Analysis: If the Crypto Treasury company is removed from MSCI, it could trigger a outflow of $10 to $15 billion

On December 18, BitcoinForCorporations released a report noting that if the MSCI Capital International Index excludes cryptocurrency treasury companies, those firms could be forced to sell up to $15 billion in crypto assets. The group opposing MSCI’s proposal—BitcoinForCorporations—based its prediction on a preliminary verified list of 39 companies with a combined market capitalization of $113 billion, forecasting a potential outflow of $10 billion to $15 billion. Additionally, JPMorgan analysis finds that Michael Saylor’s MicroStrategy (which accounts for 74.5% of the total market cap of affected firms) could face a $2.8 billion outflow if removed from the MSCI index. Analysts estimate the total potential outflow across all affected companies could reach $11.6 billion. Such a large outflow would add significant selling pressure to the crypto market, which has trended downward for nearly three months. As of press time, BitcoinForCorporations’ petition has collected 1,268 signatures.