MSCI about to boot囤币 giants from indexes — who's catching this dump?
MSCI's new rules targeting $BTC-heavy balance sheets. Strategy (MSTR, 848K $BTC) and Metaplanet getting axed from indexes, effective Nov 30.
Passive funds forced to dump ~$2B in MSTR shares. Real risk isn't the selling pressure — it's the premium compression and broken funding loop. If MSTR can't raise capital at premium valuations, their $BTC buying machine stalls.
If this list holds, we're watching institutional囤币 players flip from aggressive accumulators to sideline watchers (or worse, sellers). That's real demand evaporating from the market.
Question is: has the market already priced this in, or are we walking into a November bloodbath? Watch closely.
MSCI's new rules targeting $BTC-heavy balance sheets. Strategy (MSTR, 848K $BTC) and Metaplanet getting axed from indexes, effective Nov 30.
Passive funds forced to dump ~$2B in MSTR shares. Real risk isn't the selling pressure — it's the premium compression and broken funding loop. If MSTR can't raise capital at premium valuations, their $BTC buying machine stalls.
If this list holds, we're watching institutional囤币 players flip from aggressive accumulators to sideline watchers (or worse, sellers). That's real demand evaporating from the market.
Question is: has the market already priced this in, or are we walking into a November bloodbath? Watch closely.