Analysis: SpaceX's inclusion in the Nasdaq 100 index provides passive index investors with Bitcoin investment opportunities
According to Bitcoin Magazine, SpaceX officially joined the Nasdaq 100 Index on July 7, after the company disclosed that its balance sheet holds 18,712 bitcoins. JPMorgan estimates that this index rebalancing will drive approximately $4.3 billion in passive inflows into funds and ETFs that track the Nasdaq 100. This means that through corporate treasury channels, institutional capital has gained structural exposure to bitcoin.
After SpaceX's inclusion, the number of companies holding bitcoin in their treasury within the Nasdaq 100 has increased to three (SpaceX, Tesla, and Strategy). Analysts point out that the inclusion in the index creates demand driven by rules rather than active allocation, and the combination of bitcoin holdings with strong fundamentals can enhance a company's market visibility and liquidity. Currently, publicly listed companies collectively hold over 1.26 million bitcoins, and corporate bitcoin strategies are shifting from early experimentation to integration with mature financial infrastructure.




