Strategy Shares Rise After MSCI Delays Decision on DAT Ban

Strategy’s stock rises 5% after MSCI delays decision on excluding digital asset treasuries, providing relief to crypto firms.

Strategy’s stock jumped 5% after MSCI decided to delay its decision on removing digital asset treasuries (DATs) from indexes. 

The decision came after months of uncertainty, particularly concerning the future of companies like Strategy, which holds substantial digital assets. MSCI’s choice to hold off on the proposed ban gives some relief to Strategy and similar companies in the market.

MSCI’s Review of Digital Asset Treasuries

In October 2025, MSCI announced it was reviewing whether companies holding large amounts of digital assets should stay in its indexes. 

The review focused on companies like Strategy, which have significant digital asset holdings, including Bitcoin. MSCI raised the question of whether these companies should be classified as investment funds rather than operational businesses.

MSCI proposed that companies with over 50% of their total assets in digital assets should be excluded from its Global Investable Market Indexes (GIMIs). This proposal was met with criticism, especially from firms like Strategy, which feared losing index inclusion. 

After evaluating the situation, MSCI decided not to remove these companies immediately but to continue discussions.

Strategy’s Stock Performance After the Announcement

Following MSCI’s decision to delay the DAT ban, Strategy’s stock saw a 5% increase. 

This came as a relief after earlier market uncertainty, which had caused Strategy’s stock to drop by 4%. MSCI’s delay provided investors with more confidence in Strategy’s future, especially regarding its inclusion in key indexes.

As the largest Bitcoin holder in MSCI’s index, Strategy had faced potential exclusion, which could have led to billions in outflows. 

The postponement of the decision allowed the company to regain some stability in its stock price. This positive market reaction signals that investors are optimistic about the company’s continued presence in MSCI’s indexes.

Related Reading: Strategy challenges MSCI plan to drop digital asset companies

MSCI’s Ongoing Review and Future Plans

While MSCI decided not to act immediately, it has indicated that the issue is not fully resolved. 

The firm is planning to conduct a broader review of digital asset companies and their index eligibility. MSCI is considering introducing new criteria, such as evaluating financial statements, to better assess whether companies like Strategy should remain included.

MSCI’s goal is to ensure that its indexes continue to reflect the performance of operational companies. 

The company acknowledged the need for more consultation with market participants before making any final decisions. As discussions continue, the future of DATs in MSCI’s indexes remains uncertain, but for now, Strategy has been given a reprieve.

This decision gives Strategy and other digital asset-heavy companies more time to adjust and prepare for any future changes.

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