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Over the weekend, the Strategy (MSTR) story flipped. What started as an MSCI classification headline turned into a full-scale narrative shift involving JP Morgan, retail sentiment, social-media storms, margin tightening, and Saylor’s most technical interview in months. In this video, we break down the real sequence behind the MSTR sell-off: – the structural damage from the October 10th crypto liquidation – the rising hedging pressure as volatility increased – the MSCI consultation document that resurfaced at the worst moment – the margin changes earlier in the year – the retail community suddenly turning its attention toward JP Morgan – and Saylor finally laying out the mechanics behind mNAV, obligations, and Strategy’s model Once you put the timeline together, the past week stops looking like a simple “MSCI panic” and starts looking like a collision of structure, sentiment, misunderstanding, and amplification. Most importantly: Bitcoin’s price action continues to be the anchor. As Bitcoin moves, Strategy moves and the narrative moves with it. This is a continuation of the story we’ve been covering for weeks. Let’s dig into what actually happened, and what to watch next. 🔔 Like, subscribe, and leave a comment, it helps the channel more than you think. 📊 Not financial advice. Always do your own research. #Bitcoin #Strategy #MSTR #Saylor #JPmorgan #MSCI #BitcoinTreasury #SeymourSats