Strategy responds to MSCI's proposal to remove Bitcoin treasury companies On August 17, during Strategy's Q2 2026 investor Q&A session, CEO Phong Le (@phongle) addressed MSCI's proposal to exclude Bitcoin treasury companies from its index. He stated that even if the company is ultimately removed, MSCI index-related holdings only account for about 3% to 4% of the company's outstanding shares. While there might be some short-term selling pressure, the overall impact would be limited. He also noted that the adjustment is inconsistent with the SEC, FASB, and current accounting practices. Strategy will formally respond to MSCI again, hoping they will not proceed with the latest rule changes. Source: Strategy