Strategy Inc.’s shares experienced a significant boost during the after-market sessions on Tuesday in response to MSCI’s confirmation that it will not pursue a plan that may have led to companies operating digital asset treasuries being delisted from major indexes.
This move has prompted a swift response in the markets, particularly for Strategy, which holds a significant amount of Bitcoin on its balance sheet. Analysts estimate that Strategy’s stock has increased by around 5% to 6% in after-hours trading, with values approaching 5.7%.
According to MSCI in their Tuesday note, Digital asset treasury companies, also known as DATCOs, will also be included in the broader review process. This discussion should aid in distinguishing traditional investment companies from operating companies that incorporate digital assets as an integral part of their business model.
The purpose of the review, as MSCI stated, is to maintain consistency in the rules of their indexes while keeping up with the way MSCI constructs their indexes. Their indices are intended to measure the performance of businesses that are engaged in operations rather than in investments.
Strategy Rallies After MSCI Update
There are indications that MSCI intends to categorize digital asset treasuries as those with digital assets worth around 50% or more of their total assets. Based on this, these treasuries would be allowed to be included in the main indices.
The presence in these indices is essential for these companies since it ensures a continuous flow of demand from passive investment funds and facilitates the institutionalization of cryptocurrencies.
Investors also pointed out that this exclusion could have resulted in billions of dollars of lost passive inflows. Strategy and other companies of this sort were among the worst-affected if MSCI had implemented the previous plan.
Data from Google Finance revealed that Strategy, known as the world’s biggest crypto treasury manager, with a portfolio value of close to $63 billion in Bitcoin, posted a rise in its shares by about 5.7%.
Analysts have pointed out that digital assets-based treasury strategies began making headlines around the world in 2024, as well as in 2025, especially among institutional investors. However, many of these companies witnessed a steep fall in their share.
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Morgan Stanley Seeks Bitcoin Solana ETFs
However, there is a report that Morgan Stanley has filed documents with the US Securities and Exchange Commission to be able to offer two cryptocurrency exchange-traded funds.
One of the funds would track Bitcoin, while another would be focused on Solana, according to sources with knowledge of the issue. The filings come at a time when some of the big investment banks are angling for a regulated means to access digital assets.
From SEC filings made on Tuesday, January 6, the Morgan Stanley Bitcoin Trust and Morgan Stanley Solana Trust are set to be passive investment instruments that follow the price actions of their respective cryptocurrencies.
The filings further indicated that the funds intend to list their shares on public exchanges, with further information to be provided in future filings.
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