Key Takeaways
- Strategy and Metaplanet fall into MSCI’s deletion group.
- The new methodology applies beyond crypto.
- Existing members face a two-year review test.
- Final methodology is due in October.
In its August consultation on non-operating companies, MSCI applies a new methodology across asset classes rather than focusing specifically on Bitcoin. Using May 2026 data, Strategy and Metaplanet appear among three existing constituents that would be deleted under the proposed rules.
MSCI is still consulting on the methodology, with a final decision expected in October.
How MSCI Moved From a Bitcoin Rule to a Broader Test
The debate began in September 2025 after Metaplanet announced a Read Entire Article


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