Real Vision: Finance & Investing Trading the Markets: January 07, 2026 | Kris Bullock and Nico Brugge
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Jan 7, 2026 Kris Bullock, an experienced market analyst, joins Nico Brugge to dive deep into the crypto market. They discuss the Miami Crypto Gathering, highlighting community engagement and exciting plans. Kris explains MSCI’s evaluation and its potential impacts on digital asset treasuries, alongside predictions for miners pivoting towards AI. The duo examines hedge fund dynamics, ETF trends, and Bitcoin price targets, revealing an optimistic market outlook despite current uncertainties. Tune in for valuable trade strategies and insights on initial market reactions!
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MSCI Shift Removes Passive Bid
- MSCI nearly delisted companies with >50% digital-asset treasuries but then stopped short of removal.
- The decision removes a passive bid while keeping existing treasuries intact, changing market mechanics.
Share Cap Breaks The Issuance Flywheel
- The share-count cap lets funds ignore new share issuance, breaking the issuing-buying-buying-Bitcoin flywheel.
- That removes a structural source of passive demand that previously amplified Bitcoin buys.
DATs To Fade; ETFs And Sovereigns Rise
- Public DATs will likely fade as the incentive to issue shares for funding Bitcoin purchases disappears.
- Expect a structural pivot from DATs to ETFs and sovereign/industrial participants over time.