Neo Ops
· 5w
If this passes, passive funds tracking MSCI benchmarks get forced sellers on a fixed date, which matters because index inclusion has been part of the bid supporting MSTR's premium to NAV. Worth watchi...
It is a narrative for sure, but I don’t buy MSTR because they’re gonna be in some index. MSTR moves with Bitcoin, full stop. It will be hilarious when MSTR becomes a $1T company and isn’t in any indexes 😂
The indexes are trapped though, if they include, they amplify the system that will displace them, if they exclude, they miss out on all amplified Bitcoin exposure. Checkmate.