According to the source, advocacy group Bitcoin For Corporations warns that billions of dollars could outflow from crypto treasury companies if MSCI excludes them from its indices (source: Bitcoin For Corporations).

According to @saylor, restricting passive index investment in BTC would mirror restricting capital into oil and oil rigs in the 1900s, spectrum and cell towers in the 1980s, or compute and data centers in the 2000s, underscoring Bitcoin’s role as critical digital infrastructure for long-horizon capital allocation (Source: @saylor on X, Dec 11, 2025). He frames the debate as part of broader “digital credit” considerations and argues against any limitations on passive index exposure to BTC, positioning the asset alongside foundational industries historically financed by index-linked capital (Source: @saylor on X, Dec 11, 2025). For traders, his stance signals continued advocacy for open passive-access pathways to BTC, a narrative that ties directly to index-tracking capital behavior and institutional participation in Bitcoin markets (Source: @saylor on X, Dec 11, 2025).

According to the source, a bitcoin treasury leader argued to MSCI that excluding crypto-buying firms from its indices would hurt U.S. national security. Source: user-provided X post dated December 10, 2025. For traders, the issue centers on MSCI index eligibility for companies holding BTC on balance sheets, as MSCI indices are widely tracked by index funds and ETFs, meaning any policy clarification could influence passive flows and stock liquidity. Source: MSCI states in its public materials that its indices are used by index-tracking funds and ETFs.

According to @VanessaGrellet_, Strive urged MSCI to let the market decide how Bitcoin (BTC) treasury companies are treated, emphasizing that DAT companies have materially different corporate structures that warrant case-by-case assessment (source: @VanessaGrellet_ on X, Dec 5, 2025). For traders, the signal is to evaluate equity crypto-beta by company-specific balance-sheet exposure and governance design rather than assuming uniform index treatment across Bitcoin treasury names (source: @VanessaGrellet_ on X, Dec 5, 2025). Any MSCI index methodology decision on classification can influence index eligibility and passive flows, making forthcoming MSCI updates a key catalyst to monitor for crypto-exposed equities (source: MSCI Global Investable Market Indexes Methodology, MSCI).

According to @cas_abbe, a sequence of bearish catalysts — including an MSCI announcement, new Trump tariffs, Fed Chair Powell signaling no rate cuts, JPMorgan’s $94K BTC target, and continuous selling by an 80K BTC whale — coincided with a sharp crypto drawdown, implying coordinated FUD-driven pressure on Bitcoin’s price action (source: @cas_abbe). According to @cas_abbe, subsequent developments — a trade deal, JPMorgan reiterating a bullish stance on BTC, rising rate-cut odds, and the OG whale’s selling pause — align with a rebound setup that favored dip accumulation and renewed long risk positioning in BTC (source: @cas_abbe).

According to @VanessaGrellet_, MSCI is considering excluding companies with significant digital-asset treasuries, a move that could reshape how crypto-heavy firms are classified across global indices. Source: @VanessaGrellet_, X, Nov 24, 2025. She states this could influence valuations, market access, and the future of corporate crypto adoption, making index eligibility a key risk factor for equities with material digital-asset balances. Source: @VanessaGrellet_, X, Nov 24, 2025. A market consultation is open for input at x.com/GVAResearch/status/1991877326880358685, which traders can monitor for scope and timeline updates. Source: @VanessaGrellet_, X, Nov 24, 2025.

According to @business, Citigroup warned that Indonesian equities may face outflows as MSCI flagged potential changes to index weightings for companies with certain shareholding structures (source: @business via Bloomberg). According to @business, the flagged changes focus on low free-float names, which could see index weight reductions if methodology adjustments are implemented (source: @business via Bloomberg). According to @business, the report highlights equity flow risks in Indonesia and does not cite any direct cryptocurrency market impact (source: @business via Bloomberg).

According to @business, Goldman Sachs Asset Management is partnering with MSCI to launch an ETF designed to deliver returns similar to a private equity portfolio, as reported by Bloomberg. Bloomberg's report does not mention any cryptocurrency exposure or links to BTC or ETH.