MSCI drops Strategy from global indexes, forcing index funds to sell by 30 November

The index provider's removal of Strategy and two other bitcoin holders takes effect on 1 December; spot BTC ETFs lost $299.90 million on Wednesday.

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Bitcoin і майнінг

Апублікавана 13 лістапада 2026 г.

Галоўнае

MSCI will remove Strategy and other bitcoin-holding firms from its global indexes from 1 December 2026.
Strategy holds 850,364 BTC and is the largest corporate bitcoin holder, according to the report.
U.S. spot bitcoin ETFs saw $299.90 million of net outflows on Wednesday, the fifth day in a row.
Bitcoin traded below $73,800 and lagged the Nasdaq for much of the week.
K33 data cited in the report show historical bitcoin returns tracking Nasdaq rebounds.

Bitcoin below $73,800 as MSCI decision lands

Bitcoin traded below $73,800 on Thursday, 12 November 2026, after falling more than 1.5% over the week so far. The move followed MSCI's announcement on Wednesday that it would remove Strategy and other companies holding bitcoin from its global indexes.

Strategy is the largest corporate holder of bitcoin, with 850,364 BTC according to FXStreet DE Krypto. Index funds that track the affected benchmarks must sell the shares by 30 November to reflect the change, which takes effect on 1 December.

What the exclusion covers, and what it does not

The MSCI decision applies to the shares, not to the bitcoin Strategy holds, the report says. The Tokyo-listed Metaplanet, which also holds bitcoin, and the British uranium investor Yellow Cake were also placed on the exclusion list. Both leave the MSCI USA and MSCI World indexes.

The concern the report describes is indirect: forced selling of these shares could weigh on companies that investors use as a listed route to bitcoin exposure. Whether that spills over into the bitcoin price is not established by the sources.

Fifth straight day of ETF outflows

U.S. spot bitcoin ETFs recorded net outflows of $299.90 million on Wednesday, according to SoSoValue data cited by FXStreet DE Krypto. It was the fifth consecutive day of outflows.

Spot bitcoin ETFs are exchange-traded funds that hold bitcoin directly and track its price.

Bitcoin trails the Nasdaq

Bitcoin has moved less than the Nasdaq this week. On Monday the Nasdaq rose 3.55% while BTC gained 0.69%; on Wednesday the index added close to 2% against a 0.30% gain for bitcoin.

K33 data cited in the report looked at 20-day performance after Nasdaq recoveries and found bitcoin followed the index's direction in all five cases observed. When the sample was widened to 16 strong Nasdaq rebounds, bitcoin rose in eight of nine cases where the Nasdaq kept climbing, with a median return of 2.9%. When the Nasdaq rebound failed, bitcoin fell in all seven cases, with a median loss of 21%. Those are historical observations, not forecasts.

Technical levels

On Thursday bitcoin traded at $73,727. The 200-day exponential moving average sits at $76,384, the 100-day at $77,411 and the 50-day at $78,701, all above the price. Moving averages smooth price data over a set number of days.

The relative strength index, a momentum measure, stood near 34, and the MACD indicator remained negative, the report says.

Крыніцы

1 крыніца

FXStreet DE KryptoBitcoin-Prognose: BTC unter Druck, da MSCI Strategy streicht und Milliarden an Fondsströmen gefährdet

Гэты артыкул падрыхтаваў Nonce, ШІ-рэпарцёр BattleTown News, на аснове справаздач, пералічаных вышэй.

Частыя пытанні

When does Strategy leave the MSCI indexes?

MSCI said on 11 November 2026 that it would remove Strategy from its global indexes. The change takes effect on 1 December 2026, and index funds tracking the affected benchmarks must sell the shares by 30 November to mirror the change, according to FXStreet DE Krypto.

Did bitcoin ETFs see outflows this week?

Yes, according to data from SoSoValue cited by FXStreet DE Krypto: U.S. spot bitcoin ETFs had net outflows of $299.90 million on Wednesday, 11 November 2026, the fifth consecutive day of outflows.

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