#HotCPIDecemberHikePriced
Tonight, 3 AM PKT — MSCI decides Strategy's fate. In or out of its global indexes.
If MSTR is out, JPMorgan says ~$2.8B in forced selling hits the stock. Strategy holds 848,250 $BTC C — and $BTC is at ~$74,271, still BELOW Strategy's average cost of ~$75,450.
But here's the part most people get wrong: MSCI removing MSTR does NOT mean Strategy sells its Bitcoin. The selling hits the stock, not the BTC. Strategy even said in its own filing that it expects to be removed.
So — is the removal already priced in, and $BTC reclaims $75K? Or does the headline panic the market back to $73K first?
Photo: MSCI BTC decision card
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Tonight, 3 AM PKT — MSCI decides Strategy's fate. In or out of its global indexes.
If MSTR is out, JPMorgan says ~$2.8B in forced selling hits the stock. Strategy holds 848,250 $BTC C — and $BTC is at ~$74,271, still BELOW Strategy's average cost of ~$75,450.
But here's the part most people get wrong: MSCI removing MSTR does NOT mean Strategy sells its Bitcoin. The selling hits the stock, not the BTC. Strategy even said in its own filing that it expects to be removed.
So — is the removal already priced in, and $BTC reclaims $75K? Or does the headline panic the market back to $73K first?
Photo: MSCI BTC decision card
Media in this message can be viewed in WhatsApp on a device that supports it.
