‘Not that important to us’ — Saylor downplays MSCI’s plan to drop Strategy

MSCI will proceed with its plan to delete Strategy, Metaplanet, and other crypto treasuries from its Global Investable Market Indexes. The firm announced the move after finishing its month-long consultation process on the proposal to exclude "non-operating companies." During the consultation window, Bitcoin treasury firms, including Strategy and Strive, opposed the proposal. Even TD Cowen backed the two firms, arguing that their digital credit operations using Bitcoin holdings as collateral make them “operating firms.” The final list of firms to be delisted will be made available on 11th November 2026, as part of the November index review. MSCI will discontinue, effective with the November 2026 index review, the interim measures announced on October 10, 2025 in respect of the preliminary list of companies whose digital asset holdings represented 50% or…

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