morgan stanley

Odaily

2026-09-26 11:30:00

Odaily roundup: BTC bull-market signal, Solana token surge, and fresh institutional buying

Odaily’s latest evening roundup pulled together a wide range of crypto market developments, spanning Bitcoin signals, Solana-linked token moves, trading profits, institutional accumulation, and comments from industry figures. One analyst said Bitcoin has entered a bull-market phase after its MVRV ratio climbed back above 1.0 following a correction. Another analyst said exchange inflows from long-term BTC holders have cooled sharply, pointing to more rational market behavior. On Solana, PAID and e/acc both extended their gains, with market capitalizations reaching fresh record highs. Separately, the PAID website has been flagged as unsafe by X. In derivatives trading, Hyperliquid trader MK4 has posted more than $57 million in combined realized and unrealized profit. The roundup also noted that Morgan Stanley bought another 42.9 BTC, bringing its total holdings to 9,261 BTC. Outside direct market data, Dragonfly’s managing partner said AI will not become safe on its own and that humans must solve safety and control issues. Ethereum co-founder Vitalik said offline local knowledge apps on mobile devices still struggle with complex tasks. Backpack’s CEO said the goal is to bring the entire stock market onto Solana through a single API connecting brokerages with onchain rails.

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Morgan Stanle

2026-09-26 09:48:29

Morgan Stanley Adds 42.9 BTC, Bringing Total Bitcoin Holdings to 9,261 BTC

Arkham data shows Morgan Stanley added to its Bitcoin position again on Friday, withdrawing more than 42.9 BTC through its spot Bitcoin exchange-traded fund, MSBT, from a Coinbase Prime hot wallet address. The transaction was valued at about $3.6 million, based on the figures cited in the report. Following the latest transfer, Morgan Stanley’s total Bitcoin holdings reached 9,261 BTC. The report put the value of that position at roughly $779 million at current quoted levels. The move was reported by Odaily, citing Arkham’s on-chain monitoring.

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Morgan Stanle

2026-09-26 09:51:54

Arkham tracks Morgan Stanley withdrawing more than 42.9 BTC via MSBT

Arkham data shows Morgan Stanley, through its spot Bitcoin exchange-traded fund MSBT, withdrew more than 42.9 BTC from a Coinbase Prime hot wallet address. The transfer was valued at about $3.6 million. Following the move, Morgan Stanley’s total Bitcoin holdings reached 9,261 BTC, worth roughly $779 million based on the figures cited in the update. The transaction was reported by ChainCatcher as part of a whale movement alert, with Arkham named as the monitoring source behind the on-chain observation. No additional transaction details were disclosed in the brief.

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Morgan Stanle

2026-09-26 03:30:57

Morgan Stanley turns bullish on the dollar, says high yields will keep pressuring risk assets

Morgan Stanley has reversed its earlier bearish stance on the U.S. dollar and now expects dollar strength to last through mid-2027. The bank forecasts the U.S. Dollar Index will rise to 104 by then, while the euro could fall from about $1.14 against the dollar to $1.10. In its view, expectations for further Federal Reserve rate hikes, the resilience of the U.S. economy, and structurally elevated energy prices should preserve the relative advantage of U.S. interest rates and continue to support the dollar. The bank had already revised its Fed path to include two additional 25-basis-point hikes, one in December this year and another in March 2027, which would lift the federal funds rate to a 4.25%-4.5% range and potentially keep it there through 2027. Morgan Stanley also tied its call to current market conditions: on Sept. 25, the 10-year U.S. Treasury yield remained near 5.2%, the Dollar Index traded around 101, U.S. stocks found early support from AI optimism, and Bitcoin hovered near $84,900, yet elevated yields were still constraining valuations across risk assets. The report also cited political risks in Europe, including France’s spring 2027 presidential election and election risks in Germany and Italy, as added pressure on the euro.

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Morgan Stanle

2026-09-25 13:20:26

Morgan Stanley joins NEXTPredict summit as strategic partner, to moderate panel on institutional capital

Morgan Stanley will take part in the NEXTPredict prediction markets summit in New York on Oct. 22-23 as a strategic partner, marking a notable appearance by a major bank at an event focused on the sector. Stephen Grambling, the bank’s head of U.S. gaming, lodging and leisure research, is set to moderate a panel discussion on institutional capital during the conference. Pierre Lindh, co-founder of NEXTPredict, said Morgan Stanley is the first bank to publicly participate in an event in this field. Lindh also said roughly 90% of liquidity and trading volume in prediction markets currently comes from sports contracts. In his view, the sector’s current high valuations rest on expectations that institutional money will enter at scale in the future and that prediction markets will shift from being seen as an "alternative betting" product toward an institutional tool. Morgan Stanley has already had exposure to the space. The bank previously participated in Kalshi’s $1 billion financing completed in May, and it published a report on prediction markets in April this year.

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Morgan Stanle

2026-09-22 06:31:00

Morgan Stanley says storage is still early-cycle, servers lag behind, and PCs are deteriorating fast

Morgan Stanley said in a Sept. 21 IT hardware report that enterprise hardware spending stayed strong in the second quarter, with traditional server revenue up 87% year over year, storage up 34%, and PC revenue up 14%, each at their fastest pace in more than a decade outside the pandemic period. The firm’s main call is that storage remains in the early stage of an upward cycle, the server cycle is later, and the PC opportunity has already worsened quickly. It said the market is now looking past the recent strength and focusing on how long the cycle can last, noting that six of eight enterprise hardware OEM, VAR, and distributor stocks traded at lower valuation multiples after earnings even though next-fiscal-year EPS estimates were revised up by an average of 12%. Among names under coverage, Morgan Stanley said its top picks are P and SNX, followed by HPE. It kept Dell at Equal-weight despite raising its price target to $511 from $499, arguing that strong execution is already reflected in valuation and that late-cycle earnings durability is less clear. It reiterated Overweight on P with a $119 target and highlighted Sept. 23 analyst day as a key event. It also kept Underweight on HPQ with a $19 target, citing pressure from weakening PC demand and margins. The report flagged a heavy catalyst calendar stretching from Dell’s Sept. 22 COO meeting through early-October IDC PC data and Taiwan ODM monthly revenue disclosures.

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Morgan Stanle

2026-09-22 06:14:08

Morgan Stanley says enterprise hardware spending stayed strong in Q2, with storage still early in the cycle

Morgan Stanley’s Sept. 21, 2026 IT hardware report argued that the key debate in enterprise hardware is no longer whether spending is strong, but how long the cycle can last. The bank said second-quarter revenue growth reached 87% for traditional servers, 34% for storage, and 14% for PCs, marking the fastest pace in more than a decade outside the pandemic period. Even so, valuation multiples fell after earnings for six of eight enterprise hardware names Morgan Stanley tracks, despite an average 12% upward revision to next-fiscal-year EPS. The firm’s main call is that storage remains in the early phase of an upswing, the server cycle is further along, and the PC opportunity has deteriorated quickly. Morgan Stanley said its top picks are P and SNX, followed by HPE. It kept Dell at Equal-weight, saying execution has been the strongest in the group but valuation already reflects much of that strength. HPQ remained Underweight as the bank pointed to pressure from both PC demand and margins. Morgan Stanley also highlighted a dense catalyst calendar over the next few weeks, including Dell’s COO event on Sept. 22, P’s analyst day on Sept. 23, SNX earnings on Sept. 24, HPE’s networking analyst day on Sept. 30, early IDC third-quarter PC data in early October, and monthly Taiwan ODM revenue updates before Oct. 10.

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Venus Protoco

2026-09-22 02:01:05

Crypto Morning Brief: Venus to Drop Support for Three Chains as Apple and Google Explore Stablecoin Roles

Venus Protocol said it will end support for opBNB, Optimism and Unichain on Oct. 23, 2026, asking users with active positions on those networks to close positions and withdraw funds before the deadline. Elsewhere, Apple and Google have posted job openings tied to stablecoins and digital-asset infrastructure, according to Bloomingbit, though the listings do not show that either company plans to launch its own stablecoin product. In the market, BTC rose above $84,000 with a 24-hour gain of 4.59%, while monitoring accounts tracked a Garrett Jin-linked whale closing a 1,333 BTC long for an $8.38 million profit. Onchain Lens also reported that wallet Smartestmoney.hl still holds a 1.38 million HYPE long with unrealized profit swelling to $78.94 million. Morgan Stanley strategist Michael Wilson’s team warned that U.S. equities could face as much as a 7% short-term drop if financial conditions tighten further or energy prices jump, even as the bank still expects stronger earnings to support a rebound later in the year. The roundup also covered Zhipu’s plan to open-source ZCode, Bitnomial’s filing for single-stock perpetual futures, and this week’s major token unlocks.

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