Strategy tells MSCI ‘Bitcoin doesn’t need you’ as $2.8 billion index risk hangs over MSTR

Strategy faces a renewed threat of removal from major MSCI equity indexes under a broader screening proposal that could trigger an estimated $2.8 billion in passive selling.

MSCI opened a consultation this month on rules designed to identify “non-operating companies” through their financial statements.

The firm noted that applying the proposed methodology to the MSCI ACWI IMI using May 2026 data would have resulted in three deletions, including Michael Saylor-led Strategy, Tokyo-listed Bitcoin holder Metaplanet, and London-listed uranium investor Yellow Cake.

Strategy pushed back against the premise of MSCI’s proposal, arguing that index providers should reflect markets rather than influence corporate asset allocation.

It said:

“MSCI’s proposal puts it out of step with regulators, markets, and its own customers. Bitcoin doesn’t need MSCI. Neither does Strategy.”

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