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PANews, December 18 — According to a certain exchange, if MSCI proceeds with its plan to remove crypto treasury companies from its indices, these companies may be forced to sell up to $15 billion worth of cryptocurrencies. The group opposing MSCI's proposal, "BitcoinForCorporations," predicts, based on a "verified preliminary list" of 39 companies, that these companies have a total adjusted circulating market capitalization of $113 billion and could face capital outflows of $10 billion to $15 billion. The group also added that, according to JPMorgan's analysis and estimates, if Strategy is removed from the MSCI index, its capital outflow could reach $2.8 billion. Strategy accounts for 74.5% of the total adjusted circulating market capitalization affected. Analysts have calculated that the total potential capital outflow for all affected companies could reach $11.6 billion. Such a large-scale outflow would bring even greater selling pressure to the crypto market, which has already been trending downward over the past three months. At the time of writing, the petition letter from "BitcoinForCorporations" had collected 1,268 signatures. Previously, MSCI proposed new regulations to remove companies with more than 50% digital asset exposure from major indices. The final decision on this proposal will be announced on January 15, 2026, and will take effect in the February review of the same year.

ChainCatcher News, Delphi Digital has released its annual outlook report for the infrastructure sector in 2026. The report points out that stablecoins have become the most important infrastructure focus in the crypto space. This year, the total supply of stablecoins has grown by 33%, surpassing $304 billion; the adjusted monthly transaction volume has now exceeded that of Visa and PayPal; stablecoin holdings in U.S. Treasury bonds have reached $133 billion, making stablecoins the 19th largest holder of U.S. Treasuries.

According to ChainCatcher, citing Arkham data, at 13:34 (UTC+8), 200 BTC (worth approximately $17.3 million) were transferred from an exchange to multiple addresses. One of these addresses (starting with bc1q2e42c...) received 115.57709559 BTC. Subsequently, this address transferred part of the BTC to FalconX.