<p>TradingKey - 指數巨頭 MSCI 提議將持有大量加密貨幣的公司從其全球可投資市場指數中剔除，這一提議遭到了加密社區的強烈反對。摩根大通最新的研究報告也引發了不滿。</p>
<p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20251124/MSTR-909245034ed64d129e815277684dd5da.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1174" height="994" original-src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20251124/MSTR-909245034ed64d129e815277684dd5da.jpg"/></p>
<p>【來源：X】</p>
<p>MicroStrategy 創始人邁克爾·塞勒在週五立即作出回應，表示 MicroStrategy 不會被指數分類所定義，並保持建立全球首個數字貨幣機構的長期戰略。</p>
<p>與此同時，摩根大通最新的研究報告表明，如果 MicroStrategy 最終被退市，可能會引發 28 億美元的強制拋售。市場可能會解讀為摩根大通試圖加劇對 MicroStrategy 的負面情緒，而 MicroStrategy 本身已經在經歷下滑。</p>
<p>該報告引發了摩根大通的重大爭議，遭到了比特幣社區的激烈批評。MicroStrategy 的支持者弗雷迪·克魯格呼籲對這家金融服務巨頭進行 “抵制”，甚至將摩根大通稱為 “犯罪企業”。</p>
<p>比特幣倡導者和房地產投資者格蘭特·卡多恩宣稱：“我剛從摩根大通的銀行部門提取了 2000 萬美元，並因信用卡違規起訴他們。” 隨着在線抵制運動的加劇，比特幣支持者馬克斯·凱瑟也呼籲：“打倒摩根大通，購買 MicroStrategy 和比特幣。”</p>
<p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20251124/Fred-Krueger-2cb67150bcbc44c2a050ddbe4eaf14c4.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1154" height="1358" original-src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20251124/Fred-Krueger-2cb67150bcbc44c2a050ddbe4eaf14c4.jpg"/></p>
<p>MicroStrategy 的股票經歷了嚴重下跌，遠遠超過比特幣的跌幅，而比特幣本身已從 126,230 美元的峯值跌至近 80,000 美元。</p>
<p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20251124/BTC-MSTR-25190f1005ee424bb7ccac80eae3d6b5.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="2048" height="865" original-src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20251124/BTC-MSTR-25190f1005ee424bb7ccac80eae3d6b5.jpg"/></p>
<p>【比特幣和 MicroStrategy 價格曲線圖，來源：TradingView】</p>
<p>MicroStrategy 創始人塞勒在社交媒體上多次保持樂觀的語氣，表示：“波動性是中本聰（比特幣創始人）給予信仰者的禮物。如果比特幣每個月上漲 2%，且沒有波動，沃倫·巴菲特將擁有所有比特幣。”</p>
<p>正如 TradingKey 文章《MicroStrategy 股票分析》中所述，MicroStrategy 目前由於未違反《納斯達克-100 指數方法論》規定，安全地避免了被納斯達克-100 指數退市，即使在當前股價低迷的情況下。</p>
<p>MSCI 的提議在加密社區中引發了恐懼和不確定性。如果 MicroStrategy 被退市，可能會導致指數基金的大規模拋售，再次給剛剛開始復甦的比特幣蒙上陰影，並對全球數字資產國庫（DAT）公司造成災難性的拋售壓力。</p>
<p>注意：一種新興的公眾公司模式，其核心戰略是將數字資產（如比特幣）作為主要儲備資產，通過高槓杆投資放大回報。</p>
<p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20251124/Crypto-Fear-b07d832a6d234038a47782c6fbca7c98.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="2048" height="617" original-src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20251124/Crypto-Fear-b07d832a6d234038a47782c6fbca7c98.jpg"/></p>
<p>【來源：Coinmarketcap.com】</p>
<p>截至目前，CMC 加密恐懼與貪婪指數為 12，表明市場處於極度恐懼期。這表明任何稍微負面的消息都可能引發比特幣再次崩盤，導致 MicroStrategy 和比特幣價格的下行螺旋。</p>
<p>我們認為市場對摩根大通最新研究報告的反應仍然過度。如果由比特幣社區推動的抵制情緒繼續升級，摩根大通的股價可能會受到一定程度的影響，投資者應注意短期風險。</p>
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MSTR

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<p>MSCI 提議將持有大量加密貨幣的公司從其指數中剔除，遭到反對。摩根大通的報告指出，MicroStrategy 的退市可能引發 28 億美元的強制拋售，激起爭議和抵制呼聲。MicroStrategy 的股票大幅下跌。創始人 Saylor 依然保持樂觀。MSCI 的提議在加密貨幣社區引發恐慌，可能導致大規模拋售。CMC 加密貨幣恐懼與貪婪指數顯示極度恐懼。市場可能對摩根大通的報告反應過度，投資者應謹慎對待短期風險</p>

<p>TradingKey - Indexing giant MSCI's proposal to remove companies with significant crypto holdings from its global investable market indices is drawing strong opposition from the crypto community. JPMorgan's latest research report has also sparked discontent.</p>
<div class="lb-trans"><p>TradingKey - 指數巨頭 MSCI 提議將持有大量加密貨幣的公司從其全球可投資市場指數中剔除，這一提議遭到了加密社區的強烈反對。摩根大通最新的研究報告也引發了不滿。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20251124/MSTR-909245034ed64d129e815277684dd5da.jpg" alt="" original-src="https://resource.tradingkey.com/uploads/20251124/MSTR-909245034ed64d129e815277684dd5da.jpg"/></p>
<p>【Source: X】</p>
<div class="lb-trans"><p>【來源：X】</p>
</div><p>MicroStrategy founder Michael Saylor responded immediately on Friday, stating that MicroStrategy would not be defined by index classifications and maintains a long-term strategy to build the world's first digital currency institution.</p>
<div class="lb-trans"><p>MicroStrategy 創始人邁克爾·塞勒在週五立即作出回應，表示 MicroStrategy 不會被指數分類所定義，並保持建立全球首個數字貨幣機構的長期戰略。</p>
</div><p>Meanwhile, JPMorgan's latest research report suggests that if MicroStrategy is ultimately delisted, it could trigger $2.8 billion in forced selling. The market may interpret this as JPMorgan attempting to exacerbate negative sentiment for MicroStrategy, which is already experiencing declines.</p>
<div class="lb-trans"><p>與此同時，摩根大通最新的研究報告表明，如果 MicroStrategy 最終被退市，可能會引發 28 億美元的強制拋售。市場可能會解讀為摩根大通試圖加劇對 MicroStrategy 的負面情緒，而 MicroStrategy 本身已經在經歷下滑。</p>
</div><p>This report ignited significant controversy for JPMorgan, which faced fierce criticism from the Bitcoin community. MicroStrategy supporter Freddy Krueger called for a &#34;boycott&#34; of the financial services giant, even going so far as to label JPMorgan a &#34;criminal enterprise.&#34;</p>
<div class="lb-trans"><p>該報告引發了摩根大通的重大爭議，遭到了比特幣社區的激烈批評。MicroStrategy 的支持者弗雷迪·克魯格呼籲對這家金融服務巨頭進行 “抵制”，甚至將摩根大通稱為 “犯罪企業”。</p>
</div><p>Bitcoin advocate and real estate investor Grant Cardone declared, &#34;I just pulled $20 million from Chase [JPMorgan's banking arm] and sued them for credit card violations.&#34; As the online boycott movement intensified, Bitcoin proponent Max Keiser also urged, &#34;Take down JPMorgan, buy MicroStrategy and BTC.&#34;</p>
<div class="lb-trans"><p>比特幣倡導者和房地產投資者格蘭特·卡多恩宣稱：“我剛從摩根大通的銀行部門提取了 2000 萬美元，並因信用卡違規起訴他們。” 隨着在線抵制運動的加劇，比特幣支持者馬克斯·凱瑟也呼籲：“打倒摩根大通，購買 MicroStrategy 和比特幣。”</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20251124/Fred-Krueger-2cb67150bcbc44c2a050ddbe4eaf14c4.jpg" alt="" original-src="https://resource.tradingkey.com/uploads/20251124/Fred-Krueger-2cb67150bcbc44c2a050ddbe4eaf14c4.jpg"/></p>
<p>MicroStrategy's stock has seen a severe decline, far exceeding that of Bitcoin, as BTC itself has fallen from its peak of $126,230 to nearly $80,000.</p>
<div class="lb-trans"><p>MicroStrategy 的股票經歷了嚴重下跌，遠遠超過比特幣的跌幅，而比特幣本身已從 126,230 美元的峯值跌至近 80,000 美元。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20251124/BTC-MSTR-25190f1005ee424bb7ccac80eae3d6b5.jpg" alt="" original-src="https://resource.tradingkey.com/uploads/20251124/BTC-MSTR-25190f1005ee424bb7ccac80eae3d6b5.jpg"/></p>
<p>【BTC and MSTR Price Curve Chart, Source: TradingView】</p>
<div class="lb-trans"><p>【比特幣和 MicroStrategy 價格曲線圖，來源：TradingView】</p>
</div><p>MicroStrategy founder Saylor has repeatedly maintained an optimistic tone on social media, stating: &#34;Volatility is a gift from Satoshi [BTC's founder] to believers. If Bitcoin went up 2% every month with zero volatility, Warren Buffett would own all the Bitcoin.&#34;</p>
<div class="lb-trans"><p>MicroStrategy 創始人塞勒在社交媒體上多次保持樂觀的語氣，表示：“波動性是中本聰（比特幣創始人）給予信仰者的禮物。如果比特幣每個月上漲 2%，且沒有波動，沃倫·巴菲特將擁有所有比特幣。”</p>
</div><p>As previously stated in a TradingKey article MicroStrategy Stock Analysis, MicroStrategy is currently secure from being delisted from the Nasdaq-100 Index due to non-compliance with the《Nasdaq-100 Index Methodology》regulations, even amidst its current subdued share price.</p>
<div class="lb-trans"><p>正如 TradingKey 文章《MicroStrategy 股票分析》中所述，MicroStrategy 目前由於未違反《納斯達克-100 指數方法論》規定，安全地避免了被納斯達克-100 指數退市，即使在當前股價低迷的情況下。</p>
</div><p>The MSCI proposal is causing fear and uncertainty within the crypto community. If MicroStrategy were to be delisted, it could lead to massive sell-offs from index funds, once again casting a shadow over Bitcoin, which was just beginning to recover, and causing catastrophic selling pressure for Digital Asset Treasury (DAT) companies worldwide.</p>
<div class="lb-trans"><p>MSCI 的提議在加密社區中引發了恐懼和不確定性。如果 MicroStrategy 被退市，可能會導致指數基金的大規模拋售，再次給剛剛開始復甦的比特幣蒙上陰影，並對全球數字資產國庫（DAT）公司造成災難性的拋售壓力。</p>
</div><p>Note: An emerging public company model whose core strategy involves holding digital assets (such as Bitcoin) as primary reserve assets, amplifying returns through high-leverage investments.</p>
<div class="lb-trans"><p>注意：一種新興的公眾公司模式，其核心戰略是將數字資產（如比特幣）作為主要儲備資產，通過高槓杆投資放大回報。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20251124/Crypto-Fear-b07d832a6d234038a47782c6fbca7c98.jpg" alt="" original-src="https://resource.tradingkey.com/uploads/20251124/Crypto-Fear-b07d832a6d234038a47782c6fbca7c98.jpg"/></p>
<p>【Source: Coinmarketcap.com】</p>
<div class="lb-trans"><p>【來源：Coinmarketcap.com】</p>
</div><p>As of now, the CMC Crypto Fear &amp; Greed Index stands at 12, indicating a period of extreme fear in the market. This suggests that any slightly negative news could trigger another Bitcoin crash, leading to a downward spiral in prices for both MicroStrategy and Bitcoin.</p>
<div class="lb-trans"><p>截至目前，CMC 加密恐懼與貪婪指數為 12，表明市場處於極度恐懼期。這表明任何稍微負面的消息都可能引發比特幣再次崩盤，導致 MicroStrategy 和比特幣價格的下行螺旋。</p>
</div><p>We believe the market is still overreacting to JPMorgan's latest research report. If the boycott sentiment, fueled by the Bitcoin community, continues to escalate,JPMorgan'sstock price could be hit to some extent, and investors should be mindful of short-term risks.</p>
<div class="lb-trans"><p>我們認為市場對摩根大通最新研究報告的反應仍然過度。如果由比特幣社區推動的抵制情緒繼續升級，摩根大通的股價可能會受到一定程度的影響，投資者應注意短期風險。</p>
</div><p>Find out more</p>
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MSTR 是否會被移出納斯達克 100 指數？市場可能對摩根士丹利的最新報告解讀過度