Amy Oldenburg of Morgan Stanley said Bitcoin’s investment thesis as “digital gold” is strong, but its trading performance still needs to move closer to that of gold rather than technology-related risk assets. She also discussed stablecoins, quantum computing,AI, inflation, and Bitcoin ETF-related factors.
years ago. The report also said that U.S. spot 3030000 BTC,30 net inflows this year have turned positive and judged that the market is in an early bull-market phase. 2026 Spot February PANews said, citing a CryptoQuant report, that Bitcoin whale holdings, excluding exchange and mining-pool addresses, have risen to BTC ETF
PANews, citing Arkham monitoring, reported that Morgan Stanley increased its holdings through its spot Bitcoin ETF MSBT by approximately 28.652 BTC, bringing its total holdings to 10548, valued at approximately 905000000 USD。
PANews cited Arkham monitoring as saying that an address labeled as being owned by Morgan Stanley MSBT withdrew from Coinbase Prime 42.979 BTC, and stated that its total holdings reached 9261 BTC. The address's ownership and relationship with the product have not been officially confirmed.
According to Arkham monitoring, Morgan Stanley's spot Bitcoin ETF withdrew approximately 1100 from Coinbase Prime BTC, increasing its holdings to 9218, worth more than 775000000 USD。