Reward 500 Tiger-coinsGlobal index provider MSCI announced it will maintain its current treatment of so-called “crypto treasury companies.” This means firms like $Strategy(MSTR)$ — which hold Bitcoin as a core asset — are not being removed from major indexes, for now.
On the news, MSTR rebounded 6% this week. Some investors now argue: MSTR may already be near its downside floor.
However, Ray Dalio, founder of Bridgewater Associates, warns that crypto is being repriced by U.S. political cycles.
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Is Crypto Running Out of Time?
2026 U.S. midterm elections are approaching. Prediction market Polymarket shows a 79% probability that Democrats regain the House in 2026
If that happens, today’s pro-crypto policy momentum could fade quickly.
The most important variable is the CLARITY Act, which would define:
Crypto market structure; Exchange regulation; Institutional legitimacy for digital assets
Political gridlock could delay it until 2027 or later. Even now, policy execution is not frictionless. Bitcoin Senator Cynthia Lummis who has also announced she will not seek re-election in 2026.
Another Shift: The Bitcoin 4-Year Cycle Has Broken
For the first time in 14 years, Bitcoin’s traditional 4-year halving cycle failed to repeat.
The year after the 2024 halving did not continue higher
2025 closed lower — unprecedented in prior cycles
This does not imply structural weakness. It reflects a regime change:
Bitcoin has shifted from a supply-shock-driven asset to a liquidity-sensitive, macro-driven asset.
Today, BTC responds more to: dollar liquidity & real rates, ETF flows, institutional allocation and global economic cycles
Leave your comments to win tiger coins!
“The single most important variable for crypto in the next year is ____.”
MSTR is undervalued/overvalued.
Comments
被打破的4年比特币周期证实了政权转移，而不是结构性弱点。比特币已经从供应冲击交易演变为流动性驱动的资产，对实际利率、ETF流量和美元流动性的反应比减半更大。横盘或修正阶段现在反映的是宏观状况，而不是论文的失败。
关于MSTR $Strategy(MSTR)$ ，我认为相对于其作为杠杆比特币代理的作用而言，估值合理如果BTC企稳，MSTR可能接近底部，但有意义的上涨取决于流动性的恢复和持续的机构流入。
@Tiger_comments @TigerStars @TigerClub
目前停留在90,000美元至91,000美元左右，但保持支撑感觉很稳固。如果势头增强并且没有发生重大宏观冲击，价格可能会上涨至9.5万至10万美元。
MSTR：交易价格接近160美元左右，对BTC具有超级杠杆作用。如果比特币振作起来，预计会反弹至175美元至190美元，但要注意波动性。
MSTU：2x MSTR beast在失事后价格在10美元左右。前方剧烈摇摆；BTC的好日子可能会让它大幅飙升，坏日子可能会很快压垮它
动量和ETF流量将比新闻更能推动它。不是财务建议——明智交易！
我认为MSTR被高估了
Tokenisation is a revolutionary process that transforms the ownership rights of physical or digital assets into a "digital token" on a blockchain (a secure, shared digital ledger).
Why accelerated tokenisation in 2026? This is driven by the institutional giants like Morgan Stanley & BlackRock.
1. Instant Liquidity: Tokenisation eliminates slow, manual process.
2. Fractional Ownership: It makes high value assets accessible to everyone.
3. Automation & Efficiency: The "tokens" are programmable. That means they can automatically pay dividends or enforce trading rules without a costly intermediary like a broker.
4. The Stablecoin Sink: As assets are tokenised, they often need stablecoins to settle transactions immediately.
Exciting times are ahead for the crypto market!
@Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger
Regarding MSTR.US, it exhibits characteristics of both a potential value opportunity (trading at low P/B, high analyst targets) and a high-risk asset (eroding competitive advantage, financial losses, leverage, and regulatory overhang). Its valuation is intrinsically tied to Bitcoin's price but is also discounted by its operational risks and costs. Therefore, a simple "undervalued" or "overvalued" label is not appropriate; it is a specialized, high-beta instrument whose appeal depends heavily on an investor's specific views on Bitcoin's future, tolerance for leverage, and assessment of corporate execution risk.
Check them in the history - “community distribution“