#MSCI Rules May Trigger $15B #Crypto Sell-Off


Morgan Stanley Capital International Index could force crypto treasury companies into massive asset liquidations if proposed rules to exclude them from its indices take effect.


Advocacy group BitcoinForCorporations estimates potential outflows between $10 billion and $15 billion based on preliminary analysis of 39 companies holding $113 billion in combined float-adjusted market capitalization.


#Strategy alone, which represents 74.5% of total impacted market cap, faces $2.8 billion in potential outflows, according to JPMorgan calculations.


The group collected 1,268 signatures opposing MSCI's October proposal to remove companies with majority #crypto balance sheets from its indices. Such exclusions would dramatically impact passive investment fund holdings, as MSCI benchmarks determine which companies these funds must hold.


Analysts project $11.6 billion in total outflows across all affected companies. This selling pressure would hit markets already experiencing downward trends for nearly three months.

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December 18, 2025 at 2:02 PM