George Mekhail said that an MSCI proposal known as the “50% DAT exclusion rule” could have meaningful implications for digital-asset-treasury companies, pointing readers to a detailed appendix.
We spell out the potential implications of MSCI's proposed 50% DAT exclusion rule: https://t.co/ceJZU0dRTP pic.twitter.com/5CixFrEYVR
— George Mekhail (@gmekhail) December 17, 2025
In practical terms, an exclusion rule of that type would raise benchmark and index-membership risk for firms whose balance sheets are heavily concentrated in digital assets. For stakeholders, that can translate into higher uncertainty around passive-fund positioning, potential rebalancing pressure, and tighter liquidity windows around any formal rule adoption or index review cycle.
What to watch next is whether MSCI advances the proposal from consultation to implementation, and how quickly market participants reprice the risk across the subset of listed “treasury” names most exposed to index-tracking flows.
Source: George Mekhail (X post).
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