#49 - AI Is a Bubble but It’s Bullish for Bitcoin - Adrian Morris

About this episode

Adrian Morris discusses the current state of the Strategy ecosystem and its implications for Bitcoin amidst the AI bubble.

Adrian Morris is a founding partner of Bitcoin investment group True North and one of the foremost experts on Bitcoin & Strategy (formerly Microstrategy). It was a pleasure to welcome Adrian back to the show to break down the Strategy ecosystem as it stands today, including an in-depth explanation of STRC (Stretch) and how Strategy's financial product offerings function within the broader ecosystem.Adrian explains why Saylor recently sharing that he would sell Bitcoin should not come as groundbreaking news, and details how & why Saylor has sold Bitcoin in the past in order to service Strategy debt in 2022. Adrian and I also discussed the Cambrian explosion of AI, why AI is in a "bubble-like" state, the future of labour in an increasingly AI-integrated economy, why many of these effects feed positively into a long-term bullish outlook for Bitcoin, and much more.------------------------------------------------------------------------------------------------------------------SOCIALSAdrian Morris: https://x.com/_AdrianTrue North: https://x.com/TNorthTom Mitchelhill - https://x.com/ideacasinoNGMI…

People in this episode

Host: Tom Mitchelhill

Guest: Adrian Morris

Topics covered

• AI
• Bitcoin
• Strategy ecosystem
• Investment
• Market analysis

Keywords

• Bitcoin
• AI bubble
• Strategy
• Adrian Morris
• investment

Mentioned in this episode

Organizations: True North, Strategy, Bitcoin

Products: STRC

More episodes of The NGMI Podcast

• #50 - The Bull Case for Ethereum in 2026 - Clouted · June 5, 2026 · 1h 1m
• #48 - DoubleZero: The New Internet Layer For Crypto - Austin Federa · December 10, 2025 · 43 min
• #47 - How The SPX6900 Memecoin Can Actually Flip The US Stock Market - Murad Mahmudov · October 22, 2025 · 1h 3m
• #46 - Synthetix: Ethereum's First Perp DEX (Coming Soon) - Ben Celermajer · October 14, 2025 · 49 min
• #45 - Inside Seeker: Solana's Scheme To Break Apple's Grip On Crypto - Chase Barker · October 7, 2025 · 52 min
• #44 - Building 'Dango' To Make DeFi Fun Again - Larry Lyu · September 10, 2025 · 49 min