STRC update: Strategy v/s MSCI - a battle between financial innovation and gate keepers of passive money
Published: December 10, 2025
Duration: 32:35
Research
Mosaic
STRC course
The confrontation between Strategy Inc., the world’s largest Bitcoin treasury company, and MSCI, the venerable global financial index provider, is a pivotal clash over the future legitimacy of Digital Asset Treasury companies (DATs). MSCI triggered the conflict by proposing to exclude companies whose digital asset holdings represent fifty percent or more of total assets from its major indices.
Strategy operates as a "financial transformer" using a Digital Credit model, systematically borrowing capital via structured securities to hoard Bitcoin. Strategy argues its core business is no...