📰 MSCI’s new index rules could exclude MSTR. Michael Saylor’s response was direct: it wouldn’t matter much to Strategy because the funds involved are relatively small, but he is very disappointed with MSCI’s current position.
🔥 What he’s really unhappy about is how the rules define “capital.” Oil, natural gas, land, and machinery all count, but Bitcoin doesn’t. In Saylor’s view, this isn’t just an ordinary difference in classification—it’s a value judgment that discriminates against digital assets and could set a bad precedent for the entire industry.
💡 As for whether Strategy has actual operating businesses, he compared it to banks and insurance companies: banks sell credit, insurance companies sell policies, and Strategy uses Bitcoin to back digital credit products. So it should also be treated as an operating company.
Honestly, this controversy is no longer just about whether MSTR can remain in the index; it’s about who gets to define a company that holds a large amount of Bitcoin. Saylor hopes MSCI will reconsider and believes that dropping the proposal to exclude Strategy would be better for the industry.
🤔 If index providers insist on not treating Bitcoin as capital, do you think Strategy should keep pushing to be recognized as a traditional financial company, or accept a separate classification from the market?
#Strategy #MSTR #比特币 #MSCI
🔥 What he’s really unhappy about is how the rules define “capital.” Oil, natural gas, land, and machinery all count, but Bitcoin doesn’t. In Saylor’s view, this isn’t just an ordinary difference in classification—it’s a value judgment that discriminates against digital assets and could set a bad precedent for the entire industry.
💡 As for whether Strategy has actual operating businesses, he compared it to banks and insurance companies: banks sell credit, insurance companies sell policies, and Strategy uses Bitcoin to back digital credit products. So it should also be treated as an operating company.
Honestly, this controversy is no longer just about whether MSTR can remain in the index; it’s about who gets to define a company that holds a large amount of Bitcoin. Saylor hopes MSCI will reconsider and believes that dropping the proposal to exclude Strategy would be better for the industry.
🤔 If index providers insist on not treating Bitcoin as capital, do you think Strategy should keep pushing to be recognized as a traditional financial company, or accept a separate classification from the market?
#Strategy #MSTR #比特币 #MSCI