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S&P 500 Snubs Strategy as JPMorgan Warns of a Setback for Bitcoin-Treasury Stocks

The discretionary decision signals limits to index-driven crypto exposure for companies that function like bitcoin funds.

Overview

  • Strategy was left out of the S&P 500 despite meeting technical criteria, with the index committee using its discretion to deny inclusion.
  • JPMorgan said the move is a blow to corporate crypto treasuries and warned other index providers could rethink existing inclusions.
  • Nasdaq has reportedly begun requiring shareholder approval before companies issue new shares to buy digital assets, tightening a key funding path.
  • Strategy recently dropped a no-dilution pledge as analysts note slowing equity and debt issuance and rising risk premiums for the sector.
  • The company remains a major benchmark constituent elsewhere and is the largest public bitcoin holder, with data citing about 638,460 BTC against roughly 1,006,592 BTC held by public firms overall.