Frank Giustra warns Bitcoin may drop amid 2026 treasury risks; MSCI delisting odds 75%

Mining executive Frank Giustra said Bitcoin could trade lower in 2026 if corporate treasuries unwind their holdings. Grayscale's 2026 outlook argues any unwind would have limited market impact, while Polymarket assigns a 75% chance to an MSCI delisting by Q1 2026 and one trader highlights $74k as a potential area where the correction may ease.