2025-12-10 19:38:10

MicroStrategy just fired off a letter to MSCI, and they're not holding back.

The company is pushing back hard against the index giant's proposal to lump Digital Asset Treasuries into the "fund" category. Their beef? The proposed 50% digital asset threshold is getting called out on four fronts: discriminatory treatment, operational nightmare, innovation killer, and a betrayal of neutral indexing principles.

MSTR argues this classification framework doesn't just miss the mark—it actively undermines companies pioneering treasury strategies in the digital asset space. They're essentially saying MSCI's approach creates an arbitrary dividing line that penalizes forward-thinking corporate treasury management.

The stakes here aren't small. How index providers classify these hybrid entities could reshape institutional exposure to companies holding significant crypto reserves on their balance sheets.

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DegenTherapist

· 12-13 03:43

mstr really outdid itself this time challenging MSCI, the 50% threshold is just messing with people, isn't it? It's ridiculous.

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0xLuckbox

· 12-12 15:16

MSTR directly confronted MSCI this time, love it. The 50% threshold is basically just using the old framework to fit new stuff, a typical case of "knock it down if you don't understand"... Institutions will have to wait and see how this game unfolds.

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GateUser-4745f9ce

· 12-12 04:21

NGL, MSTR's direct confrontation with MSCI is pretty intense, and the 50% threshold is too arbitrary... Isn't this essentially undermining companies that genuinely embrace crypto? --- This guy's right, isn't MSCI's classification standard contradicting its original intention of neutrality? No wonder MSTR is willing to tear its face apart. --- Wait, will the institutional side really change their configuration because of this classification? Or is it just a surface-level fuss? --- It's the same old trick, using rules to block innovation... Just let them fight it out, anyway it's good for us retail investors to watch the show. --- MSCI probably didn't expect to be hit back so hard, but honestly, the 50% threshold is a bit arbitrary. --- I just want to know if they'll actually change it in the end. Does MSTR's credibility even matter?

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DefiSecurityGuard

· 12-10 20:07

ngl this smells like regulatory theater. MSCI's 50% threshold? classic honeypot move to gatekeep institutional money. DYOR but the red flags here are MASSIVE - they're literally trying to reclassify assets to suppress adoption. not financial advice but this is textbook marginalization dressed up as "neutral indexing" 🚩

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AirDropMissed

· 12-10 20:00

MSTR's move this time is really aggressive, directly opposing MSCI's classification scheme. The 50% threshold is just discriminatory. To put it simply, index providers don't want to acknowledge our new treasury management approach. What are they afraid of?

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airdrop_huntress

· 12-10 20:00

mstr, you played that hand well... MSCI's classification standards are basically just making things difficult for innovation; that 50% threshold is also quite arbitrary.

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SnapshotDayLaborer

· 12-10 19:40

mstr's recent statement is quite interesting, but to be honest, the logic behind MSCI does have issues... The 50% threshold is drawn too arbitrarily.

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FlashLoanKing

· 12-10 19:38

Damn, MSTR is directly confronting MSCI this time. Love it, love it.

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