MSCI’s Proposed Crypto Exclusion Rule Threatens $15B in Outflows
Index provider MSCI may force crypto-heavy companies to sell over $10 billion in assets to maintain their listings, according to Bitcoin advocate George Mekhail. The proposed rule targets firms with more than 50% exposure to digital assets.
The consultation period runs through December 31, with final decisions expected January 15. Thirty-nine companies currently face review—eighteen at high risk of removal when changes take effect in February 2026.
Market participants brace for potential contagion as the $11.6 billion outflow could exacerbate current crypto market pressures. 'This isn't just about index composition—it's a liquidity event,' noted one trader monitoring the situation.