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Bitcoin and Cloud Computing: Risks and Opportunities
A Modern Perspective from Morgan Stanley in 2026
In February 2026, Morgan Stanley released an important report highlighting the impact of artificial intelligence developments on the software and cloud computing sectors — and how these changes may indirectly affect digital asset markets, particularly Bitcoin. This analysis reflects a balance between clear risks and potential opportunities in a fast-moving, volatile market environment.
1. Cloud Computing: Opportunities Amid Price Pressure
Despite recent declines in cloud computing stock prices, underlying growth fundamentals remain strong. Demand for cloud services continues to rise due to AI adoption, and major platforms like AWS and Google Cloud are still achieving impressive year-over-year growth.
📌 The price drop does not indicate weak demand; rather, it reflects a market repricing as investors distinguish between companies that can effectively monetize AI opportunities and those that may face operational challenges.
👉 Key opportunities lie with companies showing sustained revenue growth and operational strength.
2. Software and AI: Measurable Market Pressures
In a recent report, Morgan Stanley warned that growing concerns about AI’s impact are affecting credit markets tied to the software sector. The decline in software stock prices has put pressure on loans worth a significant portion of the U.S. market — around 16% of the $1.5 trillion market — with a substantial share of these loans carrying below-investment-grade ratings.
📊 Importantly, the risk is not limited to stocks; credit markets are also impacted. This has led investors and private debt funds to reassess risks in acquisitions and mergers.
Morgan Stanley notes that while widespread defaults are not imminent, price volatility in loans is expected to continue until the sector adapts to AI adoption.
3. Bitcoin and Digital Assets: Reflecting Technical Shifts
While the report primarily focuses on stocks and credit, the implications extend indirectly to Bitcoin and digital assets.
📌 Institutional adoption of Bitcoin via ETFs is one of the key drivers of medium-term support, providing a bridge between traditional financial markets and digital assets. This enhances liquidity and attracts institutional capital. Retail and institutional investors alike are exploring products like Grayscale Bitcoin Mini Trust to integrate Bitcoin as a hedge or a portfolio allocation.
From a market perspective, Bitcoin continues to respond to both technological and financial developments:
Institutional adoption and AI integration,
Inclusion of Bitcoin ETFs in mainstream brokerage accounts,
Investors seeking hedging opportunities with assets less correlated to traditional equities.
👉 This highlights Bitcoin’s growing role as a portfolio component, though it remains sensitive to overall market volatility and changing investor expectations.
4. Key Takeaways👇
🔹 Cloud Computing: Opportunities persist in companies with strong financial performance and sustainable growth.
🔹 Software & AI: Market pressures and credit risks are real amid AI-related concerns.
🔹 Bitcoin: Gradual institutional adoption through ETFs is a support factor, but volatility remains.
📌 Final insight: A smart investor distinguishes short-term price noise from long-term fundamentals, focusing on diversified portfolios, risk management, and assets with sustainable growth, rather than reacting impulsively to every market fluctuation.
In February 2026, Morgan Stanley released an important report highlighting the impact of artificial intelligence developments on the software and cloud computing sectors — and how these changes may indirectly affect digital asset markets, particularly Bitcoin. This analysis reflects a balance between clear risks and potential opportunities in a fast-moving, volatile market environment.
1. Cloud Computing: Opportunities Amid Price Pressure
Despite recent declines in cloud computing stock prices, underlying growth fundamentals remain strong. Demand for cloud services continues to rise due to AI adoption, and major platforms like AWS and Google Cloud are still achieving impressive year-over-year growth.
📌 The price drop does not indicate weak demand; rather, it reflects a market repricing as investors distinguish between companies that can effectively monetize AI opportunities and those that may face operational challenges.
👉 Key opportunities lie with companies showing sustained revenue growth and operational strength.
2. Software and AI: Measurable Market Pressures
In a recent report, Morgan Stanley warned that growing concerns about AI’s impact are affecting credit markets tied to the software sector. The decline in software stock prices has put pressure on loans worth a significant portion of the U.S. market — around 16% of the $1.5 trillion market — with a substantial share of these loans carrying below-investment-grade ratings.
📊 Importantly, the risk is not limited to stocks; credit markets are also impacted. This has led investors and private debt funds to reassess risks in acquisitions and mergers.
Morgan Stanley notes that while widespread defaults are not imminent, price volatility in loans is expected to continue until the sector adapts to AI adoption.
3. Bitcoin and Digital Assets: Reflecting Technical Shifts
While the report primarily focuses on stocks and credit, the implications extend indirectly to Bitcoin and digital assets.
📌 Institutional adoption of Bitcoin via ETFs is one of the key drivers of medium-term support, providing a bridge between traditional financial markets and digital assets. This enhances liquidity and attracts institutional capital. Retail and institutional investors alike are exploring products like Grayscale Bitcoin Mini Trust to integrate Bitcoin as a hedge or a portfolio allocation.
From a market perspective, Bitcoin continues to respond to both technological and financial developments:
Institutional adoption and AI integration,
Inclusion of Bitcoin ETFs in mainstream brokerage accounts,
Investors seeking hedging opportunities with assets less correlated to traditional equities.
👉 This highlights Bitcoin’s growing role as a portfolio component, though it remains sensitive to overall market volatility and changing investor expectations.
4. Key Takeaways👇
🔹 Cloud Computing: Opportunities persist in companies with strong financial performance and sustainable growth.
🔹 Software & AI: Market pressures and credit risks are real amid AI-related concerns.
🔹 Bitcoin: Gradual institutional adoption through ETFs is a support factor, but volatility remains.
📌 Final insight: A smart investor distinguishes short-term price noise from long-term fundamentals, focusing on diversified portfolios, risk management, and assets with sustainable growth, rather than reacting impulsively to every market fluctuation.
Ozie Loftin QEFL:
جيد
Morgan Stanley Initiates Bitcoin Miner Coverage
#MorganStanley assigned Overweight ratings to Cipher Mining and TeraWulf while giving Marathon Digital an Underweight rating in its first coverage of publicly traded #BTC miners. Analyst Stephen Byrd set price targets of $38 for Cipher Mining and $37 for TeraWulf, with Marathon receiving an $8 target.
Shares of Cipher Mining rose 13.4% to $16.50 on Monday following the coverage initiation. TeraWulf climbed 13% to $16.20, while Marathon edged slightly higher to $8.28. The bank's thesis centers on valuing certain mining operations as infrastructure assets rather than pure #cryptocurrency plays.
Byrd argued that mining facilities converted to data centers and leased to creditworthy counterparties should be valued for stable cash flows instead of #BTC price exposure. He compared these assets to data center real estate investment trusts like Equinix and Digital Realty, which trade at multiples above 20 times forward EBITDA due to their scale and predictable revenue streams.
Cipher Mining earned Morgan Stanley's highest conviction rating based on its potential for what Byrd termed a "REIT endgame." The analyst stated that once mining sites secure long-term leases with cloud computing or #AI customers, the facilities resemble toll roads generating consistent cash flows with minimal dependence on #Bitcoin's #volatility.
TeraWulf received similar treatment due to its track record of signing data center agreements and its management's background in power infrastructure. Morgan Stanley expects the company to convert sites without existing contracts at a present value of approximately $8 per watt, with a base case assuming 50% success on planned annual expansions of 250 megawatts through 2032.
$BNB $ETH $BTC #BTCMiningDifficultyDrop #RiskAssetsMarketShock
#MorganStanley assigned Overweight ratings to Cipher Mining and TeraWulf while giving Marathon Digital an Underweight rating in its first coverage of publicly traded #BTC miners. Analyst Stephen Byrd set price targets of $38 for Cipher Mining and $37 for TeraWulf, with Marathon receiving an $8 target.
Shares of Cipher Mining rose 13.4% to $16.50 on Monday following the coverage initiation. TeraWulf climbed 13% to $16.20, while Marathon edged slightly higher to $8.28. The bank's thesis centers on valuing certain mining operations as infrastructure assets rather than pure #cryptocurrency plays.
Byrd argued that mining facilities converted to data centers and leased to creditworthy counterparties should be valued for stable cash flows instead of #BTC price exposure. He compared these assets to data center real estate investment trusts like Equinix and Digital Realty, which trade at multiples above 20 times forward EBITDA due to their scale and predictable revenue streams.
Cipher Mining earned Morgan Stanley's highest conviction rating based on its potential for what Byrd termed a "REIT endgame." The analyst stated that once mining sites secure long-term leases with cloud computing or #AI customers, the facilities resemble toll roads generating consistent cash flows with minimal dependence on #Bitcoin's #volatility.
TeraWulf received similar treatment due to its track record of signing data center agreements and its management's background in power infrastructure. Morgan Stanley expects the company to convert sites without existing contracts at a present value of approximately $8 per watt, with a base case assuming 50% success on planned annual expansions of 250 megawatts through 2032.
$BNB $ETH $BTC #BTCMiningDifficultyDrop #RiskAssetsMarketShock
Institutional Era: Morgan Stanley Files for Bitcoin and Solana ETFs 🏦
Wall Street giant Morgan Stanley has officially filed with the SEC to launch spot Bitcoin and Solana ETFs, marking a historic shift in institutional adoption. 📄
This move makes them the first major U.S. bank to directly sponsor its own crypto ETFs, moving beyond mere custody to become an active market participant. 💼
The Morgan Stanley Solana Trust is particularly noteworthy as it includes a staking feature, allowing investors to earn rewards while holding the asset. 💰
Total assets in Bitcoin ETFs have already surpassed $130 billion, proving that digital assets are now a mainstream "building block" for diversified portfolios. 🧱
$XRP
This dual filing for BTC and SOL signals growing confidence in Solana’s network as the leading smart-contract platform for institutional-grade finance. 🏗️
The influx of capital from Morgan Stanley’s $1.8 trillion wealth management arm is expected to provide massive long-term liquidity and stability. 🌊
$FIL
Analysts view this "institutionalization" as a critical catalyst for the next leg of the 2026 bull cycle, regardless of short-term volatility. 📈
As more "white-shoe" banks follow suit, the boundary between traditional finance (TradFi) and the crypto ecosystem is rapidly disappearing. 🤝
$TWT
For investors, this trend highlights the importance of tracking institutional inflows as a primary indicator for market direction and strength. 📊
#MorganStanley #BitcoinETF #SolanaETF #InstitutionalCrypto
Wall Street giant Morgan Stanley has officially filed with the SEC to launch spot Bitcoin and Solana ETFs, marking a historic shift in institutional adoption. 📄
This move makes them the first major U.S. bank to directly sponsor its own crypto ETFs, moving beyond mere custody to become an active market participant. 💼
The Morgan Stanley Solana Trust is particularly noteworthy as it includes a staking feature, allowing investors to earn rewards while holding the asset. 💰
Total assets in Bitcoin ETFs have already surpassed $130 billion, proving that digital assets are now a mainstream "building block" for diversified portfolios. 🧱
$XRP
This dual filing for BTC and SOL signals growing confidence in Solana’s network as the leading smart-contract platform for institutional-grade finance. 🏗️
The influx of capital from Morgan Stanley’s $1.8 trillion wealth management arm is expected to provide massive long-term liquidity and stability. 🌊
$FIL
Analysts view this "institutionalization" as a critical catalyst for the next leg of the 2026 bull cycle, regardless of short-term volatility. 📈
As more "white-shoe" banks follow suit, the boundary between traditional finance (TradFi) and the crypto ecosystem is rapidly disappearing. 🤝
$TWT
For investors, this trend highlights the importance of tracking institutional inflows as a primary indicator for market direction and strength. 📊
#MorganStanley #BitcoinETF #SolanaETF #InstitutionalCrypto
🚨 ARTHUR HAYES: BANK HEDGING MAY BE MOVING BITCOIN
Arthur Hayes says Bitcoin’s sudden drop may have been driven by bank hedging flows tied to BlackRock’s $IBIT ETF. $PEPE
📊 The mechanism:
• Banks issue structured notes linked to IBIT
• When $BTC moves, they must buy or sell quickly to hedge risk
• These forced flows can amplify volatility
🏦 Example cited: Morgan Stanley IBIT-linked products.
🧠 Translation:
Price moves → bank hedging → bigger price moves.
Hayes says he’s now tracking these instruments to identify where the next liquidity shock could come from.$WLD
In this cycle, it’s not just traders moving the market —
Wall Street hedging flows are in the game.
#BTC #etf #MorganStanley
Arthur Hayes says Bitcoin’s sudden drop may have been driven by bank hedging flows tied to BlackRock’s $IBIT ETF. $PEPE
📊 The mechanism:
• Banks issue structured notes linked to IBIT
• When $BTC moves, they must buy or sell quickly to hedge risk
• These forced flows can amplify volatility
🏦 Example cited: Morgan Stanley IBIT-linked products.
🧠 Translation:
Price moves → bank hedging → bigger price moves.
Hayes says he’s now tracking these instruments to identify where the next liquidity shock could come from.$WLD
In this cycle, it’s not just traders moving the market —
Wall Street hedging flows are in the game.
#BTC #etf #MorganStanley
🔥 ARTHUR HAYES ON WHY BTC SUDDENLY DROPPED
Arthur Hayes says Bitcoin likely sold off because banks were hedging bets tied to BlackRock’s $IBIT ETF.
He cited Morgan Stanley “structured note” linked to IBIT — basically a bank-made bet on Bitcoin’s price.
When $BTC moves, banks have to quickly buy or sell to protect themselves, which can amplify big price swings.
Hayes says he’s now tracking these products to see where the next big moves could come from..... #USIranStandoff #MorganStanley #USIranStandoff #BitcoinGoogleSearchesSurge #RiskAssetsMarketShock $BTC
$ETH
Arthur Hayes says Bitcoin likely sold off because banks were hedging bets tied to BlackRock’s $IBIT ETF.
He cited Morgan Stanley “structured note” linked to IBIT — basically a bank-made bet on Bitcoin’s price.
When $BTC moves, banks have to quickly buy or sell to protect themselves, which can amplify big price swings.
Hayes says he’s now tracking these products to see where the next big moves could come from..... #USIranStandoff #MorganStanley #USIranStandoff #BitcoinGoogleSearchesSurge #RiskAssetsMarketShock $BTC
$ETH
millionairex7:
1
🚨⚡ THE COLLAPSE OF BITCOIN: BANK HEDGING ON IBIT AT THE BASE? ⚡🚨
The recent collapse of Bitcoin, which caused the price to drop below $60,000 with a decline of 50% from all-time highs, seems linked to the hedging strategies of banks on structured products related to BlackRock's iShares Bitcoin Trust (IBIT).
These financial instruments, issued by institutions like Morgan Stanley, replicate bets on the price of Bitcoin through structured notes that incorporate protection mechanisms for investors.
Structured notes work like this: they offer returns of up to 28% if IBIT maintains or exceeds a threshold level (for example, 75% of the initial value, around $78,700 on a peak of $105,000).
When Bitcoin drops sharply, banks – acting as dealers – activate delta-hedging: they sell BTC on the spot market to maintain a neutral position, creating a domino effect that amplifies volatility.
This phenomenon, known as "inverse gamma squeeze," turns a moderate decline into a flash crash, eroding billions of market cap in just a few hours.
Monitoring these products is crucial: with over $100 million already sold by Morgan Stanley, hedging triggers can trigger rapid rebounds or further declines.
Outflows from ETFs like IBIT, which have recorded record sales, confirm a cautious institutional sentiment despite the rebound above $70,000.
The BTC market is now dominated by Wall Street: tracking bank notes and ETF flows becomes essential to anticipate the next swings.
#RiskAssetsMarketShock #MorganStanley #bitcoin #marketcrash #IBIT $BTC
The recent collapse of Bitcoin, which caused the price to drop below $60,000 with a decline of 50% from all-time highs, seems linked to the hedging strategies of banks on structured products related to BlackRock's iShares Bitcoin Trust (IBIT).
These financial instruments, issued by institutions like Morgan Stanley, replicate bets on the price of Bitcoin through structured notes that incorporate protection mechanisms for investors.
Structured notes work like this: they offer returns of up to 28% if IBIT maintains or exceeds a threshold level (for example, 75% of the initial value, around $78,700 on a peak of $105,000).
When Bitcoin drops sharply, banks – acting as dealers – activate delta-hedging: they sell BTC on the spot market to maintain a neutral position, creating a domino effect that amplifies volatility.
This phenomenon, known as "inverse gamma squeeze," turns a moderate decline into a flash crash, eroding billions of market cap in just a few hours.
Monitoring these products is crucial: with over $100 million already sold by Morgan Stanley, hedging triggers can trigger rapid rebounds or further declines.
Outflows from ETFs like IBIT, which have recorded record sales, confirm a cautious institutional sentiment despite the rebound above $70,000.
The BTC market is now dominated by Wall Street: tracking bank notes and ETF flows becomes essential to anticipate the next swings.
#RiskAssetsMarketShock #MorganStanley #bitcoin #marketcrash #IBIT $BTC
💥 JPMorgan Chase invested more than $440 billion in these ten stocks and exchange-traded funds only:
1. Nvidia
2. Microsoft
3. Apple
4. Meta Platforms
5. Amazon
6. SPDR S&P 500 ETF Trust
7. Broadcom
8. Alphabet (Google) Class C
9. Tesla
10. Mastercard
Please follow up
$BTC #MorganStanley #BTC #ETH #hype
1. Nvidia
2. Microsoft
3. Apple
4. Meta Platforms
5. Amazon
6. SPDR S&P 500 ETF Trust
7. Broadcom
8. Alphabet (Google) Class C
9. Tesla
10. Mastercard
Please follow up
$BTC #MorganStanley #BTC #ETH #hype
#Cointelegraph _ 1 minute letter
#BTC Buyers Step in — but $106K Risk Looms _ We're seeing traders scoop up BTC on this dip, but the charts won’t let up — Glassnode warns we could be sliding into the late-cycle phase, with $106K still on the table. Monday’s $1.62B in long liquidations was the biggest flush of the year, and bulls are clinging to $112K like it’s the last lifeline.
#bitcoin at $173K by year-end? Some say 'yes' _ Economist Timothy Peterson says history gives BTC a 70% chance of finishing 2025 up more than 50% — which would put price near $173K. VanEck’s Matthew Sigel is even bolder with a $180K call.
#MorganStanley ’s E*Trade to launch BTC, ETH, SOL _ Wall Street’s crypto creep continues. Morgan Stanley is rolling out Bitcoin, Ether and Solana trading to E*Trade clients in 2026, thanks to Zerohash’s infrastructure. After years of cautious flirting with digital assets, one of the biggest brokerage brands in America is about to make crypto a core part of its playbook.
#Fed 's warning on jobs as more cuts loom _ Jerome Powell admits the Fed’s juggling act is getting harder. After its first rate cut in nine months, Powell and Fed Governor Michelle Bowman are sounding the alarm over a weakening job market. Futures traders are already betting more cuts are coming
"Do support by follow, like, comment, share, repost to reach maximum audience, more such informative content ahead"
$BTC $ETH $SOL
#BTC Buyers Step in — but $106K Risk Looms _ We're seeing traders scoop up BTC on this dip, but the charts won’t let up — Glassnode warns we could be sliding into the late-cycle phase, with $106K still on the table. Monday’s $1.62B in long liquidations was the biggest flush of the year, and bulls are clinging to $112K like it’s the last lifeline.
#bitcoin at $173K by year-end? Some say 'yes' _ Economist Timothy Peterson says history gives BTC a 70% chance of finishing 2025 up more than 50% — which would put price near $173K. VanEck’s Matthew Sigel is even bolder with a $180K call.
#MorganStanley ’s E*Trade to launch BTC, ETH, SOL _ Wall Street’s crypto creep continues. Morgan Stanley is rolling out Bitcoin, Ether and Solana trading to E*Trade clients in 2026, thanks to Zerohash’s infrastructure. After years of cautious flirting with digital assets, one of the biggest brokerage brands in America is about to make crypto a core part of its playbook.
#Fed 's warning on jobs as more cuts loom _ Jerome Powell admits the Fed’s juggling act is getting harder. After its first rate cut in nine months, Powell and Fed Governor Michelle Bowman are sounding the alarm over a weakening job market. Futures traders are already betting more cuts are coming
"Do support by follow, like, comment, share, repost to reach maximum audience, more such informative content ahead"
$BTC $ETH $SOL
🚨 Wall Street Goes Full DeFi – Morgan Stanley to Let E*Trade Users Buy Bitcoin by 2026 💎
Morgan Stanley isn’t watching from the sidelines anymore. By the first half of 2026, E*Trade users will be able to trade Bitcoin (BTC), Ethereum (ETH), and Solana (SOL) directly, thanks to a new partnership with Zerohash, a crypto infrastructure unicorn that just raised $104M from big names like Interactive Brokers, SoFi, and yes—Morgan Stanley itself.
Why now? Simple: competition. Charles Schwab already offers Bitcoin and Ethereum ETFs. Robinhood (HOOD) gives its users direct access to multiple cryptos. With digital assets valued at $3.9T—Bitcoin alone sitting at a mind-blowing $2.25T, Ethereum at $506B—big banks can’t ignore the numbers anymore.
The shift isn’t just about hype. What was once dismissed as “speculative gambling” is now a multi-trillion-dollar asset class, attracting Wall Street giants, asset managers, and retail investors alike. Even the Trump administration’s favorable regulatory stance is giving banks the green light to expand their crypto playbooks.
And don’t sleep on stablecoins. While MS CFO Sharon Yeshaya says it’s “too early to call” their full impact, the industry is already moving. Citigroup is eyeing custody + ETF services, Bank of America is experimenting with its own stablecoin, and even JPMorgan—yes, Jamie Dimon’s JPMorgan—is leaning in.
This isn’t the end of TradFi vs DeFi—it’s the beginning of a full-on merger of worlds. 🚀
$BTC $ETH $SOL #MorganStanley #Crypto #WallStreet #Stablecoins #DeFi #Bullish #Bitcoin #Ethereum #Altcoins #CryptoAdoption
Morgan Stanley isn’t watching from the sidelines anymore. By the first half of 2026, E*Trade users will be able to trade Bitcoin (BTC), Ethereum (ETH), and Solana (SOL) directly, thanks to a new partnership with Zerohash, a crypto infrastructure unicorn that just raised $104M from big names like Interactive Brokers, SoFi, and yes—Morgan Stanley itself.
Why now? Simple: competition. Charles Schwab already offers Bitcoin and Ethereum ETFs. Robinhood (HOOD) gives its users direct access to multiple cryptos. With digital assets valued at $3.9T—Bitcoin alone sitting at a mind-blowing $2.25T, Ethereum at $506B—big banks can’t ignore the numbers anymore.
The shift isn’t just about hype. What was once dismissed as “speculative gambling” is now a multi-trillion-dollar asset class, attracting Wall Street giants, asset managers, and retail investors alike. Even the Trump administration’s favorable regulatory stance is giving banks the green light to expand their crypto playbooks.
And don’t sleep on stablecoins. While MS CFO Sharon Yeshaya says it’s “too early to call” their full impact, the industry is already moving. Citigroup is eyeing custody + ETF services, Bank of America is experimenting with its own stablecoin, and even JPMorgan—yes, Jamie Dimon’s JPMorgan—is leaning in.
This isn’t the end of TradFi vs DeFi—it’s the beginning of a full-on merger of worlds. 🚀
$BTC $ETH $SOL #MorganStanley #Crypto #WallStreet #Stablecoins #DeFi #Bullish #Bitcoin #Ethereum #Altcoins #CryptoAdoption
$BTC
112,939.99 ▼ -1.92%
💡 “We’re Still Early” – Morgan Stanley Intern Survey 💡
Even with Bitcoin trading above $112K, adoption is still just beginning. 📉
📊 Survey Insights:
Only 18% of interns own or use crypto 🚫
AI & robotics rank far ahead in interest 🤖
Crypto adoption = early-stage with a long growth runway
🌍 Despite huge price gains, mainstream ownership is still small. The adoption curve takes time—reminder: we’re early.
👉 What do you think: Will the next bull run drive mass adoption, or will AI keep stealing the spotlight?
#Bitcoin #Crypto #Adoption #Blockchain #MorganStanley
$BTC
112,939.99 ▼ -1.92%
💡 “We’re Still Early” – Morgan Stanley Intern Survey 💡
Even with Bitcoin trading above $112K, adoption is still just beginning. 📉
📊 Survey Insights:
Only 18% of interns own or use crypto 🚫
AI & robotics rank far ahead in interest 🤖
Crypto adoption = early-stage with a long growth runway
🌍 Despite huge price gains, mainstream ownership is still small. The adoption curve takes time—reminder: we’re early.
👉 What do you think: Will the next bull run drive mass adoption, or will AI keep stealing the spotlight?
#Bitcoin #Crypto #Adoption #Blockchain #MorganStanley
$BTC
🔽 Morgan Stanley predicts a decrease in the Fed rate.
The financial giant has revised its forecast: now Morgan Stanley expects two reductions in the Fed's key rate by 25 basis points — in September and December 2025.🤔
Are we waiting for Bitcoin to rise?
#MorganStanley $BTC
The financial giant has revised its forecast: now Morgan Stanley expects two reductions in the Fed's key rate by 25 basis points — in September and December 2025.🤔
Are we waiting for Bitcoin to rise?
#MorganStanley $BTC
🛑 Morgan Stanley Endorses $XRP as Viable SWIFT Alternative for Banks
Right now, Ripple is being seriously positioned as a proper SWIFT alternative by major financial institutions, and Morgan Stanley in particular has recently been highlighting its potential to completely revolutionize cross-border payments.
The investment bank’s own analysis suggests that Ripple’s blockchain technology could actually address many of those inefficiencies that have been plaguing traditional international transactions for years now.
#xrp #MorganStanley #Bank
Right now, Ripple is being seriously positioned as a proper SWIFT alternative by major financial institutions, and Morgan Stanley in particular has recently been highlighting its potential to completely revolutionize cross-border payments.
The investment bank’s own analysis suggests that Ripple’s blockchain technology could actually address many of those inefficiencies that have been plaguing traditional international transactions for years now.
#xrp #MorganStanley #Bank
Tyler Winklevoss Says JPMorgan Halted Gemini Onboarding Over Public Criticism
Winklevoss said JPMorgan responded to his recent comments by halting Gemini’s re-onboarding.
Gemini co-founder Tyler Winklevoss has claimed that JPMorgan Chase paused the crypto exchange’s onboarding process after he publicly criticized the bank’s new policy on financial data access.
#MorganStanley
Key Takeaways:
Tyler Winklevoss claims JPMorgan paused Gemini’s onboarding after he criticized the bank.
He accused the bank of anti-competitive behavior and trying to block consumer access to crypto via third-party apps.
The dispute surfaces as Gemini prepares for a potential IPO.
In a post published Friday on X, Winklevoss said JPMorgan responded to his recent comments by halting Gemini’s re-onboarding, a process the bank initiated after previously ending the relationship during what Winklevoss referred to as “Operation ChokePoint 2.0.”
The fallout follows a Bloomberg report that revealed JPMorgan’s plans to begin charging fintech companies for access to customer banking data.
Winklevoss Slams Banking Rules as Anti-Crypto and Anti-Competitive
Winklevoss, a longtime critic of banking restrictions on crypto, called the move anti-competitive and warned that it could undermine companies that facilitate access to crypto markets.
Winklevoss also accused JPMorgan of trying to limit consumers’ ability to share their own financial data with third-party fintech services like Plaid.
“We will continue to call out this anti-competitive, rent-seeking behavior and immoral attempt to bankrupt fintech and crypto companies,” he wrote. “We will never stop fighting for what is right!”
Gemini’s banking history with JPMorgan has been contentious. In 2023, reports emerged that the bank had requested the crypto firm to seek alternative banking partners, citing profitability issues.
Gemini later denied those claims, stating that their relationship with JPMorgan remained in place despite the speculation.
The Winklevoss twins, both politically aligned with Donald Trump, have taken an outspoken stance in recent months as U.S. regulators increase scrutiny of crypto platforms.
Their contributions to Trump’s 2024 presidential campaign were returned earlier this year after the donations exceeded federal limits.
The latest dispute with JPMorgan comes at a critical time for Gemini. The exchange confidentially filed for an initial public offering with the U.S. Securities and Exchange Commission last month. Details on share pricing and offering size have not yet been disclosed.
Founded in 2014, Gemini raised $400 million in a November 2021 funding round, reaching a valuation of $7.1 billion.
$500K Club: Crypto and Political Elites Unite at DC’s Executive Branch
As reported, a new private club in Washington, D.C. called Executive Branch, co-founded by Donald Trump Jr., David Sacks, and Gemini’s Winklevoss twins, is charging $500,000 for membership.
The club, located in Georgetown, is set to open soon and already has a waiting list.
Its launch party drew major political and tech figures, including Secretary of State Marco Rubio and SEC Chairman Paul Atkins, underscoring the club’s goal of combining political power, crypto influence, and elite networking.
At $500,000, Executive Branch is one of the priciest private clubs in the U.S., surpassing venues like Aman Club.
The founders aim to position it as a hub for conservative crypto leaders seeking close ties to regulators and lawmakers.
Membership is highly selective, requiring referrals and background checks.
Despite offers as high as $1 million for early access, some applicants have been reportedly rejected.
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Gemini co-founder Tyler Winklevoss has claimed that JPMorgan Chase paused the crypto exchange’s onboarding process after he publicly criticized the bank’s new policy on financial data access.
#MorganStanley
Key Takeaways:
Tyler Winklevoss claims JPMorgan paused Gemini’s onboarding after he criticized the bank.
He accused the bank of anti-competitive behavior and trying to block consumer access to crypto via third-party apps.
The dispute surfaces as Gemini prepares for a potential IPO.
In a post published Friday on X, Winklevoss said JPMorgan responded to his recent comments by halting Gemini’s re-onboarding, a process the bank initiated after previously ending the relationship during what Winklevoss referred to as “Operation ChokePoint 2.0.”
The fallout follows a Bloomberg report that revealed JPMorgan’s plans to begin charging fintech companies for access to customer banking data.
Winklevoss Slams Banking Rules as Anti-Crypto and Anti-Competitive
Winklevoss, a longtime critic of banking restrictions on crypto, called the move anti-competitive and warned that it could undermine companies that facilitate access to crypto markets.
Winklevoss also accused JPMorgan of trying to limit consumers’ ability to share their own financial data with third-party fintech services like Plaid.
“We will continue to call out this anti-competitive, rent-seeking behavior and immoral attempt to bankrupt fintech and crypto companies,” he wrote. “We will never stop fighting for what is right!”
Gemini’s banking history with JPMorgan has been contentious. In 2023, reports emerged that the bank had requested the crypto firm to seek alternative banking partners, citing profitability issues.
Gemini later denied those claims, stating that their relationship with JPMorgan remained in place despite the speculation.
The Winklevoss twins, both politically aligned with Donald Trump, have taken an outspoken stance in recent months as U.S. regulators increase scrutiny of crypto platforms.
Their contributions to Trump’s 2024 presidential campaign were returned earlier this year after the donations exceeded federal limits.
The latest dispute with JPMorgan comes at a critical time for Gemini. The exchange confidentially filed for an initial public offering with the U.S. Securities and Exchange Commission last month. Details on share pricing and offering size have not yet been disclosed.
Founded in 2014, Gemini raised $400 million in a November 2021 funding round, reaching a valuation of $7.1 billion.
$500K Club: Crypto and Political Elites Unite at DC’s Executive Branch
As reported, a new private club in Washington, D.C. called Executive Branch, co-founded by Donald Trump Jr., David Sacks, and Gemini’s Winklevoss twins, is charging $500,000 for membership.
The club, located in Georgetown, is set to open soon and already has a waiting list.
Its launch party drew major political and tech figures, including Secretary of State Marco Rubio and SEC Chairman Paul Atkins, underscoring the club’s goal of combining political power, crypto influence, and elite networking.
At $500,000, Executive Branch is one of the priciest private clubs in the U.S., surpassing venues like Aman Club.
The founders aim to position it as a hub for conservative crypto leaders seeking close ties to regulators and lawmakers.
Membership is highly selective, requiring referrals and background checks.
Despite offers as high as $1 million for early access, some applicants have been reportedly rejected.
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Morgan Stanley Eyes Launching Crypto Trading Through E*Trade: Bloomberg
Morgan Stanley is reportedly planning to introduce cryptocurrency trading to its E*Trade platform, marking a significant move by a major U.S. bank to offer retail clients direct access to digital assets like Bitcoin and Ethereum. Seeking
The initiative, still in its early stages, aims for a potential launch in 2026. Morgan Stanley is exploring partnerships with crypto-native firms to build the necessary infrastructure for spot trading.
This development comes amid a shifting regulatory landscape in the United States. Recent policy changes under the Trump administration have eased restrictions, encouraging traditional financial institutions to expand into the crypto market.
Currently, E*Trade offers clients indirect exposure to cryptocurrencies through products like ETFs and futures. The planned addition of direct crypto trading would significantly broaden access for its 5.2 million retail users.
This move positions Morgan Stanley to compete more directly with crypto-focused platforms such as Coinbase and Robinhood, potentially reshaping the landscape of retail crypto trading.
#MorganStanley $BTC
$ETH
$XRP
Morgan Stanley is reportedly planning to introduce cryptocurrency trading to its E*Trade platform, marking a significant move by a major U.S. bank to offer retail clients direct access to digital assets like Bitcoin and Ethereum. Seeking
The initiative, still in its early stages, aims for a potential launch in 2026. Morgan Stanley is exploring partnerships with crypto-native firms to build the necessary infrastructure for spot trading.
This development comes amid a shifting regulatory landscape in the United States. Recent policy changes under the Trump administration have eased restrictions, encouraging traditional financial institutions to expand into the crypto market.
Currently, E*Trade offers clients indirect exposure to cryptocurrencies through products like ETFs and futures. The planned addition of direct crypto trading would significantly broaden access for its 5.2 million retail users.
This move positions Morgan Stanley to compete more directly with crypto-focused platforms such as Coinbase and Robinhood, potentially reshaping the landscape of retail crypto trading.
#MorganStanley $BTC
$ETH
$XRP
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👀Remember what Trump’s son said, "the banks that do NOT adopt the #crypto industry will go EXTINCT in 10 years"
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💥The financial BANK MORGAN STANLEY with $1.3T in ASSETS UNDER MANAGEMENT is going to offer #cryptocurrency TRADING to "E-Trade" clients
👀Remember what Trump’s son said, "the banks that do NOT adopt the #crypto industry will go EXTINCT in 10 years"
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🚨 Morgan Stanley Expects Fed Rate Cut in September, But Outcome Remains Uncertain 📉💵
•) Morgan Stanley has projected that the U.S. Federal Reserve may cut interest rates in September 2025, aiming to stimulate economic growth amid slowing inflation and weakening job data. However, the bank warns that the decision is not guaranteed, as the Fed continues to monitor incoming economic indicators. 📊
•) A potential rate cut could have a significant impact on global markets, particularly stocks, bonds, and cryptocurrencies. Lower borrowing costs often fuel risk-on sentiment, potentially driving more liquidity into Bitcoin, Ethereum, and other digital assets. 🚀
📌 Key Highlights:
• Morgan Stanley expects a Fed rate cut in September 2025
• Outcome depends on inflation trends & economic data
• Possible boost for crypto, equities, and commodities
• Investors advised to stay cautious amid policy uncertainty
With market volatility rising, traders should keep a close eye on Fed statements and economic reports to prepare for potential price swings. ⚡
➡️ Do you think the Fed’s decision will ignite a crypto rally? 🤔 :👇:
: answer 📥
#MorganStanley #FederalReserve #InterestRates #CryptoMarket #Bitcoin #Ethereum #CryptoNews #BinanceSquare #TradingInsights
•) Morgan Stanley has projected that the U.S. Federal Reserve may cut interest rates in September 2025, aiming to stimulate economic growth amid slowing inflation and weakening job data. However, the bank warns that the decision is not guaranteed, as the Fed continues to monitor incoming economic indicators. 📊
•) A potential rate cut could have a significant impact on global markets, particularly stocks, bonds, and cryptocurrencies. Lower borrowing costs often fuel risk-on sentiment, potentially driving more liquidity into Bitcoin, Ethereum, and other digital assets. 🚀
📌 Key Highlights:
• Morgan Stanley expects a Fed rate cut in September 2025
• Outcome depends on inflation trends & economic data
• Possible boost for crypto, equities, and commodities
• Investors advised to stay cautious amid policy uncertainty
With market volatility rising, traders should keep a close eye on Fed statements and economic reports to prepare for potential price swings. ⚡
➡️ Do you think the Fed’s decision will ignite a crypto rally? 🤔 :👇:
: answer 📥
#MorganStanley #FederalReserve #InterestRates #CryptoMarket #Bitcoin #Ethereum #CryptoNews #BinanceSquare #TradingInsights
Morgan Stanley predicts the Fed will cut interest rates three times before year-end. 📉
#MorganStanley #FederalReserve #RateCuts #MarketNews
#MorganStanley #FederalReserve #RateCuts #MarketNews
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