2198: CF Benchmarks Targets $1.4M Bitcoin as MSCI Triggers $15B Shakeout

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CF Benchmarks now views Bitcoin as a core portfolio staple, projecting a $1.4 million BTC price target by 2035 as institutional adoption, liquidity expansion, and global integration accelerate. The long-term thesis strengthens even as short-term volatility shakes weak hands.

At the same time, MSCI’s new crypto treasury rules could force up to $15 billion in selling, creating what many see as a classic institutional shakeout - pressure now, positioning later. Historically, these periods have marked accumulation phases ahead of major structural moves.

Meanwhile, Bitcoin ETFs recorded $457M in inflows, signaling early positioning by institutions, while U.S. CPI inflation just hit its lowest level since 2021, adding fuel to the macro tailwind narrative.

This episode breaks down why short-term pain and long-term upside are colliding - and how Bitcoin continues transitioning from speculative asset to global portfolio cornerstone.

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