One October 2025 Crypto Black Friday Catalyst is Back: Is Bitcoin in Danger?

MSCI revived the index threat that deepened October’s Bitcoin crash, opening a consultation that flags Strategy (formerly MicroStrategy) for potential removal from its benchmarks.

The framework avoids naming digital assets entirely, yet the companies caught in its net look remarkably familiar. STRATEGY VS.

MSCI – $MSTR UNDER ATTACK!MSCI is considering a rule that could remove Strategy from major global indexes!I break down the consultation, what happened last time MSCI tried this, MSTR’s actual index weighting, the selloff estimate, and what exclusion could do.… pic.twitter.com/ZzXmvEkwwh— Adam Livingston (@AdamBLiv) August 13, 2026 What Happened During October’s Crash The original scare landed on October 10, 2025.

MSCI proposed treating firms whose digital-asset holdings exceeded 50% of total assets more like investment funds than operating businesses. Strategy stood squarely in the crosshairs.