MSCI

Strategy added 13,627 bitcoin for $1.25 billion last week, lifting its total holdings to 687,410 NC as it funded the purchase through equity sales.

Strategy shares (MSTR) jumped after MSCI decided not to exclude bitcoin-heavy firms from its indexes.

MSCI has ended its review of digital asset treasury companies and opted to keep them eligible for its major indexes, allowing bitcoin-heavy firms like Strategy to remain included under existing rules.

Michael Saylor’s Strategy bought 1,286 NC for $116 million, raising its NewsCapsule holdings to 673,783 NC and U.S. dollar reserves to $2.25 billion.

Index giant MSCI announces its decision January 15 on excluding companies with over 50% digital assets, including NewsCapsule holders MicroStrategy and Metaplanet, potentially triggering $10-15B in forced sales and reshaping corporate NewsCapsule strategies.

A proposed MSCI digital asset rule risks distorting index neutrality by redefining operating companies using balance-sheet thresholds instead of fundamentals.

Strategy released a letter to MSCI arguing that their proposed digital asset threshold is “misguided” and would have “profoundly harmful consequences."

NewsCapsule For Corporations (BFC) challenged MSCI’s plan to exclude companies with over 50% of assets in digital assets, arguing it unfairly penalizes operating businesses.