Markets· ★★★★· bearish·

MEXC Ventures: Strategy's removal from MSCI indexes could weaken its bitcoin buying power

  • —MSCI will drop non-operating companies from GIMI; final list due Nov 11, changes effective Nov 30
  • —A May 2026 pilot flagged Strategy, Metaplanet and Yellowcake for potential exclusion
  • —Strategy holds 848,517 BTC worth $64.02B at an average purchase price of $75,446
  • —JPMorgan estimated up to $2.8B in passive outflows from Strategy's removal, $8.8B if other providers follow
Why it matters: Index exclusion would hit passive demand for Strategy shares and could weaken its ability to fund further bitcoin purchases.
Source: TokenPost