2026-01-07 01:22:14

Last Tuesday after the market closed, a piece of news caused the stock prices of related listed companies to rise nearly 6%—MSCI announced it would temporarily suspend plans to remove digital asset reserve companies from its indices. However, how long this positive development can last remains uncertain.

Lance Vitanza from TD Cowen is not entirely optimistic. He admits that this progress is indeed unexpected, but whether it is a victory for the defenders or just a temporary pause remains to be seen. Nevertheless, he remains bullish on this stock, giving a buy rating and a target price of $500.

A more aggressive view comes from Benchmark analyst Mark Palmer. He believes MSCI’s decision has given this company a chance to breathe, and the argument against removal seems to have played a role. However, he also clearly points out that MSCI’s overall direction to consider delisting non-operational asset companies has not changed, which means there will be more stories to tell. He sets a target price of $705 for the stock, with a similar buy stance.

From the current perspective, the market’s focus remains on the core issue: do companies holding digital assets qualify as operational entities? The true turning point will come when MSCI makes its final decision.

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TokenToaster

· 16m ago

Temporarily putting aside ≠ Completely giving up, that's the real issue here --- Another delaying tactic, there will still be more bickering later --- 500 or 705, anyway it's all about betting on how MSCI defines this matter --- Are digital asset companies considered operating entities? Haha, I've been asking this question for over a year --- Is good news coming so soon? It feels like a storm before the calm --- Mark's target price of 705 might be a bit overly optimistic --- Wait, will MSCI really change its stance? I don't believe it --- How long this can last depends on whether someone continues to cause trouble afterward

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AirdropDreamer

· 21m ago

I'm just afraid this is MSCI's delaying tactic; the real axe hasn't fallen yet.

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Degen4Breakfast

· 1h ago

Just a delaying tactic, wait for the moment of being slashed.

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GateUser-00be86fc

· 01-07 14:42

6% increase? Ha, it's the same game again. Let's wait until the actual decision day to see. --- MSCI is just a bluff; a temporary suspension does not mean permanent exemption. Sooner or later, we will have to face it. --- 500 or 705, in the end, it's all about betting on how MSCI will define this matter. --- It's just a delaying tactic; capital is just buying time. --- The power to define operational entities is in someone else's hands. This deal is too risky. --- I'm optimistic, but I want to know whether institutions are bottom-fishing or making a final push before reducing their positions. --- Just taking a breather for now; the MSCI decision won't change the overall trend. --- It's a bit ironic that even a suspended plan can rise by 6%. Has the market really become this hungry? --- The core issue is still the definition problem. Right now, all opinions are driven by gambler psychology.

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LiquidityWizard

· 01-07 01:42

Just a delaying tactic, waiting for the next round of elimination.

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PretendingToReadDocs

· 01-07 01:41

Pause ≠ Turn Around, is MSCI giving a chance to breathe or fishing for big gains in the long run?

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OnchainDetective

· 01-07 01:32

It's just a temporary delaying tactic. According to on-chain data, the fund flow of such companies has already been problematic for a while.

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UncommonNPC

· 01-07 01:31

Put on hold for now = Still have to wait, anyway it's still up in the air.

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RiddleMaster

· 01-07 01:23

Just a delaying tactic, in the end, the MSCI folks will have to make a decision. --- $705? Dream on, let's see how MSCI defines operational entities first. --- This is the Schrödinger's positive news—up 6% and can't sit still. --- Anyway, I don't believe in temporary suspension; sooner or later, something will happen. --- The core issue is just this one, wait for the final decision. Currently, all-in are just gamblers. --- Mark Palmer is much more aggressive than Vitanza, $705 vs $500, that's quite a gap. --- Holding digital assets is considered an operational entity? What's the logic behind that, it's hilarious. --- The last chance to catch a breath might be the final madness. Do you guys not have a sense of what's going on?

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