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Record single inflow since inception, Morgan Stanley's MSBT ETF receives 1,100 Bitcoin
Odaily reports, according to Onchain Lens monitoring, 3 hours ago, Morgan Stanley's MSBT Bitcoin ETF received 1,100 Bitcoin from Coinbase Prime, worth approximately $93.89 million, marking the largest single inflow since the fund's inception.
Bitcoin
Coinbase
Onchain
Record
Yesterday, U.S. Bitcoin spot ETFs recorded a net inflow of $714.74 million.
According to Trader T data, on September 22, Bitcoin spot ETFs recorded a total net inflow of $714.74 million. BlackRock IBIT saw a net inflow of $350.35 million, Fidelity FBTC $257.42 million, and Morgan Stanley MSBT $99.01 million; Grayscale Minis BTC, ARK Invest ARKB, and VanEck HODL recorded net inflows of $4.95 million, $570,000, and $2.44 million, respectively, while capital flows for other products were zero.
Ark
Ark
Bitcoin
Grayscale
IBIT
InfinityBit
Only 1 Net Outflow Day: Morgan Stanley Spot Bitcoin ETF Tops $634 Million in Net Inflows Over 5 Months Since Launch
According to Odaily, Bitcoin News posted on X that Morgan Stanley's spot Bitcoin ETF MSBT recorded its largest single-day net inflow of $61.7 million yesterday since its launch in April. Since inception, the ETF has seen only one net outflow day, on May 29, amounting to approximately $5.3 million.
Bitcoin
Morgan Stanley: Traditional Server Revenue Up 87%, Storage Still in Early Cycle
Morgan Stanley notes that the memory sector remains in the early stages of an upcycle, while the server cycle is lagging further behind and most PC-related opportunities have already passed. Server profit margins are stacking up at unprecedented levels; as long as memory prices continue to rise and supply remains constrained, this trend will not dissipate quickly. HPQ faces dual headwinds regarding PC demand and margins, with Morgan Stanley forecasting a 2% decline in FY27 revenue and a 16% drop in earnings per share.
Yesterday, U.S. spot Bitcoin ETFs recorded a single-day net inflow of $998.96 million.
According to data from Trader T, US Bitcoin spot ETFs recorded combined net inflows of $998.96 million on September 21, setting a new single-day net inflow record for 2026. Specifically, BlackRock IBIT saw net inflows of $381.37 million, ARK Invest ARKB recorded $289.12 million, Fidelity FBTC posted $238.84 million, Morgan Stanley MSBT gained $61.67 million, Bitwise BITB attracted $21.56 million, Grayscale GBTC received $3.34 million, and Grayscale BTC took in $3.06 million, while remaining products reported zero net flows.
Ark
Ark
Bitcoin
Bitwise
Grayscale
IBIT
Barclays hires Morgan Stanley executive to head Asian private banking business
According to Bloomberg, sources familiar with the matter revealed that Barclays has appointed Wee Yee Yeong, head of wealth management at Morgan Stanley Singapore, as head of wealth management for Singapore and Asia. As Barclays restarts its Singapore booking center operations, Wee is expected to assume the position in December, succeeding Evonne Tan, who left in April to become chief executive officer of Schroders Asia Wealth Management.
Morgan Stanley: iPhone 18 Lead Times Flat, Demand Better Than Feared
According to Chaoxiang Research, a Morgan Stanley research report dated September 16, 2026, indicates that four days after the pre-sale of the iPhone 18 Pro and Pro Max opened, the global delivery cycle stands at 2 to 4 weeks, broadly consistent with the same period last year. Apple’s H2 production volume for the Pro and Pro Max models reached 71 million units, compared to 60 million units last year, marking an 18% year-over-year increase. The delivery cycle for the Pro Max in the United States is 22.5 days, unchanged from last year; in Japan, it is 29.5 days, extending by 5.5 days from last year; and in China, it is 27 days, shortened by 3.5 days compared to last year. The global average delivery cycle for the Pro Max is 25 days, 0.4 days longer than last year. Morgan Stanley believes that flat delivery cycles alongside a substantial increase in production volumes suggest demand may be stronger than market concerns. The firm maintains its Overweight rating on Apple with a price target of $360, against a current price of $331.34, implying an upside potential of approximately 8.7%. Morgan Stanley advises monitoring whether Apple adjusts its production schedule in mid-to-late October as a key indicator to verify demand strength.
Apple
MAX
Morgan Stanley: Internet Stocks at Valuation Discount as AI Uncertainty Returns
According to TechFlow Research, Morgan Stanley's September 16, 2026 research report states that internet stocks rose 1% last week, while the S&P 500 and Nasdaq both fell 1% over the same period. META rose 5%, while Google and Amazon remained largely flat. Amazon, Google, and META have 2026 forward P/E ratios of 19x, 17x, and 20x, respectively, representing discounts of 34%, 35%, and 9% to their 12-month averages. The travel sector fell 8.1%, while digital advertising rose 1.4%.
Cometa
Meta Pool
MetaDAO
Metadium
Bitwise CIO Revises Clarity Act Outlook: Crypto Bull Run May Not Require Legislative Support
According to The Block, Bitwise Chief Investment Officer Matt Hougan has revised his previous assessment regarding the impact of the Clarity Act's failure. The bill secured only 49 votes in a procedural Senate vote, falling short of the 60-vote threshold needed to advance. While Hougan had previously forecasted that a failed bill would trigger several weeks of crypto market weakness, he noted in his latest client report that Bitcoin has continued to rise after bottoming out around $57,950 on July 1, surpassing $80,000 on September 4. In the same period, Polymarket’s implied probability for the bill’s passage within the year dropped from 39% to 14%. Price action moving contrary to these expectations suggests that the bull market does not rely on legislative passage. Hougan also pointed out that initiatives such as Robinhood launching its own blockchain, Morgan Stanley listing a Solana ETF, and DTCC completing the settlement of the first batch of tokenized stocks demonstrate that Wall Street institutions are already positioning themselves ahead of regulatory clarity. He noted that proactive rulemaking by the SEC and CFTC can partially fill legislative gaps, but acknowledged that executive regulations carry the risk of being overturned by future administrations. Consequently, congressional legislation remains the sole path to providing lasting regulatory certainty.
Bitcoin
Bitwise
Block
Clarity
Polymarket
Price
Morgan Stanley: Microsoft Dividend Raised 8%, Price Target $600
According to Trend Research, a Morgan Stanley research report dated September 16, 2026 states that Microsoft will increase its quarterly dividend by 8% and maintain an Overweight rating, with a target price of $600 against a current price of $497.12, representing an upside potential of approximately 20.7%. Morgan Stanley expects the growth rate of Azure and other cloud services to accelerate from 40.7% in FY26 to 44.9% in FY27, while M365 commercial cloud growth will rise from 16.4% to 16.6%. The base case scenario assumes FY28 earnings per share of $24.06, applying a 25x P/E multiple.
Price
Trend
Morgan Stanley: SpaceX Target Price $300, AI Compute Valuation Undervalued
According to Chaotang Research, Morgan Stanley's September 15, 2026 research report maintains an Overweight rating on SpaceX with a $300 price target against a current price of $148.15, indicating upside potential of 102.5%. Morgan Stanley breaks down the target price into four segments: $165 for AI compute, $118 for satellite broadband, $8 for rocket launches, and $8 for X and Grok. AI compute accounts for more than half of the valuation. The report raises its 2026 earnings per share forecast by 1% and its 2027 estimate by 3.8%, primarily reflecting the newly disclosed $1.1 billion NeoCloud deal.
Price
US Bitcoin spot ETF saw a net outflow of $296 million yesterday.
According to data from Trader T, on September 16, US Bitcoin spot ETFs recorded a total net outflow of $295.98 million. Among them, BlackRock IBIT had a net outflow of $144.11 million, Ark Invest ARKB had a net outflow of $84.4 million, Fidelity FBTC had a net outflow of $52.72 million, and Grayscale GBTC had a net outflow of $18.22 million; Morgan Stanley MSBT had a net inflow of $3.47 million, while net flows for the remaining products were zero.
Ark
Ark
Bitcoin
Grayscale
IBIT
InfinityBit
Becoming the 25th most-traded stock in the U.S., Strategy's MSTR trading volume surpasses Morgan Stanley
According to Odaily, BitcoinTreasuries.NET posted on X that MSTR, under Bitcoin reserve company Strategy, has surpassed MS, under financial giant Morgan Stanley, in trading volume, becoming the 25th most-traded stock in the U.S. MSTR's trading volume is higher than that of several companies with market capitalizations in the trillions of dollars.
Bitcoin
Monsterra
Strategy
19 of 22 Wall Street institutions expect the Fed to raise rates in September, with most anticipating a 50 basis point hike
Odaily reports: 19 of 22 major Wall Street institutions expect the Federal Reserve to raise interest rates in September, with most anticipating a 50 basis point hike.Specifically, Goldman Sachs expects a 25 basis point hike; Bank of America, Deutsche Bank, and RBC expect a 75 basis point hike; JPMorgan Chase, Morgan Stanley, Barclays, Citi, HSBC, UBS, and most other institutions expect a 50 basis point hike. Additionally, Jefferies expects the next rate adjustment to be a 25 basis point cut in December, while Oxford Economics expects a rate cut only in 2027. (Cointelegraph)
Cointelegraph
Rubic
Street
摩根大通
Morgan Stanley's Bitcoin ETF withdraws approximately $9.33 million worth of Bitcoin from Coinbase Prime
According to monitoring by Onchain Lens, Morgan Stanley's MSBT Bitcoin ETF has cumulatively withdrawn 123.21 BTC from Coinbase Prime, worth approximately $9.33 million at prevailing market prices.
Bitcoin
Coinbase
Onchain
Morgan Stanley files ETF application involving multiple Eaton Vance state municipal bond ETFs
Bloomberg ETF analyst Eric Balchunas posted on X that Morgan Stanley has filed a rare ETF application involving multiple Eaton Vance state municipal bond ETFs, which currently exist only as closed-end funds or mutual funds. He believes these ETFs could perform well if management fees reach institutional levels or lower.
Morgan Stanley's Bitcoin ETF Reaches $635 Million in Net Assets 5 Months After Launch
: Morgan Stanley Bitcoin Trust (MSBT), the spot Bitcoin exchange-traded fund under U.S. financial services firm Morgan Stanley, had net assets of $635 million and cumulative net inflows of $538 million as of September 14. The fund listed on the New York Stock Exchange on April 8, making it the first spot Bitcoin exchange-traded product launched by an asset management arm affiliated with a major U.S. bank.Since listing, MSBT has recorded only one single-day net outflow, of $5.26 million, on May 29. Over the past 21 trading days, the fund recorded inflows on 12 trading days, with cumulative net inflows of approximately $71.95 million; on the most recent trading day, it added $9.75 million in Bitcoin exposure, marking its fifth consecutive trading day of net inflows. (Bitcoin.com News)
Bitcoin
Bitcoin.com
More than 12 banks, including Goldman Sachs and JPMorgan, expect the Fed to raise rates by 25 basis points in September
Odaily reports: More than 12 banks, including Goldman Sachs, JPMorgan, Bank of America, and Morgan Stanley, expect the Federal Reserve to raise interest rates by 25 basis points on September 16. The CME FedWatch tool shows that market pricing puts the probability of a September rate hike at 87.3%, up from 61.9% at the end of August.The U.S. core consumer price index rose 0.3% month-over-month in August, versus market expectations of 0.2%. The current federal funds rate target range is 3.50% to 3.75%. HSBC expects the Fed to raise rates in both September and December, while UBS expects a cumulative 50 basis points of tightening by year-end.The Federal Open Market Committee will begin a two-day meeting on September 15 and will announce its rate decision on September 16. Bitcoin previously briefly broke above $79,000 before falling back to around $77,000. (Bitcoin.com News)
August
Bitcoin
Bitcoin.com
Market
Open
摩根大通
Morgan Stanley's affiliated Bitcoin ETF has cumulatively increased its holdings by approximately 487 bitcoins over the past week.
According to Onchain Lens monitoring, Morgan Stanley's MSBT Bitcoin ETF has again withdrawn 48.712 BTC from Coinbase Prime, valued at approximately $3.85 million. Over the past week, the fund has cumulatively received 487.13 BTC, worth about $38.45 million.
Bitcoin
Coinbase
Onchain
Morgan Stanley: 40% Shortfall in High-End Glass Cloth, Material Strength Underestimated
According to Chaoxiang Research, Morgan Stanley's September 13, 2026 research report indicates that the supply gap for high-end glass fabric will be approximately 40% in 2026, deepen in 2027, and ease to around 30% in 2028. HVLP4+ copper foil is projected to face a shortage of about 31% in 2027 and roughly 20% in 2028. Optical fiber demand for AI-driven data centers is expected to grow at a compound annual growth rate exceeding 20% from 2025 to 2030, with optical fiber prices already reaching a seven-year high. The global CCL market is projected to increase from approximately $19 billion in 2025 to around $47 billion in 2030.
Cyclean
Glass