2026-01-07 08:27:04

Morgan Stanley's move is quite interesting. On January 6, 2026, they filed for spot Bitcoin and Solana ETFs with the SEC, using their own brand directly, without relying on subsidiaries. Out of their 20 ETFs, only three or four enjoy this treatment. This isn't just testing the waters; their stance is clear and straightforward.

What does this mean for traditional financial giants? Brand reputation equals credibility. Previously, most crypto products were hidden behind sub-brands, but now they are personally stepping forward to endorse digital assets. This is a market signal—the old money has been watching, and now they can’t hold back from jumping in. The credit backing for crypto assets is becoming even more solid.

More importantly, both Solana and Bitcoin are included side by side. This indicates that institutional perspectives have long since moved beyond just BTC; the allocation value of mainstream altcoins is finally being recognized. Traditional funds that have been on the sidelines can no longer pretend they don’t understand.

What does on-chain data say? Over the past week, large Bitcoin addresses have seen a 15% net inflow, and their exchange balances hit a new low for the year, a typical sign of accumulation. The smart money is laying ambush here, not dumping. Active addresses on Solana have increased by 30% over the past few months, and network staking continues to rise. The fundamentals are right there—this isn’t just surface-level data.

So, what’s the current situation? Institutions are already deploying, while retail investors haven’t fully reacted yet. In the short term, news may boost sentiment, giving Bitcoin a chance to push higher, with Solana benefiting as well. Looking further ahead, continuous institutional inflows will make this rally more stable and solid.

The trading strategy is simple: hold spot positions, view pullbacks as good opportunities to add. Once Bitcoin stabilizes above 90,000, the next target is 100,000; if Solana breaks through 140, there’s still plenty of room to grow. News can indeed ignite emotions, but the real support for sustained gains comes from on-chain data reflecting genuine funds.

BTC-2.23%

SOL-2.84%

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down_only_larry

· 01-07 08:54

Morgan Stanley has directly taken action, and the old money really can't sit still anymore. Whether the 90,000 mark can break 100,000 depends mainly on how the on-chain activity moves. If Solana truly breaks through 140, I need to add some positions. Retail investors react very slowly; institutions have already been lurking. News is just news; the data is what really matters. Don't get caught off guard.

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BrokenYield

· 01-07 08:52

lol morgan stanley finally got tired of hiding behind shell companies... the brand move is calculated, not altruistic tbh. when legacy finance puts their name on crypto, it's not enthusiasm—it's risk-adjusted returns they've already modeled out. smart money doesn't broadcast unless the math checks out.

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GasGuzzler

· 01-07 08:45

Morgan Stanley directly using the main brand this time is indeed a signal light, the old money finally can't sit still. The truly smart money has already been accumulating, while retail investors are still watching the show. Solana is rising along with BTC, and altcoins are finally getting attention. Just hold the spot assets, no need to make reckless moves. On-chain data doesn't lie, the accumulation signals are so obvious, there is still hope in the short term. I'm just waiting for this wave of institutional money to flow in, steady growth is the way to go.

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PumpDetector

· 01-07 08:39

lol MS finally showing its cards, not hiding behind some dusty subsidiary anymore... that's the tell right there. the brand play is everything in this game.

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MidsommarWallet

· 01-07 08:32

Morgan's move this time is indeed tough, directly endorsing the crypto industry with big names, indicating that the old money really can't sit still anymore. Old money entering the market is a whole different story, even SOL is moving up with BTC, and altcoins are finally being recognized. The signal to stock up is so obvious that smart money has already started accumulating chips, while retail investors are still hesitating. Breaking 90,000, the next target is 100,000, and this wave is very stable. Data doesn't lie; on-chain real fund flows are more valuable than news. Institutions are positioning themselves while retail investors haven't reacted yet, isn't this an opportunity for us to get on board? SOL's activity has increased by 30% month-over-month, the fundamentals are solid, not just hype. Hold onto spot holdings; a pullback is a good opportunity to add more, straightforward and effective.

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