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.
BTC Inc. and Strategy Inc. have renewed their strategic partnership for Bitcoin for Corporations (BFC) initiative for five more years, aiming to accelerate corporate Bitcoin adoption through 2030. The initiative currently represents 38 member companies holding 69% of all corporate Bitcoin holdings, and will continue providing networking, educational resources, and support for companies integrating Bitcoin into their treasuries.
Bitcoin for Corporations' George Mekhail highlights accretive vs. non-accretive models, as firms like Metaplanet follow MicroStrategy's debt-fueled accumulation playbook.