The MSCI crisis continues in the cryptocurrency market. While the risk of some Bitcoin companies being removed from the MSCI index still persists, a worrying prediction has come from BitcoinForCorporations, a group campaigning against the proposed MSCI removal.
According to BitcoinForCorporations’ estimates, if MSCI removes companies with a high proportion of cryptocurrency holdings from its index, those companies may be forced to sell up to $15 billion worth of cryptocurrency.
Estimates suggest that 39 companies from MSCI could be delisted, potentially triggering a $15 billion sell-off. Such a massive capital outflow would create further selling pressure and shockwaves in cryptocurrency markets, which have already been trending downwards for about three months.
MSCI began discussions in October regarding a delisting proposal for companies whose balance sheets consist largely of crypto assets. At this point, MSCI is still reviewing whether companies whose balance sheets are comprised of more than 50% cryptocurrencies like Bitcoin should be removed from its major stock indices. A final decision is expected on January 15, 2026.
If approved, the change will be reflected in the MSCI regular index review in February.
In this context, one of the companies that stood out was Strategy, led by the big bull Michael Saylor.
An analysis by JPMorgan warned that simply delisting Strategy could lead to a capital outflow of $2.8 billion.
*This is not investment advice.