2026-01-07 06:28:38

MSCI has decided to postpone the plan to remove "digital asset treasury companies" like MicroStrategy, which hold large amounts of Bitcoin, from its stock indices. This decision avoids a potential sell-off storm—if the policy is implemented, passive tracking funds could sell $10-15 billion worth of related stocks.

Turning to deeper reflection. MSCI has not completely abandoned the idea but is re-evaluating how to handle listed companies that hold large amounts of non-operational assets. Maintaining the current rules at this stage provides the market with a buffer period.

What does this reflect? The strong voices from the market have changed the attitude. Bitcoin and other digital assets are quietly consolidating their position in the traditional financial world, and this reversal is clear evidence. But don’t be too optimistic; MSCI may still introduce new classification standards in the future. The game is far from over.

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MidnightMEVeater

· 14h ago

Good morning everyone, I was awakened again at 3 a.m. by this matter haha. MSCI this wave, a classic sandwich attack—first scare the market to force retail investors to liquidate themselves, then watch the trend and decide how to cut. The 10-15 billion sell-off window is the most lucrative order in the dark pool for midnight arbitrage. So, it's not that Bitcoin won, but the liquidity trap of passive funds is too deep, and dark pool players are reluctant to give up this meal. The rules haven't changed, just the knife skills in redrawing the cake. Once the next classification standard is released, nocturnal creatures will have new tasks to do.

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Blockwatcher9000

· 01-09 00:53

Haha, MSCI's move was just cowardly. Selling off $10-15 billion was too aggressive, and the market rebound was just too much to handle. Bitcoin is really establishing itself in the traditional financial circle; it feels a bit different now. But don't pop the champagne just yet, this is only a pause, and the struggle will continue later.

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CoffeeNFTs

· 01-07 06:57

Haha, MSCI has been educated by the market this time. With a selling pressure of 10-15 billion in front of us, who dares to really move?

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APY_Chaser

· 01-07 06:57

Hmm... MSCI chickened out this time. Luckily, BTC still has supporters.

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VirtualRichDream

· 01-07 06:50

Haha, MSCI chickened out, money still talks.

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BlockchainBard

· 01-07 06:43

Haha, MSCI is scared, huh? Dropping 10-15 billion must be quite painful... BTC is really gradually becoming legal, and this is more effective than any official statement.

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FrontRunFighter

· 01-07 06:41

they just kicked the can down the road lol. msci didn't back off—they're literally just regrouping, waiting for the perfect moment to sandwich this policy through when nobody's watching. 100-150bn in forced liquidations? that's a dark forest event waiting to happen. classic institutional playbook: appear reasonable, buy time, extract maximum mev through confusion.

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ImpermanentPhobia

· 01-07 06:29

Haha, MSCI backed down this time. It seems that Bitcoin's influence has really grown. Compromise is just compromise. Don't make excuses for yourself; the market is just too fierce. No one dares to buy the 10-15 billion USD dump, so they just hold off for now—typical political correctness. But don't overthink it; this is just a pause. There are many more moves to come... Stay tuned.

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