Morgan Stanley executives say crypto asset allocation is still in its early stages, with 80% of trading coming from retail investors.

According to Odaily, Amy Oldenburg, Head of Digital Asset Strategy at Morgan Stanley, stated at the DC Blockchain Summit that the professional adoption of crypto funds is still in its early stages. Data shows that 80% of distribution on the platform comes from retail investors trading independently, rather than accounts managed by financial advisors. Oldenburg stated that Morgan Stanley has offered Bitcoin ETFs in brokerage accounts since August 2024 and is currently considering incorporating products such as Ethereum or Solana into the platform. She described this process as a "very managed and gradual journey," noting that significant educational work is still needed to help financial advisors understand the role of digital assets in traditional asset allocation models. Previously, Morgan Stanley's Global Investment Committee had recommended that crypto assets account for up to 4% of some portfolios. Institutions such as Bank of America, BlackRock, and Fidelity also support allocating 1% to 4% of diversified accounts to crypto assets.