SpaceX had its IPO yesterday
And @Tessera_PE gave us early exposure to it months ago through T-SpaceX (+137%)
Now the next one is here: "T-OpenAI"
I just got accepted into Tier 1, and I've got 5 spots to give away to my community
Why I'm bullish:
Pre-IPO access to OpenAI, the most important AI company in the world
Tessera already proved the model with T-SpaceX (IPO'ing today) and T-Kalshi (2x)
Retail has never had a way into names like this before launch
To enter:
→ like + RT this post
→ follow me
→ comment which pre-IPO you want to see next on Tessera
Picking 5 winners before June 24
WALL STREET JUST BANNED BITCOIN COMPANIES FROM THE STOCK MARKET
January 15, 2026. Mark it down.
MicroStrategy gets deleted from every major index on January 15, 2026.
$9 billion in forced selling follows automatically. The biggest financial exile in modern history happens in 55 days and almost nobody knows it’s coming.
Here’s what actually matters:
Michael Saylor spent five years building a machine. Buy Bitcoin with shareholder money. Stock price goes up. Raise more money. Buy more Bitcoin. Repeat.
It worked flawlessly. MicroStrategy accumulated 649,870 Bitcoin. Worth $57 billion today. They became the largest corporate Bitcoin holder on planet Earth.
The machine just broke.
MSCI’s rule is simple: when cryptocurrency exceeds 50% of your assets, you’re not a company. You’re a fund. MicroStrategy is at 77%. They crossed the line months ago.
On January 15, 2026 … every pension fund and index tracker that owns MicroStrategy stock must sell.
Not because they want to. Because the index forces them. Algorithms don’t negotiate.
The premium already died. MicroStrategy used to trade at 2.5 times the value of its Bitcoin. That premium let Saylor raise $20 billion extra. Today it trades at 1.11 times. The market already priced in the funeral.
What this actually means:
The five year experiment where companies could disguise Bitcoin buying as corporate strategy just ended. Wall Street drew a permanent line. Bitcoin is its own asset class now. Want exposure? Buy an ETF.
Every future dollar that would have gone into MicroStrategy flows to BlackRock’s Bitcoin ETF instead. The game didn’t just change. The board got flipped.
Tesla holds Bitcoin. Block holds Bitcoin. They’re safe because they stayed under 50%. They’re still companies that happen to own Bitcoin.
MicroStrategy became a Bitcoin fund that happens to own a software business. That’s why they’re getting exiled.
This is the reset. Corporate treasuries can hold Bitcoin as one asset among many. But build your entire strategy around it? Wall Street just showed you the exit door.
55 days until the most boring document in finance rewrites the entire rulebook.
Read what’s happening - https://t.co/CnbGRrYDU3
Abstract Alpha ✳️
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