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Whale Fat-Fingers $2M HYPE Sell Order, Triggering 2.6% Flash Crash↗
Alert00:21

Whale Fat-Fingers $2M HYPE Sell Order, Triggering 2.6% Flash Crash

Crypto00:06

Spot XRP and Solana ETFs See Sustained Inflows; SOL Products Hit $638M Cumulative

Macro00:05

US Home Delistings Surge 28% to Highest September Level Since 2017

Crypto23:06

Paxos' Stablecoins (USDG & PYUSD) See Rapid Growth and Lead Major Market Cap Segment

Alert22:06

Justin Sun Alleges $500M Techteryx Fraud Scheme Involving FDT, Legacy Trust, and Vincent Chok

Crypto22:06

Aztec Network Concludes First CCA on Uniswap with $59M Committed; Settlement 59% Above Floor

Alert22:06

Kevin Hassett reportedly poised to be next Fed Chair; predicts rate cut

Macro22:06

US Market Share Volume Hits Record Highs Amid Retail Boom

Crypto22:06

Centrifuge Records $1.3 Billion Inflows with Sky Ecosystem Allocation

Crypto22:06

Rayls Labs Secures $1B Tokenized Credit Commitment for 2026 Mainnet

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Base Network TVL Nears ATH as Armstrong Teases December 17 Update

Summary22:00

24H Summary: Hyperliquid Integrates Native USDC & French Bank BPCE Enters Crypto

Summary21:15

6 Hour Summary: Jupiter Retracts 'Zero Risk' Claims & Hyperliquid Lists SOL Ticker

Gov21:06

Poland Becomes Sole EU MiCA Holdout After Parliament Fails to Overturn Veto

Crypto21:06

CZ Emphasizes Strict Private Key Isolation for Hardware Wallets

Macro21:06

US Small Business Bankruptcies Surge to Records as Inflation Persists

Alert20:06

Jupiter Team Admits 'Zero Risk' Claim Inaccurate Amid Rehypothecation Scrutiny

Crypto20:06

Binance Futures Adds RWUSD as Reward-Bearing Margin Asset

Crypto20:06

Base Network Payment Protocol Settlements Cross $500k with High Weekly Growth

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Ethereum Stablecoin Velocity and Lending Liquidity Reach All-Time Highs

 
Alert

Institutions Rotate $5.4B from MicroStrategy to Direct Bitcoin Exposure

11/24/2025, 07:14
11/24/2025, 10:36
AI SUMMARY
●• Institutions sold ~$5.4B of MicroStrategy stock in Q3, signaling a shift to direct Bitcoin exposure.
●• Major funds including Capital International, Vanguard, and BlackRock are driving this rotation.
●• The move suggests Wall Street now prefers Spot ETFs over corporate proxies like MSTR.
Multiple major financial institutions have proactively reduced their holdings in MicroStrategy (MSTR), amounting to an approximate $5.38 billion to $5.4 billion reduction in exposure during the third quarter. This strategic reallocation comes as Bitcoin maintains its price level near $95,000 while MSTR stock has seen significant volatility. Market data reveals this is a broad shift in institutional allocation. Heavyweights such as Capital International, Vanguard, BlackRock, and Fidelity are among those reported to have reduced positions. Analysts interpret this as a strategic rotation where Wall Street is moving from proxy equity bets like MSTR toward more direct Bitcoin exposure, likely via Spot ETFs. This transition indicates a maturing market preference for direct asset exposure over corporate proxies, suggesting that institutions are becoming more comfortable holding Bitcoin directly through regulated financial products rather than relying on MicroStrategy as a de facto Bitcoin fund. [Update 1] Added specific mention of Capital International alongside Vanguard, BlackRock, and Fidelity as key institutions reducing MSTR exposure.

Sources (8)

01@ChainCatcher_↗02@ChainCatcher_↗03@Foresight_News↗04@SOU_BTC↗05@ChainCatcher_↗06@PANews↗07@WuBlockchain↗08ChainCatcher↗
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