BloFin Research|Oct 19, 2026 12:13
Strategy acquired 267 BTC, Can its continued Bitcoin accumulation offset the risks of MSCI exclusion?
Amid concerns over MSCI’s new index rules,
> Strategy (MSTR) fell 11%
> Metaplanet (MTPLF) dropped 6%.
#MSCI has adopted new rules that could exclude companies lacking substantial operating assets from its global indexes, putting Bitcoin-heavy DAT firms at risk.
🚨 JPMorgan previously estimated that MSTR’s exclusion could trigger roughly $2.8B in passive selling from index-tracking funds.
Yet Wall Street remains bullish on MSTR:
> Citi: $240 price target
> Barclays: $175
> B. Riley: $195
Analyst sentiment also stands at +2.0σ bullish, suggesting that MSCI concerns have yet to significantly shake Wall Street’s positive outlook.
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