Bitcoin-Heavy Strategy Faces Removal From Key MSCI Benchmarks

MSCI is set to drop Strategy (formerly MicroStrategy) from its global indices after October rule changes targeting companies that act more like investment vehicles than operating businesses. The firm’s heavy Bitcoin holdings put it squarely in the crosshairs.

The exclusion takes effect after U.S. markets close on November 30, 2026. MSCI’s preliminary review already flagged Strategy for removal under the new criteria.

Index-tracking funds and ETFs that follow MSCI benchmarks may therefore have to sell the stock, potentially adding pressure on the world’s largest corporate Bitcoin holder.

Based on information from cryptonews.net