Les actions de Strategy ont progressé après que MSCI a déclaré

Lisa_06 · 2026-01-07T10:19:44.000Z

Elle ne poursuivra pas pour l'instant ses plans visant à retirer les entreprises de trésorerie d'actifs numériques de ses indices. Les actions ont grimpé d'environ six pour cent lors des échanges après-cotation. Cette décision a apporté une détente à court terme à Strategy et aux entreprises similaires qui détiennent de grandes quantités de bitcoin sur leurs bilans. La stratégie est connue pour détenir du bitcoin comme composante essentielle de sa trésorerie. Elle ne gère pas de réseau blockchain ni ne développe de produits cryptographiques. En raison de cela, elle était exposée au risque si MSCI décidait de modifier ses règles d'index. Si l'entreprise avait été retirée des principaux indices, de nombreux grands investisseurs auraient été contraints de vendre ses actions. Cela aurait pu entraîner une forte pression de vente et une baisse des prix.

It will not move ahead with plans to remove digital asset treasury firms from its indexes for now. The stock rose close to six percent in post market trading. This decision brought short term relief to Strategy and similar companies that hold large amounts of bitcoin on their balance sheets.
Strategy is known for holding bitcoin as a core part of its treasury. It does not run a blockchain network or build crypto products. Because of this it was at risk if MSCI decided to change its index rules. If the company had been removed from major indexes many large investors would have been forced to sell the stock. That could have caused strong selling pressure and lower prices.
MSCI choosing not to act right now helped reduce that risk. Investors reacted quickly and pushed the stock higher. For many holders this news was a positive surprise. It showed that MSCI was willing to listen to feedback and slow down before making a final decision.
Some analysts welcomed the move but stayed careful about what comes next. One analyst said the decision was clearly positive but warned that it may only be temporary. The main concern is that MSCI could still update its rules later. If that happens companies like Strategy could once again face removal from indexes.
Another analyst who is very positive on the stock said the decision was a relief. He believes the company made a strong case for staying in the indexes. Still he also noted that MSCI is continuing to review how it treats companies that do not have traditional operations. This means the discussion is not fully closed.
The situation matters beyond just one company. Many firms now hold digital assets as part of their treasury strategy. If future rules treat these firms differently it could change how public companies manage bitcoin on their balance sheets. It could also affect how investors view stocks that are closely tied to digital assets.
For now the market mood is calm but careful. There is optimism because the worst case outcome did not happen. At the same time there is awareness that rules can change. Strategy remains in the indexes and continues its approach of holding bitcoin long term.
This moment shows how traditional finance and digital assets are still adjusting to each other. Index providers investors and companies are all learning how to handle this new type of balance sheet. The latest decision gives Strategy time and space but it does not guarantee long term certainty.
At least for now investors are taking the news as a positive sign. The pressure has eased and the stock has responded. What happens next will depend on future decisions and how digital asset treasury companies are defined going forward.#Strategy  #Bitcoin #CryptoTreasury #DigitalAssets 

Shares of Strategy moved higher after MSCI said

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