Adrian Morris
Founding Member
Nerd/Techie Fighting A.I & $BTC FUD | $BTC ≠ Crypto | A.I. Super-User | Member: @TNorth | Contributor: @Roxom // @BitcoinForCorps | Data-Driven Analysis
Adrian Morris is a published author at Cointelegraph and Swan Bitcoin, a contributor to True North and Bitcoin For Corporations, covering Bitcoin equities, monetary theory, market theory, and the intersection of AI and digital assets. He has a diverse educational background in Information Systems, Computer Science, Sociology, and Psychology, holding degrees from both Augsburg University and the University of Minnesota.
Interviews & Appearances
MicroStrategy Is Creating A New Economy For Bitcoin — Adrian Morris | NGMI Podcast #22
Bitcoin's New Inflows Have Killed Altcoins Forever — Adrian Morris
Leveraged Bitcoin Equity Boom or Bust with Adrian Morris — New Foundations E36
Accelerating Semler's Bitcoin Treasury with Eric Semler & Adrian Morris — New Foundations E41
Bitcoin Can't Be Stopped: Trump, BlackRock, and the End of Altcoins | The Blockchain Report
The End of Bitcoin's Boom-Bust Era?
Bitcoin Treasury Stocks and mNAV Guidance with Adrian Morris | Mustard Seed Pod
Adrian Morris + Adam Livingston Live — The TRUTH About MSTR/mNAV
Published Work
STRC: An Assessment of Buybacks, Market Structure & Channel Sensitivity
Adrian Morris tests whether Strategy's STRC buybacks drove the instrument's recovery toward par. A 60-session variance attribution assigns most of STRC's explained daily-return variance to the other digital credit preferreds, MSTR ex-BTC and Bitcoin, a buyback proxy adds little explanatory fit, and the report weighs leverage as a plausible explanation for June's selloff.
Sentiment as Substrate: An Expanded Theory For Markets & Valuation
This essay argues that sentiment is not a distortion of an unbiased, objective market but the constitutive substrate of price formation. Through a systematic examination of valuation methodologies and mechanics, the essay demonstrates that financial data remains inert without narrative context and that valuation multiples measure the distance collective belief has drifted from parity benchmarks rooted in mathematical identity or market convention.
Press & Media
Cointelegraph — Published author at Cointelegraph
Yahoo Finance — JP Morgan Accused of Manufacturing October MSTR Hit Job
Swan Bitcoin — Will A.I. Go the Way of Bitcoin Mining?
Swan Bitcoin — Scaling Bitcoin