Wochenrückblick #150 - Bitcoin fällt unter 80k, MSCI-Entscheidung zu Strategy und Metaplanet, Haltefrist-Abschaffung wird unwahrscheinlicher
Summary
This weekly review covers Bitcoin's price volatility following hotter-than-expected US inflation data, noting its relative strength compared to the Nasdaq. The episode details MSCI's decision to exclude Strategy and Metaplanet from its indices, prompting Michael Saylor to defend Strategy's operational status. Additionally, it discusses Metaplanet's new convertible bonds, Strive's launch of a new preferred stock, and positive signals from the German Bundestag hearing on retaining the crypto holding period.
Topics discussed
Intro: Bitcoin price drop below $80k on inflation data
Bitcoin recovery to $82k and relative strength vs tech
US Spot ETF outflows lower than previous week
Hotter-than-expected US CPI and PPI inflation data
Fed rate cut odds and falling US Treasury yields
Bitcoin decoupling from Nasdaq 100 correlation narrative
MSCI proposal to classify Bitcoin treasury companies
Strategy and Metaplanet likely removed from MSCI indices
Market reaction and sell pressure on Strategy stock
Michael Saylor defends Strategy's operating status
Outlook for MSCI exclusion and other index providers
Metaplanet raises $330M via convertible bonds
Strive launches new preferred stock SETZ
Comparison of Strive and Strategy capital structures
Strategy buys more Bitcoin and repurchases SDRC
German crypto tax reform: Petition committee hearing
CDU criticism and potential delay of tax reform
US Crypto Council departures and Bitcoin reserve plans
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