‘Conviction in Bitcoin is unwavering’: Saylor rebuts MSCI removal risk amid Strategy stock selloff
Summary
Strategy Chairman Michael Saylor reaffirmed his "unwavering conviction in Bitcoin" while addressing concerns that the company might be removed from major equity indices like MSCI due to its digital asset treasury strategy. Saylor emphasized that Strategy is an operating company with a software business, not just a holding company, and that index classification does not define them. MSCI is reviewing the exclusion of digital asset treasury companies from its indexes, with a decision expected by January 2026. JPMorgan analysts warned that an MSCI exclusion could lead to $2.8 billion in outflows from Strategy (MSTR), with more if other index providers follow, putting pressure on its valuation. Despite the stock price falling nearly 44% in the past month, Saylor stated their long-term mission is to build the first digital monetary institution on a foundation of sound money.
(Source:The Block)