$8.8 billion exit countdown: is MSTR about to be dropped by global index funds?
1. A 67 % share-price drop that dwarfs BTC’s 15 % slide MicroStrategy (MSTR) has fallen from $474 to $177 (-67 %) while Bitcoin slipped only 15 % from $100 k to $85 k. The market’s willingness to pay a premium for its BTC vault has evaporated: mNAV (market-cap / net-asset-value) has compressed from 2.5 × to barely 1.1 ×. The “issue shares → buy coins → stock rallies → repeat” flywheel is now a zero-sum game. 2. The sword hanging over the stock: MSCI’s 50 % rule MSCI—gatekeeper of the world’s ...
$8.8 billion exit countdown: is MSTR about to be dropped by global index funds?
1. A 67 % share-price drop that dwarfs BTC’s 15 % slide MicroStrategy (MSTR) has fallen from $474 to $177 (-67 %) while Bitcoin slipped only 15 % from $100 k to $85 k. The market’s willingness to pay a premium for its BTC vault has evaporated: mNAV (market-cap / net-asset-value) has compressed from 2.5 × to barely 1.1 ×. The “issue shares → buy coins → stock rallies → repeat” flywheel is now a zero-sum game. 2. The sword hanging over the stock: MSCI’s 50 % rule MSCI—gatekeeper of the world’s ...
Stream Finance Collapse Triggers $10 Billion Exodus: DeFi's Darkest Week? Wiseman Notes
The implosion of Stream Finance has sparked an algorithmic stablecoin crisis, leading to a $10 billion capital flight from the DeFi market and a collapse of xUSD to $0.11.The Crisis Unfolds On November 7, 2025—before the crypto market had fully recovered from October's volatility—a perfect storm centered around stablecoins swept through the DeFi ecosystem. Over the past week, yield-bearing stablecoins experienced their most severe outflow since the 2022 Terra/UST collapse, totaling $10 billio...
Stream Finance Collapse Triggers $10 Billion Exodus: DeFi's Darkest Week? Wiseman Notes
The implosion of Stream Finance has sparked an algorithmic stablecoin crisis, leading to a $10 billion capital flight from the DeFi market and a collapse of xUSD to $0.11.The Crisis Unfolds On November 7, 2025—before the crypto market had fully recovered from October's volatility—a perfect storm centered around stablecoins swept through the DeFi ecosystem. Over the past week, yield-bearing stablecoins experienced their most severe outflow since the 2022 Terra/UST collapse, totaling $10 billio...
The Fed Turns a New Page: Cryptocurrency Officially Joins the Washington Agenda
2025/10/26 09:23 Bookmark The Federal Reserve held its inaugural Payments Innovation Conference in Washington on October 21st, marking a significant moment where cryptocurrency became a core topic of discussion for the US payment system. The conference brought together central bankers, large asset managers, banks, payment companies, and crypto infrastructure teams, focusing on stablecoins, tokenized assets, DeFi, AI in payments, and connecting traditional ledgers with blockchain. * Shift in A...
The Fed Turns a New Page: Cryptocurrency Officially Joins the Washington Agenda
2025/10/26 09:23 Bookmark The Federal Reserve held its inaugural Payments Innovation Conference in Washington on October 21st, marking a significant moment where cryptocurrency became a core topic of discussion for the US payment system. The conference brought together central bankers, large asset managers, banks, payment companies, and crypto infrastructure teams, focusing on stablecoins, tokenized assets, DeFi, AI in payments, and connecting traditional ledgers with blockchain. * Shift in A...
Analysis of the Logic Behind the Start, Progression, and Potential End of the Current BTC Bull Market: Is the Four-Year Cycle Broken?
Cycle Start and Timeline The current BTC bull market started from the low of $15,460 in November 2022. As of September 2025, it has lasted approximately 1,044 days, nearing the historical cycle peak duration of around 1,060 days. Based on the traditional "cycle theory," the peak could occur in October 2025. Structural Market Shift A historic shift in BTC ownership is underway. Early holders are continuously selling, while traditional capital from BTC spot ETFs and Digital Asset Trusts compani...
Analysis of the Logic Behind the Start, Progression, and Potential End of the Current BTC Bull Market: Is the Four-Year Cycle Broken?
Cycle Start and Timeline The current BTC bull market started from the low of $15,460 in November 2022. As of September 2025, it has lasted approximately 1,044 days, nearing the historical cycle peak duration of around 1,060 days. Based on the traditional "cycle theory," the peak could occur in October 2025. Structural Market Shift A historic shift in BTC ownership is underway. Early holders are continuously selling, while traditional capital from BTC spot ETFs and Digital Asset Trusts compani...
From Federated Learning to Decentralized-Agent Networks: A Deep-Dive into ChainOpera
The Elevator Pitch ChainOpera started life as FedML—an academic, privacy-preserving federated-learning stack—and has since morphed into a full-blown decentralized AI-Agent network that wants to turn every user, GPU-owner and data-curator into a co-creator and co-owner of AI services. Web3 economics (tokenised incentives, on-chain governance) are used to coordinate off-chain generative-AI and agent traffic.1. Tech Pedigree: FedML → TensorOpera → ChainOperaFedML (2018-22) – open-source FL libra...
From Federated Learning to Decentralized-Agent Networks: A Deep-Dive into ChainOpera
The Elevator Pitch ChainOpera started life as FedML—an academic, privacy-preserving federated-learning stack—and has since morphed into a full-blown decentralized AI-Agent network that wants to turn every user, GPU-owner and data-curator into a co-creator and co-owner of AI services. Web3 economics (tokenised incentives, on-chain governance) are used to coordinate off-chain generative-AI and agent traffic.1. Tech Pedigree: FedML → TensorOpera → ChainOperaFedML (2018-22) – open-source FL libra...
