Michael Saylor
Saylor批评MSCI数字资产立场，称Strategy为经营性公司
Michael Saylor称，MSCI拟按新规则将Strategy等公司排除出全球股指的立场令人失望，并希望其重新考虑。最终受影响名单拟于11月11日公布，规则拟于11月30日收盘后生效。
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MSCI is an investment decision data and analytics services company that provides indexes, portfolio risk analysis, private assets, and sustainable investment data, serving institutional investors worldwide.
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Michael Saylor称，MSCI拟按新规则将Strategy等公司排除出全球股指的立场令人失望，并希望其重新考虑。最终受影响名单拟于11月11日公布，规则拟于11月30日收盘后生效。
BlockBeats says that,KOL CM the market may have already priced in Strategy the impact of MSCI being excluded, and focuses on whether MSTR net mNAV falls below 1。
Cantor Fitzgerald raises Strategy’s price target from 186 USD to 208 USD, and raises its Bitcoin expectation for the next 12 months from 98000 USD to 112000 USD。
Ki Young Ju said that Citigroup, Barclays, and B. Riley have target prices for MSTR of 240 USD、175 USD and 195 USD, and believes that the impact of MSCI has already been priced in by the market.
BlockBeats summarizes that Bitcoin and some crypto assets have rebounded;MSCI new index removal rules have been adopted, potentially putting Strategy and Metaplanet at risk of removal.
MSCI will implement new screening rules for non-operating companies during its 2026 year November index review,Strategy and Metaplanet may be affected. The final list of affected companies is scheduled to be November 11 announced.
Velo reported that MSCI has completed the relevant consultation and plans to exclude Strategy from the MSCI index; the specific index scope and effective date were not disclosed.
TD Cowen Managing Director Lance Vitanza expects Bitcoin to reach 2027 in 132000 USD, saying that Bitcoin is developing into a multi-layered capital-market ecosystem.
Bitcoin Policy Institute published a report questioning MSCI the proposed adjustment to index inclusion rules that could exclude some digital asset treasury companies.
MSCI has launched new indices covering different parts of the AI supply chain, enabling institutions to make more granular allocations and hedges across physical and digital infrastructure,AI applications, and other areas.