DefiZuke 🍳

[Ran Neuner @cryptomanran]

WE FINALLY KNOW WHY THE MARKET CRASHED ON 10 OCTOBER AND WHY IT JUST CANT BOUNCE!

We never really understood why the big crypto crash started on October 10th and why we couldn't even get a single meaningful bounce!

Today the answer seem simple!

Let me break it down.

1. DAT's like MSTR, BMNR and others have been one of 2 big buyers that powered this cycle.

2. The DAT game is simple, you need to be the biggest so that you get into the big indices and when you do, passive index trackers are forced to buy large amounts of your stock. As they do you get bigger and get added to more indices, and so the cycle perpetuates.

3. On EXACTLY 10th October, MSCI , the world's 2nd biggest Index company published the below. They are questioning whether companies that hold crypto assets as their core business, should be considered as "companies" or "funds".

4. If they are "funds" they are not included in passive indexing. why, because this creates a circular loop. The fund buys assets , gets bigger and then is included in more indices and buys more assets.

5. The expected ruling will be announced on 15 January 2026 and if this does pass, the companies like MSTR will be automatically removed from all indices.

6. If this happens it would mean that all the pension funds, normal funds and all other passive index holders would dump their MSTR automatically.

7. It would also mean that going forward they would never be included and as such , one of the big reasons why they actually exist would disappear.

8 . Since DATs have been powering this cycle and have been most the buying pressure, the smart money saw this immediately after the 10TH of October announcement and positioned accordingly.

9. The 10TH of October wasn't a coincidence after all - It was smart money seeing a big risk to crypto and the current market structure.

10. The market will probably continue to dum until around the end of December and if the announcement is negative, we will get a huge dump in preparation for the removal from the indices.

11. On the other hand , if it is positive , the bull market is back!!

I broke this down on a 10 minute video this morning and I will leave a link in the next tweet!

If you enjoyed this analysis, please retweet and follow this account!

[DefiZuke 🍳 @Deslcf]

Lesson learned:
Take profit
So it can be reserve
And wait 40% drop

[DefiZuke 🍳 @Deslcf]

When the market is in green for a few days. Market is feeling fomo. Time to take profit.

[DefiZuke 🍳 @Deslcf]

After Trump and Kamala election. It was not buy the rumour, sell the news. As Trump victory was not certain. Once Trump was announced victory, market start to pump.

Everyone think the bull is here. Market was up only until today.
Remember to take profit.

[DefiZuke 🍳 @Deslcf]

Before the election, people start to derisk. Red market

[DefiZuke 🍳 @Deslcf]

Just joined the Mantle guild. Continuing my brave quest to explore all corners of web3!
https://t.co/0ZwA3csYrl

[DefiZuke 🍳 @Deslcf]

Start gathering $mETH today to earn Powder, which will be convertible to $COOK tokens in the future.

Join Methamorphosis on @0xMantle with my code to unlock boosted rewards: https://t.co/2l05sfhKOO

[Defi_Mochi @defi_mochi]

My price targets for $ETH, projections and expectations ahead of @BlackRock ETF inflows

Alpha
👇
0/8

[DefiZuke 🍳 @Deslcf]

Verifying my Twitter account for my #GalxeID gid:JWYvvwVGxNsMA9gyeEjptL @Galxe

https://t.co/yMQaX9wCds

[DefiZuke 🍳 @Deslcf]

I have minted @ethena $USDe, not backed or fully endorsed by the @federalreserve

Join the airdrop with my code: https://t.co/iHjuRu2pKM

[DefiZuke 🍳 @Deslcf]

@MerchantMoe_xyz #LFM

[Berachain Foundation 🐻⛓ @berachain]

Users, developers, and validators can engage with the testnet through Galxe's Quest platform. The Galxe Quest platform will feature activities involving the core chain, its enshrined applications, and projects building in the ecosystem.

https://t.co/uZtGRKa6TJ

[DefiZuke 🍳 @Deslcf]

I'm starting to explore the #XionExpedition missions on @bonus_block - come join me and let’s climb the ranks together!

https://t.co/veV4qePMAd

[DefiZuke 🍳 @Deslcf]

I just minted my Referral badge on @burnt_xion for joining @bonus_block.

You don’t want to miss out on the #XionExpedition, come join using my referral link!

https://t.co/veV4qePMAd

[DefiZuke 🍳 @Deslcf]

I just minted my Welcome badge on @burnt_xion for joining @bonus_block.

You don’t want to miss out on the #XionExpedition, come join using my referral link!

https://t.co/veV4qePMAd

[DefiZuke 🍳 @Deslcf]

Verifying my Twitter account for my #GalxeID gid:WGrS79bGtydLkDqDw7STJ3 @Galxe

https://t.co/yMQaX9xa30 arrowhead

[DefiZuke 🍳 @Deslcf]

Verifying my Twitter account for my #GalxeID gid:WGrS79bGtydLkDqDw7STJ3 @Galxe

https://t.co/yMQaX9xa30

[DefiZuke 🍳 @Deslcf]

Verifying my Twitter account for my #GalxeID gid:WGrS79bGtydLkDqDw7STJ3 @Galxe

https://t.co/yMQaX9xa30 arrowheadgo

[Ctrl Wallet ✜ @Ctrl_Wallet]

🪂 70,000 $ZETA airdrop on @zetachain🪂

⚡ Introducing the XDEFI ZetaZone on @Galxe

Complete on-chain tasks across the ZetaChain ecosystem using your XDEFI Wallet to increase your reward.

Read on to learn how 🧵
1/6

[Layer3 @layer3xyz]

Unlock fast and fee-free bridging to @zksync with @rhinofi.

Seamlessly swap across chains with blazing-fast transactions powered by zk-proofs.

https://t.co/Ehh5P6ODRt