MSCI Consultation: What Does It Mean for Crypto Companies?
What is the MSCI consultation and why does it matter?
The MSCI consultation is critical for companies with large cryptocurrency holdings, especially Bitcoin. MSCI, known for providing investment decision support tools, is thinking about labeling firms whose digital asset holdings exceed 50% of total assets as “digital asset treasury companies.” If this happens, these companies could be excluded from major indices. Such a change would force passive investment funds to sell their shares. For companies like Strategy Inc., which has over 77% of its assets in Bitcoin, this could have serious consequences. The final verdict is anticipated around January 15, 2026, with the implementation of changes likely to follow soon after.
What are the…
