Group 1 - MSCI announced on January 7 that it will not implement the proposal to exclude digital asset treasury companies from its global investable market indices in the upcoming review scheduled for February 2026 [1][2] - The current treatment of companies defined as having 50% or more of their total assets in digital assets will remain unchanged, meaning these companies will continue to be included in the indices [1] - MSCI indicated that additional assessment criteria may be needed in the future to evaluate the eligibility of these companies, potentially based on financial statements or other metrics [1][2] Group 2 - The decision is a response to a consultation initiated in October 2025, which considered the exclusion of digital asset treasury companies, drawing significant attention from the industry and investors [2] - Strategy Inc. publicly opposed the initial proposal and expressed satisfaction with MSCI's decision to retain digital asset treasury companies in the indices, viewing it as a strong outcome for neutral indexing and economic reality [1][2]
MSCI决定保留数字资产财库公司,市场格局迎来新变数?