2026-01-07 17:25:41

MSCI's decision to exclude newly issued MSTR shares from its weighting may seem like a constraint, but it's largely symbolic. The real mechanism persists: whenever MicroStrategy stock appreciates—driven by its concentrated Bitcoin holdings—passive index funds automatically trigger purchasing flows regardless of the weight adjustment. The relationship between Bitcoin price movements and forced equity inflows through MSTR remains intact.

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GasOptimizer

· 01-10 05:03

It's a wake-up call. The MSCI weight adjustment is essentially a smokescreen; based on data constraints, the actual capital flow remains unchanged... Arbitrage opportunities for passive funds still exist, and whenever BTC price moves, it automatically triggers MSTR buy orders. The efficiency model of this mechanism has not been broken at all. Not worth calculating.

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MEVSandwichMaker

· 01-09 16:42

Nah, this move with MSCI is just a smokescreen; the real buying power is still there... As long as BTC rises, MSTR has to go up. Passive funds simply can't stop.

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GamefiGreenie

· 01-07 17:55

MSCI's move seems to be a restriction but actually doesn't do much; capital flow is just so-so. When BTC rises, MSTR has to rise too. Passive funds still have to buy... To put it simply, it's just changing a weight number, and the real arbitrage chain can't be broken at all.

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StopLossMaster

· 01-07 17:55

Well, the MSCI move is actually useless; the capital flow has long been embedded in the code. MSTR's rise is synonymous with passive funds bottom-fishing.

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RektDetective

· 01-07 17:40

When BTC surges, MSTR follows suit. MSCI's recent moves are just armchair strategizing. Passive funds are still buying aggressively; frankly, it's just a different way to harvest retail investors.

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OnChainSleuth

· 01-07 17:39

Haha, MSCI is just on paper; the real money will still flow in... As long as BTC rises, passive funds will have to buy MSTR, it's unavoidable.

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RugResistant

· 01-07 17:38

MSCI's move is just for show; the actual arbitrage logic remains untouched... As long as MSTR rises, passive funds will keep buying aggressively, and no matter how the weights are adjusted, it can't be stopped.

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GateUser-26d7f434

· 01-07 17:34

MSCI's approach is basically just for show; the real effect comes from passive funds automatically buying in. As long as Bitcoin rises, MSTR has to go up; this logic can't be changed at all.

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