MSCI makes it official: BTC treasury companies could be dropped from global indexes.
Index giant MSCI has finalized rules to exclude Bitcoin treasury companies from its global indexes.
@Strategy, Metaplanet, and others have been named, and could face removal as early as November 30.
JPMorgan estimates this could trigger around $2.8 billion in passive outflows of $MSTR .
When passive index funds pull out, stock prices and market narratives will both feel the shake-up—this could hurt the market structure more than a single day’s price moves.
Do you think the market will price this in before November 30, or only sell off on the day they’re removed?
Reply 1: Price it in ahead of time
Reply 2: React only after removal
Reply 3: The impact is overblown—it’s just noise
#BinanceSquare
Index giant MSCI has finalized rules to exclude Bitcoin treasury companies from its global indexes.
@Strategy, Metaplanet, and others have been named, and could face removal as early as November 30.
JPMorgan estimates this could trigger around $2.8 billion in passive outflows of $MSTR .
When passive index funds pull out, stock prices and market narratives will both feel the shake-up—this could hurt the market structure more than a single day’s price moves.
Do you think the market will price this in before November 30, or only sell off on the day they’re removed?
Reply 1: Price it in ahead of time
Reply 2: React only after removal
Reply 3: The impact is overblown—it’s just noise
#BinanceSquare