Market analysts expect the effects to ripple across DATs that rely on index visibility. Spencer Hallarn, head of OTC trading at GSR, states that index provider decisions shape long-term liquidity conditions. He adds that exclusion decisions affect the firms themselves and the crypto they hold.
Hallarn also believes the rumored exclusion has circulated long enough for markets to factor it into pricing. He notes that the industry anticipated the review, so investors may not react sharply when MSCI publishes its decision. This raises a pivotal question: Will the final index decision reshape the behavior of institutional investors tracking digital-asset exposure?
The Business Insider reports that the possibility of exclusion already appears reflected in market expectations. Analysts explain that DATs have been prepared for the shift in recent months. Despite these concerns, several executives maintain confidence in Bitcoin’s longer-term prospects.
Wojciech Kaszycki, chief strategy officer at BTCS S.A., says Bitcoin could recover from its bear market. He predicts a rebound and notes that long-term fundamentals remain intact. He also states that the MSCI decision will not change the trajectory of firms that continue operating core blockchain infrastructure.