MSCI Proposal Could Trigger Up to $15B Crypto Sell-Off
A fresh report highlighted by PANews, citing Cointelegraph, warns that MSCI’s proposed move to exclude crypto asset treasury companies from its indices could lead to massive forced selling in the crypto market.
According to BitcoinForCorporations, a group opposing the proposal, a verified preliminary list of 39 affected companies shows an adjusted market capitalization of $113 billion. Based on this data, they estimate a potential crypto outflow ranging between $10 billion and $15 billion if MSCI moves forward.
The group also referenced JPMorgan’s analysis, which suggests that if Strategy is removed from the MSCI index alone, it could trigger an estimated $2.8 billion outflow. Notably, Strategy represents 74.5% of the adjusted total market cap of all companies likely to be impacted.
Independent analysts calculate that the combined outflow could reach approximately $11.6 billion, a development that would add significant selling pressure to an already weak crypto market that has been trending downward for the past three months.
As of now, the BitcoinForCorporations petition opposing MSCI’s proposal has collected 1,268 signatures, reflecting growing concern within the corporate crypto community.
Earlier reports revealed that MSCI is considering new rules to exclude companies holding more than 50% of their assets in digital currencies from major indices. The final decision is expected on January 15, 2026, with implementation scheduled for the February 2026 index review.$BTC