MSCI announced on January 7, 2026, that it will temporarily not exclude Digital Asset Treasury Companies (DATCOs) from its global investable market indices. Enterprises holding digital assets exceeding 50% of total assets (such as Strategy Inc.) will maintain their current index treatment. This move aims to create time to research how to distinguish between "investment-type" and "operational-type" enterprises, and plans to launch broader consultations to establish new assessment standards (such as financial statement metrics). Market reaction was positive, with Strategy's stock rising over 6% in after-hours trading, providing short-term relief from passive fund selling pressure. MSCI emphasized that it may limit the inclusion of such companies in factor adjustments and new scale additions in the future. The industry views this decision as reflecting the cautious approach of the traditional financial system toward digital asset integration.