MSCI Considers Excluding Bitcoin-Holding Firms From Indices, Sparking Industry Backlash

Bitcoinist

Release Time: 12/11/2025 14:14:29

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Summary

MSCI has opened a consultation on whether firms with over 50% of assets in digital assets should be excluded from its main indices. Strategy’s Phong Le criticized the move, comparing it to penalizing Chevron for oil. JPMorgan estimates the **potential** forced selling could hit $8.8 billion if others follow. Strategy, the largest corporate Bitcoin holder, is in talks to avoid removal. Industry groups warn the rule could misclassify active businesses. The consultation closes by Dec. 31, 2025, with a decision due by mid-2026. Analysts are asking **what is** the long-term impact on crypto-linked equities.

Derived from Bitcoinist, MSCI has launched a consultation on whether companies with over 50% of their balance sheets invested in digital assets should be excluded from its main indices. Phong Le of Strategy criticized the move, comparing it to penalizing Chevron for oil. JPMorgan estimates potential forced selling could reach $8.8 billion if other index providers follow. Strategy, the largest corporate Bitcoin holder, is in talks with MSCI to avoid removal. Industry groups oppose the move, warning it could misclassify operational businesses. The consultation is set to close by Dec. 31, 2025, with a decision expected by mid-2026.

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