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
