MSCI plans to exclude high-crypto holdings companies, potentially triggering a $15 billion sell-off.

Mars Finance reports that index provider MSCI has proposed to remove companies with digital assets accounting for 50% or more of their total assets from its Global Investable Market Index. The final decision is expected to be made on January 15, 2026, with changes possibly taking effect in February. Analysts estimate that this move could force 39 publicly traded companies to sell between $10 billion and $15 billion worth of crypto assets to maintain eligibility. These companies have a combined market capitalization of approximately $113 billion, with Strategy (formerly MicroStrategy) accounting for 74.5% of the affected value. JPMorgan estimates that Strategy alone could face outflows of $2.8 billion from MSCI-related funds. To avoid being delisted, some companies may proactively liquidate their crypto holdings to below 50%, triggering market sell-offs and increased Bitcoin volatility. Over 1,268 people have signed a petition opposing the proposal, criticizing it as unfairly targeting digital assets.