❌ Bloomberg: Risk of excluding Strategy from major indices.

➥ JPMorgan analysts believe that Strategy (Michael Sailor) may be excluded from the MSCI and Nasdaq indices.

➥ Such a scenario will lead to an outflow of up to $2,800,000,000 from the capitalization of #MSTR shares.

➥ Back in October, MSCI discussed the possibility of excluding companies from its indices where digital assets account for more than 50% of the balance sheet.

➥ MSTR shares are included in the MSCI World index from May 31, 2024. There is no official decision to exclude Strategy shares yet - it is expected by January 15, 2026.

➥ The Strategy growth model was built on the sale of shares, the purchase of Bitcoin and the growth of capitalization - now the «premium» has almost disappeared.

➥ The market value of the company has approached the value of its crypto assets, which indicates a decrease in investor confidence.

@Сryptoz ₿

🤔 CEO of CryptoQuant:

➠ According to the classical theory of cycles, Bitcoin should roll back to $56,000, but such a scenario is unlikely because of large holders who are not inclined to sell.

➠ In terms of on-chain cycles, the bull market formally ended when BTC reached $100,000.

➠ The current zone looks reasonable for long-term accumulation of Bitcoin with a spot strategy.

➠ Macro conditions and the need to injest liquidity by the middle of next year can support the market and improve moods at any time (twitter)

@Сryptoz ₿

#onchain #Altcoins
😐 CryptoQuant: Now 60% of the trading volume on Binance is accounted for by altcoins.

@Сryptoz ₿

#onchain
😳 Glassnode: Short-term Bitcoin holders have collapsed the market - realized losses on BTC are comparable to the levels characteristic of the market collapse during the FTX collapse.

@Сryptoz ₿

🔽Institutionals (and the crowd) sold Bitcoin ETF yesterday for -$903,110,000 - TOP-2 net outflow rate in history.

Outflow from Ethereum ETF (#ETH) for yesterday = -$261,590,000.

JPMorgan: The correction of the cryptocurrency market is caused by Bitcoin and Ethereum ETF sales.

@Сryptoz ₿

🤑 #SOL Coinbase exchange plans to acquire Vector.fun - a trading platform on the Solana (Fortune) blockchain

@Сryptoz ₿

#breaking
❌ Web3 Labs Twitter account has been hacked - DO NOT click on the links!

@Сryptoz ₿

😠 Supporters of Strategy and BTC call for a boycott of JPMorgan.

The negative reaction arose after the news that Strategy and other companies holding large amounts of cryptocurrency on the balance sheet may be excluded from the main market indices.

If this happens, index funds will be forced to sell their shares, which may increase the pressure on the market.

Grant Cardone: «I withdrew $20m dollars from JPMorgan Chase and sued them.»

Max Kaiser:

«Crash JPMorgan, buy Strategy and BTC shares.»

Fred Krueger:

«The enemy has a name, and it’s a banking system.

Look at the JPM chart after the global financial crisis. It has only been going up for the last 15 years.

JPMorgan increased its influence as the head of the banking criminal syndicate under Obama, under Trump 1.0 and under Biden.

The Fed works on JPM.

They

hate

Bitcoin, DeFi and stablecoins. They were the ones who quietly designed Chokepoint 1.0 and 2.0. Now they see the vulnerability of Bitcoin and are tightening the screws for Strategy.»

❗️Meanwhile, JPMorgan closed the accounts of Jack Mullers, CEO Strike and 21 Capital, citing «alarming activity» and refusing to explain the details.

This again raises the threat of debanking crypto entrepreneurs, although Donald Trump’s decree formally prohibits such practices.

@Сryptoz ₿

#rumors
😯 Executive Vice President of Strategy Shao Wei-Ming has sold 58,004 MSTR shares for $13m in the last 10 days.

@Сryptoz ₿

#Calendar
⚡️ Calendar of key events for this week:

Monday, November 24:
- Nothing important

Tuesday, November 25:
🇺🇸 USA - ADP Nonfarm Employment - 16:15
🔥 USA - PPI Prominflation (Sep) - 16:30

Wednesday, November 26:
🔥 USA - GDP (3Q2025) - 16:30
🇺🇸 USA - Initial Jobless Claims - 16:30
🇺🇸 USA - Durable Goods Orders (Sep) - 16:30
🔥 USA - PCE Price index (Sep) - 18:00
🇺🇸 USA - Fed Beige Book - 22:00

Thursday, November 27:
🇺🇸USA - No bidding (Thanksgiving Day)

Friday, November 28:
🇺🇸USA - No bidding (Thanksgiving Day)

@Сryptoz ₿

🇰🇷 The largest South Korean crypto exchange Upbit plans to be listed on Nasdaq (IPO) after the merger with Naver Financial.

@Сryptoz ₿

🫢 The net outflow of money from Bitcoin ETF last week was $1,220,000,000 (SV)

$500,250,000 - outflow of funds from spot Ethereum ETF (#ETH) for the past week.

@Сryptoz ₿

#altcoins
🔥 Eric Balchunas: Within the next 6 days, 5 spot ETFs will be listed for altcoins.

➤ Today: Dogecoin ETF from Grayscale.

➤ Next: ETF on #XRP, #DOGE and #LINK from Grayscale, Bitwise and Franklin Templeton.

@Сryptoz ₿

⛔️ Last week Michael Sailor DID NOT buy Bitcoin...(coindesk)

Recently, there have been forecasts of the potential exclusion of Strategy from world indices. Apparently, the company did not succeed in attracting funds to buy BTC by selling shares.

There are still 649,870 BTC ($56.1b) on the balance sheet.

Michael Sailor: «Probably nothing» (a hint at the lack of purchases).

@Сryptoz ₿

😍 BitMine bought another 69,822 #ETH ($195m) last week - release

➤ Now on the balance sheet: 3,629,701 ETH ($10.1b).

➤ Average purchase price: $2840.

Tom Lee’s company has $800m of available funds (cash).

@Сryptoz ₿

🇺🇸 The SEC issued a rare «no-action letter» to the Fuse DePIN project.

The regulator confirmed that it will not recommend persecution if the project launches the #FUSE token and it appears on third-party platforms.

Details:
• FUSE is recognized as a utility token, not a tool for speculation.
• The company has been seeking this solution for several months.
• The SEC actually provides the project with regulatory cover.

@Сryptoz ₿

😡 James Wynn is sure that BTC will fall to $67,000 by the end of the week.

P.S. James Wynn - Jim Kramer in the world of crypt (reversible forecasts), the trader has made 25+ liquidations this month alone.

@Сryptoz ₿

😐 In Bitcoin ETF, the net outflow of money for yesterday amounted to $151,080,000. (SV)

$96,670,000 - the inflow of funds to the spot Ethereum ETF (#ETH) for yesterday.

@Сryptoz ₿

🇦🇪 DEX, cross-chain bridges, DeFi protocols, stablecoins and Web3 infrastructure are officially under the supervision of the Central Bank of the UAE.

The new law «Federal Decree Law No. 6» expands the powers of the Central Bank and makes any operations with digital assets part of financial activities.

Main:

➠ «We are just a code» is no longer considered an excuse. Even decentralization does not exempt from the requirements of the government (license).
➠ Any cryptocurrency services with payments, exchange, storage or transfers require a Central Bank license.
➠ Fines for work without a license - up to $272m + possible criminal liability.
➠ Self-custody is not prohibited - the requirements apply only to companies.
➠ Transition period - until September 2026.

@Сryptoz ₿

🔥 US Macro Data (PPI):

▪️ Producer Price Index (PPI) (m/m) (Sep)

FACT: 0.3%
FORECAST: 0.3%
PRE.: -0.1%

▪️ Producer Price Index (PPI) (y/y) (Sep)

FACT: 2.7%
FORECAST: 2.7%
PREVIOUS: 2.6%

▪️ Basic producer price index (PPI) (m/m) (Sep)

FACT: 0.1%
FORECAST: 0.2%
PRE.: -0.1%

▪️ Basic producer price index (PPI) (y/y) (sent)

FACT: 2.6%
FORECAST: 2.7%
PRE.: 2.8%

@Сryptoz ₿

🔪 Meta decided to buy AI chips for billions of $$$ from Alphabet (Google), not Nvidia - Bloomberg

#NVDA shares are already torpedoed by -6%...

@Сryptoz ₿