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MSCI adopts index exclusion rules that could oust Strategy

Strategy, Metaplanet and Upexi were previously identified for deletion under the methodology, with MSCI set to announce its final list on Nov. 11.

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What happened

Strategy, Metaplanet and Upexi were previously identified for deletion under the methodology, with MSCI set to announce its final list on Nov. 11.

Reported details

  • TL;DR MSCI approved new rules that could exclude Strategy, Metaplanet, and other companies primarily focused on holding investments on their balance sheets. The final list of affected companies will be published on November 11, with exclusions taking effect after the market closes on November 30. JPMorgan estimates that Strategy’s removal from the indexes could trigger …

Why this matters

The MSCI exclusion rules are a factual update rather than a structural change to tokenized assets. Its value to a desk is the sourced detail and the timing, so read it next to the linked reporting and treat any figure the sources do not state as unknown.

Evidence boundary

The scope is limited to what the linked reports state, and where two of them diverge both positions are recorded without either being picked in advance.

What to verify

Corroborate mSCI with one independent dated source, and treat any figure the linked reports do not state as unknown rather than inferred.

Sources and editorial check time

This information is educational and is not financial, legal, or tax advice.

Sources