Regulation· ★★★★· bearish·

Bitcoin Policy Institute Examines MSCI Proposal to Exclude Crypto Treasury Firms From Indexes

  • —MSCI indexes benchmark $21 trillion in assets, so methodology changes can move billions
  • —MSCI's simulation would have excluded Strategy, Metaplanet and Yellow Cake
  • —Strategy said it does not trigger four of the five proposed financial-ratio flags
  • —A decision is expected by October 16, with changes effective in the November 2026 review
Why it matters: Exclusion from MSCI indexes would force tracking funds to sell Strategy and other crypto treasury stocks, pressuring their valuations.
Source: The Crypto Times