Messari’s 2026 Cryptocurrency Thesis: Power Struggles, Stablecoins, and Skepticism (Part Two) | Bee Network
LoginTrending NewsAI AgentsMeme LaunchpadDeSciTopChainExplorerFor Newbee100x CoinsBee GameEssential WebsitesMust-Have APPCrypto CelebritiesDePINRookies EssentialTrap DetectorBasic ToolsAdvanced WebsitesExchangesNFT ToolsWeb3 UniverseGamesDAppBee HiveGrowing PlatformADRecharge CoinsLoginWeb3 UniGamesDAppBee HiveADhomeAnalysisAnalysisWyattReport LinkRelated: Strategy strongly defends MSCI: DAT’s “identity defense battle”
The struggle over the development of the digital asset treasury (DAT) industry continues. In October, global index provider MSCI proposed excluding companies with digital asset holdings of 50% or more of their total assets from its global investable market indices. This move directly threatens the market position of digital asset treasury companies like Strategy, and could even reshape the capital flows of the entire digital asset treasury sector. According to data compiled by Bitcoin for Corporations, 39 companies may be excluded from the MSCI World Investable Market# Analysis# bitcoin# crypto# defi# ethereum# Exchange# Market# Token# ToolPre
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- These sections are less about where capital is flowing and more about where capital wants to flow, further exploring where value capture is quietly leaking away and why some long-held assumptions m...