NotSoEasyMoney@NotSoEasyMoneyX
·3.4K views·twitter
Is this another blow to the DAT / treasury company debate?
I've been long outspoken as NOT a fan of these.
Why would I not just buy the underlying asset?
Morgan Stanley Capital International is considering removing BOTH Microstrategy and Metaplent...
2 of the largest Bitcoin treasuries.
Completely removed, due to a proposal that cites them as 'non-operating companies'
Saylor of course fired back.
Sure, they don't NEED MSCI, but the added liquidity, trading volume, and capital flow in and out is extremely positive for price action and the various assets under Strategy.
Personally, they get removed, its not the best situation for Strategy or Metaplanet.
181110
3.4K views
01AI 解读
AI Quick Read
KOL指出MSCI可能因‘非运营公司’标签剔除MicroStrategy和Metaplanet。尽管Saylor反驳，但KOL认为此举将削弱流动性、交易量及资本流入，对这两家公司及BTC价格构成短期负面压力，重申其对BTC Treasury模式的不看好。
02Stance & Sentiment Analysis
−0.4
−0.4
Bearish −1.0Neutral 0Bullish +1.0
Sentiment Strength+0.6
Conviction+0.8
Technical Depth+0.5
Subjectivity+0.7
Urgency+0.6
Originality+0.4
03Market Impact Attribution
若MSCI正式剔除，MSTR及METAPLANT可能面临短期抛压和流动性折价，进而对BTC价格产生轻微负面拖累，但长期基本面影响有限。
BTC / MSTR / METAPLANT price action around tweet
BTC
EVENT · Post published
1H Before
$63,107.66
04:05
At Tweet
$63,113.65
05:05
30MIN After
+0.08%
1H After
+0.08%
24H After
-0.08%
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