吴说区块链
吴说区块链|10月 16, 2026 12:02
According to Wu Blockchain, CryptoQuant founder and CEO Ki Young Ju stated that despite MSCI's new rules potentially leading to the removal of MicroStrategy (MSTR) from global stock indices, Wall Street analysts remain optimistic. Citi, Barclays, and B. Riley have set target prices for MSTR at $240, $175, and $195, respectively. He believes the risk of MSCI removal mainly impacts passive fund flows, and the market has already priced in this expectation. Currently, more attention should be paid to MicroStrategy's approximately 1x mNAV, the performance of STRC preferred shares, and the role of dollar reserves in supporting dividends. On October 15, MSCI officially passed the non-operating company screening rules, putting digital asset treasury companies like MicroStrategy and Metaplanet at potential risk of removal. The final list of affected companies will be announced on November 11, with the new rules set to take effect after the market closes on November 30. https://www.(wublock123.com)/news/cryptoquant-ceo-wall-street-bullish-on-strategy-msci-removal-priced-in-70211
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