Pocket Pivot Review - MSCI decision hot off the press is bullish for BTC | Stock market timing reports

Minutes after today's market close, MSCI decided to keep MSTR in its indexes and not implement the earlier proposal to exclude “digital asset treasury” (DAT) companies like MicroStrategy.coindesk+2

What MSCI Announced

MSCI ran a consultation on reclassifying DAT firms (those holding >50% of assets in crypto) as ineligible for its Global Investable Market Indexes.kucoin+1
On 5–6 January 2026, MSCI said it “will not implement the proposal to exclude digital asset treasury companies from the MSCI Global Investable Market Indexes”, meaning MSTR stays in.finance.yahoo+2
MSTR (ticker still in use though some outlets say “Strategy”) jumped about 6% in after-hours trading on the decision, as it removes the near-term forced-selling overhang.finance.yahoo+2

Implications for MSTR

The feared $1.6–$8.8B of passive outflows tied to an MSCI removal scenario is off the table for now.coinspeaker+2
The main drivers go back to:
- Bitcoin’s price and volatility.ainvest+1
- Their continued equity issuance and leverage profile.simplywall+1

So yes, as of now MSCI is leaving MSTR in the index family, which is a clear short‑term positive for the stock’s liquidity and sentiment.ainvest+2

Expect a partial reversal of the major fall in BTC, MSTR, and MSTU caused by the tentative MSCI decision to remove MSTR from indices. All three [BTC, MSTR, and MSTU] rallied on the news.

As major investment banks such as JP Morgan reported, it would have caused selling pressure to the tune of at least a few to several billion dollars in bitcoin. This created substantial selling pressure not just in MSTR and MSTU but also in BTC. This also bodes well for Bitcoin mining stocks, two of which were mentioned in a report sent today on HIVE and CLSK. Both are trading higher in the aftermarket.

Watch for pocket pivots and/or undercut & rallies in key names we have mentioned in various reports. CIFR, APLD, and IREN all derive significant but varying portions of revenue from Bitcoin mining, though APLD and IREN are aggressively pivoting to AI/HPC data centers. MARA, HUT, BITF, and RIOT are also significant Bitcoin miners.