Susana Muhamad

[SoSoValue @SoSoValueCrypto]

Why is Bitcoin dropping today?

There’s been a lot of noise trying to link the move to MSCI’s DAT rules.
But pinning today’s selloff on that is just retroactive storytelling.
A price drop does not trigger forced BTC liquidation for these companies, and the proposal itself came out in October.

What actually stands out is the last few months: DAT stocks have been sliding while their mNAV keeps getting squeezed.
The premium these vehicles used to carry is being erased
and the pattern has little correlation with BTC’s own trend.

SoSoValue researchers broke this disconnect down in detail.
Join the discussion on TokenBar: 👇
https://t.co/4OBZjxEmpK
#BTC #Bitcoin #SoSoValue

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