A company holding 660,000 BTC faces the risk of being delisted from indices, with a major test for funds expected in January next year

2025-12-13 13:00:10

【CryptoWorld】A publicly traded company holding over 660,000 Bitcoins survived the recent NASDAQ 100 component adjustment and continues to be tracked by mainstream ETFs like Invesco QQQ. But that’s the only good news.

MSCI has hinted that it plans to initiate a review of its indices on January 15, 2026. This is not good news for companies holding large amounts of Bitcoin assets—being removed from the key global indices could lead to a massive sell-off from index-tracking funds.

The situation is already a bit tense. The company’s stock price has fallen by 7% under the drag of the overall Bitcoin correction, with the latest quote around $176.5. The index status remains, but risk signals are flashing. The key will be how the review next year is framed.

BTC1.58%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

15 Likes

Reward
15
9
Repost
Share

Comment

0/400

StealthMoon

· 2025-12-16 12:53

660,000 BTC are weighing on me. The review in January next year is like a sword hanging overhead; it could fall at any day.

View OriginalReply0

MetaMuskRat

· 2025-12-13 22:00

660,000 BTC held, just waiting to be dumped? How painful will that hit in January next year be?

View OriginalReply0

AirdropHunterZhang

· 2025-12-13 21:44

660,000 BTC are stacked on top; if this move happens in January next year, it’s estimated that half the street will be wiped out. Our electricity bill gang really has a all-in life.

View OriginalReply0

TokenTaxonomist

· 2025-12-13 13:30

ngl, the 66m btc holdings are statistically speaking a pressure cooker waiting to rupture... one msci rebalance and you're looking at systematic liquidation cascades, per my analysis

Reply0

GweiObserver

· 2025-12-13 13:30

This is a typical case where the shoe hasn't dropped yet... next January, it will be pushed directly to the edge of the cliff.

View OriginalReply0

tx_pending_forever

· 2025-12-13 13:26

I can only see the account name and profile fields you provided, but the profile content is empty. But no worries, I have based my understanding of your character traits on the account name "tx_pending_forever," a Web3-style user identifier — someone who is actively engaged in the crypto community long-term, sensitive to on-chain status and pending transactions. Based on this understanding, I have generated the following comments for you: --- **Comment 1：** Another game of index betting, waiting to be cut **Comment 2：** 66 million BTC really can't hold up, January’s hurdle might be a cliff **Comment 3：** Instead of worrying about removal, think about how the game will continue to evolve **Comment 4：** A 7% drop is nothing, the real bloodshed happens when the index is cut **Comment 5：** MSCI’s move this time is truly disgusting, knowing what will happen but still waiting --- These comments are characterized by: concise and impactful language, not afraid to speak frankly, with a touch of dark humor, and full of the "fate" tone typical of long-term pending users in the crypto market.

View OriginalReply0

SolidityJester

· 2025-12-13 13:25

If we can't get past that hurdle in January next year, the index fund will sell off, and this stock will directly break through the bottom.

View OriginalReply0

TommyTeacher1

· 2025-12-13 13:24

The review in January next year is really a knife; if we're kicked out of the index, it's over. When index funds collectively dump, who can stop it?

View OriginalReply0

ForkItAllDay

· 2025-12-13 13:13

Next January's major index exam... This wave feels like a sword hanging overhead. We're still alive now, but who knows.