Index provider MSCI has opened a consultation that could remove Strategy and Metaplanet from its Global Investable Market Indexes under a proposed methodology for identifying non-operating companies.
According to MSCI’s latest consultation, a simulation using May 2026 data showed Strategy, Metaplanet, and uranium investment company Yellow Cake would be deleted from the MSCI ACWI IMI under the new proposal.
SharpLink, Center Laboratories, and Lydia Holding would be placed on a public watchlist.
The proposal broadens MSCI’s review beyond digital asset treasury companies.
Earlier in January, MSCI said it would not immediately exclude such companies “for the time being” and would instead examine non-operating companies more broadly.
