華爾街投行巨擘摩根士丹利(Morgan Stanley)正加速加密貨幣業務布局,不僅規劃在今年上半年於旗下電子交易平台 E-Trade 開放比特幣、以太幣及 Solana(SOL)現貨交易,如今更宣布將於下半年推出自家數位錢包。
摩根士丹利財富管理部門主管 Jedd Finn 接受《巴隆週刊(Barron’s)》採訪時表示:「這實際上表明金融服務基礎設施的運作方式即將發生改變。」
隨著時間的推移,隨著基礎設施的發展,我們將能夠更好地融合傳統金融(TradFi)和去中心化金融(DeFi)生態系統。
值得注意的是,消息曝光的同一周,摩根士丹利也已向美國證管會(SEC)遞交 S-1 註冊聲明,申請發行比特幣、以太幣與 Solana 現貨 ETF 。
回顧 2024 年 1 月,當美國正式核准比特幣現貨 ETF 上市交易時,摩根士丹利就曾形容,這是「全球對數位資產認知與使用方式的典範轉移」。
數據也印證了這項判斷。自上市以來,比特幣現貨 ETF 的累積成交額已突破 1.6 兆美元;目前美國 11 檔比特幣 ETF 的資產管理規模(AUM)合計約 1,300 億美元,其中由貝萊德(BlackRock)發行的 IBIT,更成為史上成長速度最快的 ETF 。
隨後在 2024 年下半年,摩根士丹利開放旗下財富管理顧問,得以向部分高資產客戶推薦比特幣現貨 ETF;一年後,該行進一步擴大加密資產的可及性,將相關投資開放給所有客戶帳戶,甚至涵蓋退休金帳戶。
摩根士丹利的激進擴張,反映出華爾街集體的焦慮感。據傳,摩根大通(JPMorgan Chase)也正在評估是否向機構客戶提供加密貨幣現貨與衍生品交易服務,唯恐在這場數位革命中被邊緣化。
Bitwise 投資長 Matt Hougan 精闢地總結了市場現況:
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