Adrian Morris
@Adrian_R_Morris
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Nerd/Techie Fighting Bitcoin & Bitcoin Equity FUD | Bitcoin≠Crypto | I'm an A.I. Super-User | Member @MSTRTrueNorth | Speak It Into Existence & Manifest Success
Joined December 2009
PSA to my fellow $MSTR Investors: Some of the loudest voices & critics in this space are not your friends. Worse yet, some are wolves in sheep's clothing, with a truly grandiose sense of self looking to use their 'influence' to either use you as exit liquidity or create.
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$NVDA Earnings are out, stock is down, why? Because beating earnings expectations isn't good enough now. They will have to annihilate them. But yeah tell me again how equity prices & the market moves on "fundamentals" not sentiment | expectations. Btw, expect a rebound ¯\_(ツ)_/¯.
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You’re in control. When you speed, you’re more likely to lose it. Learn more about the dangers of driving too fast.
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I have to say that @Beth_Kindig has been a trustworthy, bullish & consistent voice on $NVDA in the A.I. investment space. Has some solid insights on $AMD as well.
Nvidia's $NVDA gross margin is expected to be 71.8% in Q2, up 1.2 points QoQ, while operating margin is expected to rise 10 points QoQ to 59.1%.
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Case in point. $NVDA fear everywhere, even in "crypto".
If Nvidia misses earnings, crypto is done.
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The sheer amount of anxiety I'm seeing & hearing over $NVDA earnings today when everyone knows it'll beat earnings is wild. This seems less like a "bubble" and looking more like a pillar in a new market creating new dynamics that everyone is trying to make sense of.
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Check out this awesome @natbrunell interview with @ddcbtc_ CEO @ddcnorma and learn more about Norma & DDC's $BTC Treasury Strategy:.
From food empire to building a 10,000 Bitcoin treasury. My interview with the lovely Norma Chu ⤵️. Timecodes: 00:00 Meet Norma Chu, DDC Founder & CEO 2:28 How DayDayCook Began 5:36 Becoming a Cooking Influencer 6:25 Food as a Shared Passion 9:42 Norma Chu Discovers Bitcoin
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Come on, be better @Cointelegraph this is bad & irresponsible reporting. $IBKR was added as a replacement of $WBA in their index, yes. But the "decision date" for @Strategy and others is on the 2nd Friday in September (September 12th in this case). We will know what's what then.
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I don't care about whales dumping, I bought more $IBIT | $BTC.
Seasonal and Monthly trends for BTC favor a potential retrace in August. Not a guarantee, just a datapoint to consider.
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Jupiter Lend Public Beta is live 🥳. The most advanced money market on Solana has arrived, built with @0xfluid. After weeks of testing, audits, and feedback, we’re launching with 40+ vaults and $2m+ in incentives from Jup, Fluid, and partners.
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Hey @Micro2Macr0 any thoughts on this? Definitely has broad implications for all $BTC Treasury Companies, perhaps even the $ETH ones as well.
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Hey @grok - I am re-tweeting this reply to the $MSTR Variance Chart to give it more visibility as I believe it is rather important. I want to review: In essence, you agree with me that most broad criticisms of the @Strategy ATM Equity Offerings are a "supply side" heavy view that
@Adrian_R_Morris @MD_ata21 Your visualization shows declining explanatory power of BTC + participation + amplitude on MSTR variance, from ~60% to 19%, suggesting other factors like market repricing dominate. My analysis of 2025 data confirms high MSTR-BTC correlation (r~0.85), with ATM days showing minimal.
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This thread is worth a look it's just a framework but interesting. I'm working on something more comprehensive using the ATM issuances since the start of the 21 | 21 Plan. @MD_ata21 took a good stab at this using @grok and time allowing I will be able to finish mine. Nice work.
A thread:.I asked Grok to design and execute a data experiment concerning the MSTR ATM and the market's reaction. Note that this has nothing to do with opinion of any account or even mine. This is just what the data shows:.
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If you still believe in $BTC Cycles (even if you don't) ignore the noise in the current price action. $BTC Cycle or not, Oct & Nov should be bright green months. Whether that's a "top" remains to be seen.
Adding a little color to this @BitcoinMagPro post, if BTC Cycles are still a thing, we are around day 972 in this cycle & may see a peak <1070 days. Giving us around 100 days of run. Looking at $IBIT options activity, I see $135 Calls (bit more than a 2x from here) for November
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$NVDA: The Jetson Thor is here & it wants to accelerate broad robotics development. We are still decades away from the true "singularity" like moment with Robotics (IMO) but we're getting closer every day. Link:
nvidianews.nvidia.com
NVIDIA today announced the general availability of the NVIDIA Jetson AGX Thor™ developer kit and production modules, powerful new robotics computers designed to power millions of robots across...
The NVIDIA Jetson Thor is here. 🎉 . This powerful new robotics computer is designed to power the next generation of general and #HumanoidRobots in manufacturing, logistics, construction, healthcare, and beyond. It’s a massive leap forward for physical AI. Early adopters
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$BTC | $IBIT | $MSTR - Uncle Larry & @saylor now collectively account for 1,381,811 $BTC. If we throw in all of the other $BTC ETFs & the $BTC Treasury Companies that number is closing in on 2,000,000 $BTC. This is escalating quickly.
JUST IN: BlackRock and Michael Saylor's Strategy now hold a combined 1,381,811 bitcoin worth $155 BILLION. That's over 6.58% of the total BTC supply 🤯
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Sheesh @ddcbtc_ | @ddcnorma have been on a bit of a Bitcoin buying spree. Closing in on 1000 $BTC and with that mark, the @BitwiseInvest $OWNB ETF comes into play - More exposure is always a good thing.
888 for abundance. 🟠 New purchase: +200 BTC.🧮 Total holdings: 888 BTC.🧭 Goal: 10,000 BTC by end-2025. 📄 Read our latest milestone:
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$BTC | $MSTR | $STRK | $STRF | $STRD | $STRC: Hello & Good Morning everyone it's Cornday. Happy to report that @Strategy has acquired another 3,081₿ & they now HODL 632,457₿. This purchase was made via $MSTR | $STRK | $STRF | $STRD ATM Equity Offerings. Link:
Strategy has acquired 3,081 BTC for ~$356.9 million at ~$115,829 per bitcoin and has achieved BTC Yield of 25.4% YTD 2025. As of 8/24/2025, we hodl 632,457 $BTC acquired for ~$46.50 billion at ~$73,527 per bitcoin. $MSTR $STRC $STRK $STRF $STRD
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My Father just asked me about $XRP. I clearly didn't do a good enough job introducing him to this market and it's pitfalls 😂.
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$BTC | $MSTR | $STRK | $STRF | $STRD | $STRC: . As mentioned last week, this Data Visualization is my attempt to explain $MSTR price variance. Over the period starting in May, Bitcoin Price Activity & Market Participation as a function of the turnover vs Average $ Volume & $BTC
@TTejpal Take a look at the initial output from this a new measure that I am working on 'MSTR Price Variance' based on @Strategy data going back to 1-21-25:. At the start of May - Bitcoin activity, Market participation as a function of turnover vs ADV (Average Dollar Volume), and BTC
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Make America Fentanyl Free supports President Trump’s efforts to end the fentanyl crisis.
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