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?