It looks like there might be a big move around the end of December or January. In October this year, MSCI announced an evaluation plan to remove companies from its global investable market indices—including MSCI World, MSCI USA, and others—if their digital assets (especially Bitcoin) account for more than 50% of their total assets.

A leading coin-holding company is a typical example. With BTC making up nearly 90%, at this pace, it’s likely to be removed. Once removed, how can the stock price stay strong? This puts people in a dilemma: either be forced to sell BTC down to below 50% to keep their index quota, or be forcibly kicked out of the market. Both options are tough, and either way, it could have a significant impact on the Bitcoin market.

However, there’s a third option—if this company firmly holds onto its BTC and continues to add to its position, stubbornly crossing this threshold, it could instead send a very strong confidence signal to the market. We’ll just have to wait and see how things develop.