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.
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1/ MONAD’s token sale exploded at launch… then slowed to a crawl. We’re now halfway through the sale window — and it’s nowhere near full. @monad
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$HYPE has been officially added to $DEFI.ssi — following a review by the SSI Index Committee.
The committee recognized $HYPE’s measurable progress in decentralization and infrastructure - including the launch of HyperEVM L1, validator expansion, and permissionless perps via HIP-3 - meeting the criteria for DeFi sector classification.
This inclusion strengthens $DEFI.ssi’s representation of the evolving DeFi landscape and enhances portfolio balance across market cycles.
@HyperliquidX