According to @VanessaGrellet_, Strive urged MSCI to let the market decide how Bitcoin (BTC) treasury companies are treated, emphasizing that DAT companies have materially different corporate structures that warrant case-by-case assessment (source: @VanessaGrellet_ on X, Dec 5, 2025). For traders, the signal is to evaluate equity crypto-beta by company-specific balance-sheet exposure and governance design rather than assuming uniform index treatment across Bitcoin treasury names (source: @VanessaGrellet_ on X, Dec 5, 2025). Any MSCI index methodology decision on classification can influence index eligibility and passive flows, making forthcoming MSCI updates a key catalyst to monitor for crypto-exposed equities (source: MSCI Global Investable Market Indexes Methodology, MSCI).

According to @cas_abbe, a sequence of bearish catalysts — including an MSCI announcement, new Trump tariffs, Fed Chair Powell signaling no rate cuts, JPMorgan’s $94K BTC target, and continuous selling by an 80K BTC whale — coincided with a sharp crypto drawdown, implying coordinated FUD-driven pressure on Bitcoin’s price action (source: @cas_abbe). According to @cas_abbe, subsequent developments — a trade deal, JPMorgan reiterating a bullish stance on BTC, rising rate-cut odds, and the OG whale’s selling pause — align with a rebound setup that favored dip accumulation and renewed long risk positioning in BTC (source: @cas_abbe).

According to @VanessaGrellet_, MSCI is considering excluding companies with significant digital-asset treasuries, a move that could reshape how crypto-heavy firms are classified across global indices. Source: @VanessaGrellet_, X, Nov 24, 2025. She states this could influence valuations, market access, and the future of corporate crypto adoption, making index eligibility a key risk factor for equities with material digital-asset balances. Source: @VanessaGrellet_, X, Nov 24, 2025. A market consultation is open for input at x.com/GVAResearch/status/1991877326880358685, which traders can monitor for scope and timeline updates. Source: @VanessaGrellet_, X, Nov 24, 2025.

According to @business, Citigroup warned that Indonesian equities may face outflows as MSCI flagged potential changes to index weightings for companies with certain shareholding structures (source: @business via Bloomberg). According to @business, the flagged changes focus on low free-float names, which could see index weight reductions if methodology adjustments are implemented (source: @business via Bloomberg). According to @business, the report highlights equity flow risks in Indonesia and does not cite any direct cryptocurrency market impact (source: @business via Bloomberg).

According to @business, Goldman Sachs Asset Management is partnering with MSCI to launch an ETF designed to deliver returns similar to a private equity portfolio, as reported by Bloomberg. Bloomberg's report does not mention any cryptocurrency exposure or links to BTC or ETH.