2026-01-08 06:33:03

MSCI recently announced a decision that is considered a turning point for the cryptocurrency market — originally planning to remove publicly traded companies holding Bitcoin (such as MicroStrategy) from its index in 2024, now postponed to 2026. This sudden change has eased concerns for many investors.

On the surface, this decision appears very friendly. Public companies that have already invested in cryptocurrencies won’t face being kicked out of the index for now, and institutional funds won’t be forced to sell related stocks. The selling pressure on Bitcoin-related stocks will indeed be alleviated. For those who are long-term bullish on such assets, this is undoubtedly a positive signal.

But a closer look reveals the underlying issues. The real logic behind MSCI’s postponement is quite subtle — rather than a policy adjustment, it’s more of a compromise under market pressure. Regulatory environments and the volatility of the crypto market still hang like the Damocles sword over the industry. A two-year delay is just buying time; it doesn’t mean a change in the final stance.

Bitcoin’s price itself is influenced by multiple factors such as mining trends, global policies, and black swan events. Relying solely on a delay in an index policy to make big bets is indeed risky. More realistically, the final decision in 2026 will be the true watershed. The current postponement may just be a brief calm before the storm.

BTC4,3%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

14 Likes

Reward
14
9
Repost
Share

Comment

0/400

CryptoPunster

· 01-09 22:51

Laughing through this loss, MSCI's move is a Schrödinger's positive signal.

View OriginalReply0

SpeakWithHatOn

· 01-08 07:00

Postponed until 2026? Basically, MSCI is just dragging time and can't figure out the direction of crypto. What can two years change? We'll still have to make a decision then. It's a bit too early to relax now.

View OriginalReply0

WalletAnxietyPatient

· 01-08 06:59

Postponed for two years? Basically, MSCI is delaying. The real test will come in 2026 when they go all out. It's too early to relax now.

View OriginalReply0

SudoRm-RfWallet/

· 01-08 06:54

Postponed until 2026? Basically kicking the can down the road; the real trouble hasn't even fallen yet. This is just the game that institutions play—giving you a sweet deal first, then slowly reaping the benefits. 2026 is the real "truth-revealing mirror"; any so-called good news now should be met with a question mark.

View OriginalReply0

LadderToolGuy

· 01-08 06:53

Extension for two years? Ha, that's just MSCI hitting the brakes, not genuinely letting it go Compromise is one thing, but by 2026, you'll still get cut, don't be fooled by this two-year window Wait, is this logic saying that those who are entering now are betting on MSCI changing its stance? That's a bit shaky Bitcoin has long been turbulent, and now policies are just adding fuel to the fire A short-term sigh of relief, but in the long run, as I always say—what's coming can't be avoided Don't be too optimistic; an extension ≠ exemption. They might turn hostile again when the time comes It's basically dragging things out, just looking for reasons to justify their decisions Will something happen in these two years that makes them completely change their minds? That's the real highlight MSCI's move, honestly, is either a buffer or, frankly, they haven't decided how to play this game yet

View OriginalReply0

TokenDustCollector

· 01-08 06:43

Postponed until 2026? Basically, it's just a delaying tactic. The real knife won't fall until 2026. --- It's the same old story. When market pressure increases, they compromise. MSCI's move is really "friendly." --- What's the point of relaxing? We'll still have to face it in two years. The guys who went all in now will be crying then. --- What seems like good news is actually just a cover. The regulatory sword is always hanging overhead. Who dares to hold heavy positions? --- Instead of pondering MSCI, think about how much BTC can rise by 2026. That's the real question. --- Not being cleared out now doesn't mean you won't be in 2026. The logic is very simple. --- Winning just two years. In the long run, the pattern hasn't changed. It's still about the policy trend.

View OriginalReply0

PerennialLeek

· 01-08 06:40

Postponed until 2026? Basically kicking the can down the road, thinking this is a good thing. It looks a bit uncertain; the real test will be in two years. MSCI's move feels like they're digging their own grave. But now, friends who are all in, be careful; the Sword of Damocles is still hanging. If we really have to wait until 2026, who knows where Bitcoin will have flown off to. Instead of believing in the delay, it's more reliable to trust your own wallet. Behind compromise, there's still compromise; the essence hasn't changed.

View OriginalReply0

HodlTheDoor

· 01-08 06:38

Postponed to 2026? Basically, it's just passing the buck. We'll still have to cut in two years. This time, relaxing too early.

View OriginalReply0