- Bitcoin’s Breakout coincided with the inclusion of MSTR in the Nasdaq-100, which activated a 5x rally in MSTR stock.
- Can S&P 500 inclusion replicate (or even surpass) the Nasdaq effect?
Back in December 2024, when Strategy (formerly MicroStrategy) joined the Nasdaq-100, the stock left and collected about 5x as Bitcoin [BTC] Pushed past $ 100k. That run -up gave the company more fuel to stack even more BTC.
Now, with speculation Building around a potential S&P500 recording, questions of investors: could this be the next structural catalyst for MSTR, and by expansion, another wave from top for Bitcoin itself?
How the index story of MSTR Bitcoin’s path continues to form
It is five years since the Bitcoin strategy started to stack, but it was only in the “Trump -Pomp” that the company really got in the spotlight as BTCs unofficial champion.
Between November and December 2024 alone, MSTRM carried out eight strategic purchases with a total of 194,000 BTC, so that a parabolic increase in its shares to a record high of $ 543 was fueled at the end of November.
Despite a 50% drawing in the first quarter, the strategy actually kept aggressive accumulation, on average three BTC purchases per month.
From now on the company has 592,345 BTC, with non -realized profits of around $ 21.3 billion, accounting for 2.8% of the 21 million covered delivery of Bitcoin.
Source: Bitgo
According to Ambcrypto, this would not have played the same without the Nasdaq-100 announcement of MSTR at the end of December 2024.
That movement gave strategy more exposure and gave Bitcoin a serious push in the company in the spotlight.
Fast-forward to today, and you can see the wrinkle effect: the number of public companies that hold Bitcoin More than doubled In the past year, 151 is now affected.
Is MSTR with S&P500 in sight for round two?
The Nasdaq-100 is full of technical names.
The S&P500? It is a very different beast and much more influential. It follows 500 of the largest American companies in every large sector, think energy, health care, finance and more.
Compare that now with the ‘beautiful seven’. Despite their dominance in technology, none of them has integrated Bitcoin into their balance sheets. Shareholders proposals have in fact been consistently rejected.
This is where the potential absorption of the strategy in the S&P500 becomes a structural biting. When it comes in the S&P500, this would be the first “Bitcoin-Central” balance that is displayed in the index.
And the market watches.
Social chatter around MSTR simply reaches its highest level in three months, which shows that the hype is not just not over the stock. Instead, it is about what it could mean for the place of Bitcoin in the large competitions.
Source: X
With MSTR outperformant Top-tier activa on annually, sitting on massive non-realized profits and holding one of the largest BTC stock, sets the tone.
That 151 count of public companies that keep Bitcoin? It can just be the beginning. Another controversial list can be the spark that pushes Bitcoin even deeper into the company’s mainstream.