Heads up: MSCI might be making waves in early 2026. Word is they're considering whether to kick out companies holding over 50% in crypto—yes, that includes Strategy and similar players. Decision drops January 15th, 2026.
What's the catch? If this goes through, we could see fresh selling pressure hitting Bitcoin. Not exactly the start to the year anyone's hoping for. The 50% threshold isn't random—it's a clear line in the sand for traditional index providers getting nervous about crypto concentration risk.
Worth watching how this plays out. Could shift some institutional dynamics.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
17 Likes
Reward
17
9
Repost
Share
Comment
0/400
SmartContractDiver
· 11-28 15:39
Is it going to dump again? MSCI is really annoying.
View OriginalReply0
OldLeekConfession
· 11-28 10:15
Wait, is MSCI really going to do this? Once the 50% line comes out, those all-in companies will have to be kicked out, which will indeed cause panic selling...
View OriginalReply0
PriceOracleFairy
· 11-27 06:20
ngl if msci actually nukes 50%+ crypto holdings jan 15th we're looking at a pretty gnarly liquidity drain. the statistical anomaly here is *chef's kiss*—tradfi finally realizing concentration risk exists lmao
Reply0
GweiWatcher
· 11-26 00:53
ngl, MSCI's move is really a bit harsh, dropping such news at the beginning of the year...
View OriginalReply0
AltcoinHunter
· 11-26 00:53
I knew it, those people in TradFi always want to set us up. That 50% line is clearly trying to force those institutions that enter a position to Cut Loss.
View OriginalReply0
NotAFinancialAdvice
· 11-26 00:52
Wait, is MSCI really going to kick out encryption-related assets? Then Bitcoin is going to be in trouble in January.
View OriginalReply0
MEVHunter
· 11-26 00:52
ngl this 50% threshold reeks of institutional fear-mongering tbh. they're literally drawing the line at the exact point where crypto exposure becomes *visible* to their LP's. classic gatekeeping move
Reply0
VCsSuckMyLiquidity
· 11-26 00:47
Ngl, traditional finance is really panicking now, the 50% line is drawn too decisively.
View OriginalReply0
HypotheticalLiquidator
· 11-26 00:28
Once the 50% line takes effect, be careful of the domino effect of Get Liquidated... Could the institutions buying the dip at the same time be a signal for the next round of deleveraging?
Heads up: MSCI might be making waves in early 2026. Word is they're considering whether to kick out companies holding over 50% in crypto—yes, that includes Strategy and similar players. Decision drops January 15th, 2026.
What's the catch? If this goes through, we could see fresh selling pressure hitting Bitcoin. Not exactly the start to the year anyone's hoping for. The 50% threshold isn't random—it's a clear line in the sand for traditional index providers getting nervous about crypto concentration risk.
Worth watching how this plays out. Could shift some institutional dynamics.