Will Strategy's flywheel break?

Hey, it’s Marc.

Everyone is watching Bitcoin’s chart, but JPMorgan is watching the index committees. The bank warns MicroStrategy faces a silent, structural threat: expulsion from global equity benchmarks. [NEWS]

This would trigger billions in forced selling, crush the Net Asset Value (NAV) premium, and effectively end the Digital Asset Treasury model. The infinite money glitch might be over.

Let’s unpack.