MSCI is considering excluding companies with high crypto asset holdings from its indices, potentially impacting 39 firms with a combined free-float market cap of $113 billion. According to BitcoinForCorporations, this move could lead to passive fund outflows of $10-15 billion. JPMorgan estimates that Strategy, a single company, might face outflows of approximately $2.8 billion, representing 74.5% of the affected market cap. MSCI is currently seeking feedback on this proposal, with a final decision expected by January 15, 2026, and possible inclusion in the February 2026 index review.