MSCI Delays Decision on Excluding Crypto Firms Until 2026
Written by Ohris M. Greyoon, Blockchain & Crypto Expert
- Decision Delay: MSCI has postponed its decision regarding the exclusion of crypto firms, including Strategy, until February 2026, reflecting a cautious approach towards the digital asset market that may impact the performance of related companies.
- Capital Outflow Projections: Analysts at JPMorgan estimate that if the exclusion occurs, 39 companies could face capital outflows between $10 billion and $15 billion, with Strategy alone potentially seeing outflows of $2.8 billion to $8.8 billion, highlighting the significant financial stakes involved in MSCI's decisions.
- Market Volatility Risks: Investor sentiment remains cautious amid fears that companies may sell assets to drop below the 50% threshold, leading to potential fluctuations in Bitcoin values, which market observers predict could impact Bitcoin's stability.
- Lack of Historical Precedents: Previous consultations on similar exclusions lack clear historical precedents, complicating the decision-making process, and experts suggest that future outcomes will heavily rely on market responses and community actions.
About the author
Ohris M. Greyoon
Ohris M. Greyoon holds a Master’s in Computer Science from MIT and has 10 years of experience in blockchain technology and cryptocurrency markets. A pioneer in decentralized finance (DeFi) analysis, he leads Intellectia’s Crypto News, offering cutting-edge insights into digital assets.
