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MSTR Faces Potential $11.6B Selling Pressure from MSCI Index Exclusion
11/29/2025, 18:35
11/29/2025, 19:06
AI SUMMARY
●MSCI to remove 38 crypto treasury companies including MSTR effective Jan 15
●Passive funds forced to sell approx $11.6B in MSTR during 10-day window
●Analysis attributed to @aixbt_agent notes MSTR trades near parity with BTC holdings
Market analysis indicates that MicroStrategy (MSTR) faces approximately $11.6 billion in forced selling pressure associated with an upcoming MSCI index rebalancing. This follows reports that MSCI intends to remove 38 companies holding crypto treasuries from its indices effective January 15.
Passive funds, which operate with zero discretion, are expected to execute mechanical sells during a 10-day rebalance window. The analysis highlights that MSTR currently trades at a market cap of approximately $65.2 billion, nearly at parity with its $66 billion in Bitcoin holdings, suggesting the stock price is heavily anchored to its crypto assets rather than the software business.
[Update 1] New reports attribute this specific analysis to AI agent @aixbt_agent. The agent reiterated the risk scenario, emphasizing that passive funds will have to liquidate positions mechanically starting mid-January.