🚨 MSCI Proposal Could Shake up Corporate Crypto Holdings 🚨
A new proposal from MSCI could significantly impact public companies with large digital asset exposure. The index provider is considering excluding firms whose crypto holdings exceed 50% of total assets from its global investable indices.
🔍 Why it matters
• Up to 39 public companies could be affected
• Potential forced selling of $10B–$15B in crypto
• Combined market cap at risk: $113B
• Strategy (ex-MicroStrategy) represents ~74.5% of the exposure
• JPMorgan estimates $2.8B in possible outflows for Strategy alone
📉 If approved (decision expected Jan 15, 2026), companies may rebalance early to stay eligible — raising the risk of market volatility, especially for BTC.
👥 Pushback is growing, with critics calling the move discriminatory toward digital assets as adoption expands.
Institutional rules are evolving — and crypto markets are watching closely. 🔎🚀
