MSCI, JPMorgan, Strategy, and Why Bitcoin Hyper Is Suddenly On Everyone’s Radar
The post MSCI, JPMorgan, Strategy, and Why Bitcoin Hyper Is Suddenly On Everyone’s Radar appeared on BitcoinEthereumNews.com.
What to Know: MSCI’s consultation to exclude $BTC-heavy ‘digital asset treasury’ companies from major indexes has turned Strategy into a test case for forced selling risk. JPMorgan’s bearish note on Strategy landed in a weak, thin market, amplifying fear, rumors of shorts, and even a grassroots JPMorgan boycott narrative. Bitcoin Hyper’s $HYPER token offers a crypto-native way to play Bitcoin scaling, combining a $BTC Layer-2 design with audited contracts, staking, and presale access. When the market tanked on October 10, there was no obvious macro bomb, no ETF denial, no regulatory headline. Just a brutal, mechanical flush that felt … engineered. The missing piece turned out to be MSCI. On 10 October, the index giant quietly launched a consultation that could exclude companies whose balance sheet holds 50% or more in Bitcoin or other digital assets from its global equity indexes. That hits Strategy ($MSTR) right where it lives, because the stock is essentially a leveraged proxy on corporate Bitcoin accumulation. If MSCI goes ahead, index funds that track those benchmarks are forced sellers. In a market already thinned out by quantitative tightening and drained dollar liquidity, the mere prospect of billions in automatic selling was enough to flip $BTC and $MSTR from ‘buy the dip’ to ‘get me out’. Then JPMorgan walked in with a bearish note. Exactly while $BTC was sliding, liquidity was thin, and $MSTR was already down badly, the bank resurfaced the index-exclusion risk and put numbers on it: roughly $2.8B of potential forced selling from MSCI indexes alone. Analysts flagged that the note leaned on an MSCI document that had been sitting for weeks, and only became ‘urgent’ right as markets were on the ropes, fuelling accusations that sentiment was being steered rather than merely described Around that, a familiar set of narratives exploded: rumors…
Filed under: News - @ November 25, 2025 1:28 pm