#MSCI未来或纳入数字资产财库企业 MSCI re-evaluates listed companies holding Bitcoin and other digital assets, and there is a shift behind the scenes that is worth noting——the nature of assets has changed, but the rules companies must follow remain indispensable.

These companies are not purely speculators. They incorporate digital assets into their balance sheets as strategic reserves or risk hedging. The financial disclosures, governance frameworks, and operational standards they establish are all crucial and cannot be overlooked. From this perspective, their evaluation logic is not fundamentally different from that of traditional listed companies.

The most critical driving force comes from a mature system. Accounting standards are being improved, and asset custody and auditing mechanisms are also catching up, gradually transforming high-volatility assets like Bitcoin from purely speculative instruments into assets that can be quantified and regulated.

For MSCI, the core screening criteria are straightforward: transparency, liquidity, and comparable data. Whether the assets on the books are in USD or Bitcoin, as long as the accounts are clear and the company follows the rules, it won't be excluded outright. This actually hints that the capital market is paving the way, leaving room for the institutional acceptance of digital assets.