MSCI adjusts to remove crypto financial companies? $15 billion in funds may face outflow risk

【Blockchain Rhythm】If Morgan Stanley Capital International Index (MSCI) really kicks crypto asset companies off the list, the consequences could be more severe than expected.

The opposition organization BitcoinForCorporations recently released an analysis report indicating that this move could trigger a massive capital outflow of $10 billion to $15 billion. How did they arrive at this figure? They identified 39 listed companies with a total market capitalization of up to $113 billion, derived from the MSCI index adjustment patterns.

The highest risk is MicroStrategy. JPMorgan estimates that if Michael Saylor’s company is removed from the index, it could face a capital outflow of $2.8 billion. That may not sound like much, but the problem is—MicroStrategy alone accounts for 74.5% of the total market cap of all affected companies, meaning it almost represents the entire sector. Based on this proportion, the total capital outflow from all affected companies could reach $11.6 billion.

The current crypto market has already been declining for nearly three months, and suddenly facing such a large wave of capital outflow is like adding insult to injury. Moreover, this is not just speculation; BitcoinForCorporations’ petition has already gathered 1,268 signatures, indicating that opposition voices are quite active.

Whether MSCI will really consider this move remains unknown for now, but the market has already begun to digest this possibility.