Strategy Inc ($MSTR): whether MSCI has decided to remove Strategy, and the timing and potential selling impact. The October 15 posts overstate the status: the available evidence points to a consultation proposal and a simulated potential deletion, not a confirmed removal. The sources do not establish that MSCI has published a final decision, a November 11 deletion list, or a November 30 effective date.

Strategy Inc ($MSTR): whether MSCI has decided to remove Strategy, and the timing and potential selling impact. The October 15 posts overstate the status: the available evidence points to a consultation proposal and a simulated potential deletion, not a confirmed removal. The sources do not establish that MSCI has published a final decision, a November 11 deletion list, or a November 30 effective date.

MSCI’s August proposal would screen for “non-operating companies”; an August simulation reportedly flagged Strategy, Metaplanet and Yellow Cake as potential deletions. That is evidence of exposure to the proposed rule, not an announced removal (August coverage).

The supplied $2.8 billion figure is described by Coin Bureau as a prior JPMorgan estimate of possible selling if Strategy were dropped. The available sources do not confirm JPMorgan’s underlying calculation or its scope, so treat it as a conditional estimate, not a scheduled or certain outflow (Coin Bureau’s post).

The sources do not name a confirmed final decision, decision date, or effective date.