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MSTR getting into MSCI? Market's only betting 35% on the Jan 15 call. Here's the thing—S&P went discretionary route and passed. MSCI? Different game. They run GICS classification, which MSTR already checks off.
February calls are pricing this at 2:1 odds. Feels more like a coin toss to me. If it happens, we're talking $23B in passive money hunting for a home. That kind of inflow doesn't whisper—it screams. Premium's baked in, but is it enough?