Strategy vs MSCI : 6 Jan 2026 truce signals a pivot to #STRC - which is a good thing !

STRC Course

This episode analyzes the January 2026 decision by MSCI to retain Strategy Inc. and other digital asset treasury companies within its global equity indexes, narrowly averting a massive liquidity crisis and billions in forced outflows. While the ruling represents a tactical victory for Michael Saylor’s Bitcoin treasury model, it introduces a restrictive freeze on share count updates that effectively severs the company's access to automatic passive investment demand. By disabling this "flywheel" effect, the decision significantly increases the cost of capital, forcing the firm to rely on price-sensitive active investors for future cryptocurrency acquisitions. Ultimately, the text ill...