Quote from: BTCETFInvestor on September 04, 2025, 04:52:14 PM

Quote from: OgNasty on September 04, 2025, 03:06:16 PM

I’d feel a little better if we were melting up to the news or no news about MSTR tomorrow. The fading price makes me think the ‘somebody knows something’ indicator is saying we won’t get an S&P500 inclusion tomorrow. Hopefully we’re just seeing selling as people don’t want to bet on this and the decision hasn’t leaked.

It's interesting that Wall Street veteran Josh Mandell firmly thinks the S&P 500 committee has already decided that Strategy will be included in the S&P 500, and that only an announcement confirming it is due tomorrow.

The other candidates - AppLovin Corp., Robinhood Markets Inc. and Carvana don't have the same high-tech flavor as Strategy like the committee’s recent inclusion of Coinbase Global Inc., the largest US cryptocurrency exchange, and Jack Dorsey’s fintech payment firm, Block Inc. which definitely signals a recognition of the growing footprint of the digital-asset class. 90+% chance MSTR will be added.

https://x.com/Vivek4real_/status/1963479705857786263?t=bnoaNx6da37xWtIFKZS4yw&s=19

Major asset manager Strive back on August 14, 2025 said MSTR was just one S&P 500 Index committee meeting away from entry, which has now already taken place. Many on Wall Street expect MicroStrategy (MSTR) to be announced as an addition to the S&P 500 on Friday, September 5, 2025 with a 96% likelihood Strategy will be in the September rebalance.

So, what does Strategy's inclusion to the S&P 500 mean for Bitcoin?

When MSTR joins the S&P 500, it would boost institutional demand for Bitcoin by giving passive funds indirect exposure and potentially increasing the stock's price beyond Bitcoin's performance, leading to higher Bitcoin prices as the funds buy MSTR shares and potentially more capital flows into crypto. The inclusion would also symbolize the growing mainstream acceptance of Bitcoin as a digital asset. Passive funds tracking the index would be forced to scoop up nearly 50 million shares, worth around $16 billion at current prices, according to an analysis by Stephens Inc. For Strategy's Michael Saylor, whose relentless capital raising has funded a balance sheet holding roughly $70 billion in Bitcoin, the milestone would mean institutional validation of a strategy long dismissed by skeptics as reckless, while turning the likes of pension funds into indirect crypto holders in one fell swoop.