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Morgan Stanley increased its BTC holdings by nearly 400 BTC within 24 hours, bringing the total value of its holdings to $270 million.
According to on-chain analyst Onchain Lens (@OnchainLens), Morgan Stanley purchased 395.6 $BTC over the past 24 hours, valued at approximately $25.81 million, bringing its total holdings to 3,389 BTC, worth roughly $270.15 million.
Bitcoin
Onchain
Wintermute Weekly Report: BTC Breaks $80,000, but Rally Structure Raises Concerns
Wintermute released its weekly market analysis, covering the week ending May 11. During this period, BTC broke above $80,000 for the first time since January, peaking near $83,000 and decisively crossing its 200-day moving average—a resistance level that had held for seven months. However, Wintermute noted that this rally was primarily leveraged-driven: open interest surged by $10 billion month-on-month to $58 billion, while spot trading volume hit a two-year low—classic hallmarks of a short squeeze rather than a healthy breakout. Funding rates remain skewed bearish, indicating further short-covering potential in the near term; yet covering shorts does not equate to genuine bullish consensus. Looking at medium- to long-term fundamentals, institutional buying logic remains intact: BTC ETFs posted $623 million in net inflows for the week; Morgan Stanley’s BTC ETF attracted $194 million in its first month with zero net outflows on any single day; and BTC reserves held on exchanges remain at a seven-year low. Nevertheless, Wintermute cautioned that the RSI has entered overbought territory, and if spot buying fails to materialize after the squeeze concludes, prices face significant risk of a rapid correction. On the macro front, the Nasdaq rose 4.5% and the S&P 500 gained 2.3% for the week—both hitting all-time highs. Nonfarm payrolls significantly exceeded expectations (115,000 vs. forecast 65,000). U.S.-Iran negotiations collapsed, with Iran demanding sovereignty recognition and reparations—terms rejected by Trump. Oil prices swung violently between $88 and $113 per barrel during the week, yet equity markets reacted indifferently. Key events to watch this week:
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Morgan Stanley Bitcoin ETF records $190 million net inflow in first month since listing
Odaily reports, according to SoSoValue data, Morgan Stanley Bitcoin Trust (MSBT) has not recorded any single-day net outflows in its first trading month since its listing on April 8. As of May 7, the fund's cumulative net inflow reached $193.6 million, with a net asset value of $239.6 million. Against the backdrop of volatile swings in the overall spot Bitcoin ETF market, which has seen several instances of hundreds of millions in net outflows, the fund has maintained 17 consecutive trading days of positive or zero net inflows.Currently, the fund's management fee is 0.14%, the lowest among US spot Bitcoin ETFs. Morgan Stanley's Head of Digital Assets, Amy Oldenburg, stated that initial capital primarily came from client-initiated subscriptions, as the advisor channel has yet to fully open.
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SoSoValue
Strike CEO: Wall Street Involvement Won't Pose a Threat to Bitcoin
Strike CEO Jack Mallers stated on the What Bitcoin Did podcast that Wall Street's increasing involvement in Bitcoin does not pose a threat or conflict to Bitcoin itself. He pointed out that if Wall Street's involvement could destroy Bitcoin, then Bitcoin would not have been able to succeed in the first place.Bitcoin's vision is to become the currency for all of humanity, meaning its user base encompasses everyone. Currently, Bitcoin is competing for global capital. As Bitcoin monetizes, assets such as real estate, art, and government debt will face demonetization. Additionally, traditional financial institutions are accelerating their efforts to capture customers from crypto platforms. Morgan Stanley has launched a cryptocurrency trading pilot on the E*Trade platform, charging retail fees lower than those of mainstream platforms like Coinbase and Robinhood.
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Yesterday, Bitcoin spot ETFs saw a net outflow of $145.6 million.
According to data from Trader T (@thepfund), yesterday’s Bitcoin spot ETFs recorded a net outflow of $145.6 million, with Fidelity’s $FBTC seeing an outflow of $97.6 million, BlackRock’s $IBIT an outflow of $27.22 million, and Ark’s $ARKB an outflow of $26.56 million; only Morgan Stanley’s $MSBT registered a net inflow of $5.74 million.
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贝莱德
Yesterday, Bitcoin spot ETFs saw a net outflow of $268.46 million.
According to data from Trader T (@thepfund), Bitcoin spot ETFs recorded a net outflow of $268.46 million yesterday, ending the previous day’s net inflow trend. Fidelity’s FBTC saw the largest outflow at $128.99 million; BlackRock’s IBIT recorded a net outflow of $98.02 million; Grayscale’s GBTC saw a net outflow of $26.78 million; Ark Invest’s ARKB recorded a net outflow of $12.62 million; Invesco’s BTCO had a net outflow of $9.97 million; and VanEck’s HODL experienced a net outflow of $5.10 million. Only Morgan Stanley’s MSBT (+$7.35 million) and Grayscale Mini Bitcoin ETF (+$5.67 million) posted net inflows. Bitwise, Franklin, Valkyrie, and WisdomTree all reported zero net flows for the day.
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Yesterday, Bitcoin spot ETFs recorded a net inflow of $45.85 million.
According to data from Trader T (@thepfund), yesterday’s net inflow into Bitcoin spot ETFs totaled $45.85 million. BlackRock’s $IBIT led with $134 million in inflows, while most other products performed poorly: Fidelity’s $FBTC saw outflows of $38.95 million, Bitwise’s $BITB recorded $25.18 million in outflows, Grayscale’s $GBTC experienced $17.1 million in outflows, and Franklin Templeton’s $EZBC had $7.05 million in outflows. Meanwhile, products from Morgan Stanley, Ark Invest, Invesco, and VanEck all registered zero net flows for the day.
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E*Trade, a subsidiary of Morgan Stanley, launches cryptocurrency trading services
According to Bloomberg, Morgan Stanley is launching cryptocurrency trading services on its E*TRADE platform, charging a fee of 50 basis points per trade—lower than U.S. peers such as Coinbase, Robinhood, and Charles Schwab. The service is currently in pilot phase and is expected to roll out fully to E*TRADE’s 8.6 million customers later this year.
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Yesterday, Bitcoin spot ETFs recorded a net inflow of $467.4 million.
According to data from Trader T (@thepfund), yesterday’s net inflows into Bitcoin spot ETFs totaled $467.4 million, broken down as follows: BlackRock’s IBIT: $251.5 million inflow; Fidelity’s FBTC: $133.2 million inflow; Ark’s ARKB: $92.28 million inflow; Bitwise’s BITB: $14.62 million inflow; Morgan Stanley’s MSBT, Invesco’s BTCO, Franklin’s EZBC, Valkyrie’s BRRR, WisdomTree’s BTCW, and Grayscale’s BTC Mini: $0; VanEck’s HODL: $5.77 million outflow; Grayscale’s GBTC: $18.4 million outflow.
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Morgan Stanley Increases BTC Holdings by 151.9 BTC, Raising Total Holdings to 2,830 BTC
According to on-chain analyst Onchain Lens (@OnchainLens), Morgan Stanley purchased 151.9 BTC approximately 7 hours ago, valued at roughly $12.4 million. It currently holds 2,830 BTC, valued at approximately $228.94 million.
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Onchain
Morgan Stanley: It will still take time for Bitcoin to enter U.S. bank balance sheets, but preparations are already underway.
According to CoinDesk, Amy Oldenburg, Head of Digital Asset Strategy at Morgan Stanley, stated at the Bitcoin Conference in Las Vegas that U.S. banks may hold bitcoin on their balance sheets in the future—but the timeline remains uncertain due to guidance from the Federal Reserve, the Basel Accords, and global regulatory requirements. Meanwhile, Morgan Stanley’s recently launched MSBT—the first bank-issued bitcoin ETP—drew over $100 million in inflows within its first six days of listing, all sourced exclusively from self-directed investment channels and not yet made available to financial advisors. Oldenburg noted that slow adoption by the advisor channel stems primarily from an education gap; the bank has initiated internal training programs to address this and is applying for a digital trust charter from the Office of the Comptroller of the Currency (OCC) to support direct custody of crypto assets and spot crypto trading services.
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Yesterday, Bitcoin spot ETFs saw a net outflow of $137.75 million.
According to data from Trader T (@thepfund), on April 29, Bitcoin spot ETFs recorded a net outflow of $137.75 million. BlackRock’s IBIT led with an outflow of $54.7 million, followed by Fidelity’s FBTC at $36.13 million, Ark’s ARKB at $30.04 million, Grayscale’s GBTC at $21.15 million, and Franklin’s EZBC at $6.54 million. Morgan Stanley’s MSBT posted a net inflow of $10.81 million, while the remaining products saw no change.
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21Shares Executive: Bitcoin Could Hit $100,000 This Year as Institutions Accelerate Entry
Adrian Fritz, Chief Investment Officer of 21Shares, stated that spot Bitcoin ETFs continue to attract capital inflows, reinforcing Bitcoin's core position in institutional asset allocation, even as the price remains volatile below the $80,000 mark. Adrian Fritz pointed out that since the beginning of this year, Bitcoin ETFs have absorbed nearly $2 billion in funds, sourced from retail investors, institutions, and hedge funds engaging in arbitrage and options strategies. He believes that as traditional asset management institutions like Morgan Stanley accelerate their deployment, crypto assets are being more broadly incorporated into multi-asset portfolio allocations. Bitcoin's current daily trading volume has exceeded $50 billion, with liquidity levels approaching those of large-cap tech stocks like Nvidia. The ETF mechanism simultaneously provides primary and secondary market liquidity, gradually granting it "institutional-grade asset" attributes.Although the market remains under pressure from macroeconomic conditions and interest rate environments, Adrian Fritz believes that ETF inflows have shifted from being speculation-driven to structural demand. He predicts that driven by factors such as improving geopolitical conditions, sustained capital inflows, and short covering, Bitcoin could challenge the $100,000 threshold this year. Meanwhile, differentiation among altcoins is intensifying, with the market shifting towards an asset selection logic that places greater emphasis on fundamentals and cash flow. (CoinDesk)
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Bitcoin mining company Core Scientific pivots to AI data centers, advancing 1.5GW data center project
Bitcoin mining company Core Scientific has announced the transformation of its mining facility in Pecos, Texas, into a high-density AI colocation data center, with a planned total power capacity of 1.5GW, of which approximately 1GW will be available for external leasing. As part of this transition, about 300MW of the site's mining capacity will be reallocated for data center operations. The first data hall has completed foundation work and entered the main construction phase, with operations expected to commence in early 2027.To support the expansion plan, the company has acquired over 200 acres of land locally and intends to raise over $4 billion in total through the issuance of $3.3 billion in senior secured notes and a previously secured $1 billion credit facility from Morgan Stanley. These funds will be used to advance data center construction in Texas, Georgia, North Carolina, and Oklahoma. (Cointelegraph)
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Cointelegraph
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Bernstein: Bitcoin Bull Market Cycle Will Be Longer, Institutional Capital and Stablecoin Demand Drive Rally
Odaily Bernstein stated in a research report that the cryptocurrency market is currently showing signs of fundamental strengthening. Analysts pointed out that Bitcoin has formed a bottom near $60,000 and is now advancing toward the $80,000 mark. Institutional capital inflows, MicroStrategy's continued accumulation of Bitcoin through STRC products, and the deep integration of blockchain with financial infrastructure collectively create an asymmetric upside potential.Bernstein emphasized that new distribution channels from Morgan Stanley's Bitcoin ETF and Charles Schwab's spot trading platform have broadened participation. Currently, approximately 60% of Bitcoin's supply has not moved in over a year, with institutional demand reinforcing its holding base. Additionally, stablecoin supply has reached a record high of $300 billion, with its payment and settlement demand decoupling from market sentiment. The tokenized real-world asset sector has grown 110% year-over-year to $345 billion. Although quantum computing poses a long-term risk, analysts believe the industry has ample time to undergo a secure transition.
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Bernstein: Cryptocurrency Market Shows Structural Strength; Bitcoin Poised to Enter a Longer-Term Bull Market
According to The Block, Bernstein analysts stated in their latest report that the fundamentals of the crypto market are continuously improving. Bitcoin’s recent low of $60,000 has formed a clear bottom, and with the current price approaching $80,000, a longer-term structural bull market is likely, driven by institutional demand. Bernstein analyst Gautam Chhugani highlighted the following key drivers: • Ongoing expansion of institutional channels: Morgan Stanley’s Bitcoin ETF and Charles Schwab’s spot Bitcoin/Ethereum trading platform have both recently launched; approximately 60% of Bitcoin supply has remained unmoved for over one year, indicating a stabilizing holder structure; • Persistent accumulation by Strategy: Its STRC perpetual preferred stock product has attracted yield-oriented investors, and its current holdings stand at 818,334 BTC; • Stablecoin demand hits an all-time high: Stablecoin supply has surpassed $30 billion, decoupling from the crypto market’s price cycle and reflecting sustained real-world payment and settlement demand; • Tokenized real-world assets accelerating growth: Tokenized private credit and Treasury assets now total $34.5 billion, representing a 110% year-on-year increase. Bernstein also cautioned that quantum computing poses a long-term potential risk, though it expects the blockchain ecosystem to have ample time to complete the transition to post-quantum security.
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Yesterday, Bitcoin spot ETFs saw a net inflow of $14.47 million.
According to data from Trader T (@thepfund), yesterday’s net inflow into Bitcoin spot ETFs stood at $14.47 million, a sharp decline from the $231.6 million recorded on April 23. By product: BlackRock’s IBIT saw inflows of $22.9 million, and Morgan Stanley’s MSBT recorded $11.13 million—top performers on the day; Fidelity’s FBTC experienced outflows of $1.69 million, Bitwise’s BITB saw $8.85 million in outflows, and ARK’s ARKB recorded $9.02 million in outflows; Invesco, Franklin, Valkyrie, VanEck, WisdomTree, and Grayscale’s respective products all reported zero net flows for the day.
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Grayscale
Morgan Stanley Increases Bitcoin Holdings by Approximately 120 BTC, Total Position Reaches 1,834 BTC
according to Arkham monitoring, the on-chain wallet address of Morgan Stanley's spot Bitcoin exchange-traded fund, Morgan Stanley Bitcoin Trust (MSBT), increased its holdings by 120.413 BTC five hours ago, valued at $9.35 million. As of now, MSBT's total Bitcoin holdings have reached 1,834 BTC, worth approximately $142 million.
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Bitcoin
Morgan Stanley Launches Stablecoin Reserve Fund
According to CoinDesk, Morgan Stanley Investment Management (MSIM) has officially launched the “Stablecoin Reserve Portfolio” (MSNXX), a government money market fund specifically designed for stablecoin issuers. The fund invests exclusively in highly liquid instruments such as U.S. Treasury securities and repurchase agreements backed by government securities, targets a net asset value of $1.00, and offers daily liquidity. This move aims to provide stablecoin issuers with a compliant, low-risk custodial solution for reserve assets.
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Treasury
Yesterday, Bitcoin spot ETFs recorded a net inflow of $223 million.
According to Trader T (@thepfund), yesterday’s Bitcoin spot ETFs recorded a net inflow of $223 million: BlackRock’s IBIT led with $167 million, Ark’s ARKB followed with $71.22 million, and Morgan Stanley’s MSBT saw $9.36 million in inflows. Fidelity’s FBTC experienced an outflow of $16.93 million, Bitwise’s BITB an outflow of $7.6 million, and VanEck’s HODL an outflow of $5.5 million; all other products remained flat.
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InfinityBit