MSCI Is Dropping Strategy From Its Index, and the Exclusion Could Hit Its Bitcoin-Buying Machine

MSCI is dropping Strategy from its index, and the exclusion could hit its bitcoin-buying machine

Could MSCI's Strategy removal put more pressure on Bitcoin?

MSCI has confirmed the removal of Michael Saylor’s Strategy from its equity indexes as part of its November 2026 review, raising concerns that billions of dollars in potential stock sales could affect the company’s ability to continue buying Bitcoin. According…

MSCI to drop Strategy from global indexes, putting billions in fund inflows at risk

MSCI drops Strategy from its USA index, with passive funds due to sell by November 30

Strategy holds 850,364 bitcoin worth about $64 billion at cost, and JPMorgan has pegged forced selling from the MSCI deletion at $2.8 billion. Metaplanet and Yellow Cake are also out, while 17 other watchlist names, including SharpLink, stayed in.

Strategy Asks Shareholders to Email MSCI After Bitcoin Firm’s Index Removal

TLDR Strategy is asking shareholders to email MSCI and push back on its new index rule. MSCI will remove Strategy, Metaplanet and Yellow Cake from key indexes on December 1. Strategy says MSCI-tracking funds hold about 13 million shares, or 3.1% of its stock. JPMorgan earlier estimated up to $2.8 billion in selling, with $8.8 [...]