Part 12/13:
- Market Reaction and Pricing Informedness: Investors will closely watch price movements around these key dates, as market behavior may already be pricing in the possibility of an exclusion. JPMorgan’s analysts suggest much of the risk may already be reflected in current valuations.
Conclusion: Toward a Digital Asset-driven Future or Regulatory Pushback?
This debate underscores the increasing entanglement of traditional financial benchmarks, regulatory considerations, national security, and the crypto industry’s evolution. While MSCI’s move aims to uphold index integrity and avoid misclassification, Strategy’s vehement opposition highlights the importance of recognizing crypto companies not merely as financial assets but as integral parts of modern economic infrastructure.