MSCI’s crypto treasury rules could spur $15B of forced selling

MSCI delisting of crypto stocks could trigger $15B sell-off

If the MSCI (formerly Morgan Stanley Capital International) decides to proceed with its delisting proposal and excludes crypto treasury companies from the

Crypto Treasury Firms Face $15B Selling Pressure From MSCI Decision

Analysts have calculated that passive funds could pull as much as $11.6 billion from companies that treat large crypto holdings as corporate treasuries if MSCI removes them from its indexes, a move that would force index-tracking vehicles to sell shares. Reports say that number comes from adding direct MSCI-tracked outflows to possible follow-on selling by other index providers. Estimated Outflows Range The figure sits inside a wider band of est…

MSCI Proposal Puts $15B of Crypto-Linked Stocks at Risk of Forced Selling

MSCI, one of the world’s most influential index providers, is considering changes that could reshape how public companies with large cryptocurrency holdings are treated in global equity benchmarks. The proposal, now under consultation, could ultimately force the sale of up to $15 billion worth of crypto-linked stocks if adopted, according to market estimates. As a key reference point for institutional investors, MSCI indexes guide how trillions …

MSCI proposal flags index risk for crypto treasury firms

George Mekhail said that an MSCI proposal known as the “50% DAT exclusion rule” could have meaningful implications for digital-asset-treasury companies, pointing readers to a detailed appendix. We spell out the potential implications of MSCI's proposed 50% DAT exclusion rule: https://t.co/ceJZU0dRTP pic.twitter.com/5CixFrEYVR — George Mekhail (@gmekhail) December 17, 2025 In practical terms, an exclusion rule of that type would raise benchmark …

Crypto-heavy Companies Brace For $15B Forced Sales From MSCI

MSCI’s proposal could trigger $10–$15 billion in crypto outflows. Analysts warn that selling pressure may worsen crypto’s three-month decline. Industry groups and companies push back, urging MSCI to reconsider. Crypto treasury companies may face billions in forced sales if the Morgan Stanley Capital International Index (MSCI) removes them from its indexes. According to BitcoinForCorporations, 39 companies with substantial crypto holdings could s…