MSCI announced on January 7, 2026, that it will temporarily not exclude Digital Asset Treasury Companies (DATCOs) from the Global Investable Market Index. Companies holding more than 50% of their total assets in digital assets (such as Strategy Inc.) will maintain their current index treatment. This move aims to buy time to study how to distinguish between "investment-type" and "operational" companies, and plans to initiate broader consultations to develop new assessment standards (such as financial statement indicators). The market responded positively, with Strategy's stock price rising over 6% in after-hours trading, temporarily alleviating the risk of passive fund selling pressure. MSCI emphasized that future restrictions may include factor adjustments and new size considerations for such companies. Industry experts believe this decision reflects the cautious attitude of traditional financial systems toward the integration of digital assets.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.