CoinDesk Podcast Network Why Bitcoiners Should Worry About the Potential MSCI Methodology Change | CoinDesk Daily
Dec 2, 2025
Bitcoin faces uncertainty after a significant drop in November, with traders concerned about potential MSCI methodology changes that could impact major crypto firms. A key focus is the looming $64,000 technical target, particularly if Bitcoin can't hold above $80,500. The discussion also highlights a surge in strategy share trading alongside Vanguard's decision to support third-party crypto ETFs on its platform. As liquidity needs rise, options like crypto-backed loans are explored, providing insights into managing assets without selling.
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Liquidity And Technical Levels Drive Price Moves
- Thin liquidity combined with MSCI concerns briefly pushed Bitcoin below $83,000.
- A sustained break below about $80,500 could open a path toward the $64,000 technical target.
MSCI Rule Change Could Rock Crypto Markets
- MSCI's potential methodology change could force exclusion of firms with heavy crypto holdings and unsettle markets.
- That proposal affects companies holding over $137 billion in digital assets, roughly 5% of all Bitcoin.
Monitor Corporate Announcements For Volatility
- Watch corporate filings and reserves after big announcements because they can spike trading volume and volatility.
- Monitor firms' profit outlooks since wide guidance swings, like Strategy's, indicate crypto-price sensitivity.