Fundstrat's head of digital asset strategy, Sean Farrell, believes Bitcoin could reach $95,000 to $100,000 by year-end, though he doesn't expect new all-time highs this year. Farrell attributes this outlook to bond volatility spilling into equities and a broader regime shift favoring Bitcoin. He also discussed MSCI's decision to exclude Bitcoin treasury companies like Strategy (MSTR) from its indexes, expecting the exclusion but seeing limited impact on Strategy's returns, as the downside is likely already priced in.