MSTR Stock In Focus: MSCI Prepares First Index Review Under New Crypto Treasury Rules

• MSCI will post the list of index additions and deletions on Wednesday.

• Last year, MSCI froze any increase in the index weighting of companies whose digital assets made up 50% or more of their total assets.

• Saylor responded by saying that the index classification doesn't define the company.

Strategy (MSTR) faces Morgan Stanley Capital International's (MSCI) November index review on Wednesday, the first under new rules that will make "non-operating companies" ineligible for the index provider's benchmarks.

MSCI will post the list of index additions and deletions shortly after 5 p.m. ET. Any changes will take effect at the close of November 30.

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Under MSCI's latest consultation, released in August, a simulation using May 2026 data showed Strategy would be one of three companies deleted from the MSCI ACWI IMI. Metaplanet and uranium investment company Yellow Cake were the other two. SharpLink Inc (SBET), Center Laboratories and Lydia Holding would be placed on a public watchlist.

MSCI's Long Fight With Strategy

The review caps a dispute from October last year, when MSCI froze any increase in the index weighting of companies whose digital assets made up 50% or more of their total assets, while it weighed excluding them.