Régis Fagundes BTC retweetledi
YOU ARE WATCHING THE BIGGEST MARKET MANIPULATION OF 2025 IN REAL-TIME. 🚨
THEY CREATED THE FUD TO BUY THE EXACT BAGS YOU JUST SOLD.
THE TIMELINE THEY DON'T WANT YOU TO SEE: 👇
The JPMorgan and Strategy situation didn’t begin with the October crash. It goes all the way back to May.
And when you look at the dates, the whole dump starts to look intentional.
It started in May 2025, when Jim Chanos publicly announced he was Long Bitcoin but Short Strategy.
This created a specific narrative: "Support Bitcoin, but bet against the largest public holder of BTC."
Then in July 2025, JP Morgan quietly raised the margin requirement for MSTR from 50% to 95%.
For those who don't know, a rising margin requirement forces big liquidations if more collateral isn't posted. This move alone weakened MSTR weeks before any MSCI news existed.
After that, in August, JP Morgan released documents for a new structured product tied to BlackRock’s IBIT.
Even before the MSCI issue, the bank was already positioning itself to offer Bitcoin exposure, but through IBIT, not MSTR.
Then October 10th happened.
MSCI released the consultation note targeting companies holding 50%+ of their assets in digital assets.
And there’s one critical detail most people missed: MSCI was originally built inside Morgan Stanley, the same ecosystem now issuing their own Bitcoin-linked products.
4 days later, Morgan Stanley filed for an IBIT-linked structured product with the SEC.
It aligned perfectly with the narrative: BTC-heavy operating companies may not fit MSCI classification anymore, but their new financial products do.
Two weeks ago, JP Morgan followed with their own IBIT-linked product filing.
Then on November 20, JP Morgan executed two moves simultaneously:
1️⃣ Published the documents to sell their IBIT Note.
2️⃣ Resurfaced the MSCI threat against MSTR.
Now, the pattern looks very clear:
• Weaken MSTR liquidity.
• Launch Bitcoin-exposure bank products.
• Raise doubts about BTC-heavy public companies.
• Highlight the MSCI risk exactly when the market is most fragile.
• Let capital shift toward IBIT-linked products offered by big institutions.
This is not the first time this has happened.
JP Morgan, Goldman Sachs, and others have FUDed BTC for years. And now? They are some of the biggest institutional holders.
These institutions don't buy the blood. They create it. 🩸
If you are still panicking looking at their FUD, you will always panic sell and FOMO buy.
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