2026-01-16 00:10:26

#MSCI未来或纳入数字资产财库企业 Digital asset treasury companies迎来转机，MSCI暂时不会剔除指数

Just announced, MSCI has decided not to remove those treasury companies holding digital assets for now, directly alleviating the previous market concern over the $2.8 billion passive sell-off pressure. Strategy's stock price reacted most directly after hours — soaring over 6%, and the market's anxious atmosphere also noticeably eased.

However, the matter is not fully settled yet. MSCI also announced a freeze on the increase in the weights of these companies and paused the scale migration process. More importantly, they plan to initiate a consultation process on classification standards, aiming to redefine the "non-operational companies." This means that the long-term rules still have uncertainties.

The most important follow-up points are how the "non-operational companies" standard will finally be defined, and whether other index providers will follow suit and make adjustments. The $BTC market can breathe a sigh of relief for now, but the final version of this story remains to be seen.

BTC-1,37%

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StablecoinGuardian

· 01-18 11:28

It's the same old "wait and see" game again; MSCI still wants to gradually refine the rules. Not removing them for now isn't a kickout, and freezing the weights is another tactic... It just feels like they're stalling, and the real shoe hasn't dropped yet. The $2.8 billion sell-off pressure can indeed be intimidating, but the weight freeze move is really just silencing critics. There are too many uncertainties in the long-term rule changes. Let's wait and see how other index providers follow suit—this seems to be the real main event.

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GasGoblin

· 01-16 00:40

Temporarily avoided a disaster, but having the weight frozen still feels a bit uncomfortable... The real test will be when MSCI changes its standards.

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ShortingEnthusiast

· 01-16 00:40

Superficial relief, but actually delaying. MSCI's move of "freezing weights + consultation process" is essentially buying time to reset the rules. The digital asset sector still needs to be watched closely.

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AltcoinHunter

· 01-16 00:24

Uh, this wave was a false alarm. The $2.8 billion cut didn't fall through, but it seems there are still many uncertainties ahead. MSCI freezing weights, redefining standards... Basically, they haven't made up their minds yet, giving a buffer period. A 6% increase in Strategy is just a rebound; the real test is ahead. Let's see how they reclassify. $BTC's confidence is too premature; don't be fooled by the temporary gains.

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StakeWhisperer

· 01-16 00:18

Another fake move... MSCI says it won't exclude, but the weight is frozen and migration is paused. What's the difference from doing nothing? The real test is still to come; redefining the rules is the real killer move. Don't celebrate too early; you'll understand once they suddenly change the standards one day. $2.8 billion pressure eased? Haha, just postponed. This move is just buying time and playing the rule game. The key is whether other index providers follow or not; otherwise, it will become a lonely island. It feels like MSCI is just dragging, waiting for the hype to pass before acting? Not excluding for now ≠ never excluding. Holders should be aware of this. The feeling that the rules are on the brink of collapse is more uncomfortable than just excluding outright.

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