A November 12, 2026 report by Jinse Finance says MSCI’s November index review will remove Strategy (MSTR) from its Global Standard Indexes, including the MSCI USA Index. The change is set to take effect after the November 30 close.
The report links the decision to a rule MSCI established on October 15: companies whose assets are predominantly non-operating assets are ineligible if they also meet the thresholds for at least four of five financial metrics. The supplied report does not give Strategy’s results for those individual metrics.
For investors assessing the implications, the distinction is between index-linked stock selling and Bitcoin holdings. According to Jinse Finance, funds tracking the affected indexes will need to sell Strategy shares after the removal. The index change does not itself require Strategy to sell Bitcoin. The report provides no estimate of the selling volume or resulting share-price impact.
Original report: Jinse Finance, published November 12, 2026, at 06:50 (UTC+8).