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HomeNewsMorgan Stanley eyes tokenized money-market funds and crypto tax strategies.

Morgan Stanley eyes tokenized money-market funds and crypto tax strategies.

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Morgan Stanley is expanding its cryptocurrency strategy beyond its newly launched spot Bitcoin ETF. Amy Oldenburg, head of digital-asset strategy at the bank, indicated that a tokenized money-market fund and tax-loss harvesting services for digital assets are under consideration. The firm, which manages $9.3 trillion in client assets, also filed for Ethereum and Solana ETFs and is exploring yield and lending services.


The debut of Morgan Stanley‘s spot Bitcoin ETF marked a major milestone for the investment bank, which has $9.3 trillion in client assets. The firm filed applications in January for exchange-traded funds tracking Ethereum and Solana, and it does not plan to stop there, according to digital-asset strategy head Amy Oldenburg.

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Oldenburg said in an interview that the firm’s journey has “quite a long way to go.” She described a tokenized money-market fund as “definitely a path forward” for Morgan Stanley‘s product roadmap. This follows similar products from competitors like BlackRock‘s BUIDL, which has grown to $2.3 billion according to RWA.xyz.

The bank could also explore tax-loss harvesting strategies for digital assets via its subsidiary Parametric. Oldenburg said helping clients offset capital gains represents “something to also explore.” The firm already allows its more than 15,000 wealth advisors to pitch third-party spot Bitcoin ETFs.

Morgan Stanley‘s Bitcoin Trust has generated approximately $46 million in net inflows since its debut. Bloomberg Senior ETF analyst Eric Balchunas noted the product’s 0.14% expense ratio undercuts most competitors. Oldenburg stated the focus was on efficient delivery, not solely making money, to allow more interesting products to develop.

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