MSTR Rallies As MSCI Backs: Is 2026 of BTC Institutional Supercycle?

Shares of Strategy Inc (MSTR) moved higher Wednesday after MSCI reversed plans to remove crypto-treasury firms from its global indexes, easing fears of forced institutional selling. Institutions are buying 76% more BTC than miners are producing, creating a supply deficit. 1. With MSCI’s reversal, does MSTR regain its appeal for institutional portfolios? 2. If Bitcoin pushes toward $150K, is current crypto exposure still underpriced? 3. Looking ahead to 2026, do you favor Bitcoin proxies like MSTR, spot ETFs, or miners?

I'll keep a spoon in my Moet 😏
avatarECLC
01-11 22:09
Single most important variable for crypto may be supply and demand issue.
avatarMHh
01-11
I think the single most important variable for crypto in the next year is policy. Crypto is no longer that separate an asset class like stock. It is still back to supply and demand and unlike stocks, crypto do not have fundamental growth potential. The value rose as it gets more scarce. Although it has some use cases, that has yet to fully take off to drive further demand and the price. So, if the US government shifts gears to be less pro-crypto, sentiment and demand will drop. Crypto will be less in demand and liquidity will drop especially with the current already high price that can be prohibitive. Given the volatile nature of crypto, I doubt institutional and retail investors will allocate large portions of their portfolio as many will also keep an eye on policy and the global ec
avatarIsleigh
01-10

🚀 MSTR Rallies as MSCI Backs Crypto

Is 2026 the Start of a Bitcoin Institutional Supercycle? MicroStrategy (MSTR) jumped after MSCI reversed its decision to remove crypto-treasury companies from major global indices. At first glance, this looked like a technical change. In reality, it was much bigger. ✅ It removed the risk of forced institutional selling ✅ It reassured passive and index funds ✅ It kept MSTR viable as a Bitcoin proxy inside traditional portfolios At the same time, institutions are now buying 76% more Bitcoin than miners are producing — creating a clear structural supply deficit. This is not a short-term trade. This is a positioning shift. 🏛️ 1. Does MSTR Regain Institutional Appeal? Before MSCI's reversal, MSTR sat in an awkward middle ground: Too crypto for traditional mandates Too equity-like for pure Bitco
🚀 MSTR Rallies as MSCI Backs Crypto
avatarL.Lim
01-09
The important variable would have to be political sentiment. The huge rally that happened when trump was sworn in, happened because he projected the right signals. Although it is starting to look like a pump and dump where he infected hype to get attention and make a quick buck, then pulled the rug and proceeded off to his next  get-rich scheme. With the abandonment, some investors likely decided to give up, having entered because they thought there would be sustained efforts to hype crypto up from the white house. I think MSTR is overvalued
avatarkoolgal
01-09
🌟🌟🌟While the halving of Bitcoin used to be the main event, the single most important variable for 2026/2027 is accelerated tokenisation. Tokenisation is a revolutionary process that transforms the ownership rights of physical or digital assets into a "digital token" on a blockchain (a secure, shared digital ledger). Why accelerated tokenisation in 2026?  This is driven by the institutional giants like Morgan Stanley & BlackRock. 1. Instant Liquidity: Tokenisation eliminates slow, manual process. 2.  Fractional Ownership: It makes high value assets accessible to everyone. 3. Automation & Efficiency: The "tokens" are programmable.  That means they can automatically pay dividends or enforce trading rules without a costly intermediary like a broker. 4.  The Stablec
avatarAxekay
01-09
The single most important variable for crypto in the next year is extent of regulatory support $Coinbase Global, Inc.(COIN)$
hard to value MSTR. it just follows BTC price movement and does not else as a company. now it's at Analyst lower end price range. it's going to the weekly 200ma too. so it's probably safer to buy now than previously. bottom is coming for it to pump again.
MSTR's performance has been positively influenced by MSCI's decision not to exclude crypto-treasury firms from its indexes, alleviating immediate institutional selling pressure. However, the stock still faces long-term challenges, including significant declines from its 52-week high and ongoing scrutiny from MSCI regarding the classification of DATCOs. The company's reliance on Bitcoin's price and its capital-raising strategies remain key factors for investors to consider.
avatarShyon
01-09
From my perspective, crypto isn’t running out of time, but it is running out of political certainty. The single most important variable in the next year is U.S. liquidity and policy execution, not narratives. The CLARITY Act matters less for symbolism and more as proof that pro-crypto rhetoric can translate into durable regulation. The broken 4-year Bitcoin cycle confirms a regime shift, not structural weakness. Bitcoin has evolved from a supply-shock trade into a liquidity-driven asset, reacting more to real rates, ETF flows, and dollar liquidity than halvings. Sideways or corrective p

MSTR Undervalued or NOT? Ray Dalio Said Crypto Policy Window May Be Less Than One Year

Global index provider MSCI announced it will maintain its current treatment of so-called “crypto treasury companies.” This means firms like $Strategy(MSTR)$ — which hold Bitcoin as a core asset — are not being removed from major indexes, for now.On the news, MSTR rebounded 6% this week. Some investors now argue: MSTR may already be near its downside floor.However, Ray Dalio, founder of Bridgewater Associates, warns that crypto is being repriced by U.S. political cycles.output0.pngIs Crypto Running Out of Time?2026 U.S. midterm elections are approaching. Prediction market Polymarket shows a 79% probability that Democrats regain the House in 2026If that happens, today’s pro-crypto policy momentum could fade quickly.The most important variable is th
MSTR Undervalued or NOT? Ray Dalio Said Crypto Policy Window May Be Less Than One Year
But still dropping  [Happy]  
With risk on,QE and a reduced interest rate,coupled with the upcoming American Birthday and taxes being reduced, ABTC may do extremely well going forward.
Bitcoin reflects risk on .
Will be looking to trade the range on IBIT. Considering to short BTC as well, not for profits just as a hedge. Net outflows. 
Is Tom Lee back with his predictions?  His $BitMine Immersion Technologies Inc.(BMNR)$ better start moving. Need Ethereum to start pumping.  I'm selling once it goes to ATH 

Bitcoin $250K Might See Longer Consolidation Phases Before Rapid Up

Bitcoin has recently broken above $91,000 and briefly tested ~$94,000 — a sign that bullish momentum persists in the short-term price action, but volatility remains pronounced (intraday swings of thousands of dollars). $CME Bitcoin - main 2601(BTCmain)$ In this article, we would like to make grounded analysis addressing the questions about bullish momentum, the $250K target, and likely timing. Is the Bullish Momentum Still Present? Short-term momentum: • A break above $90K–$94K can be interpreted as bullish in the near term, showing buyers are stepping in above key resistance zones. • However, the market has shown significant volatility, including notable sell-offs and range trades below prior all-time highs. Longer consolidation phases often
Bitcoin $250K Might See Longer Consolidation Phases Before Rapid Up
avatarKrull
01-07
Watch $Strategy(MSTR)$  and $BitMine Inc.(BMNR)$  rise today after MSCI confirms that it will NOT exclude digital assets treasury companies from its indexes.  BULLISH !!! https://www.investing.com/news/stock-market-news/strategy-stock-surges-6-after-msci-decides-against-excluding-crypto-firms-4433541
🚨🚨🚨Market performance today, January 6, 2026, is largely defined by a "security-first" rally. Global equity indices are hitting record highs as investors prioritize defense, energy, and safe-haven assets following significant geopolitical shifts in South America. 📈 Stock Market Summary Global markets are shrugging off geopolitical risks, with several major indices reaching fresh milestones:  * US Markets: The Dow Jones hit a new all-time high (~48,977), and the S&P 500 rose above 6,900. Gains are led by energy giant Chevron and defense stocks like Lockheed Martin and Northrop Grumman.  * Europe: The FTSE 100 surpassed the 10,000 mark for the first time, while Germany’s DAX hit a record high of 29,916.  * Asia: Performance was mixed. Japan's Topix reached a record high, b
avatarWeChats
01-06
Bitcoin is Waking Up Quietly — Which Proxy Play Offers the Best Risk/Reward? Bitcoin is creeping back up, yet the retail crowd seems unusually quiet. While the timeline is flooded with other noise, BTC has been silently reclaiming key levels. For active traders, this "quiet accumulation" phase is often the most profitable entry point before the masses return. But here is the dilemma: do you buy the coin directly, or do you play the equities for potentially higher beta? If you don't have a crypto wallet or want to leverage the volatility through the stock market, the ecosystem has evolved significantly. It’s no longer just "buy MSTR and pray." We now have distinct sectors: The HODLers, The Builders, The Exchanges, and the Hybrid AI plays. Here is how I am categorizing the opportunities righ