Author
@_Adrian
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Adrian Morris is listed with MSTR True North and appears in MSTR/Bitcoin treasury podcasts and reports discussing Strategy, $MSTR capital structure, BTC treasuries and macro. Stron
trader score
+1.97
hit rate
65%
mean α
+1.71%
signals 14d
53
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 65% hit rate, +1.71% mean alpha, trader score +1.97. Their last-14d mentions, direction-adjusted, have moved +8.6% since posting (mean over 30 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MSTR | @_Adrian | -0.15 | Valuation snapshot shows MSTR at 1.000x EV-mNAV and discounts on mNAV and mAV. | — | tweet ↗ |
| 2026-08-27 | MSTR | @_Adrian | +0.70 | Suggests MSTR should outperform when Bitcoin rises. | -7.3% | tweet ↗ |
| 2026-08-27 | BTC | @_Adrian | +0.50 | Suggests MSTR should outperform when Bitcoin rises. | · | tweet ↗ |
| 2026-08-27 | BTC | @_Adrian | +0.80 | Detailed bullish Bitcoin regime thesis cites price gains, flows, short covering and Treasury liquidity. | · | tweet ↗ |
| 2026-08-27 | MSTR | @_Adrian | +0.55 | Observes MSTR again outperforming Bitcoin on an up day. | -7.3% | tweet ↗ |
| 2026-08-27 | BTC | @_Adrian | +0.35 | Observes MSTR again outperforming Bitcoin on an up day. | · | tweet ↗ |
| 2026-08-26 | MSTR | @_Adrian | +0.75 | Explains why MSTR and other Bitcoin treasury companies can merit premiums to Bitcoin. | +3.3% | tweet ↗ |
| 2026-08-26 | BTC | @_Adrian | +0.60 | Explains why MSTR and other Bitcoin treasury companies can merit premiums to Bitcoin. | · | tweet ↗ |
| 2026-08-25 | BTC | @_Adrian | +0.00 | Compares SATA's positive returns and lower volatility with Bitcoin's negative return. | · | tweet ↗ |
| 2026-08-25 | ASST | @_Adrian | +0.20 | Compares SATA's positive returns and lower volatility with Bitcoin's negative return. | +1.6% | tweet ↗ |
| 2026-08-25 | SATA | @_Adrian | +0.60 | Compares SATA's positive returns and lower volatility with Bitcoin's negative return. | -0.2% | tweet ↗ |
| 2026-08-25 | STRC | @_Adrian | +0.60 | Performance and volatility data support the view that STRC is working as designed. | +0.2% | tweet ↗ |
| 2026-08-25 | MSTR | @_Adrian | +0.10 | Performance and volatility data support the view that STRC is working as designed. | +0.4% | tweet ↗ |
| 2026-08-24 | ASST | @_Adrian | +0.35 | Sarcastically highlights ASST's positive sensitivity to rising Bitcoin. | +10.2% | tweet ↗ |
| 2026-08-24 | STRC | @_Adrian | +0.35 | Framework says STRC can sustainably return to par when Bitcoin strengthens and MSTR's risk premium declines. | +0.1% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.