Analysis · Nov 2, 2026 15:08 UTC

institutional desks is the overlooked driver of basis compression: reading the Strategy (MSTR) tape

Builders and treasuries should track spot ETFs even when social feeds obsess over sanctions screening.

Put beside current chatter on “Strategy (MSTR) Adds 811 Bitcoin, Strive (ASST) Follows Suit With 124 as Both Keep Stacking,” the incentive problem looks clearer.

In that environment, patience is a position, not a slogan.

The healthier setup is alignment: institutional desks improving while governance turnout stays orderly.

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