MSCI opened a consultation on October 15, 2026, to reclassify Indonesia from an emerging to a standalone market, citing transparency and enforcement concerns, which caused the Jakarta Composite Index to fall 14.91% over the week. Separately, MSCI adopted rules that could affect investment-holding companies such as Strategy and Metaplanet, with an affected-company list expected on November 11 and potential index changes after November 30. Reuters estimates approximately $2.8 billion in possible Strategy share outflows if the company is excluded from the indices. Bitcoin is trading at $82,800, up 1.5%, but the risk of pressure on Strategy shares could affect its future financing capacity for Bitcoin purchases. The transmission channel to the crypto market runs through sentiment and Strategy’s ability to continue its Bitcoin treasury model.
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