K A L E O交易者
▼ 看跌There's a good chance $MSTR is included on the list of MSCI removals published tomorrow, which will go into effect at the end of this month. My take: Usually when something is fairly predictable, the news is already priced in. MSCI finalized its new index eligibility rules on October 15th. The rules now exclude non-operating companies from its indexes. #Bitcoin has steadily bled off since then. Why? If MSTR is removed from MSCI indexes, JPMorgan estimated it could force ~$2.8 billion of selling from MSCI tracking funds. Strategy is the largest public holder of BTC by a wide margin. This obviously brings back the question from this summer of whether this could put Strategy in a position where they're short on cash and forced to sell BTC to cover obligations, since MSTR is their main source of raising funds. Where I believed that was possible this summer, I don't believe it's very likely at all anymore. This summer we were still debating whether or not Strategy would stay true
