Adrian Morris

I Am Nerd/Techie Fighting $BTC FUD | Bitcoin≠Crypto | A.I. Super-User | Founding Member: @TNorth | Contributor: @BitcoinForCorps | Speak It Into Existence

[Adrian Morris @_Adrian]

$BTC | $MSTR: SAYLOR SOLD BITCOIN!!!

It's really not a big deal, and @Strategy has sold $BTC before. I share some of my thoughts in this quick clip from my sit-down with @ideacasino

[Adrian Morris @_Adrian]

$MSTR | $BTC: Never deleting this app...

[Michael Saylor @saylor]

@jimcramer It’s just a flesh wound, Jim.

[Adrian Morris @_Adrian]

$MSTR | $BTC: I said $105 | $60K might be in our near future. I still don't make the rules...

But I've got buys waiting at $100 and $95 just in case.

[Adrian Morris @_Adrian]

$MSTR | $BTC: $105 | $60K might be in our near future. I don't make the rules...

[Adrian Morris @_Adrian]

@YoesPat @saylor Than you, appreciate the feedback and I am glad it helped.

[Adrian Morris @_Adrian]

@saylor I wonder where @saylor | @TNorth land on the quiz https://t.co/MtvuIl2Gpc

[Adrian Morris @_Adrian]

This article reads like a Systems Engineering view on Bitcoin’s future growth. I like it and I agree completely.

When @saylor highlights the 4 ideological groups, he's really showing that they function like interdependent “subsystems".

He then calls for synthesis between them, so the ecosystem can scale in a disciplined manner, without compromising the base layer.

This isn't taking a dogmatic black | white stance. He is (rightly) viewing Bitcoin as a multifaceted, interdependent system that needs cooperation to grow into a fault tolerant global monetary network.

[Michael Saylor @saylor]

https://t.co/yeG4PgpjEq

[Adrian Morris @_Adrian]

@saylor My results @MD_ata21 | @Werkman

[Adrian Morris @_Adrian]

@MD_ata21 @Werkman I am a technologist with touch of a capitalist apparently.

[Adrian Morris @_Adrian]

@MD_ata21 @Werkman Double U Tee Effe "This post is unavailable"

[Adrian Morris @_Adrian]

@MD_ata21 @Werkman Not seeing anything?

[Adrian Morris @_Adrian]

$MSTR: Margin Call | Blow Up | Failure? Here's your answer...

[Michael Saylor @saylor]

@leadlagreport No.

[Adrian Morris @_Adrian]

Its pretty simple the options market is betting on $STRC having a mean reversion to par. The variable rate and dividend cost on shorts creates a strong "pull" toward $100. So people and the algo's are "betting" on a ride back to $100.

My read with his: Market isn’t pricing in a blow up or prolonged trading below $100. Since $STRC is a $BTC derivative, $BTC scraped it's moving average, it's probable it tries to head back to where it fell from, and $STRC will be along for the ride.

What @PunterJeff is saying isn't really far fetched.

[Adrian Morris @_Adrian]

@benschmidtbtc It's quite obvious, but people have FUD to spread and clicks to get so ¯\_(ツ)_/¯

[Adrian Morris @_Adrian]

@benschmidtbtc @MTanguma @OnrampBitcoin He had no idea... K

[Adrian Morris @_Adrian]

@buymatador @Strategy @ideacasino In my mind growing the asset base grows the companies value over time.

That for me is far more important (and relevant) than BTC Per Share.

I think @Strategy remains laser focused, the noise right now is just that. Noise.

[Adrian Morris @_Adrian]

$BTC | $MSTR: SAYLOR SOLD BITCOIN!!!

It's really not a big deal, and @Strategy has sold $BTC before. I share some of my thoughts in this quick clip from my sit-down with @ideacasino

[Adrian Morris @_Adrian]

@MisterLeeHODL Sweet Jesus... This is going to be a nasty rugpull 😂

[Adrian Morris @_Adrian]

@dgt10011 Agree @dgt10011 a couple other factors, but yes:

https://t.co/9uA1lKBPvG

[Adrian Morris @_Adrian]

Well I think we as investors in this space tend to assume $BTC is more important than it actually is.

I mentioned elsewhere that the AI | AI Memory Trade (anything with GPU’s initially and now HBM | DRAM | NAND) is keeping $NVDA and Mag7 in the trillions and has pushed $MU into the trillion dollar club.

The SpaceX IPO might hit $2T, the Anthropic IPO is probably going to be just under $1T… All of these factors are liquidity vacuums.

Then there is the fact that Oil is staying relatively elevated because of the geopolitical situation in Iran, and might even trend higher in summer months (more travel, vacations, etc.) is creating a risk off environment, but only for things further out on the risk-curve.

$BTC | $MSTR just aren’t going to catch a steady bid in this kind of environment. Where is the narrative driver that is going to beat the secular multi-trillion dollar leviathan that is A.I.?

[Adrian Morris @_Adrian]

@lindsay__stamp @alecsime About that...

[Adrian Morris @_Adrian]

Also, potential $SPCX IPO allotments going out to the normies today.

No shock that we're red everywhere. A lot of people chasing

[Adrian Morris @_Adrian]

$MSTR | $BTC: Agree with @saylor - I've been saying as much.

Liquidity creates capacity, "fundamentals" give justification but sentiment | narrative create the bid.

Right now $MSTR | $BTC have none of those on their side.

A.I. is too big, too transformative, too powerful a narrative.

[Michael Saylor @saylor]

Capital markets are funding the AI buildout at historic scale: ~$400B over 6 months. Bitcoin ETFs have seen ~$4B of outflows since May 14, pressuring $BTC. This is a capital rotation, not a Bitcoin impairment. Volatility creates opportunity.