MSCI's plan to exclude companies with high crypto holdings could trigger a $15 billion sell-off.

[MSCI Proposes Excluding Companies with High Crypto Holdings, Potentially Triggering a $15 Billion Sell-Off] According to Mars Finance, index provider MSCI has proposed removing companies with 50% or more of their total assets from its global investable market indices. The final decision is scheduled for January 15, 2026, with the changes potentially taking effect in February. Analysts predict this move could force 39 listed companies to sell $10 billion to $15 billion in crypto assets to maintain their 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 $2.8 billion in outflows from MSCI-related funds. To avoid removal, some companies may proactively liquidate their crypto holdings to below 50%, triggering a market sell-off and increased Bitcoin volatility. Currently, over 1268 people have signed a petition opposing the proposal, criticizing it as unfairly targeting digital assets.