In 2026, Morgan Stanley plans to introduce bitcoin, ether, and solana trading on its E-Trade platform and launch a proprietary digital wallet, according to its head of wealth management. The firm has also filed for BTC, ETH, and SOL-based ETFs and progressively opened spot bitcoin ETF access from select high-net-worth clients to all client accounts, including retirement plans. These moves build on prior infrastructure investments and reflect a broader shift among major Wall Street banks toward digital assets.

Strategy chairman Michael Saylor addressed concerns about potential removal from MSCI indices as the company's stock declined 44% over the past month. The firm holds 649,870 BTC acquired for approximately $48.4 billion and maintains positions in Nasdaq-100, MSCI USA, and MSCI World indices. Saylor emphasized the company operates as a publicly traded firm with a $500 million software business, distinguishing it from passive investment vehicles.

Nvidia reported third-quarter revenue of $57 billion on Wednesday, exceeding analyst forecasts and lifting Bitcoin mining equities in after-hours trading. Cipher Mining surged more than 13%, while IREN climbed approximately 10%. Bitfarms, TeraWulf, and CleanSpark also posted gains as investors responded to the chipmaker's outlook.

Cryptocurrency exchange Kraken secured $800 million in funding across two tranches, valuing the company at $20 billion. The primary investment was led by institutional investors including Jane Street and DRW Venture Capital, while Citadel Securities committed $200 million in a strategic tranche. The funding positions Kraken for a planned early 2026 initial public offering.

Strategy Chairman Michael Saylor rejected claims Friday that his company reduced its bitcoin position by 47,000 BTC. Saylor stated the firm continues purchasing bitcoin and will disclose updated holdings Monday morning. Arkham attributed wallet movements to routine custodian rotations rather than sales.