Large coin-holding companies迎来a breathing space: analysis of the policy shift

【Crypto World】Recently, good news has been circulating—an index compilation agency will not temporarily exclude digital asset management companies. As a result, the stock prices of related listed companies holding large amounts of Bitcoin have surged, rising nearly 6% after hours. It sounds quite encouraging, but industry insiders are not so optimistic.

Some professionals point out that this is more like a “pause button” rather than a final turnaround for digital asset companies. What is the key issue? The deeper contradiction that non-operational companies are excluded from the index has not been resolved. In other words, the current relief may only be a temporary measure.

The topic of Bitcoin and digital assets has always been entangled with the attitude of the traditional financial system. This time, the softened stance of the index institution indicates that market pressure is indeed having an effect, but how long it can last depends on the subsequent regulatory and policy developments. For these large coin-holding companies, they can breathe a short-term sigh of relief, but in the long run, they still need to prepare for their digital asset allocations and compliance status.