Potential Impact of MSCI's Proposal on Crypto Asset Companies

According to PANews, a report by Cointelegraph suggests that if MSCI proceeds with its plan to exclude crypto asset treasury companies from its indices, these companies might be compelled to sell up to $15 billion in cryptocurrencies. The group opposing MSCI's proposal, 'BitcoinForCorporations,' has predicted, based on a verified preliminary list of 39 companies, that these companies, with an adjusted total market capitalization of $113 billion, could face an outflow of $10 billion to $15 billion. Additionally, the group noted that JPMorgan's analysis estimates that if Strategy is removed from the MSCI index, it could result in an outflow of $2.8 billion. Strategy accounts for 74.5% of the adjusted total market capitalization of the affected companies. Analysts have calculated that the potential total outflow for all affected companies could reach $11.6 billion. Such a significant outflow would increase selling pressure on the crypto market, which has been on a downward trend for the past three months. At the time of writing, the petition by 'BitcoinForCorporations' has gathered 1,268 signatures. Previously, it was reported that MSCI plans to establish new regulations to exclude companies with more than 50% of their assets in digital currencies from major indices. The final decision on this proposal is expected to be announced on January 15, 2026, and will take effect in the review of the same year in February.