MSCI Keeps DAT Companies in Global Indexes: MSTR Stock Up 5%
MSCI Inc., a global provider of stock market indexes, has recently made a significant decision regarding digital assets treasury (DATs) companies. The $18 trillion stock index has announced that companies like Strategy Inc. (NASDAQ: MSTR) will be allowed to remain in MSCI-related global indexes.
MSCI’s decision to include crypto treasury companies in its global indexes comes after a public consultation. The announcement stated that DAT companies will continue to be part of MSCI Indexes during the February 2026 review. This move aims to ensure consistency and alignment with the overall objectives of the MSCI Indexes, which focus on measuring the performance of operating companies while excluding entities with investment-oriented activities.
Following this news, the stock of Strategy Inc. (MSTR) witnessed a significant uptick, gaining over 5% during after-hours trading to reach around $167.7 at the time of writing. Strategy had opposed the exclusion of DATs from MSCI global indexes due to concerns about unfair treatment, which could have resulted in a potential loss of over $2 billion.
Other top DATs, such as Metaplanet Inc. (Tokyo: 3350), also experienced bullish sentiment, with the company’s stock closing Tuesday up by 8.9%.
The inclusion of DATs in MSCI global indexes is expected to have a profound impact on the crypto industry, particularly on Bitcoin. In the fourth quarter of 2025, the price of Bitcoin was volatile due to fears surrounding MSTR’s potential exclusion from the MSCI indexes.
With MSCI now set to invest in DATs, led by companies like Strategy, the demand for Bitcoin is likely to increase further in the near future. This could potentially lead to a parabolic move in the price of Bitcoin, following the trajectory of the S&P 500 and reaching a new all-time high in 2026.
In conclusion, MSCI’s decision to include DATs in its global indexes is a significant development for the crypto industry and is expected to drive further growth in the market, particularly for Bitcoin. Investors and stakeholders are closely watching how this decision will impact the overall market dynamics in the coming months.
