Strategy slips below $94 as MSCI review of bitcoin treasury firms draws attention

Strategy slips below $94 as MSCI review of bitcoin treasury firms draws attention

N
News Editor
2026-08-14 13:49:57
Strategy (MSTR) fell below $94, according to data from MSX.COM, in a move that Odaily said may be tied to news that MSCI is considering removing bitcoin treasury companies from its index system. The report, citing BitcoinTreasuries, said analysts believe a final decision to exclude such companies could create selling pressure from index funds and alter the valuation framework investors use in capital markets. At the same time, supporters of the model argue that companies such as Strategy have built a distinct balance-sheet structure by holding bitcoin and bringing digital assets into traditional finance. In their view, that structure still supports long-term investment value. The community is now calling on MSCI to keep Strategy eligible for inclusion in the relevant indexes. No final MSCI decision was reported in the source, and the article framed the stock move as potentially related to the review rather than as a confirmed direct cause.
StrategyMSTRMSCIBitcoin Treasury CompaniesIndex FundsBitcoinTreasuriesUS Stocks

Strategy (MSTR) dropped below $94, according to MSX.COM data, with Odaily reporting that the move may be linked to news that MSCI is considering removing bitcoin treasury companies from its index system.

Citing BitcoinTreasuries, the report said analysts believe that if MSCI ultimately excludes bitcoin treasury companies from its indexes, those firms could face selling pressure from index funds. That, in turn, could affect the valuation logic applied to them in capital markets.

Supporters of the sector offered a different view. They argued that companies such as Strategy have created a distinct balance-sheet model by holding bitcoin and bringing digital assets into traditional finance, and that these companies still carry long-term investment value.

The community is currently calling on MSCI to keep Strategy eligible for inclusion in the relevant indexes.

This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan.
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