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MSCI to drop Strategy from its stock index under new criteria
The index provider's revised rules could remove the bitcoin treasury company from a benchmark tracked by large passive funds.
Key takeaways
- MSCI will exclude Strategy from its stock index, CriptoNoticias reported on 11 November 2026.
- The change follows new MSCI criteria that the report links to billions of dollars at stake.
- Michael Saylor defended the company's model, according to the report.
- The report says the decision raises questions for other companies holding crypto on their balance sheets.
Strategy loses its place in the index
MSCI will remove Strategy, the software company that holds a large bitcoin position, from its stock index, CriptoNoticias reported on 11 November 2026. The report ties the exclusion to new criteria set by the index provider.
The article says the move puts billions of dollars at stake. It does not give the size of Strategy's weighting in the index or the amount of money that tracks it.
Michael Saylor, the company's co-founder and a public face of its bitcoin strategy, defended the model, according to the report. The article does not quote him directly.
Why an index exit matters
Index providers such as MSCI set the lists that many funds follow. When a company leaves an index, funds that track that index must adjust their holdings, which can affect demand for the stock.
CriptoNoticias frames the decision as a broader question for the sector: companies that hold crypto assets on their balance sheets now face index rules written with such holdings in mind. The report does not say which other companies could be affected or when the change takes effect.
What is not yet known
The report does not state the exact MSCI criteria that triggered the exclusion, the date of the removal, or whether Strategy plans to appeal or restructure. It also does not say whether MSCI has commented publicly on the decision.
Strategy's own response beyond Saylor's defence of the model is not described in the source.
Sources
3 reports- CriptoNoticiasMSCI excluirá a Strategy de su índice bursátil y amenaza miles de millones de dólares
- CriptoNoticiasStrategy fuera del MSCI: mercado debate entre «un gran golpe» y un «impacto descontado»
- CriptoNoticiasTodo lo que debes saber sobre la expulsión de Strategy del MSCI
This article was prepared by BattleTown Newsroom from the reports listed above.
Frequently asked questions
What did MSCI decide about Strategy?
According to CriptoNoticias, MSCI will exclude Strategy from its stock index under new criteria. The report does not give the effective date.
How much money is affected?
The report says billions of dollars are at stake but does not give a specific figure for Strategy's index weight or for assets tracking the index.
This story is for information only. It is not financial, investment or legal advice. Disclaimer
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