MSCI just dropped some spicy new rules that could boot Michael Saylor’s Strategy right off those big global stock indexes 🖤 because they see it as a non-operating vibe now. They confirmed this week the company would get axed from its Global Investable Market Indexes.
Going After Those Non-Operating Companies 💀
This whole thing kicks in at the close of November 30 2026 during their November index review fr. The shift comes after MSCI floated excluding firms where digital asset bags hit 50% or more of total assets. Strategy straight up opposed that earlier idea too lmao. In their reply the BTC treasury crew argued these rules are basically targeting digital asset treasury plays under fresh wording. They also questioned how MSCI even defines non-operating companies since that term has zero footing in US GAAP or IFRS or any real legal setup. Strategy kept it real saying their Bitcoin ops totally count as an operating segment under US rules after chats with SEC staff 🔮.
Is The Exclusion Hit Really Overstated 🦇
They warned MSCI’s move is sneaking policy calls into index building which could wreck the neutral vibe investors expect. Strategy straight up asked them to scrap the whole proposal. The fresh rules hit companies acting like investment funds or passive vehicles already locked out of indexes. It starts with checking for solid operating assets and if that fails then five financial ratios kick in covering expenses cash flow asset value shifts and outside funding reliance. Fail at least four and you’re out 👻. MSCI added safeguards to stop constant index flips so current members gotta fail two years running before removal. A May 2026 test flagged Strategy Metaplanet and Yellow Cake for possible cuts. JPMorgan said exclusion might spark around 2.8 billion in outflows from MSTR but commentator Adrian Morris called that claim overstated 🌙. He thinks any forced selling hits trading flow at rebalances not some full market dump and MSTR has enough liquidity to soak it up without drama. This feels like a quick ripple not an existential threat to MSTR at all 🕸️.
Just another echo from the void by iconofsin.eth 💖
