🚨
Bitcoin’s sharp drop in October and its sudden recovery in January don’t look random.
When you line up the events, the structure tells a very interesting story 👇
1️⃣ OCT 10 – THE CATALYST
MSCI announced a proposal that could remove Digital Asset Treasury Companies from its major indexes.
This included firms like MicroStrategy and Metaplanet companies holding billions in Bitcoin.
Why it mattered:
• MSCI indexes guide trillions in passive capital
• Removal would force selling by index funds
• Institutional BTC exposure would shrink
• Liquidity pressure would increase
📉 Shortly after the announcement, Bitcoin dropped nearly $18,000, wiping hundreds of billions from the market.
2️⃣ THREE MONTHS OF UNCERTAINTY
The proposal stayed open until December 31, creating a long period of uncertainty.
During this window:
• Passive funds stayed cautious
• Demand dried up
• Sentiment collapsed
• Prices remained suppressed
Bitcoin fell ~31%, with altcoins performing even worse.
One of the weakest quarters for crypto in years.
3️⃣ JANUARY – BUYING BEFORE THE NEWS
Starting January 1, Bitcoin suddenly turned bullish
without any clear catalyst.
📈 In just a few days, BTC jumped from ~$87.5K to ~$94.8K.
Selling pressure vanished, green candles appeared.
Someone clearly knew what was coming.
4️⃣ THE REVERSAL
Then everything changed fast:
• Morgan Stanley filed for spot crypto ETFs
• MSCI announced crypto-heavy companies would remain in indexes
The exact pressure that weighed on the market for 3 months was removed almost instantly.
📊 THE FULL SEQUENCE
1️⃣ Index removal threat (Oct 10)
2️⃣ Prolonged uncertainty & price suppression
3️⃣ Quiet accumulation
4️⃣ ETF filing
5️⃣ Removal threat cancelled
Pressure → accumulation → product launch → relief → recovery
⚠️ There’s no official confirmation of coordination,
but the timing, structure, and beneficiaries raise serious questions.
With the overhang gone, liquidity is returning
and the rebound may just be getting started.
👀 Markets are watching closely.
