This episode breaks down a sharp Bitcoin relief rally driven by shifting Fed expectations and political delays, while warning of a looming $8.8 billion structural risk tied to MicroStrategy and potential MSCI exclusion. It contrasts short-term market fragility—year‑end caution, forced selling risk, and macro-driven volatility—with a powerful long-term narrative: institutional tokenization gaining traction as Vanguard, BofA Merrill, Chainlink, and major banks build compliant, privacy-preserving on‑chain infrastructure. The takeaway: expect choppy price action in the near term but steadily strengthening institutional foundations that could unlock massive capital inflows in 2026; the key question is what macro or policy trigger finally compels that shift. Subscribe to our daily Free Crypto Newsletter: https://crypto.report

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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