Subramanyan
01-06

Personally I feel the target of $250k is just too optimistic. It hinges on institutional adoption and other factors that could disrupt the traditional four-year market cycle. Whether this will happen is debatable. The broader macro-economic landscape, including U.S. Fed  interest rate policy and global liquidity will heavily influence Bitcoin. So, I feel while there is a strong long-term bullish case for Bitcoin driven by structural factors it could be about $150k+ if it stabilises & consolidates. Else it could also correct address bit.

MSTR Rallies As MSCI Backs: Is 2026 of BTC Institutional Supercycle?
Shares of Strategy Inc (MSTR) moved higher Wednesday after MSCI reversed plans to remove crypto-treasury firms from its global indexes, easing fears of forced institutional selling. Institutions are buying 76% more BTC than miners are producing, creating a supply deficit. 1. With MSCI’s reversal, does MSTR regain its appeal for institutional portfolios? 2. If Bitcoin pushes toward $150K, is current crypto exposure still underpriced? 3. Looking ahead to 2026, do you favor Bitcoin proxies like MSTR, spot ETFs, or miners?
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