Strategy Inc. (MSTR) received a boost as MSCI decided not to exclude companies with large digital-asset treasuries from its indexes, causing a 6% rise in shares. MSCI plans to review how digital-asset-holding companies are treated in its indexes, providing stability and visibility for Strategy in the near term.

Coinbase Global (COIN) competes with Strategy by offering indirect exposure to Bitcoin, with $299 million added in Bitcoin holdings in Q3 2025. MARA Holdings (MARA) competes with a unique model of Bitcoin mining and accumulation, boasting 52,850 BTC on its balance sheet, positioning itself as a strong rival to Strategy.

Strategy’s shares have dropped 51.2% in the past year, with a Price/Book ratio of 0.89X. The Zacks Consensus Estimate for MSTR’s 2026 earnings is $51.60 per share, indicating a 33.88% year-over-year decline. MSTR currently holds a Zacks Rank #3 (Hold) with a Value Score of F.

Quantum Computing is rapidly advancing, with major companies integrating the technology into their infrastructure. Stock Strategist Kevin Cook highlights 7 stocks poised to dominate quantum computing in his report. Investors have the opportunity to position their portfolios for potential gains in this technological revolution.

Read more at NASDAQ.: Will MSCI Crypto Exclusion Plans Boost Strategy’s Near-Term View?