Author

@_Adrian

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
-0.99
hit rate
35%
mean α
-0.46%
signals 14d
52

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: 35% hit rate, -0.46% mean alpha, trader score -0.99. Their last-14d mentions, direction-adjusted, have moved -1.4% since posting (mean over 34 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-15MSTR@_Adrian+0.45Quantifies potential MSCI outflows and argues MSTR liquidity can absorb them.-3.5%
2026-10-15BTC@_Adrian+0.00Summarizes quantitative evidence that buybacks and volume did not explain STRC's rebound.·
2026-10-15MSTR@_Adrian+0.00Summarizes quantitative evidence that buybacks and volume did not explain STRC's rebound.-3.5%
2026-10-15STRC@_Adrian+0.00Summarizes quantitative evidence that buybacks and volume did not explain STRC's rebound.-0.2%
2026-10-14BTC@_Adrian+0.00Presents correlation and beta research explaining SATA's BTC-linked downside and capital structure.·
2026-10-14SATS@_Adrian+0.00Presents correlation and beta research explaining SATA's BTC-linked downside and capital structure.+3.1%
2026-10-14ASST@_Adrian+0.00Presents correlation and beta research explaining SATA's BTC-linked downside and capital structure.+17.4%
2026-10-14SATA@_Adrian+0.00Presents correlation and beta research explaining SATA's BTC-linked downside and capital structure.+0.4%
2026-10-14BTC@_Adrian+0.00Detailed buyback and volume analysis questions whether STRC has healthy organic demand near par.·
2026-10-14MSTR@_Adrian+0.00Detailed buyback and volume analysis questions whether STRC has healthy organic demand near par.+1.9%
2026-10-14STRK@_Adrian+0.00Detailed buyback and volume analysis questions whether STRC has healthy organic demand near par.-5.6%
2026-10-14STRC@_Adrian-0.40Detailed buyback and volume analysis questions whether STRC has healthy organic demand near par.-0.4%
2026-10-14STRF@_Adrian+0.00Detailed buyback and volume analysis questions whether STRC has healthy organic demand near par.-2.1%
2026-10-14STRD@_Adrian+0.00Detailed buyback and volume analysis questions whether STRC has healthy organic demand near par.-2.7%
2026-10-13BTC@_Adrian+0.15Strive reportedly bought 3,311 BTC during the prior week.·

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.