Recently, there has been a market-focused news—MSCI( MSCI Index) announced the latest consultation results for digital asset treasury company (DATCOs).

In simple terms, MSCI has decided to temporarily suspend the implementation of the proposal to exclude DATCOs from the MSCI Global Investable Market Index in the index adjustment scheduled for February 2026. This means that these companies will remain in the index as before, not being kicked out.

This is a positive development for digital asset treasury companies already included in the MSCI index. On one hand, these companies can continue to stay within the mainstream global index system, maintaining the allocation base for institutional investors. On the other hand, it also reflects that the recognition of this business model by major global financial institutions is increasing—after all, shifting from complete exclusion to maintaining the status quo indicates a softening market attitude towards the digital asset sector.

However, it is important to note that MSCI's decision is a "temporary suspension" rather than a "permanent removal." In other words, there is still a possibility of future adjustments. For the relevant companies, continuing to optimize governance structures and improve compliance levels are essential to maintaining their index status in the long term.

For investors, this indicates that digital asset-related companies are gradually integrating into the global mainstream investment framework, and the barriers for institutional allocation of such assets are diminishing.