Analysis: If MSCI removes crypto treasury companies from its indices, it could trigger a forced sell-off of $15 billion in cryptocurrencies.
PANews reported on December 18th, citing Cointelegraph, that if MSCI proceeds with its plan to remove crypto asset treasury companies from its indices, these companies could be forced to sell up to $15 billion worth of cryptocurrency. The group opposing MSCI's proposal, "BitcoinForCorporations," predicts, based on a verified preliminary list of 39 companies, that these companies, with an adjusted total market capitalization of $113 billion, would face an outflow of $10 billion to $15 billion. The group added that, according to JPMorgan Chase analysis, if Strategy is removed from the MSCI index, its outflow could reach $2.8 billion. Strategy accounts for 74.5% of the affected total market capitalization after adjustment.
Analysts have calculated that the potential total outflow of funds from all affected companies could reach $11.6 billion. Such a massive outflow would put further selling pressure on the crypto market, which has been trending downwards for the past three months. At the time of writing, the petition "BitcoinForCorporations" has garnered 1268 signatures.
Previously, it was reported that MSCI planned to introduce new rules to remove companies with digital assets accounting for more than 50% of their main indices . The final decision on this proposal will be announced on January 15, 2026, and will take effect during the review in February of the same year.
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