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Fundstrat Analyst Sean Farrell: Bitcoin to $100k by Year End + MSTR MSCI Exclusion

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Fundstrat Analyst Sean Farrell: Bitcoin to $100k by Year End + MSTR MSCI Exclusion

Bitcoin Magazine

Fundstrat Analyst Sean Farrell: Bitcoin to $100k by Year End + MSTR MSCI Exclusion

Where is Bitcoin headed by year-end? Fundstrat’s head of digital asset strategy, Sean Farrell, says he’s constructive. He doesn’t expect new all-time highs this year, but he sees 95K–100K as possible before year-end. He explains how bond volatility is spilling into equities, why the near term is murky, and why the bigger regime shift still favors Bitcoin.

Chapters:
0:00 – MSCI’s Decision on Excluding Bitcoin Treasury Companies
0:36 – Why Sean Farrell Expects Exclusion but Sees Limited Impact on Strategy
1:43 – Exclusion vs. Inclusion: Upside Catalyst or Nothing Burger?
2:28 – Why the Downside Is Priced In and What Could Spark Upside
3:17 – How MSCI Exclusion Could Affect STRC’s Return to Par
4:09 – Strategy’s $1.5B STRC Buyback and the Daily Dividend Vote
5:40 – Reading Today’s Selloff and Reversal in Bitcoin Treasury Stocks
6:20 – Why the Macro Regime Is “Heads I Win, Tails You Lose” for Bitcoin
7:16 – Treasury Buying, Financial Repression and Rising Liquidity
8:43 – Sean Farrell’s Bitcoin Outlook: $95K to $100K by Year-End

, Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.



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