LC Insight
Friday, November 13, 2026Read the chain, not the rumors.

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MSCI news and analysis from LC Insight: 3 stories, newest first.

Markets

Rumor vs record: MSCI's cut makes funds sell Strategy shares, not Strategy's bitcoin

After MSCI dropped Strategy from its USA index, posts warned of $2.8 billion to $8.8 billion in "forced selling" and asked what it means for bitcoin. We checked four claims against MSCI's own documents and Strategy's latest SEC filing.

Markets

MSCI cuts Strategy, owner of 850,364 bitcoin, from its USA index after November 30

MSCI's November review list names "Strategy A" among 24 deletions from the MSCI USA Index. Funds that copy the index will have to sell the stock by the close of November 30.

AI & RWA

Strategy could be dropped from MSCI's indexes. The final list lands November 11

MSCI has finalized a test that can remove "non-operating" companies, including crypto treasury firms, from its global indexes. In MSCI's own trial run, Strategy and Metaplanet were flagged for deletion, and losing index status means losing automatic buying from passive funds.