MicroStrategy replaces MSCI: A potential rule change that could shake up the corporate era of Bitcoin

Compilation: Plain Blockchain

News Highlights

• Retail Miner Miracle: An amateur Bitcoin miner wins with a 1.8 in one hundred million chance, earning a block reward of $265,000.
• Saylor’s Warning: Michael Saylor warns that if MicroStrategy is clearly removed from the MSCI index, serious consequences will follow.
• Central Bank Updates: Coinbase believes the European Central Bank may follow Czech’s experiment.
• Legal Litigation: Calls to pardon the Samurai developers suggest that legal loopholes will be restored.
• Video Analysis: Using on-chain data to predict market cycle bottoms and tops.

Price Trends

Despite some short-term fluctuations, Bitcoin’s price remains flat this week, down only 1.5% compared to last week.

Figure 1: Bitcoin Price Range Fluctuations Over the Past Week

This is mainly due to current market anxiety and a lack of catalysts to push prices in any direction. Over the past 12 months, Bitcoin has fallen by -14.71% as year-end results approach.

Figure 2: Bitcoin Performance Over the Past 12 Months

From a technical perspective, although the support level (green area in the lower chart) we emphasized a few weeks ago still holds, the current rebound appears somewhat weak. If the price revisits the $85,000 support level, it will not be a bullish signal.

Figure 3: 1-Year Moving Average Target

To return to a bull market, the target remains at $100,000, which is also where the 1-year moving average is located. The 200-week moving average continues to rise, currently at $56,400. If the price falls to this level, it should provide support.

Breaking News: MicroStrategy Responds to MSCI Rules

MicroStrategy has officially challenged MSCI’s proposal. The proposal states that if a company’s digital assets exceed 50% of its total assets, it will be excluded from global stock indices. In a letter to the MSCI Equity Index Committee, MicroStrategy warns that such a rule would incorrectly categorize operating companies as investment tools, thereby distorting the neutrality of the index.

MicroStrategy argues that Digital Asset Treasury Companies operate to promote capital market activities rather than passive funds; they actively manage assets through stock financial and reporting tools to generate returns for shareholders. The company also warns that rigid asset ratio thresholds could lead to index instability, forcing companies to enter or exit benchmarks simply due to price movements or changes in fundamentals.

Currently, MicroStrategy remains the publicly listed company holding the most Bitcoin and continues to increase its holdings. This advantage is clearly visible in the “Treasury Tracking Chart”:

Figure 4: MicroStrategy (black line) Leading in Bitcoin Holdings

The company emphasizes that energy, real estate, and other asset-intensive industries are often penalized for holding dominant asset classes. Analysts cited by MicroStrategy expect that if the proposal passes, it could trigger potential forced sell-offs totaling up to $2.8 billion.

Amid the debate, influenced by macroeconomic uncertainties, Bitcoin briefly dropped below $88,000 over the weekend. Despite the pullback, MicroStrategy CEO Michael Saylor hinted at further Bitcoin accumulation, boosting the company’s long-term confidence.

Since MicroStrategy adopted the “Bitcoin Standard,” its stock performance has surpassed Nvidia, despite recent price corrections. However, MicroStrategy still maintains an astonishing 1,327% increase.

Figure 5: MicroStrategy’s Performance Since Adopting Bitcoin Strategy

As digital assets increasingly appear in government policies and corporate asset holdings, MicroStrategy urges MSCI to allow market structures to evolve naturally rather than impose premature restrictions on this emerging sector.

The outcome of this debate could trigger shockwaves in the market and potentially influence Bitcoin’s price performance over the coming months. This is definitely a dynamic to watch closely.

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