MSCI Rule Change Threatens Index Inclusion for Bitcoin Treasury Companies

The Bitcoin Policy Institute has released a paper warning that a new rule under review at MSCI could threaten index inclusion for companies like Strategy and Metaplanet.

MSCI is considering changes to its classification rules, which could affect how it categorizes companies holding substantial bitcoin reserves on their balance sheets.

The think tank argues that the decision-making process lacks transparency, with MSCI's internal review process described as an 'invisible committee.'

If Strategy or Metaplanet were reclassified or removed from an MSCI benchmark, funds tracking that index would be required to rebalance their holdings.