Saylor, Ramaswamy Revolt Against MSCI’s ‘Anti-Crypto’ Index Rules
🔥 Saylor Calls MSCI Proposal “Misguided” and “Discriminatory” In a letter submitted to MSCI on 10 December, Saylor blasted the index provider’s plan to bar companies whose digital asset holdings exceed 50% of total assets from core benchmarks such as the MSCI World Index.
Saylor argues the proposal: Punishes companies for modern treasury practices Mislabels operating companies as investment funds Creates artificial barriers to firms adopting Bitcoin as a strategic reserve
“Digital Asset Treasuries are operating businesses, not investment funds,” Saylor wrote. He emphasized that Strategy uses its balance sheet to support its analytics business—not to function as a Bitcoin ETF.
⚠️ Strive Warns: Index Providers Becoming “Shadow Regulators”
Strive Asset Management, founded by Ramaswamy, also submitted a letter criticizing the proposal.
💸 The Passive Wall: Up to $8.8B in Forced Selling
A JPMorgan estimate—circulating among institutional desks—suggests that exclusion from MSCI’s flagship indices could trigger $6.9–$8.8 billion in forced outflows as index-tracking ETFs rebalance. This creates what analysts are calling a “passive wall”:
If holding Bitcoin disqualifies a company from major indexes, corporate Bitcoin adoption becomes significantly more expensive. Companies like Strategy and Japan’s Metaplanet, which have adopted a Bitcoin-heavy treasury strategy, would face automatic index expulsion.
31 Dec 2025 — MSCI consultation period closes 15 Jan 2026 — Final decision expected Feb 2026 — Potential implementation during index review
🚨 After 5-Year Wait, Gemini Finally Approved to Offer Prediction Markets in the US
Gemini has officially secured approval to launch prediction markets in the United States after the Commodity Futures Trading Commission (CFTC) granted its affiliate, Gemini Titan, a Designated Contract Market (DCM) license — five years after the company first applied in 2020.
1. Gemini Joins a Crowded, Fast-Growing Sector The exchange — founded by Cameron and Tyler Winklevoss — enters a space already dominated by Kalshi, Polymarket, and Robinhood, signaling major institutional validation for prediction markets.
Gemini Titan will offer yes/no event contracts, such as: “Will Bitcoin end the year above $200k?” “Will Elon Musk’s X pay the full $140M EU fine by 2026?”
2. A Five-Year Licensing Saga Ends “Today’s approval marks the culmination of a 5-year licensing process,” said CEO Tyler Winklevoss, thanking President Trump and Acting Chair Pham for ending what he described as the previous administration’s “War on Crypto.”
Cameron Winklevoss added that prediction markets could become “as big or bigger than traditional capital markets.”
3. US Rollout Begins Immediately US customers will soon be able to trade event contracts via Gemini’s web platform Mobile support is coming next Contracts settle in USD from users’ Gemini accounts
5. Prediction Markets: A New Frontier for Gemini
Prediction markets harness crowd wisdom to forecast real-world events and reward accurate insights. For Gemini, the launch is another step toward building a full-spectrum financial super app for American users.
🚨 Bhutan Taps Matrixdock to Build Tokenization System for Gold-Backed TER Token
Bhutan’s Gelephu Mindfulness City (GMC) — a new special administrative region aimed at becoming an Asian digital-finance hub — has appointed Matrixdock to build the tokenization system for its upcoming gold-backed sovereign token, TER, according to a press release.
1. Matrixdock to Power TER’s Tokenization Layer
Matrixdock will develop the onchain infrastructure that underpins TER, leveraging its experience with gold-backed digital assets like XAUm.
The system will support cross-border and domestic transactions and form a core component of GMC’s digital-first financial framework.
2. Bhutan Pushes Further Into Tokenization
A sovereign, gold-backed token strengthens GMC’s pitch to global blockchain firms and positions Bhutan among frontier markets rolling out real-world-asset (RWA) tokenization.
Bhutan already holds a $1.3 billion Bitcoin reserve, signaling long-term commitment to digital assets.
3. Matrixport Secures Key Licence as Part of Broader Strategy $
This announcement follows GMC Authority’s decision to grant a Financial Services Licence to Matrixdock’s parent company, Matrixport — reinforcing GMC’s ambitions to become a transparent, secure, globally connected crypto hub.
4. Leaders Highlight a Shared Vision for Onchain Finance HB Lim (GMCA) said GMC is building a regulatory-clear, blockchain-centered financial hub and is in advanced talks with other international digital-asset firms.
Yudong Zhang (CEO, DK Bank) emphasized that Matrixdock’s infrastructure is critical for enabling efficient onchain domestic and cross-border payments for GMC’s digital-first banking system.
John Ge (CEO, Matrixport) said the licence is the foundation and building GMC’s technological stack is the next step, calling the project a bridge between global tech innovation and sovereign ambition.
📌 Bottom Line Bhutan is making one of the most ambitious national-level pushes into tokenized finance.
🚨 State Street & Galaxy Launch Tokenized Liquidity Fund — Ondo to Seed $200M
State Street Investment Management and Galaxy Asset Management have unveiled the State Street Galaxy Onchain Liquidity Sweep Fund (SWEEP) — a tokenized private liquidity fund enabling 24/7 onchain subscriptions and redemptions using PYUSD, according to a press release.
1. Institutional Cash Management Goes Onchain
SWEEP will launch on Solana in early 2026, with Stellar and Ethereum integration to follow. Ondo Finance is set to seed the fund with $200 million, while State Street Bank & Trust will provide custody — marking one of the strongest institutional pushes yet into tokenized liquidity products.
2. TradFi + DeFi Collaboration Levels Up
“This product deepens our relationship with Galaxy and pushes the envelope for onchain TradFi,” said Kim Hochfeld, State Street’s global head of cash and digital assets. She emphasized that collaborations like this show how TradFi and DeFi together can reshape asset management and capital markets.
3. A “Game-Changing” Tool for Institutional DeFi
Galaxy’s Steve Kurz called SWEEP “a game-changer”, offering institutions a new way to hold cash and manage operations directly onchain — positioning tokenized liquidity as a next-wave primitive for digital finance.
🚨 Asia-Pacific Wealthy Are Betting Big on Crypto as Long-Term Holdings
Asia-Pacific’s high-net-worth individuals (HNWIs) are going all-in on digital assets: 87% now hold crypto, and nearly half allocate more than 10% of their portfolios to it, according to a new Sygnum Singapore survey.
1. Digital Assets Go Mainstream for the Rich
The survey — covering 270+ HNWIs across 10 markets including Singapore, Hong Kong, Indonesia, South Korea, and Thailand — shows a decisive shift: wealthy investors now expect traditional wealth managers to keep up with crypto integration.
2. Crypto Seen as Long-Term Wealth Preservation
A striking 90% of respondents view digital assets as important for: long-term wealth preservation legacy planning not just short-term speculation.
3. Top Picks: BTC, ETH, ETFs, and Solana 4. APAC Is Becoming a Global Crypto Gateway
“APAC is rapidly becoming one of the world’s fastest-growing digital asset gateways, and this momentum will continue into 2026,” said Gerald Goh, Sygnum Co-Founder and APAC CEO. $BTC
🚨 5 Potential Crypto Market Impacts if Trump Takes Control of the Federal Reserve Speculation that Donald Trump could reshape or indirectly take control of the Federal Reserve in 2026 has become one of this year’s biggest macro themes. Analysts warn that such a shift could upend global monetary policy and unleash a new dynamic for crypto markets.
1. A More Aggressive Monetary Pivot Analysts like Plur Daddy and Joseph Wang argue that markets still underestimate how drastically liquidity could shift under a Trump-led Fed. An administration pushing faster, deeper rate cuts could ignite equities, fuel speculation, and re-route capital into risk assets — including crypto.
2. Banking Deregulation Could Boost Treasury Demand One expected policy move: loosening banking regulations so banks can hold more government debt. This would create structural demand for short-term Treasuries and reshape the interest-rate curve — with ripple effects across all financial markets, crypto included
3. Shortening U.S. Debt Maturity Could Redirect Liquidity
Another rumored strategy is reducing the average maturity of U.S. debt issuance, shifting from long-term bonds into T-bills. The goal: lower borrowing costs and increase monetary flexibility. $BTC
The effect: potentially more liquidity flowing into risk assets, including digital assets.
🚨 Fed Cuts 0.25% — Slightly Dovish, Markets Barely Move The Federal Reserve lowered rates to 3.50%–3.75% and announced plans to resume Treasury purchases — but markets barely reacted. 1. U.S. Economy Is Cooling According to the FOMC: Growth remains moderate Job gains are slowing Unemployment has edged up Inflation has ticked higher and remains “elevated” Outlook? ➡️ Economic uncertainty stays high.
2. Markets Shrug Off the Decision S&P 500: +0.3% Bitcoin briefly jumped +1%, then settled back to $92.5k–$93k Treasury yields dipped slightly Overall reaction → muted.
3. A Divided Fed Three dissenters emerged: Goolsbee & Schmid wanted no rate cut Miran pushed for a larger cut, echoing the White House stance Powell’s press conference caused a brief wobble when he hinted that future cuts might not come soon, but markets stabilized quickly.
4. Treasury Purchases Are Back The most dovish element: The Fed will begin $40B in T-bill purchases starting December 12 After deeming its balance sheet sufficiently reduced Labeled as Reserve Management Purchases (RMP) ➡️ Not QE — but adds short-term liquidity.$$BTC
🚨 BREAKING: The “Fed Pivot” Was a Trap — 2026 Roadmap Revealed
Powell cutting rates to 3.50% wasn’t bullish — it was a warning shot. Beneath the headline, the data signals a structural shift that will reshape crypto in 2026.
1. The Two-Speed Economy Is Breaking ⚠️
ADP exposes the real damage:
📉 Small Biz: –120,000 jobs
🏢 Big Corps: +90,000 jobs
Main Street is choking — and when retail liquidity dies, altcoins dry up. Capital rotates into BTC & ETH, while low-caps get crushed.
2. 3% Inflation = The New Normal 🎈
The Fed can’t force inflation back to 2% without detonating the system.
January cut odds: 23%
Translation: Higher for longer
Cheap liquidity? Gone.
3. Crypto Divergence Has Started
We’re moving into stagflation (high inflation + slow growth):
💵 Cash bleeds at 3% inflation
📉 Stocks & alts weaken under recession risk
₿ Bitcoin becomes the escape valve, shifting from tech-stock correlation → digital gold
3 Catalysts That Could Push Bitcoin to Rp3.3 Billion by 2027
Bernstein’s latest forecast signals a major upside for Bitcoin, projecting its price could reach $200,000 (Rp3.3 miliar) in 2027. The shift comes as institutional demand grows and Bitcoin’s market cycle evolves beyond its traditional four-year pattern.
1. Institutional Demand Becomes the Dominant Force
Bitcoin ETFs have shown remarkable resilience—recording only 5% outflow even when BTC dropped from $126K to $80K.
This signals that institutions now treat Bitcoin as a strategic long-term asset, reducing sell pressure during volatility.
2. The Halving Cycle Weakens as the Market Matures
Bernstein believes rising structured liquidity and sustained institutional inflows are reshaping Bitcoin’s cycle, making a move to $200K by 2027 increasingly likely.
Analyst Tom Lee also sees the classic cycle “breaking” soon, with new highs expected in the years ahead.
3. Rate-Cut Expectations Fuel Bullish Momentum
Markets now price an 86% chance of a 0.25% rate cut, potentially sending fresh liquidity into risk assets like BTC.
London Crypto Club analysts say lower rates plus possible balance-sheet expansion create a “very strong backdrop” for Bitcoin.
Conclusion
With institutional inflows rising, cycle dynamics shifting, and supportive monetary policy, the path toward Rp3.3 miliar for Bitcoin looks increasingly viable—though still dependent on macro stability and sustained demand. #BTCVSGOLD #USJobsData $BTC
Bitcoin is back above $105K after a brief dip triggered by tensions in the Middle East. But beyond price swings, a new narrative is emerging — and it’s generational.
🎙️ In a recent podcast, Bitwise’s Jeff Park said something bold:
“For younger investors, owning one full bitcoin has become the new version of the American Dream.”
Forget houses in the suburbs. Forget white-picket fences.
Today’s dream? Becoming a wholecoiner — someone who owns at least 1 BTC.
🔑 Why?
Because Bitcoin isn’t just an asset anymore. It’s a symbol — of financial freedom, global values, and self-sovereignty.
For some, it's even about leaving a legacy — “retiring your bloodline,” as the meme goes.
So while markets move up and down, one thing seems clear:
A growing number of people aren’t just investing in BTC — they’re believing in it.
💬 What about you — is 1 BTC still part of your dream?
🛡️ Bitcoin Holds Strong Amid Middle East Tensions & Trade War Fears
Despite rising global volatility, Bitcoin remains resilient — defending key support as traders weigh the fallout from the Israel-Iran conflict and fresh U.S. tariff threats.
📉 BTC dipped to $104,182 overnight
📈 Recovered to ~$105,100 | Down just -0.22%
🔹 15K+ BTC traded during the bounce
🔹 Buying pressure emerged quickly at the lows
🔹 $105K acting as soft support
🔹 Higher low structure still intact
⚔️ Macro Pressure:
Ongoing Middle East conflict raises risk-off sentiment
Trump's tariff agenda fuels uncertainty in global markets
Over $1.1B in crypto liquidations earlier this week
📊 Technical Snapshot:
Range: $104,182 – $106,272
Resistance near $106.2K from profit-taking
Accumulation volume suggests bullish undercurrent
Support to watch: $104,950
🧠 Conclusion:
Bitcoin is showing strength where it matters most — structure and volume. As long as $104.9K holds, a move toward $106.2K+ remains on the table.
💥 Cardano's Charles Hoskinson Proposes Swapping $100M ADA for Bitcoin & Stablecoins
In a bold move to boost Cardano’s DeFi economy, Charles Hoskinson has proposed converting $100 million in ADA into Bitcoin and Cardano-native stablecoins like USDM and USDA.
🧠 The Goal?
Boost stablecoin issuance & TVL ratio from 10% → 30-40%
→ “TVL and stablecoins are the lifeblood of DeFi,” says Hoskinson.
📉 Critics warned of market impact —
But Hoskinson hit back:
“Inexperienced people. It won’t affect liquidity at all.”
⚠️ Contrast:
Cardano Foundation CEO previously claimed TVL isn’t key for adoption — showing internal differences in Cardano’s vision.
Trump Media’s SEC Filing for Bitcoin Treasury Is Now “Effective” 🇺🇸💥
Another massive headline in the intersection of crypto and politics —
Trump Media & Technology Group (TMTG) has officially had its Bitcoin Treasury registration marked “effective” by the U.S. SEC.
This gives the green light for Trump Media to hold BTC as part of its treasury reserves — a landmark moment tying together Wall Street, crypto, and the 2024 U.S. election narrative.
🧠 Why This Matters:
✅ Institutional validation: More traditional/public companies are openly moving BTC into their balance sheets
✅ Political momentum: Comes just as Trump increases pro-crypto rhetoric ahead of elections
✅ Public precedent: TMTG becomes one of the few public entities with formal BTC treasury registration on file
Is this a game-changer for crypto adoption, or just political theater?