🤑 Crypto Firms in $15B Hot Water Thanks to MSCI’s Wild Ride! 🚀

Well, butter my biscuit and call me a crypto cowboy-analysts are hollering that passive funds might yank a cool $11.6 billion from them thar companies hoardin’ crypto like it’s digital gold. All thanks to MSCI’s latest brainchild, which’d boot ‘em from its indexes faster than a skunk at a lawn party. 🤠

Word on the street is, that number’s just the tip of the iceberg-or should I say, the tip of the crypto iceberg? Toss in some follow-on sellin’ by other index bigwigs, and you’re lookin’ at a whopping $10 to $15 billion in potential mayhem. 🤯

Estimated Outflows Range

Now, don’t go losin’ your hat over this just yet. The numbers are as slippery as a greased pig, dependin’ on whether other index providers jump on MSCI’s bandwagon and how much passive cash gets shuffled around. All this fuss over 39 companies that MSCI’s got its eye on for holdin’ more digital assets than a tech billionaire at a Vegas casino. 🎰

MSCI’s Proposal And The Mechanics

According to MSCI’s own pile of paperwork, they’re fixin’ to treat companies with more than half their assets in digital doodads as outcasts in their broad equity indexes. It’s like bein’ uninvited to the fanciest ball in town. MSCI’s takin’ its sweet time, though-consultation’s draggin’ on till December, with the verdict comin’ January 15, 2026. Changes? February 2026. Mark your calendars, folks. 📅

We spell out the potential implications of MSCI’s proposed 50% DAT exclusion rule:

– George Mekhail (@gmekhail) December 17, 2025

Strategy Stands Out

Now, JPMorgan’s been waggin’ its finger at Strategy, sayin’ it could lose $2.8 billion in passive outflows if MSCI gives it the boot. And that’s just the start-if other index families follow suit, it’s a whole other kettle of fish. Strategy’s sittin’ pretty with a heap of Bitcoin on its balance sheet, makin’ it the big kahuna in this outflow hoedown. 💰

Risk To Crypto Holdings

But wait, there’s more! Some folks are warnin’ that these companies might start liquidatin’ their crypto stash to keep their heads above water. We’re talkin’ up to $15 billion in crypto sales in the worst-case scenario. That’s enough to send shivers down the spine of both equity and crypto markets. 🌪️

Industry Pushback

Of course, the crypto crowd ain’t takin’ this lyin’ down. A bunch of rascals callin’ themselves “Bitcoin For Corporations” are kickin’ up a fuss, sayin’ MSCI’s test is about as fair as a three-legged race. They’ve rounded up 1,200 to 1,300 signatures and are beggin’ MSCI to think twice. Their beef? MSCI’s focusin’ on balance sheets instead of how these companies actually operate. Sounds like a classic case of missin’ the forest for the trees. 🌲

So, there you have it, folks-a $15 billion crypto drama with more twists than a barrel of pretzels. Stay tuned, ‘cause this ain’t over till the fat lady sings. Or in this case, till MSCI makes up its mind. 🎭

2025-12-19 01:34

Estimated Outflows Range

MSCI’s Proposal And The Mechanics

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