Crypto Banter

MicroStrategy + MSCI: Bitcoin Price Is WRONG! [Must Watch]

Jan 8, 2026
There's a surprising twist in how the market reacted to MicroStrategy's news. Despite major positive signals from MSCI's decision, Bitcoin and MicroStrategy shares seem stagnant. Ran explains the potential collapse of crowded bearish trades that could spark a shift later. He questions the sustainability of MicroStrategy's new capital model, drawing comparisons to Ponzi-like mechanics. The discussion highlights how passive investing impacts market dynamics and previews an intriguing bullish thesis for Bitcoin in 2026.
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INSIGHT

MSCI's Temporary Stay On DATCO Exclusion

  • MSCI decided not to exclude digital asset treasury companies from indices for now, but will consult broadly on non-operating companies.
  • This preserves current inclusion but signals future rule changes and more scrutiny of investment-like firms.
ANECDOTE

Behind-The-Scenes Investor Push

  • Ran recounts Michael Saylor thanking investors and the community after MSCI's decision reversal.
  • He suggests institutional shareholders likely lobbied MSCI behind the scenes to protect index inclusion.
INSIGHT

Share Freeze Curtails Capital Raising

  • MSCI will freeze share count increases for DATCOs when calculating index inclusion, blocking newly issued shares from raising index weight.
  • That rule limits how much capital these companies can raise via share issuance without losing index representation.
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