Part 8/13:
Strategy asserts that the U.S. government itself is pursuing initiatives that rely heavily on Bitcoin and blockchain infrastructure, citing proposals like the Bitcoin Reserve, retirement options, and efforts toward technology-neutral regulation. The firm warned that MSCI’s proposed exclusion could inadvertently favor centrally controlled alternatives like CBDCs (Central Bank Digital Currencies), which run counter to principles of permissionless innovation.
Broader Market Implications
The potential removal of Strategy from MSCI indices carries significant market consequences: