MSCI published the results of its November 2026 index review, which includes the removal of Strategy from the MSCI USA Index and Metaplanet from the MSCI Japan Small Cap Index. The changes will take effect after the market close on November 30, 2026. Across the MSCI ACWI Index, 13 securities will be added and 100 deleted, while Moderna and Aritzia will join the MSCI World Index. The changes follow new MSCI rules concerning companies holding crypto assets, adding to pressure on Strategy, Metaplanet and their shares. Strategy bought 1,036 BTC between November 2 and November 8, 2026, bringing its holdings to 850,364 BTC, but bitcoin’s decline below $75,000 produced an unrealized loss of about $500 million.
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