regulation and policy

MSCI’s new index rules put Strategy at risk of removal starting November 30

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MSCI adopted new index-exclusion rules that place Strategy and Metaplanet at risk of removal from its equity indexes, with final names due on Nov. 11 and implementation set for Nov. 30. Separate coverage adds that a May simulation had already flagged Strategy and Metaplanet for deletion, with SharpLink on a watchlist and Upexi also identified for deletion. One report says MSCI will assess companies with substantial non-operating assets using operating-asset, expense, cash-flow, valuation and capital-raising tests, and that firms flagged on four of five tests become ineligible under the new framework.

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Key claims & sources

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A May simulation had flagged Strategy and Metaplanet for deletion, with SharpLink placed on a watchlist.
MSCI Adopts Rules Putting Strategy and Metaplanet at Risk of Index Removal
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The same simulation also identified Upexi for deletion.
MSCI adopts index exclusion rules that could oust Strategy
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One report put Strategy on potential removal from MSCI global indexes and said JPMorgan had estimated possible passive outflows of US$2.8 billion if that happened.
Strategy Braces for $2.8B Liquidation Shock as MSCI Changes Index Rules
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MSCI will assess companies with substantial non-operating assets using operating-asset, expense, cash-flow, valuation and capital-raising tests.
Strategy Faces Potential MSCI Index Exclusion Under New Rules
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Companies that fail four of the five tests become ineligible, while existing constituents must fail across their two latest annual periods.
Strategy Faces Potential MSCI Index Exclusion Under New Rules
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MSCI adopted new index-exclusion rules that put Strategy and Metaplanet at risk of removal from its global equity indexes.
MSCI approves rules that could eject Strategy, Metaplanet from equity indexes
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MSCI will name the affected firms on Nov. 11 and apply the changes after trading closes on Nov. 30.
MSCI approves rules that could eject Strategy, Metaplanet from equity indexes

Market reaction i

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Coverage timeline

Every piece in order, with the time its news medium declares — if it is not believable we use ours and say so — and what it added to what was already known at that point. Arriving first is not the same as adding something.

first
Oct 15 21:04
+1 h 11 m
Oct 15 22:15
+2 h 30 m
Oct 15 23:34
The Defiant echo
No new facts: simulation, watchlist, defiant
+3 h 43 m
Oct 16 00:48
Cointelegraph echo
No new facts: announce, upexi, oust
+5 h
Oct 16 02:04
+7 h 26 m
Oct 16 04:31
crypto.news echo
No new facts: implementation, decisions
+8 h 48 m
Oct 16 05:52
Crypto News Australia context
Its angle: valuation, replacing, negative
+11 h 30 m
Oct 16 08:34
CoinDesk context
Its angle: exposure, eligible, trading
+12 h 58 m
Oct 16 10:03
Crypto Briefing echo
No new facts: landscapes, altering, reshape
+13 h 22 m
Oct 16 10:26
Unchained echo
No new facts: consultations, announcement, newsletter; with quotes
+14 h 57 m
Oct 16 12:01
CR Cryptopolitan echo
No new facts: confirmation, threatens, benchmark; with quotes
+17 h 8 m
Oct 16 14:12
Crypto Economy echo
No new facts: preliminary, assessment, published
+19 h 28 m
Oct 16 16:32
Bitcoin Magazine echo
No new facts: institutional, consultation, immediately; with quotes
+21 h 11 m
Oct 16 18:16
Decrypt echo
No new facts: dominated, single, giant; with quotes
+1 d 12 h
Oct 17 09:13
NewsBTC echo
No new facts: characteristics, protections, composition
+1 d 16 h
Oct 17 13:44
CP CryptoPotato echo
No new facts: cryptopotato, unimportant, perspective; with quotes