MSCI Index Review: Cryptocurrency Exposure May Lead to Exclusion

Crypto
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author: CryptoNews

date: December 10, 2025

1 min. read

MSCI is evaluating a policy that could exclude companies with significant cryptocurrency holdings from its indices. This potential change, reported by The Block, targets companies where digital assets like Bitcoin constitute 50% or more of their total assets. MicroStrategy (MSTR), a company known for holding over 650,000 BTC, faces potential removal if the policy is enacted. This has sparked debate about market neutrality. Strive, an asset management firm accumulating BTC, recently challenged MSCI's CEO, Henry Fernandez, arguing that excluding companies based on digital asset holdings undermines market principles. They believe the market should evaluate a company's financial strategy, not an index provider. The decision by MSCI could have wide ranging consequences on institutional investment in companies with significant crypto exposure. ```