$BTC Strategy is set to be removed from the index this week. Will this affect its ability to buy Bitcoin using financing? Being removed from the index won’t make Strategy sell its Bitcoin, but it will make it harder for the company to buy more. Less passive buying → pressure on the share price and liquidity → worse financing terms → a slowdown in the Bitcoin-buying flywheel. For those who see the growth of Strategy’s holdings as marginal buying demand for Bitcoin, this is the key variable to watch next.

The final list will be announced on November 11, and the new rules take effect on November 30. This week is the critical window.

#strategy #MSTR #比特币 #MSCI #BTC