$15B Sell-Off Risk if MSCI Implements 50% Crypto DAT Rule
The post $15B Sell-Off Risk if MSCI Implements 50% Crypto DAT Rule appeared on BitcoinEthereumNews.com.
Key Notes MSCI’s proposed 50% crypto asset rule could trigger up to $15 billion in forced selling. Around 39 crypto treasury companies with $113 billion in market value may be affected. Strategy alone could see nearly $2.8 billion in outflows, as per analysis. A whopping $15 billion could be forced out of crypto-linked stocks if MSCI moves ahead with a proposed rule change. If approved, the new guidelines would require major index-tracking funds to dump shares of companies holding more than 50% of their assets in crypto. Meanwhile, crypto remains range-bound with Bitcoin BTC $86 699 24h volatility: 0.2% Market cap: $1.73 T Vol. 24h: $49.48 B stuck below $90K but institutions are not backing down. Glassnode has revealed that the average size of BTC treasuries held by public and private companies rose from 197K BTC to 1.08M BTC, a 448% surge since January 2023. The aggregated size of Bitcoin treasuries held by public and private companies has grown from 197K BTC to 1.08M BTC, a ~448% increase since January 2023. Corporate balance sheets are becoming an increasingly significant pillar of demand for BTC. 📊 https://t.co/BG7o6axv1P pic.twitter.com/VWEiIV6lHS — glassnode (@glassnode) December 9, 2025 Why MSCI’s Rule Matters MSCI is consulting investors on whether companies with more than 50% of their balance sheet in digital assets should be excluded from its core equity indexes. We spell out the potential implications of MSCI’s proposed 50% DAT exclusion rule: https://t.co/ceJZU0dRTP pic.twitter.com/5CixFrEYVR — George Mekhail (@gmekhail) December 17, 2025 These firms, popularly called digital asset treasury companies, raise capital through equity or debt and use much of it to buy assets such as Bitcoin. MSCI indexes act as benchmarks for passive funds around the world. When a company is removed, funds that track those indexes must sell the stock, regardless of market conditions. This…
Filed under: News - @ December 18, 2025 8:22 am