In brief
- MSCI said it will not change the index treatment for digital-asset treasury companies in its February 2026 review.
- Initial consultation flagged investor concerns that some DATs appear to be investment vehicles rather than operating firms.
- Shares of Strategy rose after the decision eased the near-term risk of forced index-driven selling.
Global index provider MSCI has deferred a decision on whether to change how it treats companies with significant digital asset exposure, maintaining the status quo after a consultation that raised questions around classification, balance sheet volatility, and index construction.
Results of the review published Tuesday covered so-called digital asset treasury companies, or DATCOs, a category that…
