Key TakeawaysStrategy (MSTR) faces potential MSCI exclusion, risking $2.8–$11.6 billion in passive outflowsBitcoin price weakness, hovering in the range of $86-87K, amplifies market's low-confidence sentimentSpeculation on a major U.S. bank shorting MSTR exacerbates volatility  MSCI Review Sparks Market AnxietyMSCI’s ongoing review of companies with significant digital-asset reserves has placed Strategy, the largest corporate holder of Bitcoin, at the center of heightened market tension. The consultation, which is set to conclude on January 15, 2026, evaluates whether firms with 50% or more of their total assets in cryptocurrencies should remain in traditional equity indices.A potential exclusion could impact more than $15 trillion in global assets benchmarked to MSCI indices. Analysts warn that Strategy alone could face $2.8 billion in passive outflows, rising to $11.6 billion if other index providers follow MSCI’s lead. This creates significant downward pressure amid an already fragile crypto market environment. Wider Market Context and Bitcoin WeaknessThe broader crypto market has been under strain, with Bitcoin declining to around $86,000, coinciding with an industry-wide drop of $1 trillion in total market capitalization. This decline has reinforced low-confidence market sentiment, particularly following an earlier breach of key support zones.With Strategy holding 649,870 BTC, its stock valuation remains closely tied to Bitcoin price movements, especially as its market value to NAV ratio narrows toward 1.05. Analysts note that shrinking premiums reduce the impact of equity-financing strategies, previously core to Strategy’s accumulation model. Expert Commentary and Institutional ReactionsFounder Michael Saylor maintains a firm stance, arguing Strategy is a publicly traded operating company, and “not a holding company”. He highlights its $500 million software business and more than $7.7 billion in Bitcoin-backed digital credit securities as evidence of an evolving structured-finance model.The debate intensified after rumours and speculation of a major U.S. bank publishing a research note suggesting major outflows upon index exclusion, and shorting MSTR. The timing of the report, amid Bitcoin weakness and thin liquidity, sparked accusations of market-timed sentiment manipulation within crypto communities. Outlook and Key Risk ConsiderationsStrategy’s future hinges on several converging factors:MSCI’s January 15 decision could redefine how digital-asset treasury companies fit within equity marketsBTC price forecast depends heavily on macro shifts; a drop below $74,000 could introduce unrealized losses for StrategyInstitutional interest may fluctuate as index changes reshape the flow of passive capital

Ethereum treasury company SharpLink announced on the X platform that it received 443 ETH in staking rewards last week, bringing its total staking rewards to 7,846 ETH since the launch of its staking strategy on June 2, 2025.

Best Buy surged after posting Q3 results of $1. 40 EPS and $9. 67 billion in revenue, topping estimates and raising its full-year outlook on 2. 7% comp sales growth. source: https://tokenist.com/best-buy-moves-higher-after-q3-beat-signals-improving-retail-trends/?utm_source=rss&utm_medium=rss&utm_campaign=best-buy-moves-higher-after-q3-beat-signals-improving-retail-trends

According to PANews, the U. S. Federal Deposit Insurance Corporation (FDIC) has relaxed a significant banking capital regulation linked to U. S. Treasury bonds. This adjustment is expected to impact financial institutions and their capital management strategies. source: https://www.binance.com/en/square/post/32867141851930?utm_source=BinanceNewsRSS

According to PANews, the U.S. Federal Deposit Insurance Corporation (FDIC) has relaxed a significant banking capital regulation linked to U.S. Treasury bonds. This adjustment is expected to impact financial institutions and their capital management strategies.

According to BlockBeats, Nvidia (NVDA.O) experienced a substantial decline of 6%, marking its largest single-day intraday drop in over seven months.

According to BlockBeats, Nvidia (NVDA. O) experienced a substantial decline of 6%, marking its largest single-day intraday drop in over seven months. source: https://www.binance.com/en/square/post/32866539310418?utm_source=BinanceNewsRSS

Bitcoin (CRYPTO: BTC) is reversing down from the October highs, and it's pretty interesting that we're seeing such a deep retracement so far, already more than 30%, despite the fact th source: https://www.benzinga.com/Opinion/25/11/49059397/bitcoin-might-be-just-halfway-into-its-correction?utm_source=cryptopanic.com&utm_campaign=partner_feed&utm_medium=partner_feed&utm_content=site

According to Odaily, the U. S. Consumer Confidence Index for November was reported at 88. 7, falling below the anticipated 93. 4 and the previous value of 94. 6. This data reflects a decline in consumer sentiment compared to earlier forecasts and past figures. source: https://www.binance.com/en/square/post/32866209211730?utm_source=BinanceNewsRSS

According to Odaily, the U.S. Consumer Confidence Index for November was reported at 88.7, falling below the anticipated 93.4 and the previous value of 94.6. This data reflects a decline in consumer sentiment compared to earlier forecasts and past figures.

Privacy, Cryptocurrency, Zcash, Privacy Correction - Golden Finance: The reason why cryptocurrency makes everything open and transparent is simple.

Zero-knowledge proofs (ZKPs) are poised to become a new pillar of trusted AI and digital identity, providing individuals and organizations with a secure and transparent way to interact across platforms and boundaries.

AA may completely change the way we interact with Web3, and the future history may be divided into "before AA" and "after AA".

Recommended reading tonight: 1. Why did Enlivex, which received a call from the former Italian Prime Minister, choose Rain as its DAT?; 2. The "rise and fall" of tokenized gold; 3. Will Bitcoin go to zero?

Meta is talking with Google about using its TPUs in AI data centres and possibly renting them next year, aiming to reduce reliance on Nvidia GPUs. The news caused Nvidia shares to fall and could boost Google’s TPUs as a serious alternative in AI hardware.

Neobank giant Revolut has reached a stunning $75 billion valuation following a private share sale backed by some of the world’s largest investment firms — a milestone that cements its position as one of the highest-valued fintech companies globally.

USDT, stablecoins, gold, Tether: HSBC and Bank of America recruited traders for trading signals. $5000: The "East Rise, West Fall" moment for tokenized gold. Golden Finance: Why is gold so important in this cycle?

The U.S. Treasury Department bypassed the Federal Reserve and carried out structural reforms to the U.S. monetary system, forcing the private sector to buy government bonds and potentially temporarily solving the fundamental problem of deficit financing.

On November 21, 2025, Cardano suffered its most serious technical failure in nearly a decade, when a single flawed delegation transaction triggered a rare chain split—effectively causing the blockchain to divide into two competing versions of itself.

A U.S. lawsuit accuses Binance and its founder of allowing millions of dollars in cryptocurrency to be sent to Hamas and other terrorist groups before the October 7 attacks. The complaint claims the exchange failed to monitor transactions properly, letting banned organisations move funds undetected.