MSTR Masterclass with Adrian Morris

Friend of the show Adrian Morris returns to discuss Strategy's strategy moving forward, how Semler Scientific's strategy differs, and his predictions for Bitcoin for the rest of 2025.

- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.

https://onrampbitcoin.com/

- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman

Adrian Morris on X: https://x.com/Adrian_R_Morris

0:00 - Intro

0:22 - Adrian’s thoughts on a recent Michael Saylor quote

5:18 - How Strategy is using convertible notes to acquire more Bitcoin

10:23 - Adrian’s thoughts on STRK

14:30 - Adrian’s thoughts on the MSTR ATM

23:09 - Are the accusations of a Ponzi scheme growing louder or going away?

32:24 - Differences between Strategy’s strategy and Semler Scientific’s strategy

37:23 - Adrian’s reaction to Semler’s “zombie zone”

45:01 - Adrian’s thoughts on the Strategic Bitcoin Reserve and US Sovereign Wealth Fund

49:41 - Adrian’s predictions for Bitcoin in 2025

50:49 - Remembering D.R. Lewis

#podcast #bitcoin #microstrategy #investing #mstr #btc