Index giant MSCI announces its decision January 15 on excluding companies with over 50% digital assets, including Bitcoin holders MicroStrategy and Metaplanet, potentially triggering $10-15B in forced sales and reshaping corporate Bitcoin strategies.
A proposed MSCI digital asset rule risks distorting index neutrality by redefining operating companies using balance-sheet thresholds instead of fundamentals.
Bitcoin For Corporations (BFC) challenged MSCI’s plan to exclude companies with over 50% of assets in digital assets, arguing it unfairly penalizes operating businesses.
In 2014, Pierre Rochard described how strong money would drive out weak. Eleven years later, corporations building bitcoin treasuries are proving him right.