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Strategy Just Lost Billions In Passive Demand

Full Episode: https://youtube.com/live/-jSGjdn7ZZ0 Strategy could be facing a major shift in how Wall Street supports its Bitcoin strategy. In this Bitcast Rip, Ben breaks down the potential consequences of Strategy bein...

2026-10-19

Episode notes

Full Episode:
https://youtube.com/live/-jSGjdn7ZZ0

Strategy could be facing a major shift in how Wall Street supports its Bitcoin strategy.

In this Bitcast Rip, Ben breaks down the potential consequences of Strategy being removed from major indexes, the estimated $2.8B in possible outflows, and what losing passive institutional demand could mean for MSTR.

They also look at Michael Saylor’s attempt to play the Wall Street game, why index inclusion mattered to Strategy’s model, and whether this changes the company’s ability to keep accumulating Bitcoin at scale.
Could losing this passive bid become a much bigger problem for Strategy?

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