Morgan Stanley Taps Amy Oldenburg to Coordinate Firmwide Crypto Strategy

TheNewsCryptoPublicado em 2026-01-28Última atualização em 2026-01-28

Resumo

Morgan Stanley has appointed Amy Oldenburg to a newly created role to coordinate the firm's digital asset strategy, as the bank intensifies its push into crypto. An internal memo from co-presidents Andy Saperstein and Dan Simkowitz confirmed her position within a firm-wide strategy and execution effort. This move aligns with the bank's shift from offering crypto access to building a more robust product toolkit. Recently, Morgan Stanley filed for Bitcoin and Solana-related exchange-traded products, signaling a deeper commitment to regulated crypto exposure. The bank also plans to enable cryptocurrency trading on its E-Trade platform by mid-2026, starting with BTC, ETH, and SOL. In wealth management, it advises a cautious 2-4% crypto allocation based on risk appetite, referring to Bitcoin as "digital gold." Oldenburg's role will unify product development, partnerships, and execution as crypto gains mainstream traction.

Morgan Stanley has made a new role for better coordination of its digital-asset strategy, knocking out prolonged official Amy Oldenburg as the bank intensifies its push into crypto.

Bloomberg also reported that an internal memo was sent on January 26 by co-presidents Andy Saperstein and Dan Simkowitz mentioning that Oldenburg will sit within a firm-wide strategy and execution effort.

The appointment is made amid the shift of the bank from offering access to crypto products to making a more firm toolkit. At the beginning of this month, Morgan Stanley Investment Management filed preliminary registration statements for exchange-traded products associated with Bitcoin and Solana, a clear indication that it needs a bigger foothold in regulated crypto exposure.

The Further Plans To Widen

The filings have also come as US rules revolving around the crypto market continue to evolve and have somehow captivated more traditional finance companies into the sector. Reuters mentioned that the ETF push by Morgan Stanley is a part of a wider trend of banks inclining towards digital assets under President Donald Trump’s administration.

Talking about the brokerage side, Morgan Stanley has also said it has plans to provide cryptocurrency trading on its E-Trade platform in the first six months of 2026, leveraging Zerohash for digital-asset infrastructure, with BTC, ETH and SOL among the initial tokens.

Within the boundaries of wealth management, the bank has initiated putting guardrails around how clients approach the asset class. A Global Investment Committee report mentioned cryptocurrency as risky and advised an allotment of around 2% to 4%, relying on risk appetite, while comparing Bitcoin to “digital gold”.

The new remit of Oldenburg associates those strands together, providing Morgan Stanley a single senior point person to line up product development, collaborations and execution as crypto moves further into mainstream markets.

Highlighted Crypto News Today:

Japan Moves to Strengthen Stablecoin Oversight With New Reserve Asset Rules

TagsCryptoInvestmentMorgan Stanley

Perguntas relacionadas

QWho has Morgan Stanley appointed to coordinate its firmwide crypto strategy?

AAmy Oldenburg.

QWhat is one of the key initiatives Morgan Stanley is pursuing in the crypto space, as mentioned in the internal memo?

AMorgan Stanley is shifting from offering access to crypto products to creating a more firm toolkit, including filing for Bitcoin and Solana exchange-traded products.

QOn which platform does Morgan Stanley plan to offer cryptocurrency trading by 2026?

AOn its E-Trade platform.

QWhat percentage of a portfolio does Morgan Stanley's Global Investment Committee advise allocating to cryptocurrency?

AApproximately 2% to 4%, depending on risk appetite.

QWhich company is Morgan Stanley leveraging for digital-asset infrastructure on its E-Trade platform?

AZerohash.

Leituras Relacionadas

Three Scenarios for BTC's Future Direction and a Duel Between Two Strong Forces | Special Invited Analysis

**Title: Three Scenarios for BTC's Future Trajectory and a Key Duel | Invited Analysis** The market remains at a critical juncture. Over the past week, Bitcoin (BTC) consolidated broadly between $79,500 and $80,600, validating previous technical analysis. The current focus is on whether this marks the start of a new uptrend or a pause within a larger correction. **BTC Multi-Cycle Analysis & Three Possible Scenarios** BTC's daily chart structure, following its peak at $126,200 in October 2025, presents three primary technical scenarios based on Elliott Wave theory: 1. **Bullish Scenario (End of Correction):** The corrective A-B-C wave from $126,200 ended at the $60,000 low in February 2026. The current price action is the start of a major Wave I uptrend. A subsequent Wave II pullback would not break below $60,000. 2. **Bearish Scenario 1 (Complex Correction):** The correction is unfolding as an A-B-C-D-E pattern. The current move from $60,000 is a D-wave rally. After its completion, a final E-wave decline could potentially breach the $60,000 level. 3. **Bearish Scenario 2 (Larger Correction):** The entire move down from $126,200 to $60,000 was a large A-wave. The current rally is a B-wave correction within a larger A-B-C structure, to be followed by a C-wave decline below $60,000. *Analysis suggests Scenario 2 is less probable due to time disproportions between waves. The battle is effectively between the Bullish Scenario (1) and Bearish Scenario (3).* **Key BTC Levels & Weekly Strategy** On the 4-hour chart, BTC trades above a crucial consolidation zone ("Central Pivot C"). * **Key Resistance:** $83,500-$84,500; $89,000-$90,500. * **Key Support:** $78,500-$79,500 (pivot upper bound); $73,500-$75,000; $69,500-$70,500. **Weekly Outlook:** The market direction hinges on BTC's ability to hold above or break below the $78,500-$79,500 support zone. * **Mid-term Strategy:** Neutral/Wait-and-see stance due to unclear direction. * **Short-term Tactics:** Two contingency plans using 30% max capital: * **Plan A (Bullish):** Look for long entries if price holds above $78,500-$79,500 with confirming signals. Initial stop-loss below $78,500. * **Plan B (Bearish):** Consider short positions if price breaks below $73,500-$75,000 with confirming signals. Initial stop-loss above $76,500. **HYPE Analysis & Strategy** HYPE's daily chart shows a seven-segment structure from its January low of $20.46, forming a "rising pivot" zone. * **Key Level to Watch:** $45.76 (previous high). A break above would confirm the bullish structure remains intact. * **Short-term Strategy:** Focus on pivot zone boundaries ($38.41 upper, $34.44 lower). * **Long:** Consider on support near $38.41 with bullish confirmation signals. * **Short:** Consider on a break below $34.44 with bearish confirmation signals. * Position size must be below 30% with strict stop-loss discipline. **Risk Management Reminder:** Always set an initial stop-loss upon entry. Move stop-loss to breakeven at +1% profit, then trail it upwards to lock in profits dynamically. All views are based on technical analysis for informational purposes only and do not constitute investment advice. The market is inherently risky.

Odaily星球日报Há 3m

Three Scenarios for BTC's Future Direction and a Duel Between Two Strong Forces | Special Invited Analysis

Odaily星球日报Há 3m

Sequoia Interview with Hassabis: Information is the Essence of the Universe, AI Will Open Up Entirely New Scientific Branches

Demis Hassabis, co-founder and CEO of Google DeepMind and Nobel laureate, discusses the path to AGI and its profound implications in a Sequoia Capital interview. He outlines his lifelong dedication to AI, tracing his journey from game development (e.g., *Theme Park*)—a perfect AI testing ground—to neuroscience and finally founding DeepMind in 2009. He emphasizes the critical lesson of being "5 years, not 50 years, ahead of time" for successful entrepreneurship. Hassabis reiterates DeepMind's two-step mission: first, solve intelligence by building AGI; second, use AGI to tackle other complex problems. He highlights the transformative potential of "AI for Science," particularly in biology where tools like AlphaFold have revolutionized protein folding. He envisions AI-powered simulations drastically shortening drug discovery from years to weeks and enabling personalized medicine. Furthermore, he predicts AI will spawn new scientific disciplines, such as an engineering science for understanding complex AI systems (mechanistic interpretability) and novel fields enabled by high-fidelity simulators for complex systems like economics. He posits a fundamental worldview where information, not just matter or energy, is the essence of the universe, making AI's information-processing core uniquely suited to understanding reality. He defends classical Turing machines as potentially sufficient for modeling complex phenomena, including quantum systems, as demonstrated by AlphaFold. On consciousness, Hassabis suggests first building AGI as a powerful tool, then using it to explore deep philosophical questions. He believes components like self-awareness and temporal continuity are necessary for consciousness but that defining it fully remains an open challenge. He predicts AGI could arrive around 2030 and, once achieved, would be used to probe the deepest questions of science and reality, much as envisioned in David Deutsch's *The Fabric of Reality*.

链捕手Há 21m

Sequoia Interview with Hassabis: Information is the Essence of the Universe, AI Will Open Up Entirely New Scientific Branches

链捕手Há 21m

Morgan Stanley 2026 Semiconductor Report: Buy Packaging, Buy Testing, Buy China Chips, Avoid Traditional Tracks

Morgan Stanley 2026 Semiconductor Report: Buy Packaging, Buy Testing, Buy Chinese Chips; Avoid Traditional Segments. The core theme is the shift in AI compute supply from NVIDIA dominance to a three-track system of GPU + ASIC + China-local chips. The key opportunity is capturing share in this expansion, while non-AI semiconductors face marginalization due to resource reallocation to AI. Key investment conclusions, in order of priority: 1. **Advanced Packaging (CoWoS/SoIC) - Highest Conviction**: TSMC is the primary beneficiary of explosive demand, driven by massive cloud capex. Its pricing power and AI revenue share are rising significantly. 2. **Test Equipment - Undervalued & High-Growth Certainty**: Chip complexity is causing test times to double generationally, structurally driving handler/socket/probe card demand. Companies like Hon Hai Precision (Foxconn), WinWay, and MPI offer compelling value. 3. **China AI Chips (GPU/ASIC) - Long-Term Irreversible Trend**: Export controls are accelerating domestic substitution. Companies like Cambricon, with firm customer orders and SMIC's 7nm capacity support, are positioned to benefit from lower TCO (30-60% vs NVIDIA) and growing local cloud demand. 4. **Avoid Non-AI Semiconductors (Consumer/Auto/Industrial)**: These segments face a weak, structurally hindered recovery due to AI's resource "crowding-out" effect on capacity and supply chains. 5. **Memory - Severe Internal Divergence**: Strongly favor HBM (Hynix primary beneficiary) and NOR Flash (Macronix). Be cautious on interpreting price rises in DDR4/NAND as true demand recovery. The report emphasizes a 2026-2027 time window, stating the AI capital expenditure cycle is far from over. Key macro variables include persistent export controls and AI's systemic "crowding-out" effect on traditional semiconductor supply chains.

marsbitHá 1h

Morgan Stanley 2026 Semiconductor Report: Buy Packaging, Buy Testing, Buy China Chips, Avoid Traditional Tracks

marsbitHá 1h

Circle:Sluggish Market? The Top Stablecoin Stock Continues to Expand

Circle, the issuer of the stablecoin USDC, reported its Q1 2026 earnings on May 11th, Eastern Time. Against a backdrop of weak crypto market sentiment, USDC's average circulation in Q1 was $752 billion, with a modest 2% sequential increase to $770 billion by quarter-end. New minting volumes declined due to the poor crypto market, but remained high, indicating demand expansion beyond crypto trading. USDC's market share remained stable at 28% of the total stablecoin market, while competition from Tether's USDT persists. A key highlight was "Other Revenue," which reached $42 million, more than doubling year-over-year, though sequential growth slowed to 13%. This revenue stream, including fees from services like Web3 software, the Cipher payment network (CPN), and the Arc blockchain, is critical for diversifying away from interest income. Circle's internally held USDC share increased to 18%, helping to improve gross margin by 130 basis points to 41.4% by reducing external sharing costs. However, profitability was pressured as total revenue growth slowed, primarily due to the significant weight of interest income, which is tied to USDC规模 and Treasury rates. Adjusted EBITDA was $133 million with a 19.2% margin. Management maintained its full-year 2026 guidance for adjusted operating expenses ($570-$585 million) and other revenue ($150-$170 million). The long-term target for USDC's CAGR remains 40%, though near-term volatility is expected. The article concludes that while Circle's current valuation of $28 billion appears reasonable after a recent recovery, further upside depends on the pace of stable币 adoption and potential positive sentiment from the advancement of regulatory clarity acts like CLARITY.

链捕手Há 1h

Circle:Sluggish Market? The Top Stablecoin Stock Continues to Expand

链捕手Há 1h

Tech Stocks' Narrative Is Increasingly Relying on Anthropic

The narrative of tech stocks is increasingly relying on Anthropic. Anthropic, the AI company behind Claude, has become central to the financial stories of major tech giants. Elon Musk dissolved xAI, merging it into SpaceX as SpaceXAI, and secured an exclusive deal to rent the massive "Colossus 1" supercomputing cluster to Anthropic. In return, Anthropic expressed interest in future space-based compute collaborations. Google and Amazon are also deeply invested. Google plans to invest up to $40 billion and provide significant compute power, while Amazon holds a 15-16% stake. Both companies reported massive quarterly profit surges largely due to valuation gains from their Anthropic holdings. Crucially, Anthropic has committed to multi-billion dollar cloud compute contracts with both Google Cloud and AWS. This creates a clear divide: the "A Camp" (Anthropic-Google-Musk) versus the "O Camp" (OpenAI-Microsoft). The A Camp's strategy intertwines equity, compute orders, and profits, making Anthropic a "systemic financial node." Its performance directly impacts its partners' financials and stock prices. In contrast, OpenAI, while leading in user traffic, faces commercialization challenges, lower per-user revenue, and a recently restructured relationship with Microsoft. The AI industry is shifting from a race for raw compute (symbolized by Nvidia) to a focus on monetizable applications, where Anthropic currently excels. However, this concentration of market hope on one company amplifies systemic risk. The rise of powerful open-source models like DeepSeek-V4 poses a significant threat, as they could undermine the value proposition of closed-source models like Claude. The article suggests ongoing geopolitical efforts to suppress such competitors will be a long-term strategic focus for Anthropic's allies.

marsbitHá 1h

Tech Stocks' Narrative Is Increasingly Relying on Anthropic

marsbitHá 1h

Trading

Spot
Futuros
活动图片