MSCI Delays Exclusion of MicroStrategy to 2026, Easing Bitcoin-Linked Equity Pressure
Written by Ohris M. Greyoon, Blockchain & Crypto Expert
- Exclusion Delay: MSCI's decision to postpone the exclusion of 'Digital Asset Treasury Companies' until 2026 temporarily alleviates selling pressure on firms like MicroStrategy, thereby supporting their stock prices and easing concerns within the cryptocurrency market.
- Positive Market Reaction: Following the announcement, MicroStrategy's shares surged by approximately 6-7%, indicating a positive market sentiment towards the deferred exclusion risk and enhancing investor confidence in the company's future prospects.
- Structural Support: This decision eliminates the immediate risk of forced selling, which could have resulted in billions in capital outflows, thus providing structural support for equities linked to Bitcoin and other digital assets.
- Historical Echoes: The decision reflects MSCI's cautious approach in re-evaluating index composition, with experts noting that changes in index composition can impact market liquidity and capital flows, prompting MSCI to reassess this issue post-consultation.
About the author
Ohris M. Greyoon
Ohris M. Greyoon holds a Master’s in Computer Science from MIT and has 10 years of experience in blockchain technology and cryptocurrency markets. A pioneer in decentralized finance (DeFi) analysis, he leads Intellectia’s Crypto News, offering cutting-edge insights into digital assets.
