2026-01-19 14:11:26

#MSCI未来或纳入数字资产财库企业 MSCI currently does not exclude digital asset treasury companies from being included in the index system—this signal is worth pondering.

From recent market trends, the mainstream index's attitude towards digital asset-related companies is clearly shifting. Treasury companies, as a bridge connecting traditional finance and the crypto ecosystem, inherently possess unique asset allocation value. Once officially included by MSCI, it could signify a large-scale institutional capital inflow window.

What makes these companies attractive? Holding digital assets as part of the corporate balance sheet directly aligns with inflation hedging and asset diversification needs. As the global liquidity environment changes, adjusting traditional investment portfolio allocations has become inevitable, and the digital asset treasury model just fills this gap.

If you're interested in this track, now is indeed a good time to observe. Market opportunities often appear in the window between policy approval and capital recognition.

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RugpullTherapist

· 01-19 14:38

Wait, can this really be included in MSCI? It still feels a bit uncertain.

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GasFeeCry

· 01-19 14:21

Wow, MSCI is going to be included? Now traditional finance really can't compete with us. --- The Treasury is basically an entry pass for institutions; the window is only a few months. --- If you don't pay attention now, it'll be too late once all the institutions come in. I bet this round of gains is leveraged. --- Tired of the inflation hedge excuse; the key is that institutions need a place to put their idle money, right? --- If MSCI is really included, I’ll go all in; otherwise, what are we even talking about here? --- The gap between policy approval and capital approval is just this much time. Missing it means it's too late to cry.

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EthSandwichHero

· 01-19 14:17

Hmm... This wave is really interesting. If MSCI gives the green light, institutions should start rushing in. --- I've been optimistic about this treasury model for a long time, just waiting for mainstream approval. --- The window period is correct, but the problem is catching this train. --- Has the integration of traditional finance and blockchain finally been taken seriously? It’s about time. --- Wait, can this really enter MSCI? It still feels too optimistic. --- Hedging inflation really hit the mark; asset allocation will definitely need adjustment. --- Is now the smart time to enter or to buy the dip? That’s the real question. --- Once institutional funds recognize it, retail investors will have no chance left—another cut?

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ZKProofster

· 01-19 14:13

ngl, "treasury companies" holding crypto as balance sheet items is just institutions hedging inflation with extra steps—technically speaking, there's no mathematical guarantee here, just narrative capture waiting for the next liquidity cycle to reverse.

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