GM to the winners club. Crypto Nutshell Pro #92 screamin’ in… 🐐🥜

If you’re new here, each Crypto Nutshell Pro is broken down into 2 sections:

The goal?

Help you understand exactly where we are in the cycle.

By now, you should have read through the following page: Read This First

(Click the button at the bottom of the page to continue the welcome series - there are 4 pages in total to read)

These give you a broad overview of the Crypto Nutshell Pro Portfolio and how we’re looking to play the second-half of this bull run.

And in case you missed last weeks Nutshell Pro, you can check that out here.

Now, let’s jump in…

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Please note that this information is exclusive to Crypto Nutshell Pro members, so refrain from sharing it. You are free to use it as you wish—whether as a starting point for your own research, as a tool to enhance your research skills, or simply to track how things unfold.</sub>

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Bitcoin slipped back to $63,000 this week, down about 1% after fresh inflation data came in as expected and Bitcoin ETFs logged their first two-day outflow streak of August. Ethereum is holding near $1,870, still outperforming on the month.

That makes it week ten inside the same trading range. On the surface, nothing happened.

Underneath, something big did: the financial establishment started fighting back.

There's a famous Gandhi quote: "First they ignore you, then they laugh at you, then they fight you, then you win."

For years, Wall Street ignored crypto. Then it laughed at it. This week, two of the most powerful institutions in finance actively moved against it. That's stage three. And the whole point of the quote is what comes after.

Let's get into it. 👇

Quick explainer first. MSCI is one of the world's biggest index providers.

They build the "lists" of stocks (like the famous MSCI World Index) that trillions of dollars in pension funds and ETFs automatically copy. If your company is on the list, all that money must buy your stock. If you get removed, it must sell.

This week, MSCI proposed a new rule targeting "non-operating companies": companies whose value comes mostly from assets they hold rather than a business they run.

Their own simulation names the victims: Strategy and Metaplanet would be deleted from the global indexes. JPMorgan estimates that kicking Strategy out could force roughly $2.8 billion in automatic selling of MSTR stock.