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律动BlockBeats
律动BlockBeats|12月 18, 2025 06:13
[Analysis: If Crypto Treasury Companies Are Removed from MSCI, It Could Trigger $10 Billion to $15 Billion in Outflows] BlockBeats reported on December 18 that BitcoinForCorporations released a report stating that if the MSCI (Morgan Stanley Capital International) index decides to remove crypto treasury companies from its index, these companies may be forced to sell up to $15 billion worth of crypto assets. The organization opposing MSCI's proposal, 'BitcoinForCorporations,' predicted based on a 'verified preliminary list' of 39 companies with a total market capitalization of $113 billion that the scale of outflows could range between $10 billion and $15 billion. The organization further added that JPMorgan's analysis estimates that if Michael Saylor's MicroStrategy is removed from the MSCI index, it could face $2.8 billion in outflows. This Bitcoin treasury company accounts for 74.5% of the total market capitalization of the affected companies. Analysts calculated that the potential total outflows from all affected companies could reach $11.6 billion. Such a large-scale outflow would bring greater selling pressure to the crypto market, which has already been in decline for nearly three months. As of the time of reporting, the petition by 'BitcoinForCorporations' has garnered 1,268 signatures.
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Timeline

1月 08, 12:26MSCI will not remove Strategy but will implement a freeze mechanism
1月 07, 02:26MSCI will not exclude companies holding Bitcoin
1月 06, 17:01Binance sells SOL, impacting market order
12月 23, 16:35MSCI proposes to exclude companies with over 50% Bitcoin holdings
12月 22, 14:09Possibility of DeFi founders selling tokens
12月 20, 12:08Strategy faces the risk of being removed from the stock index
12月 12, 11:37Bitwise supports Strategy and opposes MSCI rule changes.
12月 04, 05:48Endless selling by the project team
11月 29, 08:15Tether Gold reserves spark heated discussions and analysis
11月 25, 02:49BlackRock's transfer of coins to Coinbase shows latency

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