According to @BullTheoryio, MSCI confirmed it will keep Bitcoin treasury companies such as MicroStrategy (MSTR) in its indexes, removing forced-selling risk that fueled prior FUD and easing fears linked to the October 10 drawdown narrative (source: @BullTheoryio on X, Jan 7, 2026). According to @BullTheoryio, MSCI also changed its index methodology so that when these companies issue new shares, the index will not increase share count, eliminating the automatic passive purchases that index trackers previously had to make on new issuance (source: @BullTheoryio on X, Jan 7, 2026). According to @BullTheoryio, the author’s example shows that a 20M-share issuance at $300 once implied about $600M of forced index-tracker demand, but now it implies zero incremental passive buying, which reduces capital-raising capacity for additional BTC purchases and explains why BTC and MSTR did not spike on the headline (source: @BullTheoryio on X, Jan 7, 2026).