Strategy presses MSCI on neutral bitcoin policy; $60T credit thesis, MSTR 2026 cycle
Strategy said it submitted a formal response to MSCI's consultation and urged neutral index treatment for bitcoin-treasury firms, with the review running through Dec. 31 and potential changes in early 2026. CEO Phong Le cited a $60 trillion digital credit opportunity, while traders reference an MSTR cycle chart that projects into mid-October 2026.