According to @KobeissiLetter, Solana stablecoin supply increased by over $900 million in the last 24 hours. According to @KobeissiLetter, the move coincided with Jupiter launching an onchain-focused stablecoin and with Morgan Stanley filing for a spot Solana ETF, and the source added that crypto flows are rising again.

According to the source, CNBC reported that Morgan Stanley is the first major U.S. bank to file for a Bitcoin ETF and described the move as a huge endorsement (source: CNBC). CNBC characterized the development as a significant institutional signal for BTC that features prominently in trading coverage of Bitcoin ETF flows and market sentiment (source: CNBC).

According to the source, a public X post claims Morgan Stanley has filed for a spot Ethereum (ETH) ETF, but this has not been independently verified. source: public X post A legitimate spot ETF path requires an issuer Form S-1 registration statement and an exchange Form 19b-4 rule filing for listing approval. source: U.S. Securities and Exchange Commission Traders should confirm any filing by searching the U.S. SEC EDGAR database for a new S-1 or 19b-4 before positioning or adjusting risk. source: U.S. SEC EDGAR For trading prep once a filing appears, focus on fee disclosures, creation/redemption mechanics, and seeding size in the S-1, as these drive flow, spreads, and day-one liquidity. source: U.S. SEC Form S-1 instructions

According to the source, Morgan Stanley has filed for a spot Bitcoin ETF. Source: the source. The post does not include a ticker, CIK, or SEC link; traders should verify any filing on the SEC's EDGAR database before taking positions. Source: the source; U.S. SEC EDGAR. If confirmed, similar spot BTC ETF headlines have historically coincided with short-term BTC price swings and volume surges; monitor BTC spot levels, CME futures basis, funding rates, and options implied volatility into U.S. hours. Source: CME Group historical volume data; SEC issuer filings.

According to Eric Balchunas, Morgan Stanley has filed for a spot Bitcoin (BTC) ETF and a spot Solana (SOL) ETF, as disclosed in his X post on Jan 6, 2026 (source: Eric Balchunas on X, Jan 6, 2026). The post did not include tickers, SEC form type, or docket numbers, and no official filing documents were linked in the post (source: Eric Balchunas on X, Jan 6, 2026). For trading, monitor the SEC EDGAR database and any Morgan Stanley statements for the appearance of the referenced filings and product details that would confirm timing and structure (source: Eric Balchunas on X, Jan 6, 2026).

According to @CNBC, a satellite communications stock has quadrupled year to date in 2025, highlighting exceptional momentum in the space-communications sector; source: CNBC. @CNBC reports that Morgan Stanley sees further gains ahead for the name, indicating the bank’s continued bullish outlook following the surge; source: CNBC. The preview does not disclose the ticker, so traders should review the full CNBC report for the stock identifier, any updated ratings, and price targets before acting; source: CNBC. The CNBC post does not cite any direct cryptocurrency impact or related tokens, so crypto traders should note that the report is equity-focused; source: CNBC.

According to @StockMKTNewz, Morgan Stanley strategist Michael Wilson said the US stock market is likely nearing the end of the recent selloff and reiterated a bullish outlook for next year. According to @StockMKTNewz, the update indicates the strategist expects stabilization in US equities following the pullback, without specifying index levels or sector targets. According to @StockMKTNewz, the commentary focused on US stocks and did not include direct guidance for the cryptocurrency market.

According to @StockMKTNewz, Morgan Stanley no longer expects Jerome Powell and the US Federal Reserve to cut interest rates in December. According to @StockMKTNewz, the post did not include additional details on the rationale or alternative timing for policy easing.

According to @simplykashif, Morgan Stanley strategists warn Bitcoin (BTC) is now in the fall phase of its 4-year cycle; source: @simplykashif on X, Nov 12, 2025. The post did not include a primary research link or additional details, so traders may seek direct confirmation from Morgan Stanley materials before adjusting positions; source: @simplykashif on X, Nov 12, 2025. Until confirmed, treat this as a risk alert headline rather than a trading signal and monitor BTC spot, futures funding, and dominance for validation; source: @simplykashif on X, Nov 12, 2025.

According to @CNBC, Morgan Stanley sees big gains ahead for a stock positioned as both a crypto and AI play, indicating a bullish view on an equity leveraged to digital assets and artificial intelligence themes (source: CNBC). @CNBC notes the social post does not disclose the ticker, rating, price target, or catalysts, limiting immediate trade sizing and risk management until the full article or note is reviewed (source: CNBC). For crypto market impact, @CNBC’s framing implies potential sensitivity to digital asset sentiment and AI investment cycles, which traders often monitor across crypto-exposed equities, pending detailed metrics in the full report (source: CNBC).

According to @CNBC, Goldman Sachs and Morgan Stanley warned that equities are vulnerable to a near-term market correction after a strong run, stating things run and then they pull back (source: CNBC). @CNBC reports the combined message from both banks points to pullback risk and near-term volatility across risk assets as positioning normalizes (source: CNBC). IMF research documents that crypto assets have shown stronger co-movement with equities during risk-off episodes, implying a stock market pullback has historically transmitted to digital assets as well (source: IMF Global Financial Stability Report 2022).

According to @business, Morgan Stanley's CEO said China remains a top draw for global asset managers as confidence returns, with investors acknowledging the world’s second-most liquid market is too big to ignore. According to @business, the CEO’s remarks highlight renewed institutional appetite for China exposure and emphasize onshore market liquidity as a key attraction for large allocations. According to @business, this positions China equities and related instruments as priority destinations for global flows, while the source does not report any direct impact on digital assets or crypto markets.

According to @garyblack00, MarketWatch reporter William Gavin reports that Morgan Stanley analyst Adam Jonas said Tesla has effectively "solved" autonomy enough to pull safety drivers at scale in major metros, clarifying it does not mean perfection but operational readiness at scale (source: MarketWatch, William Gavin, citing Adam Jonas). According to the same MarketWatch report, Tesla launched ride-hailing pilots in Austin in July and later in the San Francisco Bay Area with Tesla employees as safety drivers, and Elon Musk said the company expects to remove safety drivers in Austin by the end of December while describing the approach as "paranoid about safety" (source: MarketWatch, William Gavin, citing Tesla earnings call remarks by Elon Musk). MarketWatch adds that Musk aims to operate the service in up to 10 metro areas by the end of 2025, with Nevada, Florida, and Arizona named as targets, and that a dedicated Cybercab robotaxi without pedals or a steering wheel is scheduled for volume production next year (source: MarketWatch, William Gavin, citing Elon Musk). The report contrasts Tesla’s camera-driven stack (up to nine cameras depending on model year) with rivals using lidar and radar, noting Waymo’s setup of 13 cameras, four lidars, and six radars and Rivian’s rig of 10 cameras, 12 ultrasonic sensors, and five radars, while recalling Musk’s prior statement that lidar is expensive and unnecessary (source: MarketWatch, William Gavin; Waymo and Rivian hardware details as reported by MarketWatch; Musk comments cited by MarketWatch). Jonas said the only thing holding Tesla back is an abundance of caution, and the trading-relevant milestones cited are the planned removal of safety drivers in Austin by December, expansion to about 10 metros by end-2025, and the start of Cybercab volume production next year; the cited sources did not discuss cryptocurrency market impacts (source: MarketWatch, William Gavin, citing Adam Jonas and Elon Musk).

According to @garyblack00, MarketWatch journalist William Gavin reports that Tesla is pursuing a lower-cost, camera-driven autonomy stack that appears to be succeeding versus rivals relying on lidar and radar, with Tesla vehicles using up to nine cameras depending on model year (source: @garyblack00 citing William Gavin at MarketWatch). According to @garyblack00, Morgan Stanley analyst Adam Jonas wrote he is “calling it” that Tesla has effectively solved autonomy to the extent needed to pull safety drivers at scale in major metros, while noting this does not mean perfection or six or seven nines reliability (source: @garyblack00 citing Adam Jonas’s Monday note at Morgan Stanley). According to @garyblack00, Tesla began ride-hailing in Austin using its self-driving software with a Tesla employee as a safety driver, added a newer operation in the San Francisco Bay Area, and expects to remove safety drivers in Austin by the end of December as it ramps (source: @garyblack00 summarizing Tesla’s operations as reported). According to @garyblack00, Elon Musk said Tesla aims to operate in up to 10 metro areas by the end of 2025, with Nevada, Florida, and Arizona specifically targeted, and plans volume production of a dedicated Cybercab robotaxi without pedals or a steering wheel next year (source: @garyblack00 referencing remarks from a recent Tesla earnings call). According to @garyblack00, competitors such as Waymo deploy 13 cameras, four lidars, six radar units, and external audio receivers, and Rivian’s system uses 10 cameras, 12 ultrasonic sensors, and five radars, underscoring Tesla’s divergent, cost-focused approach that excludes lidar (source: @garyblack00 citing company disclosures referenced by William Gavin at MarketWatch). According to @garyblack00, the source outlines trading-relevant milestones: December removal of safety drivers in Austin, a multi-metro rollout by end-2025, and Cybercab volume production next year, while no direct cryptocurrency market impact is discussed in the source (source: @garyblack00).

According to @business, Morgan Stanley reported zero dollars in loan-loss provisions in its latest results amid emerging concerns about US credit quality, marking a notable stance on reserve builds this quarter, source: Bloomberg via @business, bloomberg.com. A zero provision removes incremental credit expense under CECL for the period, mechanically supporting reported earnings relative to quarters with reserve builds, source: FASB ASC 326 Current Expected Credit Loss. For traders, this datapoint is central to pricing Morgan Stanley credit risk and bank equity volatility, and bank-stress shifts have historically transmitted to crypto risk sentiment through tighter financial conditions, source: IMF Global Financial Stability Note 2022 on equity-crypto correlations; BIS Bulletin 2023 on crypto risk linkages. Key watch items now include management guidance on net charge-offs and reserve outlook, ICE BofA US High Yield OAS for macro credit tone, and BTC and ETH volatility and funding metrics for spillover, source: FASB ASC 326; ICE BofA Indices; CME CF and Deribit volatility benchmarks.

According to @CNBC, Trump and JPMorgan are bolstering critical U.S. supply chains, and Morgan Stanley says certain national security stocks may benefit (source: CNBC). The post indicates a positive bias toward equities tied to U.S. supply-chain resilience and national-security themes, while not naming specific tickers (source: CNBC). The source did not reference cryptocurrencies or digital assets, and it provided no explicit BTC or ETH implications (source: CNBC). The item was posted on Oct 14, 2025 and links to a Morgan Stanley view through a CNBC article (source: CNBC).

According to @business, Morgan Stanley's chief US equity strategist said the US equity market is poised for a pullback due to elevated investor exposure and high valuations. Source: @business, Bloomberg, Oct 13, 2025. According to @business, the linked Bloomberg report highlights an S&P 500 downside risk of about 11% tied to trade-war pressures, reinforcing a risk-off bias. Source: @business, Bloomberg, Oct 13, 2025. According to @business, this risk-off signal means traders may monitor equity beta, liquidity, and cross-asset volatility for spillovers, with BTC and ETH sensitivity likely to rise if equities weaken. Source: @business, Bloomberg, Oct 13, 2025.

According to @CNBC, Morgan Stanley says some beaten-down stocks may face additional downside as investors sell to save on taxes, highlighting tax-loss selling as a driver of near-term pressure into year-end (source: @CNBC, Oct 8, 2025). The CNBC post did not list specific tickers or sectors, focusing instead on the tax-driven selling dynamic that can weigh on underperformers (source: @CNBC). The CNBC post did not discuss cryptocurrency market impacts, so no direct crypto read-through was provided (source: @CNBC).

According to @business, citing the Financial Times and Bloomberg on Oct 7, 2025, Elon Musk appointed a former Morgan Stanley executive as chief financial officer of xAI to help oversee one of the largest US AI startups, with both reports offering no details on financing plans, token initiatives, or immediate capital markets actions for xAI, which is relevant for traders tracking AI equities and any potential crypto-market spillover from Musk-related developments. Source: Financial Times; Bloomberg.

According to the source, Morgan Stanley characterized Bitcoin (BTC) as a scarce asset akin to digital gold and advised conservative crypto allocations within multi-asset portfolios, suggesting up to 4% for Opportunistic Growth mandates (source: social media post dated Oct 5, 2025).