Morning Minute: Morgan Stanley Files for Bitcoin, ETH and Solana ETFs

Summary

Morgan Stanley has filed with the SEC to launch spot Bitcoin, Solana, and Ethereum ETFs, marking the first time a major U.S. traditional bank has taken this step into regulated crypto products. This move coincides with a surge in demand for crypto ETFs in early 2026; U.S. spot Bitcoin ETFs saw $697 million in net inflows on Monday, the biggest single-day influx since October, bringing the two-day total to $1.16 billion. After a volatile fourth quarter in 2025, institutional investors appear to be returning in force. Morgan Stanley’s entry is significant due to its broad distribution capabilities and the signal it sends: mainstream institutions view crypto exposure as a standard investment option rather than a fringe interest. The growing institutional flows suggest increased support for major cryptocurrencies’ prices, indicating that the so-called “supercycle” thesis could be materializing.