The MSCI publication could have served as a 'trigger' for the cryptocurrency crash
The publication of MSCI's proposal, which could have excluded companies owning Bitcoin from the indexes, may have served as a 'trigger' for the crash that occurred on October 10, 2025.
To better understand this topic, it is essential to look at the coordinated steps that led up to this event, the power of MSCI, and the long-term strategic goals of this attack, which are intertwined with the "war" against Bitcoin and the new financial system.
1. The October 10, 2025 Event
The Bitcoin collapse on October 10, 2025, which resulted in the largest liquidation of crypto traders in history (1.6 million traders lost absolutely everything), was not accidental. It was a coordinated political attack against cryptocurrency, calculated literally minute by minute.
Perfect Timing for the Attack: The event occurred on a Friday evening when the European market was already closed, the Asian market had not yet opened, and the American market was on the verge of closing. This was a moment of minimal liquidity in the market, which was the ideal time for an attack.The Trigger: At that exact second on the same day, MSCI, without making any official statement, simply published a proposal that could expel any company holding Bitcoin as a reserve asset from all global indices. This publication was the "trigger" that initiated the crash of the cryptocurrency market, altcoins, and Bitcoin.
2. The Authority and Role of MSCI
To fully grasp the disruptive power of this proposal, one must understand what MSCI represents:
Control over Capital: MSCI is the entity that compiles the shopping list for global capital. Huge funds, such as BlackRock and Vanguard, do not select every stock manually; they engage in passive investing based on the list compiled by MSCI.Signal to Algorithms: If an asset is included in the MSCI list, thousands of computer algorithms worldwide immediately receive a signal to purchase it. Conversely, if an asset is removed from the list, thousands of algorithms immediately sell that asset.Vast Assets Under Management: MSCI has 18 trillion dollars under management.
3. The Essence of the Proposal and the Threat to MicroStrategy
On October 10, the same day as the massive crypto liquidation, MSCI published a document with a crucial change regarding how to properly treat companies whose business is tied to Bitcoin.
New Category and Condition: MSCI added a new asset category: companies with a treasury in digital assets, such as Bitcoin. The condition is that if a company has more than 50% of its assets in cryptocurrency or Bitcoin, it is not entitled to be on the MSCI list.Immediate Consequences: If this rule goes into effect (the final battle is scheduled for January 15, 2026), MicroStrategy and other Bitcoin Treasuries Companies would be automatically expelled from the MSCI lists. This would compel funds and computer algorithms worldwide to automatically sell their shares.Financial Blockade: After the implementation of this rule, these companies could become toxic and unattractive to investors, making it harder for them to raise capital. If MicroStrategy cannot raise money, it stops buying Bitcoin, and if the price stops rising and begins to fall, there is a risk that MicroStrategy might be forced to sell its Bitcoin holdings.
4. The Long-Term Strategic Goal of the Attack
The MSCI proposal is not an isolated event but part of a coordinated special operation aimed at eliminating the new financial foundation.
Stopping Market Drivers: Bitcoin Treasury Companies were the main drivers of the current market cycle. If this MSCI rule is implemented, it would literally pull the "main stopcock" on the crypto industry.Political Target: The true target is not only Bitcoin but also Donald Trump and the financial system he is attempting to build. Trump is using Bitcoin as a battering ram to breach the old financial system where established politicians, bankers, and the US Federal Reserve (FR) reside.MicroStrategy as the "Bridge": For the old system, MicroStrategy is viewed as a "financial gateway" or "bridge" that converts debts and bonds into Bitcoin. If MicroStrategy survives and this corporate Bitcoin standard becomes normal, the US Treasury could potentially create a national Bitcoin reserve, allowing Trump to bypass the banking system and achieve independence from the US Federal Reserve.Broader Strategy Timeline: The MSCI action was part of a unified military strategy. The first strike came earlier, on July 7, when JP Morgan abruptly raised margin requirements on MicroStrategy shares from 50% to 95%. JP Morgan then delivered a final blow by releasing a report during the market collapse, warning that if the new MSCI rule were accepted and followed by S&P 500 and NASDAQ, $9 billion worth of MicroStrategy stock would be forcibly sold.The Decisive Date: The fate of the old and new financial systems will be decided on January 15, 2026, when the final decision on the MSCI rule is expected.
