Fundstrat's Sean Farrell Sees Bitcoin Hitting $100K by Year-End, Discusses MSCI Exclusion

Bitcoin Magazine

Fundstrat Analyst Sean Farrell: Bitcoin to $100k by Year End + MSTR MSCI Exclusion

What could Bitcoin reach by the end of the year? Sean Farrell, Fundstrat's head of digital asset strategy, is optimistic. He does not anticipate new record highs in the coming months, but he suggests a range of $95,000 to $100,000 is achievable before year-end. He discusses how bond market volatility is affecting equities, why the short-term outlook is unclear, and why the larger structural shift continues to benefit Bitcoin.

Chapters:
0:00 – MSCI's Decision on Excluding Bitcoin Treasury Companies
0:36 – Why Sean Farrell Expects Exclusion but Sees Limited Impact on Strategy
1:43 – Exclusion vs. Inclusion: Upside Catalyst or Nothing Burger?
2:28 – Why the Downside Is Priced In and What Could Spark Upside
3:17 – How MSCI Exclusion Could Affect STRC's Return to Par
4:09 – Strategy's $1.5B STRC Buyback and the Daily Dividend Vote
5:40 – Reading Today's Selloff and Reversal in Bitcoin Treasury Stocks
6:20 – Why the Macro Regime Is "Heads I Win, Tails You Lose" for Bitcoin
7:16 – Treasury Buying, Financial Repression and Rising Liquidity
8:43 – Sean Farrell's Bitcoin Outlook: $95K to $100K by Year-End

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