MSCI may delist Bitcoin-heavy companies; will this step shake the entire sector?

【BitPush】There’s something to say—MSCI might kick companies with large digital asset holdings out of the index.

According to the latest information, MSCI proposed in October: any company with digital assets constituting 50% or more of total assets will be removed from the global benchmark index. What’s the reason? MSCI believes these companies are more like investment funds, and funds themselves are not within their index scope.

However, this idea has faced opposition from many companies. Many have stated their disagreement—“We are not just funds; we are engaged in actual operations, developing real innovative products.” The implication is that MSCI’s standards are too unfair to the crypto industry.

How serious is the issue? Analysts have done some calculations: if indeed kicked out, certain Bitcoin-heavy companies could face a demand drop of about $9 billion in their stock. This is not just a matter for individual companies; the attractiveness of the entire sector could be affected.

In the past two years, more and more companies have started to include Bitcoin and other cryptocurrencies on their balance sheets. Some see long-term appreciation potential, others are just following the trend. But can this business model be sustained? Everyone is feeling uncertain.

MSCI is now conducting a public consultation, with a final decision expected to be announced by January 15. What’s more concerning is that if MSCI actually proceeds, other index providers are likely to follow suit. The impact then could be significant.