Part 4/13:
MSCI’s draft consultation suggests that if a company's holdings of digital assets constitute 50% or more of its total assets, then it would be excluded from MSCI's global indexes. The reasoning hinges on the perception that such firms resemble investment funds rather than operating companies, potentially distorting index accuracy.
This move would have dramatic implications: companies like Strategy could be relegated from mainstream benchmarks, affecting their market valuations and investment inflows.