Morgan Stanley submitted an amended S-1 filing on March 4, 2026 for the Morgan Stanley Bitcoin Trust - making it the first major U.S. bank to pursue a proprietary, branded spot Bitcoin ETF.

Arthur Hayes, co-founder of BitMEX and chief investment officer of Maelstrom, issued a blunt warning on March 5: Bitcoin has not broken free from the gravitational pull of US software stocks, and the recent bounce toward $74,000 may not be the turning point bulls are hoping for.

The Trump-affiliated mining company is pushing deeper into pure-play Bitcoin mining at a moment when its stock has shed nearly 90% of its value and competitors are quietly pivoting away from the sector.

The Bridgewater founder holds a sliver of BTC in his portfolio, yet refuses to grant it the credibility that comes with centuries of monetary history.

Jan van Eck, chief executive of investment management firm VanEck, told CNBC's Power Lunch on Monday that Bitcoin is in the process of bottoming out - though he stopped well short of declaring a full recovery, framing 2026 as the bear phase of a well-worn four-year cycle.

Core Scientific has officially confirmed what the market had been watching unfold for months: the Texas-based company sold roughly 1,900 BTC in January for $175 million, averaging around $92,100 per coin.