company
Ethereum treasury firm placed on MSCI's watchlist after failing the screen once; two consecutive failures would mean exclusion.
No evidence-backed relationships are recorded.
ARK Invest bought about $24.7 million of CoreWeave shares days before Cathie Wood urged investors to track where AI agents spend money. For now ARK's money is on the compute agents consume, and the fight over which payment network they use is still being argued in papers and protocols.
Reality
MSCI's Aug. 3 proposal to drop "non-operating companies" from its indexes would remove Strategy and Metaplanet, according to MSCI's own simulation. JPMorgan analysts put Strategy's potential outflows from benchmark-tracking funds at about $2.8 billion in 2025.
Reality
Bitmine holds 5,983,940 ETH, 4.9% of supply, and the 121,060 tokens still missing cost about $325m at its own reference price, a bill its cash balance covers twice over. Tom Lee expects institutions in the fourth quarter.
Perspective Coverage
3 publishersReality
The Miami treasury company is sending about 106,000 ETH, roughly 12% of its stack, into a receipt token custodied at Anchorage. Passive holding is becoming collateral.
Reality
A revived MSCI consultation names Strategy and Metaplanet as deletions if its "non-operating companies" screen passes. Comments close September 30, with a decision due around October 16.
Reality