Bitrue sees Bitcoin crash unlikely from MSCI’s removal of Strategy alone
MSTR•Bitrue Research Institute said a Bitcoin crash driven solely by MSCI’s removal of Strategy is unlikely. JPMorgan estimated $2.8 billion in potential MSTR index-fund outflows, rising to $11.6 billion if other index providers follow.
1. Removal and potential outflows
MSCI’s removal of Strategy takes effect after the close on November 30, 2026. Index funds would sell MSTR shares, not Bitcoin. JPMorgan estimated $2.8 billion in potential MSTR index-fund outflows, with another $8.8 billion possible if other index providers follow.
2. Bitcoin price drivers
Bitrue identified inflation, rate-hike expectations and ETF outflows as stronger Bitcoin price drivers. Spot Bitcoin ETFs lost $1.28 billion in the week to November 6. The institute put key support at $72,000 and then $70,000; reclaiming $78,000–$80,000 would likely require renewed ETF inflows and softer inflation.
