MSCI has approved new index rules for non operating companies that may lead to Strategy Inc being removed from major global equity benchmarks. This could prompt index tracking funds to sell the shares regardless of the firm's Bitcoin focused operating model. The MSCI framework could make it harder for Strategy to use equity markets to support future Bitcoin purchases, tying index methodology directly to the company's balance sheet strategy rather than its software operations. Now the focus shifts to how Strategy's investment narrative absorbs the risk of MSCI driven index exclusion and potential forced selling by passive funds.
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