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.
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。
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。
According to Farside monitoring data,September 24 US spot Bitcoin ETF recorded net inflows of 190700000 USD, while spot Ethereum ETF recorded net inflows of 66100000 USD, with inflows mainly coming from BlackRock and Fidelity products.