BTC Sessions THIS Is Who's Behind The Biggest Bitcoin + MicroStrategy CRASH in 7 Years (Must See)
Jan 8, 2026
Join Bitcoin investor Jeff Walton, Marketing strategist Bevan Waite, and developer Will Kassrin as they dissect the recent Bitcoin and MicroStrategy crash. They reveal shocking insights about MSCI’s index changes and their impact on the market. The panel discusses coordinated media narratives and the bullish potential of institutional adoption through ETFs. Bevan shares insights on nation-state bond proposals, while Will highlights the future of Lightning integration. This conversation unveils the dynamics reshaping Bitcoin's landscape.
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Index Providers Can Move Markets
- MSCI considered removing firms with >50% digital-asset treasuries, which created market uncertainty and selling pressure.
- That indexing power can materially influence passive flows and corporate equity prices when the provider changes criteria.
Timing Suggests Institutional Game Theory
- The October MSCI announcement, an October flash crash, three months of depressed price action, then a Morgan Stanley ETF and MSCI reversal in January outlines suspicious timing.
- Coordinated institutional incentives can create large, temporary dislocations around index and product launches.
ETFs And Index Moves Reverse Flows
- Morgan Stanley launching a Bitcoin ETF and MSCI reversing the delisting stance brought capital and sentiment back into Bitcoin and MicroStrategy.
- Institutional product launches and index decisions materially change passive flows and can quickly reverse prior sell pressure.