#Strategy拟转型数字信贷并遭MSCI剔除

Best winning play combo through the end of September: 1) Stack Robinhood Chain winners and chill 2) Short MSTR Hmm. That's it.

🚨 UPDATE: Michael Saylor says Strategy’s$BTCCredit model uses a 10% BTC ARR case to track credit spreads and undercollateralization risks.

NEW: Michael@Saylor's@Strategylaunches a public$BTCCredit model showing credit spreads, undercollateralization risks and$BTCfloor prices across its $53.5B in reserves and $21.95B in debt and preferred stock.

Strategy CEO: Bitcoin Accumulation to Resume This Year According to FOX Business, Strategy CEO Phong Le@phonglestated that the company plans to resume accumulating Bitcoin later this year, despite recent sales of portions of its holdings that drew market scrutiny. Le noted that Strategy has purchased around 175,000 Bitcoin since the beginning of the year while selling roughly 7,000 BTC, making its buying volume about 25 times greater than its sales. He emphasized that proceeds from recent sales were used to support preferred stock dividends, share repurchases, and US dollar reserves, and the company will return to buying more Bitcoin throughout the course of the year.

Just when I thought $MSTR couldn't possibly become more leveraged and convoluted...

Vanguard raised its$MSTRstake to $3.16B and increased its$BMNRholdings. Norway’s sovereign wealth fund bought $88M worth of$BMNR. Smart money is accumulating because they know the next$BTC&$ETHcycle will be WILD.

🚨 LATEST: Strategy opposes MSCI’s proposed index rules that could exclude MSTR, says “Bitcoin doesn’t need MSCI. Neither does Strategy.” https://t.co/lQCC8wJIJ4

A new MSCI proposal would remove Strategy from their indices, leading to billions in passive selling due to forced rebalancing as well as a loss of passive demand for $MSTR. The timeline is: -Feedback until September 30th -Decision by October 16th -Implementation in November https://t.co/QaT6z8hlyt

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.

Interesting ... Saylor hasn't posted an orange dot chart this week, just this info on $STRC. Does this mean we aren't going to get hints on Sunday anymore or does it mean that Strategy did nothing last week?