MSCI Keeps DAT Companies in Global Indexes: MSTR Stock Up 5%

MSCI Inc., a global provider of stock market indexes, has made its decision on digital assets treasury (DATs) companies. The $18 trillion stock index will allow companies such as Strategy Inc. (NASDAQ: MSTR) to remain in MSCI-related global indexes.

MSCI Bends to Public Demand for Bitcoin and Crypto

According to the announcement. DAT companies MSCI will remain in MSCI Indexes for the Feb 2026 review. After a public consultation, MSCI made the decision to have crypto treasury companies included in its global indexes.

“This broader review is intended to ensure consistency and continued alignment with the overall objectives of the MSCI Indexes, which seek to measure the performance of operating companies and exclude entities whose primary activities are investment-oriented in nature,” MSCI noted.

Strategy Stock Rises on the News

Following the announcement, MSTR stock gained over 5% during the after-hours on Tuesday to trade at about $167.7 at press time. Strategy opposed the exclusion of DATs on MSCI global indexes due to the unfair treatment, which risked loss of over $2 billion if the ruling were otherwise.

Metaplanet Inc. (Tokyo: 3350) led other top DATs in bullish sentiment, with the company’s stock closing Tuesday up 8.9%.

What’s Next?

The decision by the MSCI to include DATs on its global indexes will have a profound impact on the crypto industry, particularly Bitcoin. During the fourth quarter of 2025, the Bitcoin price was trapped in a choppy consolidation amid notable fears of MSTR’s exclusion from the MSCI. 

With the index expected to invest in DATs, led by Strategy, the demand for Bitcoin will scale further in the near term. As such, BTC price will follow the S&P 500 in hitting a new all-time high in 2026, potentially a parabolic move.