MSCI just dropped new criteria to filter out which $BTC-holding companies are actually running real businesses vs. pure treasury plays.
Fail 4 out of 5 checks? You're out of global indices.
Strategy ($MSTR) and Metaplanet are both at risk. Upexi still unclear—conflicting reports. Final list drops Nov 11.
If they get booted, index-tracking funds are forced sellers. Not FUD, just mechanics.
Watch liquidity closely into mid-Nov. This could flush weak hands or create a dip-buy setup depending on how much passive capital is tied to these names.
Fail 4 out of 5 checks? You're out of global indices.
Strategy ($MSTR) and Metaplanet are both at risk. Upexi still unclear—conflicting reports. Final list drops Nov 11.
If they get booted, index-tracking funds are forced sellers. Not FUD, just mechanics.
Watch liquidity closely into mid-Nov. This could flush weak hands or create a dip-buy setup depending on how much passive capital is tied to these names.