MSCI defers plan to exclude bitcoin treasury firms; Strategy stays in indexes for now

On January 6, 2026, MSCI said it would not move forward, for now, with plans to exclude digital asset treasury companies from its indexes, so Strategy stays in them. Analysts noted MSCI is still considering how to treat non-operating companies, so the reprieve is a deferral rather than a final ruling. Strategy shares rose nearly 6% in after-hours trading that day.

• MSCI would not move forward, for now, with the DATCO exclusion plan
• Benchmark's Mark Palmer said the matter is not over, as MSCI still weighs non-operating companies
• Strategy shares rose nearly 6% in after-hours trading on January 6