4K 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](https://x.com/Adrian_R_Morris/status/1977709266258862252) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-13T12:13Z 29.1K followers, 68.7K 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](https://x.com/Adrian_R_Morris/status/1978553806850810176) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1978760699162562946) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1970536189016109501) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-09-23T17:10Z 29.1K followers, 14K 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](https://x.com/Adrian_R_Morris/status/1976660997919408457) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-10T14:48Z 29.1K followers, 3173 engagements


"When $MSTR gets the #2 spot I'll be able to taste the saltiness on my feed"  
[X Link](https://x.com/Adrian_R_Morris/status/1975571827071291762) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1978540181398470673) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-15T19:15Z 29.1K followers, XX engagements


"@TheLastTrueG You can't be serious"  
[X Link](https://x.com/Adrian_R_Morris/status/1977873231081242773) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1977856507833180466) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-13T21:58Z 29.1K followers, XXX engagements


"@KristophJeffers I sold out of miners yes not $IREN $CIFR"  
[X Link](https://x.com/Adrian_R_Morris/status/1978194847547764818) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1976272972278268085) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1978808753735520542) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-16T13:02Z 29.1K followers, 16.9K engagements


"Homoskedasticity means: The model is equally good or bad at modeling across scenarios. Heteroskedasticity means: The model's accuracy will change depending on the situation. We want heterosked we don't want to see homosked because the "spread" of errors will change. The lack of homoskedasticity in the model actually makes sense because MSTR becomes more volatile and should be less predictable during extreme market conditions. So this model will have varying levels of precision"  
[X Link](https://x.com/Adrian_R_Morris/status/1978951245579850025) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-16T22:28Z 29.1K followers, XXX 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](https://x.com/Adrian_R_Morris/status/1978753000911831072) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-16T09:20Z 29.1K followers, 17.4K 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](https://x.com/Adrian_R_Morris/status/1978764693125963848) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-16T10:07Z 29.1K followers, XXX engagements


"@ChrisMMillas @klaus_koo A future expectation is a sentiment and BTC Yield as a direct function of mNAV is more of a lagging sentiment indicator than a "fundamental". But _()_/"  
[X Link](https://x.com/Adrian_R_Morris/status/1979253392334803083) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-17T18:29Z 29.1K followers, XX engagements


"My vibe right now"  
[X Link](https://x.com/Adrian_R_Morris/status/1978218682745553337) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-14T21:57Z 29.1K followers, 5811 engagements


"Soybeans. Yea"  
[X Link](https://x.com/Adrian_R_Morris/status/1978186730470625626) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-14T19:50Z 29.1K followers, 3995 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](https://x.com/Adrian_R_Morris/status/1973693530838352329) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-02T10:16Z 29.1K followers, 7385 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](https://x.com/Adrian_R_Morris/status/1975332984938242186) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1976265556786282744) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-09T12:36Z 29.1K followers, 33.1K 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](https://x.com/Adrian_R_Morris/status/1975939586686857259) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1974465146971107534) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-04T13:22Z 29.1K followers, 22.8K 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](https://x.com/Adrian_R_Morris/status/1978490758454988846) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-15T15:58Z 29.1K followers, 8030 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](https://x.com/Adrian_R_Morris/status/1978923428062142720) [@Adrian_R_Morris](/creator/x/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](https://x.com/Adrian_R_Morris/status/1977715374083719388) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-13T12:37Z 29.1K followers, 3312 engagements


"You are confusing "reason" with rationalization. Sure fundamentals can be an anchor or justification for an investment but the interpretation of those fundamentals is still subjective and sentiment driven. You and I can look at the same data and draw different conclusions or I can think the data doesn't matter vice versa. Now compound that across the market"  
[X Link](https://x.com/Adrian_R_Morris/status/1979256836621820363) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-17T18:42Z 29.1K followers, XXX 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](https://x.com/Adrian_R_Morris/status/1973614703764271511) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-02T05:03Z 29.1K followers, 3773 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](https://x.com/Adrian_R_Morris/status/1978092417787081157) [@Adrian_R_Morris](/creator/x/Adrian_R_Morris) 2025-10-14T13:35Z 29.1K followers, XX engagements