Strategy stock soars as MSCI pauses plan to drop digital asset treasury firms
Strategy stock surged after MSCI paused its plan to remove digital asset treasury firms from its benchmark indexes.Summary
Shares of Strategy (formerly MicroStrategy) rose over 6% in after-hours trading after MSCI announced it would not proceed with a proposal to remove digital asset treasury companies (DATCOs) from its benchmark indexes during the February 2026 review. This decision allows Strategy, which holds Bitcoin on its balance sheet, to remain in MSCI’s Global Investable Market Indexes for now. However, MSCI plans a wider consultation on classifying non-operating and investment-oriented companies, as some resemble ineligible investment funds. Until that review is complete, DATCOs holding digital assets equal to at least 50% of total assets will remain if eligible, but MSCI will freeze share count increases and defer upgrades. The initial proposal, introduced last October, had raised concerns about potentially triggering up to $8.8 billion in investment outflows and posed a risk to Strategy's stock performance and funding.
(Source：Crypto Briefing)