2025-12-18 13:25:38

MSCI may adjust its index construction methodology to consider removing listed companies holding crypto assets. This decision implies significant risks of capital restructuring.

According to analyst estimates, if this policy is implemented, crypto assets held by 39 companies could face a withdrawal pressure of $10-15 billion. Among them, a well-known tech company holding Bitcoin and Ethereum assets alone could trigger a sell-off of $2.8 billion.

This not only threatens the asset allocation strategies of individual companies but could also trigger liquidity shocks across the entire crypto market. Institutional investors often use MSCI and other weighted indices as reference points for allocation, and adjustments to index policies often signal larger-scale capital movements.

For exchanges and holders, this signal is worth noting—markets may face phased supply pressures, and institutional acceptance of crypto assets remains a point of ongoing debate.

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just_here_for_vibes

· 2025-12-18 13:57

Well, this time it's really about crashing the market, a new trick for institutions to cut leeks? --- Wait, does MSCI really dare to play like this? Those companies holding tokens must be crying in the toilet. --- $10-15 billion fleeing... sounds scary but it just feels like another round of FUD, anyway, this kind of thing happens often. --- $2.8 billion sell-off? Honestly, I hope it comes quickly so I can buy the dip. --- Institutions have always used this trick, buy the dip first and then shift the blame, brilliant. --- So basically, traditional finance is suppressing crypto, this has been obvious for a long time. --- But on the other hand, if the index really changes, how would the index funds adjust their holdings? Could this be an opportunity? --- Repeatedly betting... haha, it never ends, I just watch quietly.

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EntryPositionAnalyst

· 2025-12-18 13:55

Here comes the next round of harvesting, is MSCI making this move to pave the way for the next market plunge?

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SorryRugPulled

· 2025-12-18 13:52

MSCI, what are you up to... Trying to freeze our assets again? --- $2.8 billion sell-off? Come on, I've been mentally prepared for this long ago. --- Basically, it's still institutions not wanting us, blame them. --- Wait, is this bad news? Or just another excuse to wipe out retail investors? --- Liquidity shock... Sounds like it's about to collapse again? --- 39 companies being kicked out at once, how harsh is that? --- Come on, MSCI, I'm just waiting to see who's panicking.

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BearMarketSurvivor

· 2025-12-18 13:51

$2.8 billion sell-off? Are you joking? If MSCI really pulls this move, the entire crypto market will face a major downturn.

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LiquidityLarry

· 2025-12-18 13:44

Now MSCI is really about to cause trouble, with 10-15 billion directly pouring in. How will the crypto circle handle it? --- Wait, are they trying to exclude companies that hold tokens? What about Tesla? Are they really daring to move? --- 2.8 billion sell-off wave... sounds scary but actually it's just like that. Institutions have been playing the game for a while. --- Liquidity shocks are inevitable, but institutional investors are not fools; they will diversify their sell-offs. --- Here we go again. Every time the index adjusts, people say it's the end. But in fact, it's an opportunity to accumulate. --- 39 companies, huh? Feels like the scale isn't as big as expected. --- Is MSCI subtly suppressing the acceptance of crypto? It feels a bit excessive. --- The real risk is liquidity exhaustion. When that happens, you won't be able to run even if you want to. --- Holders should be nervous. Institutions will definitely be the first to run. --- If this policy really gets implemented, it will be a turning point for the entire ecosystem. It's too critical.

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