MSCI Delays Exclusion of Digital Asset Companies from Indexes to 2026
Written by Ohris M. Greyoon, Blockchain & Crypto Expert
Source: Coinmarketcap
Updated: Jan 09 2026- Risk Mitigation: MSCI's decision to delay the exclusion of digital asset companies until February 2026 reduces the risk of forced selling for investors, thereby providing greater market stability for these firms.
- Index Calculation Freeze: By not increasing the number of shares for affected companies, MSCI prevents passive index funds from automatically buying after new stock issuances, which may weaken market demand and impact stock performance.
- Funding Path Changes: While Strategy can still raise capital through equity issuance, future funding will rely more on active investor choices rather than benchmark-driven buying, potentially increasing the cost of capital.
- Increased Market Competition: The new rules sharpen the comparison between digital asset companies and spot Bitcoin ETFs, which offer direct price tracking, possibly leading some investors to prefer ETFs for cleaner market exposure.
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.
