I think this is a *very* good idea for index stability. So of course, the biggest name in the space is raging against the notion....if for no other reason than his stock price will go down. LOL
Strategy Inc. Executive Chairman Michael Saylor publicly slammed a proposal to bar the Bitcoin-buying firm from US indexes as “misguided” and “harmful.”
In a 12-page letter dated Wednesday, the co-founder of the digital asset treasury and Phong Le, Strategy’s CEO and president, laid out four key objections — spanning technology, accounting and politics — to MSCI’s proposal to exclude companies whose crypto holdings exceed 50% of total assets. Strategy, the original and largest of the so-called DATs, holds roughly $61 billion in Bitcoin, more than 85% of its enterprise value.
Strategy warned of “profoundly harmful consequences” if MSCI adopts the proposal, with a decision expected by Jan. 15. A representative for the index firm didn’t immediately respond to a request for comment.
The potential ejection comes as the largest corporate holder of Bitcoin grapples with falling token prices. In a note last month, analysts at JPMorgan Chase & Co. warned that as much as $2.8 billion could exit Strategy if MSCI moves ahead — and billions more if other index providers follow suit. However, the risk of exclusion has already been priced in, according to the bank, casting the upcoming decision as a potential upside catalyst, even though removal would still prompt passive outflows.< - >
https://www.bloomberg.com/news/articles/2025-12-10/strategy-s-michael-saylor-slams-msci-plan-to-bar-crypto-heavy-firms-from-indexes?srnd=homepage-americas
