Bitcoin News Update: MSTR's Business Role Under Scrutiny as MSCI Considers $8.8B Removal

Bitget App

Trade smarter

Bitget

News

Markets

Bitcoin News Update: MSTR's Business Role Under Scrutiny as MSCI Considers $8.8B Removal

Bitget-RWA2025/11/24 08:30

By:Bitget-RWA

- MSCI's proposed exclusion of MicroStrategy from global indices could trigger up to $8.8B in outflows due to its 50%+ bitcoin asset allocation. - JPMorgan warns the removal would damage MSTR's liquidity and capital-raising ability, with shares down 67% since November 2024. - CEO Michael Saylor defends MSTR's operational identity, rejecting "passive bitcoin fund" claims while adding $835M in crypto holdings. - MSCI's Jan. 15 decision could disrupt index-linked investor exposure to bitcoin, with MSTR shares

MicroStrategy (MSTR) could be subject to a sell-off of up to $8.8 billion if

MSCI

decides to remove it from its stock indices because of its substantial

bitcoin

assets, JPMorgan analysts report. The index provider is currently seeking feedback until December 31 on whether to exclude firms whose digital assets make up at least half of their total assets from its global indices.

MSTR

, which has about $9 billion in passive investments through ETFs and mutual funds linked to major indices, may experience $2.8 billion in outflows from MSCI alone, with the total potentially reaching $8.8 billion if other index providers follow

[according to reports]

. The outcome, anticipated by January 15, 2026, has already played a role in MSTR’s 67% drop from its November 2024 high and a 56% decrease over the past six months

[according to analysis]

JPMorgan believes that exclusion would negatively impact MSTR’s liquidity, market value, and fundraising ability. "Active managers are not required to mirror index changes, but the reputational hit could raise doubts about the cost and practicality of future equity or debt offerings," analysts commented

[according to analysts]

. The company’s market capitalization compared to its bitcoin reserves has reached its lowest point since the pandemic, and a negative decision could make its valuation almost entirely dependent on its crypto holdings

[according to market data]

Bitcoin News Update: MSTR's Business Role Under Scrutiny as MSCI Considers $8.8B Removal image 0

Executive Chairman Michael Saylor has consistently defended MSTR’s position as an operating business with a $500 million software division, dismissing claims that it acts as a passive bitcoin investment vehicle. "Strategy is not a fund, not a trust, and not a holding company," he wrote on X, stressing the company’s digital lending services and operational model

[as he stated]

. Saylor also pointed to a recent $835 million bitcoin acquisition, demonstrating his ongoing faith in the asset despite price swings

[according to reports]

MSCI’s proposal has brought more attention to firms with large digital-asset portfolios. MSTR’s presence in the Nasdaq 100, MSCI USA, and MSCI World indices has given both retail and institutional investors indirect exposure to bitcoin through index-based products

[according to market analysis]

. Experts caution that removal could disrupt this exposure, possibly speeding up outflows as investors adjust their holdings

[according to analysts]

The consultation period ends on December 31, with a final verdict expected January 15. MSTR shares dropped 5.7% in pre-market trading Friday as uncertainty increased

[according to market data]

. Saylor’s recent public statements and MSTR’s aggressive bitcoin purchases indicate the company is bracing for regulatory and market challenges, but the final impact remains unclear as institutional investors assess the risks of concentrated digital-asset exposure.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

PoolX: Earn new token airdrops

Lock your assets and earn 10%+ APR

Lock now!

- A Hunan hospital study found fast-track pathways for ACS patients reduced treatment delays and MACE without increased bleeding risk. - The protocol cut median door-to-ECG time by 50% and door-to-balloon time for STEMI patients to 68 minutes, improving guideline adherence. - In-hospital MACE rates dropped from 11.6% to 6.6%, with 30-day composite outcomes improving from 13.9% to 8.7% under fast-track care. - Researchers emphasized the pathway's applicability across all ACS subtypes and potential system ef

Bitget-RWA•2025/11/24 19:14

Accelerated Pathways Help Close the Gap Between ACS Guidelines and Actual Clinical Practice

Crypto Supporters Rally Ahead of 2026 Midterm Elections to Influence a Congress Favoring Innovation

- Stand With Crypto, backed by Coinbase , launched a 2026 midterm campaign to evaluate candidates' digital asset policies, focusing on innovation, de-banking, and regulation. - The group aims to influence Congress to prioritize pro-crypto policies, leveraging prior success in mobilizing voters and tracking 274 "pro-crypto" elected officials in 2024. - SEC's 2026 regulatory shift to information security and delayed digital asset legislation create uncertainty, while Trump's political strategies intersect wi

Bitget-RWA•2025/11/24 19:14

Crypto Supporters Rally Ahead of 2026 Midterm Elections to Influence a Congress Favoring Innovation

Ethereum News Update: While Ethereum Declines, DeFi's Mutuum Rises Amid Presale Boom

- Ethereum (ETH) fell below $2,800 on Nov 24, 2025, amid crypto market turmoil driven by rising Japanese bond yields and algorithmic sell-offs. - DeFi project Mutuum Finance (MUTM) raised $18.9M in its presale, with Phase 6 nearing 90% sales at $0.035 per token before a 20% price increase. - Mutuum's dual-lending model and automated interest systems differentiate it, while Ethereum ETFs saw $465M outflows despite institutional Bitcoin/Ethereum deposits. - The project's presale growth remains resilient amid

Bitget-RWA•2025/11/24 19:14

Ethereum News Update: While Ethereum Declines, DeFi's Mutuum Rises Amid Presale Boom

XRP News Update: Franklin XRP ETF: $1.69 Trillion Titan Signals Crypto Market Evolution

- Franklin Templeton launches XRPZ ETF, first regulated XRP fund on NYSE Arca, reflecting institutional crypto adoption. - SEC's 2025 Ripple settlement cleared XRP's regulatory status, enabling $125M-payout-driven investment products like XRPZ. - XRPZ joins competitive ETF landscape (Bitwise, Grayscale) amid mixed market signals: $2.11 price rebound vs. 200M XRP whale sales. - Franklin's $1.69T AUM entry underscores crypto market maturation, with XRP positioned as foundational asset for cross-border paymen

Bitget-RWA•2025/11/24 19:14