THE TIMELINE OF A HIT JOB
MORE PROOF of a coordinated attack against
$MSTR and Digital Asset Treasury Companies.
They want you to think this delisting decision is organic. The timeline proves it is discriminatory theater.
I went back and tracked the dates. This didn't start with MSCI. It started with a short seller, a liquidity squeeze, and an overreaction to Metaplanet.
THE TIMELINE
May 14: Jim Chanos announces his "Long
$BTC, Short
$MSTR" trade; a blatant attempt to sway market sentiment.
July 7: JP Morgan implements a firm wide margin hike on trading
$MSTR (50% to 95%). Translation: They choked off leverage to force liquidations, in a clearly hostile act to manufacture selling pressure.
Sept 12: Metaplanet announces a capital raise. MSCI panics realizing that more companies are adopting the Saylor Playbook at scale.
THE SMOKING GUN - In the (attached) Sept 12 announcement, MSCI admits the quiet part out loud:
“...to avoid potential reverse turnover, MSCI will exceptionally not implement the public offering of METAPLANET...”
They froze
$MTPLF out to obstruct the trend of
$BTC on corporate balance sheets. This wasn't "consulting” with the market, this was gatekeeping.
Oct 10: MSCI announces “...an extension of its ongoing consultation with the investment community…” at 8:34 PM GMT. Translation: They need more time to build out a retroactive cover story.
The Kicker: This was exactly 16 minutes before President Trump’s Tariff announcement (4:50 PM EDT) that triggered the Global Flash Crash. No way this is just coincidence. They used the macro panic as a smoke screen to bury the announcement.
Nov 20:
$MSTR |
$BTC sentiment is in the tank. JP Morgan sees an opportunity. They dredge up the 42 day old MSCI note (that was prompted by the 69 day old Metaplanet note) and raise the alarm on the "de-listing" for Strategy.
The Reality? They make NO MENTION of the other 38 companies this rule impacts (List attached in that comments to this post).
Present Day: We are seeing reports of frozen
$MSTR share transfers out of JPM and Failure to Deliver (FTD) spikes in
$MSTR.
This is a wanton, shameless targeting of
$MSTR dressed up as "responsible oversight”. Look behind the veil, don't fall for the theatrics.