VERY interesting:
MSCI’s announcement was actually made on October 10th but JP Morgan only reported it today.
And if you look at the exact timestamp, it dropped minutes before the October 10th flash crash.
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
This dump was completely unexpected.
I’ve been studying technical analysis my whole life, and there were zero signs.
If anyone saw this coming, you’re a genius… because it was pure market manipulation, impossible to predict.
🚨 twitter is rolling out geodoxxing
it shows country you registered in, county of app store you use, country you are connected from.
right now visible to you when you click on joined date, soon to everyone.
go to settings - privacy - about your account - use region/continent
About 13 hours ago, someone withdrew $3M USDC from OKX and split it across 19 wallets.
Around 14:45 CET, he started longing millions worth of POPCAT, placing roughly $20M worth of buy orders at $0.21.
The combined long position grew to around $30M across those 19 wallets.
When he removed the 8 figs buy wall, he got liquidated on the entire $20M-$30M popcat long within seconds, causing HLP to take over the position.
POPCAT then dumped further, resulting in a $4.9M loss for HLP. Hyperliquid later manually closed the position.
Wallets:
0x612c3b26a1b01c3e50a91d7e1eb6ed0929cdd50f
0xb0281f80815b4e11da25d94e83eda0800b1c5765
0x2a22a55f34fa56c0065ad7af58bcc88d9b39b020
0x34e44ab9b64883c755ae075768a63702d3076fb1
0x19ea35089d5e11adc83608c9d35922f2bb8f85ea
0x049ad92bfacc446d2d2e1c3a6a06df9cefad80bb
0xc02d36ef51be98287b921965385e3d0d2f074d97
0xf576d94e6a620fed39cc86eed7cb133b249e1805
0x972691c21f16370bbd60e47cccb7d83e162587f2
0xa5748e571e6985edd9e657988ecb59bf8d4fe827
0x88f77bd33c12206aff364f347607315386ba713d
0x0767d84e423bf86dbc755eeda6b1ea6cee3f834a
0x5b3eec9baf85d37249ecdfdf458ce5f4b1e1ad55
0xc2350a8b2059796f2d5f38adca2571899103305
0xb5b5f6b75b770d4c5a815ff259672a22c2058227
0x4f6b4cd5133cfda7351c55a10f1376d4c965320a
0xe7f47c2679c02ce11436a040a6164385a66e6b87
0xc6e5be0973c9d89ed15522c949f111b0889e5338
0xa19d942e01df8a38b251297f755d5326931130ea
This was clearly a deliberate attempt to mess with HLP /Hyperliquid. No one loses $3M in seconds just by being stupid or careless.
The Arbitrum bridge is temporarily paused, but other deposits and withdrawals are unaffected. The issue should be resolved soon.
Stay away from high-leverage trading.
It might bring you big profits at first, but in the end, it'll wipe out everything you’ve earned.
Just ask the seven traders below.
To understand why all the $S in the hacker wallet is set to a ZERO, I took a look at @SonicLabs official github (link in comment).
It is the newly implemented security policy where the foundation has authority to freeze a certain wallet account. There is a new smart contract written 2 hours ago with a 'freeze method'.
This policy happens at the native chain layer. I only affects native $S, but not other ERC20 tokens. That is why $stS and others still remain. Can anything be changed afterwards? I don't know.
here is the new function added.