MSCI Reclassification Review Threatens Bitcoin-Holding Firms with Index Exclusion

Bitcoin fell to $80,000 on Friday, an eight-month low, capping what may be the worst week since November 2022. Crypto Banter founder Ran Neuner links the decline to MSCI's October 10 announcement that it is reviewing whether Digital Asset Treasury firms should be reclassified as funds rather than companies. A final ruling is expected January 15, 2026, and could force index exclusions and institutional sell-offs.