2026-01-07 15:23:47

MSCI announced an important decision on January 7, 2026 — to temporarily refrain from removing Digital Asset Treasury Companies (DATCOs) from the Global Investable Market Index. This means that listed companies holding more than 50% of their total assets in digital assets, such as Strategy, can continue to be included in the index with the current treatment.

The market responded enthusiastically. Strategy's stock price surged over 6% in after-hours trading, and many investors breathed a sigh of relief — the short-term risk of passive fund outflows has been alleviated.

MSCI's move is essentially buying time. They want to spend time researching how to distinguish between "investment-type" and "operational" enterprises, and plan to initiate broader consultations to develop new evaluation standards, such as introducing more detailed financial statement metrics.

In the long term, MSCI has not completely let down its guard — they emphasize that in the future, the inclusion of such companies may be restricted in factor adjustments and new scale additions. The entire industry generally believes that this decision reflects the cautious attitude of traditional financial systems toward the integration of digital assets.

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StableBoi

· 1h ago

Haha, MSCI this move is just a delaying tactic. To put it nicely, it's research; actually, it's leaving themselves an escape route. The old guys still haven't figured out how to deal with us.

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SerumSquirter

· 01-07 20:59

Haha, this wave of MSCI is really playing Tai Chi. They temporarily let go of DATCOs but have laid the groundwork for future moves. The Strategy team must be overjoyed, but I think this is just a delaying tactic. Traditional finance is like this—wanting to enjoy the benefits of crypto but pretending to be very conservative.

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PancakeFlippa

· 01-07 15:52

MSCI is starting to play the same old tricks again. Are they really backing down this time? --- Strategy gained 6%, passive funds are so scared they want to run. --- Basically, it's just stalling, waiting for the right moment to act. --- I just want to know if that 50% red line will finally be changed. --- I've seen through this traditional financial tactic—wait a bit longer before making a move. --- Public companies holding digital assets can finally breathe a sigh of relief. --- This decision seems to suggest there will be more twists and turns ahead. --- MSCI's cautious attitude actually makes me a bit worried about the long-term trend. --- What new standards or indicators are they talking about? Just listen and forget it. --- The real test is probably still to come.

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MetaverseVagabond

· 01-07 15:51

Damn, this MSCI move is really playing Tai Chi, giving us a sweet taste first and then talking about the rest. Not clear for now, it just means it'll be cleared sooner or later... This 6% increase in Strategy probably won't last long, traditional finance still fears digital assets. Once they develop an evaluation standard, they might go through another round of fuss. This is the classic boiling frog strategy, brother.

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ProofOfNothing

· 01-07 15:50

Damn, this MSCI move has given us a buffer period, but I really don't believe the word "temporary"...

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GasFeeSurvivor

· 01-07 15:47

Ha, traditional finance is still the same—using delay tactics to stabilize the situation first, as you can make money in the short term anyway.

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DeFiCaffeinator

· 01-07 15:41

Oh my, the strategy is up another 6%. Are you trying to make me go all-in?

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TokenVelocity

· 01-07 15:41

MSCI is giving the BTC ecosystem a chance to catch a breath... But I still can't quite see through their true intentions. The recent surge in strategy is a bit exaggerated. It feels like the panic of passive funds is too easily triggered. Delaying under the guise of "research standards"—to put it plainly, traditional finance is testing the bottom line of Web3. Wait, how do they define "operational" vs "investment" in their statements? Isn't this leaving unlimited room for manipulation later? Honestly, this decision isn't really a win for us; it’s just bought us some time... The real test is still to come. Don’t be blinded by a 6% increase. MSCI is testing the waters step by step. Traditional finance still hasn't truly embraced digital assets. This decision feels like a pause button. There will definitely be more stories to come. Adjustments to limiting factors and new scale additions? It seems like they will still be sidelined in the future. Frankly, just looking at MSCI’s attitude shows that traditional finance is still half-doubting us. Without real rules, it always feels like we’re passively getting exploited...

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