MSCI's new index rules put Strategy at risk of removal starting November 30
- —MSCI's new non-operating company rules take effect at the close of November 30, 2026
- —JPMorgan estimates removal could trigger about $2.8 billion in passive selling of Strategy shares
- —Index-tracking funds hold nearly 3.1% of Strategy's shares, per JPMorgan
- —Metaplanet and Yellow Cake were also flagged; MSCI publishes its final list on November 11
Why it matters: Removal from MSCI indexes could force $2.8 billion in price-insensitive selling and test the entire bitcoin treasury company model.
Source: Crypto Briefing