MicroStrategy’s denial of S&P500 inclusion is a blow to crypto treasuries: JPM

Published 11/09/2025, 14:02
© Shutterstock

Investing.com -- JPMorgan said the S&P500 index committee’s decision to reject Strategy’s (formerly MicroStrategy) inclusion represents a significant setback for corporate crypto treasuries.

“Last week the S&P500 index inclusion committee rejected MicroStrategy from being included in the most prominent equity index in the world,” analysts at JPMorgan wrote. 

“This is signalling that the committee, which can apply discretion in its index inclusion decisions, is concerned about including in the S&P500 index companies such as MicroStrategy that are effectively bitcoin funds.”

The bank argued that the rejection is “a blow to not only MicroStrategy but also other corporate crypto treasuries that have proliferated in recent months in an attempt to replicate MicroStrategy’s crypto accumulation model.”

JPMorgan noted it had previously highlighted that Strategy’s addition to other indices, such as the Nasdaq 100, MSCI USA, MSCI World, Russell 2000, and the CRSP US Total Market Index, had “allowed bitcoin to encroach into investors’ portfolios both retail and institutional.” 

However, the S&P500 committee’s rejection “suggests that this encroaching into investors’ portfolios via the back door may be reaching its limits.”

The bank also flagged risks that “other index providers that have already included MicroStrategy or other corporate crypto treasuries into their equity indices might rethink their approach.” 

At the same time, Nasdaq has reportedly required certain crypto-holding companies to seek shareholder approval before issuing new shares to fund bitcoin purchases.

JPMorgan added that the rejection comes at a time when corporate crypto treasuries face “overcrowdedness and investor fatigue,” with issuance volumes slowing and share prices under pressure. 

The bank warned that “more questions are raised about the sustainability of their business model” as risk premia rise.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.