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The crypto world could experience a new massive sell-off in January for this reason.
A new massive liquidation is looming on the horizon of the crypto world for the first half of January 2026. This new drop could range between $10 billion and $15 billion in sales linked to the crypto funds of treasury firms, according to some experts. The main cause of this eventual scenario are the MSCI reviews of companies with cryptocurrency balances.
The outflow from the cryptocurrency treasury sector has significantly lowered the level of many companies for several months. As a consequence of this, the aforementioned index could decide to remove them from its list. The effect of this could be gigantic, as it would limit these companies' access to institutional capital, worsening the crypto prospect.
It is important to consider that the MSCI is in the process of review prior to the January update. Among the companies that could be downgraded, the Strategy of Michael Saylor is not ruled out. This is none other than the largest corporate holder of Bitcoin, with 671,268 bitcoins in its reserves.
The problems for the companies excluded from the index could translate into a gigantic loss of flows. According to estimates from JPMorgan, only Strategy would lose access to about $2.8 billion. In total, 39 companies in the crypto world are under review and many of them are expected to exit the index.
According to the author of 'Thank God for Bitcoin' and CEO of Bitcoin for corporations, George Mekhail, firms in the sector will lose access to about $11.6 billion.
