January 15, 2026: The Silent Battle on Wall Street Against "Bitcoin Vaults"

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In the world of finance, dates are not just numbers on a calendar, but turning points that determine who holds the power.
As we approach January 15, 2026, it seems we are facing a pivotal moment for digital asset treasury companies (DATs).

On this date, "MSCI" will issue its ruling that could change the game:
Is it permissible for investment companies to continue injecting their budgets into digital assets?

The proposal is simple in appearance, but it is devastating in its effect:
If digital assets exceed 50% of your balance sheet, you are no longer considered a "company" in the eyes of the index, but have become an "investment fund."

And the punishment?
The expulsion from the indicators that move 15 trillion dollars of passive capital (Passive Capital).
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Why now? And why this timing?
Today, we have 142 listed companies that own digital assets worth $137.3 billion, collectively controlling 5% of all the Bitcoin that will ever exist.

Names like Strategy Inc and Marathon are no longer just tech companies; they have become mini central banks.
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But the timeline of events leading up to this decision raises more than one question mark, as analysts point out:
* May 2025: Short sellers (Short Sellers) are targeting the price premiums of these companies.
* July 2025: JP Morgan sharply raises margin requirements to 95%.
* September 2025: The S&P 500 index excludes qualified companies such as Strategy Inc.
* November 2025: JPMorgan issues a research note estimating "forced" outflows of $8.8 billion.
* December 2025: The great paradox... JP Morgan launches structured products for Bitcoin to capture this fleeing liquidity.
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Summary:
The scene looks like a precise "financial engineering."
The goal is not to protect the investor as much as it is to redirect the funds.

If the "Bitcoin vault" model for companies is hit, capital will be forcibly migrated to index funds (ETFs) and structured banking products.

Simply:
Wall Street is not against Bitcoin; it just wants to ensure that the fees and commissions go into its pockets, not into the budgets of independent companies.

Do you think what is happening is market manipulation or a soft takeover?

Share your opinion in the comments $GT