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Drops Analytics Drops Analytics @drops_analytics · 616K subscribers
Post #8418 1.53K
🚨 MSCI just set the date. Bitcoin treasuries can be kicked out of its indexes.

New rules apply after the close on Nov 30. The list of flagged firms drops on Nov 11. In MSCI's May test run, two big names were on it:

🔥 Strategy: 848,249 BTC ($69.65B), +$5.30B in profit
🔥 Metaplanet: 44,000 BTC ($3.61B), −$864M underwater

Metaplanet paid ~$96.9K per coin. BTC trades at $82.1K.

Current members get a buffer: they're out only if they fail the screen in two annual filings in a row. That makes Nov 11 the day to watch.

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