MSCI delays exit from virtual asset companies, Wall Street cautiously views this decision

BuyHighSellLow · 2026-01-07T01:20:55+00:00

MSCI delays delisting companies holding virtual assets, providing a breather for related firms. However, Wall Street analysts remain cautious, believing this is only a temporary relief, and future conditions could still change, warning of long-term uncertainty.

BuyHighSellLow

2026-01-07 01:20:55

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Source: HanKyungBlockchain Original Title: Avoided the Exclusion Sword… Wall Street “MSCI Decision, Needs to Be Watched a Little More”

Original Link: https://www.hankyung.com/article/202601076160B

Morgan Stanley Capital International(MSCI) has temporarily postponed removing companies holding virtual assets from the index, giving related companies a breather. Stock prices reacted immediately, but Wall Street interpreted this decision as a reprieve rather than a complete victory, remaining cautious.

According to the latest reports, major Wall Street analysts, while unanimously calling this a “surprisingly positive development,” also remain wary of long-term uncertainties.

TD Cowen analyst Lance Bittanza said, “This is undoubtedly positive and unexpected progress,” but he also pointed out, “We need to see if this is a true victory for the company or just a delay in the execution of the death sentence.” Although the exit has been temporarily avoided, the conditions set by MSCI in the future could change the situation at any time. TD Cowen maintains a buy rating on the company with a target price of $500.

Benchmark analyst Mark Palmer has given the highest Wall Street target price of $705, with a view similar to the above analysis.

Analyst Palmer stated, “The company has received good news, and its defensive logic has been recognized.” But he emphasized, “We cannot ignore that MSCI still retains the option to exclude non-operating companies from the index, and this event is far from over.”

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LuckyHashValue

· 34m ago

Just a probation, don't celebrate too early. The meaning from Wall Street is that we still need to keep watching. MSCI's move is indeed a bit vague, giving a sigh of relief but not fully letting go. It's like the sword hanging over your head hasn't fallen yet—it's only a matter of time. The stock price jumps up and then falls back, indicating that people are well aware of what's going on. Let's wait and see. Decisions like this to delay are the easiest to reverse, and I don't quite believe it.

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SerNgmi

· 01-07 01:38

Hello, probation? That's called good news. I think we still need to wait a bit longer. This move by MSCI feels like just stalling for time. No matter what Wall Street says, it doesn't matter. Are we about to pop champagne again...? Don't rush, let's watch and see. Is the razor really hanging on the neck? Is it just a matter of relaxing and it's over? I bet five bucks this will still blow up. It just feels like a delaying tactic. Anyone who believes it is foolish. But the stock price is indeed soaring quickly, interesting. Something doesn't smell right about this, everyone. I understand Wall Street's caution; after all, this time the knife is really hanging overhead. Finally catching our breath, but it feels like it won't last long. A temporary pause = a final ultimatum? Let's wait and see, everyone.

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TradFiRefugee

· 01-07 01:25

Oh no, MSCI's move is just a delaying tactic, don't get too excited. Wait, is Wall Street still on the sidelines? Then we retail investors need to be even more cautious. Basically, it's still a game of chess; this is just a temporary pause, it will come eventually. If Wall Street doesn't dare to bet, it indicates the problem isn't that simple. Is virtual asset companies avoiding a disaster or facing even bigger trouble? MSCI's delay ≠ reassurance; it feels more like they're brewing something. This decision looks like good news at first glance, but upon closer inspection, it's full of hidden risks.

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