看不懂的SOL|12月 03, 2025 03:37
Brothers, we really can’t ignore a major risk point: MSTR is officially facing a Wall Street hunt.
MSTR (MicroStrategy), known as the 'Central Bank of Bitcoin,' has seen its stock price plummet by over 60% recently, with its market cap shrinking significantly. It might even get removed from the MSCI stock index. This isn’t just about Bitcoin’s price pulling back from its $120K high—it’s about MSTR being caught in a battle for monetary power:
Old system: The Federal Reserve + Wall Street + Commercial Banks (centered around JPMorgan).
New system: The Treasury Department + Stablecoin ecosystem + a Bitcoin-backed long-cycle financial system.
MSTR acts as a critical bridge, converting traditional institutions’ dollars and debt structures into Bitcoin exposure. This has led to Wall Street hunting it down through multi-dimensional tactics, including JPMorgan ramping up shorting, delivery delays, derivatives suppression, and heated policy discussions.
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