Bluechip
--
Bullish
THE ABSORPTION
Wall Street just executed the most coordinated financial maneuver since 2008.
In 216 hours, they captured Bitcoin.
Between November 24 and December 2, 2025:
JPMorgan filed leveraged Bitcoin notes offering 1.5x upside with 30% downside protection.
Vanguard reversed years of opposition, opening its $11 trillion platform to 50 million clients.
Bank of America authorized 15,000 advisers to recommend Bitcoin allocations up to 4%.
Goldman Sachs acquired Innovator Capital for $2 billion on the same day.
Four institutions. Nine days. Combined assets exceeding $20 trillion.
The probability of coincidence approaches zero.
Here is what they do not want you to understand:
While retail investors panic-sold $3.47 billion in November, the largest monthly ETF outflow on record, institutions were building the infrastructure to absorb it all.
BlackRock’s IBIT alone lost $2.34 billion to retail redemptions. Abu Dhabi sovereign wealth tripled their Bitcoin holdings in the same quarter.
The transfer from weak hands to strong hands is complete.
Simultaneously, MSCI is voting January 15, 2026 to exclude companies holding more than 50% in digital assets from global indices. Strategy Inc faces $11.6 billion in forced selling.
JPMorgan published the research warning of this exclusion. JPMorgan holds $343 million in IBIT shares, up 64% last quarter. JPMorgan is launching products to capture the redirected flows.
The conflict is not hidden. It is structural.
Nasdaq expanded IBIT options limits by 40x to one million contracts. This enables the volatility suppression that transforms Bitcoin from speculative asset to portfolio component.
The asset designed to eliminate intermediaries has been absorbed by them.
The protocol remains unchanged. The network functions. The supply cap holds.
But the economics now flow to Wall Street.
Bitcoin was not defeated.
It was captured.
$BTC
Wall Street just executed the most coordinated financial maneuver since 2008.
In 216 hours, they captured Bitcoin.
Between November 24 and December 2, 2025:
JPMorgan filed leveraged Bitcoin notes offering 1.5x upside with 30% downside protection.
Vanguard reversed years of opposition, opening its $11 trillion platform to 50 million clients.
Bank of America authorized 15,000 advisers to recommend Bitcoin allocations up to 4%.
Goldman Sachs acquired Innovator Capital for $2 billion on the same day.
Four institutions. Nine days. Combined assets exceeding $20 trillion.
The probability of coincidence approaches zero.
Here is what they do not want you to understand:
While retail investors panic-sold $3.47 billion in November, the largest monthly ETF outflow on record, institutions were building the infrastructure to absorb it all.
BlackRock’s IBIT alone lost $2.34 billion to retail redemptions. Abu Dhabi sovereign wealth tripled their Bitcoin holdings in the same quarter.
The transfer from weak hands to strong hands is complete.
Simultaneously, MSCI is voting January 15, 2026 to exclude companies holding more than 50% in digital assets from global indices. Strategy Inc faces $11.6 billion in forced selling.
JPMorgan published the research warning of this exclusion. JPMorgan holds $343 million in IBIT shares, up 64% last quarter. JPMorgan is launching products to capture the redirected flows.
The conflict is not hidden. It is structural.
Nasdaq expanded IBIT options limits by 40x to one million contracts. This enables the volatility suppression that transforms Bitcoin from speculative asset to portfolio component.
The asset designed to eliminate intermediaries has been absorbed by them.
The protocol remains unchanged. The network functions. The supply cap holds.
But the economics now flow to Wall Street.
Bitcoin was not defeated.
It was captured.
$BTC
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.