⚡️ Where It Started — The Perpetual Offering Nobody Took Seriously (MSCI Was Only Whispers Back Then)
🌐 Referenced Tweet (Announcement of the Perpetual Preferred Offering):
x.com/saylor/status/1929635975367475403?s=46
⸻
⚡️ The Moment No One Realized Was the Start
When this perpetual preferred offering was announced, retail shrugged it off.
But this tweet was the first real signal that something bigger was shifting beneath the surface.
At that moment:
• The MSCI exclusion risk was only industry whispers
• Retail had zero clue
• Macro liquidity was tightening
• Crypto-heavy balance sheets were getting risky
• Companies were quietly positioning early
This offering wasn’t loud.
It wasn’t marketed as defensive.
But it was — and now the charts expose exactly what they were preparing for.
⸻
📉 MSTR Weekly (June ’25 → Now)
• Peak near $543
• Now near $374
• Low of $166
• Multi-month distribution
• Slow, steady derisking — NOT a panic crash
This is exactly what happens when institutional flows dry up slowly after classification risk rises.
Retail didn’t see it.
The chart did.
⸻
📉 BTC Weekly (June ’25 → Now)
• High: $126K
• Current: $104K
• Low: $74.5K
• Lost upward trendline
• Not a blow-off — a slow liquidity fade
Again, the signature of structural deweighting.
Not fear.
Not news.
Flows.
⸻
⚡️ The Link to MSCI
When this perpetual offering was issued:
• MSCI exclusion wasn’t public
• Analysts were only hinting
• No press releases
• No retail coverage
• No major alerts
But companies close to the fire knew classification rules were shifting.
So they raised capital early.
Retail had no idea.
They wouldn’t know for months.
⸻
⚡️ The Takeaway
This tweet marks the starting point of a long structural shift that retail didn’t understand until it was already deep in motion.
The perpetual offering was the tell.
The MSCI rules were the trigger.
MSTR and BTC’s breakdown was the confirmation.
🌐 Referenced Tweet (Announcement of the Perpetual Preferred Offering):
x.com/saylor/status/1929635975367475403?s=46
⸻
⚡️ The Moment No One Realized Was the Start
When this perpetual preferred offering was announced, retail shrugged it off.
But this tweet was the first real signal that something bigger was shifting beneath the surface.
At that moment:
• The MSCI exclusion risk was only industry whispers
• Retail had zero clue
• Macro liquidity was tightening
• Crypto-heavy balance sheets were getting risky
• Companies were quietly positioning early
This offering wasn’t loud.
It wasn’t marketed as defensive.
But it was — and now the charts expose exactly what they were preparing for.
⸻
📉 MSTR Weekly (June ’25 → Now)
• Peak near $543
• Now near $374
• Low of $166
• Multi-month distribution
• Slow, steady derisking — NOT a panic crash
This is exactly what happens when institutional flows dry up slowly after classification risk rises.
Retail didn’t see it.
The chart did.
⸻
📉 BTC Weekly (June ’25 → Now)
• High: $126K
• Current: $104K
• Low: $74.5K
• Lost upward trendline
• Not a blow-off — a slow liquidity fade
Again, the signature of structural deweighting.
Not fear.
Not news.
Flows.
⸻
⚡️ The Link to MSCI
When this perpetual offering was issued:
• MSCI exclusion wasn’t public
• Analysts were only hinting
• No press releases
• No retail coverage
• No major alerts
But companies close to the fire knew classification rules were shifting.
So they raised capital early.
Retail had no idea.
They wouldn’t know for months.
⸻
⚡️ The Takeaway
This tweet marks the starting point of a long structural shift that retail didn’t understand until it was already deep in motion.
The perpetual offering was the tell.
The MSCI rules were the trigger.
MSTR and BTC’s breakdown was the confirmation.
כתב ויתור
המידע והפרסומים אינם מיועדים להיות, ואינם מהווים, ייעוץ או המלצה פיננסית, השקעתית, מסחרית או מכל סוג אחר המסופקת או מאושרת על ידי TradingView. קרא עוד ב־תנאי השימוש.
כתב ויתור
המידע והפרסומים אינם מיועדים להיות, ואינם מהווים, ייעוץ או המלצה פיננסית, השקעתית, מסחרית או מכל סוג אחר המסופקת או מאושרת על ידי TradingView. קרא עוד ב־תנאי השימוש.