Adrian Morris

I’ve been saying this for over a year now: Frontier models are fantastic, but the real future is frontier-level models (in every way) running locally on your own hardware. I think this is 18-24 months away at most. There's already been significant progress made with Gemma 4, Qwen 3.6 27B etc. but these models will still hit bottlenecks, make serious mistakes & can freeze up even on elite hardware. (I put Gemma 4 through it's paces, no where near Opus 4.7 for example). Current-gen local models are great, but not truly frontier level. Not yet. Vector quantization, architecture advances & leaps in personal computer power (I'm looking at you @Apple Silicon) are happening fast. Soon we will have local parity, lower long term cost, near-zero latency, with full privacy. This opens up the door for the distribution & decentralization of compute I've been discussing as well.

@nithusezni You just had to... 😂

$BTC: Nobody say a God Damn word. I mean it.

@neilrayjones Silence!

@_Adrian Does that include .... you? 😂😂😂

@mikewmunz @Strategy Yea posted that under, they've been highly transparent and I think they should extend that to the 8Ks so we know exactly what's what without having to look.

@_Adrian @Strategy $STRC dividends

$MSTR: @Strategy raised $82M from common stock ATM last week, but didn't buy any $BTC. Guesses on why? If to the USD Cash Reserve, I think they'd have said so. Might be building out a general cash position for more $BTC buys ¯\_(ツ)_/¯. Link: assets.contentstack.io/v3/assets/bltf…

@Werkman God Damn Sorcery...

There are no coincidences.

@gefjon_nasira @Strategy Likt for $STRC div payout last week but I don't like to assume. They've been highly transparent and I think they could extend tht to the 8Ks so we know exactly what's what.

@_Adrian @Strategy Probably just expanding the USD reserve, as it's been shrinking in terms of months of dividend coverage...

I understand the $82M $MSTR ATM raise overlaps exact with the April 30 $STRC dividend payout, so it’s likely for $STRC. That said, I don't want to have to assume from the 8K. Given how central $STRC (and other prefs) are to their capital structure | BTC strategy, I’d personally like more granularity in these weekly filings on what the proceeds are earmarked for.

@jonthensuddenly @Strategy Green is cash

@_Adrian @Strategy Didn’t they use a white dot to denote cash reserves last time?

@neilrayjones Probably for STRC Dividends last week but I'd think they'd just note that.

So they were busy .... just not buying BTC or adding to the dividend reserves .... interesting

@BuffaloDylBTC @Strategy Yes and Dividend was just paid and $STRK | $STRF | $STRD are not until June | July. I'd think they'd just announce it as an addition to the reserve but ¯\_(ツ)_/¯

@_Adrian @Strategy The Apr 30 dividend obligation was $81.82M

@999jammy @Strategy Dividend was just paid and $STRK | $STRF | $STRD are not until June | July

@_Adrian @Strategy Dividends potentially? They don't generally time the market so i doubt its that

@rhys_gwynn @Strategy Dividend was just paid and $STRK | $STRF | $STRD are not until June | July

@_Adrian @Strategy $STRC dividends without using the USD reserve? Should be approx $82m

@handyra17575957 The ATM isn't and hasn't been impacting price

@_Adrian No ATM on MSTR is very good news!!!

$MSTR: You heard the man, back to work.

@HermesLux Shut your mouth when your talking to me 😂

$190 this week @_Adrian ammirite?

$MSTR: Shut your filthy mouths... Say NOTHING.

@thebitcoingal Ok, I get it. If the fries are all hot, salted, and crispy you have to eat the fries. BUT these fries are still crisping up...

@_Adrian “Don’t talk about Bitcoin” lands about the same with me as “don’t touch those french fries.” Technically heard. Fully ignored. I can’t help it!! 😭

$BTC: Just shut up and let it happen...

@thebitcoingal You didn't 😂

@_Adrian Whoops… sorry @_Adrian! Blame the algorithm, not me 😅

@mikealfred @JoelKatz Jesus 😂

@JoelKatz Yes but you’ll never shed your involvement with XRP

Just weighed myself this morning and for the first time in 35 years, I am not obese.

@MD_ata21 Howard, don't do it 😂

@_Adrian You keep saying stuff like this and I really have no idea what you're talking about. Is something happening? It's Sunday. What could happen? ;-)