MSCI Will Not Exclude Bitcoin Treasury Companies Like Michael Saylor's Strategy From Global Indexes MSCI Will Not Exclude Bitcoin Treasury Companies Like Michael Saylor's Strategy From Global Indexes https://bitcoinmagazine.com/featured/msci-will-not-exclude-strategy-index In a major development for Bitcoin-focused corporations and the broader digital asset ecosystem, global index provider MSCI has concluded its review of digital asset treasury companies (DATCOs) and https://www.msci.com/indexes/index-resources/index-announcements  excluding them from its flagship indexes. https://cms.zerohedge.com/s3/files/inline-images/MSCI-Will-Not-Exclude-Bitcoin-Tr.jpg?itok=pnNTVmtP MSCI said the current treatment of affected companies will remain unchanged for now, meaning DATCOs already included in MSCI indexes will stay included as long as they continue to meet existing eligibility requirements.  The index provider acknowledged feedback from institutional investors expressing concern that some digital asset treasury companies resemble investment funds, which are typically excluded from its indexes.  At the same time, MSCI said distinguishing between investment-oriented entities and operating companies that hold digital assets as part of their core business requires further research and market input.  As a result, MSCI said it plans to launch a broader consultation on the treatment of non-operating companies, while deferring any exclusions, additions, or size-related changes for DATCOs in the interim, according to the company announcement.  The move reverses fears that have swirled in financial and crypto markets for months that firms — like Strategy — holding a https://bitcoinmagazine.com/bitcoin-for-corporations/9-ways-msci-digital-asset-rule-could-undermine-index-neutrality  from widely tracked global equity benchmarks like the MSCI All Country World and Emerging Markets indexes. The proposal, first announced by MSCI late last year, would have effectively classified DATCOs — public companies with greater than 50 % of assets in digital assets — https://bitcoinmagazine.com/featured/strategy-msci-keep-dats-in-indexes?utm_source=chatgpt.com , and thus ineligible for inclusion in its core indices.  That framework had ignited fierce https://bmpro.substack.com/p/strategy-vs-msci-a-rule-change-that  from industry players and advocates. Strategy and bitcoin industry pushback against MSCI Strategy - the largest publicly traded Bitcoin treasury company - and other DATCOs had been at the center of the debate.  Strategy formally urged MSCI to scrap the proposal, https://bitcoinmagazine.com/featured/strategy-msci-keep-dats-in-indexes  that excluding firms based on asset composition alone would be “misguided,” “arbitrary,” and could destabilize index neutrality.  In an open letter to the MSCI Equity Index Committee, Strategy stressed that DATCOs are operating companies, not passive funds, and should not be judged solely on balance sheet Bitcoin holdings. Industry coalitions such as Bitcoin For Corporations https://bitcoinmagazine.com/news/bitcoin-coalition-pushes-back-against-msci-proposal-targeting-bitcoin-heavy-companies , framing the move as discriminatory and warning that exclusion could trigger billions in passive outflows and broader market dislocations. Analysts had projected potential https://bitcoinmagazine.com/news/strategy-could-see-billions-in-outflows The decision ends that uncertainty. It preserves the status of DATCOs within MSCI’s suite of indexes and avoids triggering index-linked passive selling that had loomed as a structural market risk. Market reaction was swift: shares of digital asset heavyweights including Strategy saw immediate relief buying. https://cms.zerohedge.com/s3/files/inline-images/2026-01-07_02-56-42.jpg?itok=jN6Ju81n Shares of MSTR jumped over 7% after the news broke in after hours trading.  https://cms.zerohedge.com/users/tyler-durden Wed, 01/07/2026 - 08:05 https://www.zerohedge.com/crypto/msci-will-not-exclude-bitcoin-treasury-companies-michael-saylors-strategy-global-indexes