🎯 MSCI takes action: Saylor’s treasury model faces a hit
📰 MSCI’s new rules take effect on November 30, excluding “non-operating companies” from global equity indexes. Strategy will likely lose its MSCI eligibility, forcing passive funds to reduce their holdings
💬 This is traditional finance’s first direct challenge to the “issue shares to buy crypto” cycle. If Saylor’s premium-financed flywheel is removed from indexes, the cost of raising capital will immediately rise. The rules are reshaping how institutions allocate to crypto
🏷️ #MSCI #Strategy #MSTR #IndexFunds
📰 MSCI’s new rules take effect on November 30, excluding “non-operating companies” from global equity indexes. Strategy will likely lose its MSCI eligibility, forcing passive funds to reduce their holdings
💬 This is traditional finance’s first direct challenge to the “issue shares to buy crypto” cycle. If Saylor’s premium-financed flywheel is removed from indexes, the cost of raising capital will immediately rise. The rules are reshaping how institutions allocate to crypto
🏷️ #MSCI #Strategy #MSTR #IndexFunds