January 15 2026 : MSCI Reclassification Decision That Could Affect Bitcoin
πππBased on recent news $Strategy(MSTR)$
What happened?
On October 10 2025, MSCI, the world's 2nd largest index provider published a critical update. MSCI is questioning whether companies whose core business is holding crypto should be classified as companies or funds.
If labeled as funds, these companies cannot be included in passive indices because it creates a circular feedback loop. The official ruling will come on January 15 2026.
A negative ruling would mean that companies like $Strategy(MSTR)$ get automatically removed from major indices like MSCI USA and Nasdaq 100.
This would trigger billions of dollars in passive fund outflows, potentially forcing pension funds, ETFs and other passive trackers to dump their MSTR shares. MSTR currently holds 77% of its assets in Bitcoin.
A positive outcome would likely alleviate this immense pressure and could reignite a Bull run.
The market is already pricing this risk with MSTR's stock premium over its Bitcoin holding collapsing. JPMorgan analysts have warned that outflows could range from USD 2.8 billion to USD 8.8 billion, depending on whether other Index providers follow MSCI's lead.
Long or Short on Bitcoin?
The air is thick with tension. The October meltdown has continued into November. Bitcoin has dipped below USD 90k again and the fear is palpable.
MSCI's January 15 decision is the most critical event on the calendar for Bitcoin and other Cryptocurrencies as well as crypto stocks.
Regardless of the outcome, the MSCI ruling on January 15 2026, will be a defining moment. For MSTR and other Digital Asset Treasuries, it is not just about its stock price. It is about their very identity within the financial world.
Mark your calendar: January 15 2026. The stakes have never been higher.
@Tiger_comments @Tiger_SG @TigerStars @TigerClub @CaptainTiger
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- NING667Β·2025-11-24TOPMSCI ruling D-day gonna shake crypto to core. Either mega dump or rocket fuel [εη]1Report
- Valerie ArchibaldΒ·2025-11-24TOPInteresting that MSTR is about even with ibit now at about 2.6% green. Leverage doesnβt help greater return on the way up apparently1Report
- Venus ReadeΒ·2025-11-24TOPJPM must feel extremely insecure in regards to MSTR and BTC. This gambit JPM is playing, smells of desperation.1Report
