MSCI’s Silent Reclassification: Why the Bitcoin Treasury Thesis Faces Its First Institutional Stress Test
The crowd sees a moon; I see a model. On August 12, 2025, MSCI released a...
Stress Test related articles
The crowd sees a moon; I see a model. On August 12, 2025, MSCI released a...
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Neutral
Market Sentiment
Block reward halving event
Block reward reduced to 3.125 BTC
Independent validator client goes live on mainnet
Team and early investor shares released
92 million ARB released
Improves data availability sampling efficiency
Raises validator limit and account abstraction
Circulating supply increases by about 2%
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$76,573.7 |
| 1 |
Ethereum
ETH
|
$2,452.23 |
| 1 |
Solana
SOL
|
$101.36 |
| 1 |
BNB Chain
BNB
|
$734.9 |
| 1 |
XRP Ledger
XRP
|
$1.3 |
| 1 |
Dogecoin
DOGE
|
$0.0817 |
| 1 |
Cardano
ADA
|
$0.2019 |
| 1 |
Avalanche
AVAX
|
$7.6 |
| 1 |
Polkadot
DOT
|
$1.07 |
| 1 |
Chainlink
LINK
|
$11.37 |