Post
Chang 丶
MSCI 把比特币金库型公司剔除规则定了——名单约11/11，约11/30收盘后生效。
按经营资产筛，再套财务比率；报道模拟点名 Strategy、Metaplanet 一类。Strive 公开喊过：先把「经营资产」定义清楚，别把结构化金融一刀切成投资载体。
要紧的不是猜股价，是被动指数能不能继续拿这类敞口——通道规则一变，股票端流动性先抖，不等于链上立刻甩币。
置信度：中｜披露/媒体（MSCI 规则报道 + Strive 公开信）。过审名单≠已剔除，11/11 再对表。你们更盯名单还是盯被动资金反应？$BTC #
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