In my view, Bitcoin treasury companies are really in the crosshairs this time:
MSCI has officially implemented its exclusion rules for non-operating companies. Strategy and Metaplanet were flagged in earlier simulations, with the final list due on November 11 and changes taking effect at the close on November 30.
Passive funds will have to sell first. I’m not chasing related stocks for now; I’ll wait for the list to be finalized before considering any orders.
Would you still dare to buy this wave of treasury stocks? Share your positions in the comments.
MSCI has officially implemented its exclusion rules for non-operating companies. Strategy and Metaplanet were flagged in earlier simulations, with the final list due on November 11 and changes taking effect at the close on November 30.
Passive funds will have to sell first. I’m not chasing related stocks for now; I’ll wait for the list to be finalized before considering any orders.
Would you still dare to buy this wave of treasury stocks? Share your positions in the comments.