MSCI just dropped new rules that could kick $BTC holders out of their indices 🚨

They're now judging companies by actual business operations - not just balance sheet flex. May estimates showed 3 firms at risk including Metaplanet.

Final verdict drops Nov 11. If you're holding equities that are basically $BTC proxies, this could shift flows hard.

Watch for:
- Strategy ($MSTR) exposure
- Index rebalancing impact
- Where that capital rotates next

TradFi playing defense while corps stack sats. The irony.