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Bitcoin Magazine· 2025-12-23 00:43
RT Bitcoin For Corporations (@BitcoinForCorps)📺 The Bitcoin For Corporations ShowEpisode 21 now live — hosted by @BitcoinPierreMSCI is considering a rule change that could remove #Bitcoin treasury companies from global equity indexes. In this episode, BFC Managing Director, @GMekhail, breaks down the mechanics, what’s at stake, and how companies & investors can respond.00:00 – Why MSCI Raised Alarm05:12 – MSCI, Indexes, and Why They Matter10:03 – The 50% Bitcoin Threshold15:06 – Operating Companies or Not?2 ...
Peter Schiff Questions Strategy's Inclusion In Global Equity Indexes After JPMorgan's Warning: Bitcoin Bull Michael Saylor Calls Report 'Alarmist'
Yahoo Finance· 2025-11-24 19:31
Core Viewpoint - Economist Peter Schiff criticized Strategy Inc. (NASDAQ:MSTR) as a "highly leveraged" Bitcoin investment, questioning its legitimacy as a real operating business and its inclusion in global equity benchmarks [1][3]. Group 1: Company Performance and Market Position - Strategy Inc. risks delisting from major equity indices like the MSCI World Index and Nasdaq 100 due to ongoing sell-offs, with JPMorgan analysts estimating that approximately $9 billion of its $50 billion market value is tied to passive funds tracking these indices [2]. - The potential removal from the MSCI could lead to about $2.8 billion in passive outflows, significantly impacting the company's market position [2]. - The stock has experienced a decline of over 40% in the last month and 62% from its record highs earlier this year, primarily due to Bitcoin's ongoing decline [5]. Group 2: Criticism and Defense - Schiff argues that passive index funds should not be required to purchase MSTR's stock, emphasizing that it should not have been included in the indices in the first place [3]. - Michael Saylor, the founder of Strategy, defended the company against JPMorgan's report, labeling it as "alarmist" and suggesting that the estimated figures regarding potential outflows are exaggerated [4]. - Schiff has previously stated that MSTR would have been better off investing in other assets, noting that despite spending over $48 billion on Bitcoin in the past five years, the company's total paper profits are less than 17% [5].