FundstratアナリストのSean Farrell: ビットコインは年末に$100kに到達する + MSTR MSCI排除

Fundstrat analyst Sean Farrell has reiterated a bullish outlook for Bitcoin, projecting prices could touch the $100,000 threshold by the end of the year. This optimistic forecast comes amidst ongoing bond market volatility and a broader macroeconomic regime shift affecting global liquidity. Farrell points to structural demand and shifting monetary conditions as key drivers that could push the leading cryptocurrency higher. However, concurrent developments around MicroStrategy's potential exclusion from MSCI indices introduce complex governance and index-tracking dynamics. Institutional portfolios may need to adjust their holdings depending on the final index inclusion decisions. Balancing these macro headwinds and tailwinds will be crucial for crypto investors navigating the final months of the year.