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...
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Greed
Market Sentiment
Team and early investor shares released
Block reward halving event
Circulating supply increases by about 2%
Improves data availability sampling efficiency
92 million ARB released
Independent validator client goes live on mainnet
Raises validator limit and account abstraction
Block reward reduced to 3.125 BTC
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$76,563.3 |
| 1 |
Ethereum
ETH
|
$2,366.1 |
| 1 |
Solana
SOL
|
$98.26 |
| 1 |
BNB Chain
BNB
|
$683 |
| 1 |
XRP Ledger
XRP
|
$1.32 |
| 1 |
Dogecoin
DOGE
|
$0.0808 |
| 1 |
Cardano
ADA
|
$0.1936 |
| 1 |
Avalanche
AVAX
|
$7.1 |
| 1 |
Polkadot
DOT
|
$0.8447 |
| 1 |
Chainlink
LINK
|
$11.01 |