It's really encouraging to see the MSCI finally acknowledge that balance sheet composition shouldn't arbitrarily disqualify healthy operating companies.
Taking that $15B "forced selling" overhang off the table is a massive relief for the mid-term structure, as it prevents a mechanical dump from passive funds that would have devastated liquidity. It effectively validates the "Bitcoin Treasury" model as a legitimate corporate strategy rather than a red flag.
However, while this removes a major bearish catalyst, I’m skeptical it's enough to teleport us to $100k on BTC$BTC. We’re still battling he
Taking that $15B "forced selling" overhang off the table is a massive relief for the mid-term structure, as it prevents a mechanical dump from passive funds that would have devastated liquidity. It effectively validates the "Bitcoin Treasury" model as a legitimate corporate strategy rather than a red flag.
However, while this removes a major bearish catalyst, I’m skeptical it's enough to teleport us to $100k on BTC$BTC. We’re still battling he
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