Strategy Opposes MSCI Proposal, Says Bitcoin Treasury Firms Are Being Targeted a Second Time

Strategy publicly opposed MSCI's proposal to reclassify companies with bitcoin holdings, arguing the change would again single out bitcoin treasury firms after prior regulatory scrutiny. They warn the proposal would force index funds to divest or underweight such companies, reducing passive investor exposure to firms holding BTC. The likely effect would be diminished institutional demand for bitcoin via equity channels and potential downward pressure on both the share prices of treasury companies and Bitcoin price.