Key Takeaways

• On 10 January 2026, The Crypto Dojo’s press review highlights Morgan Stanley’s new filings for Bitcoin and Solana ETFs, signaling intensified institutional interest in crypto markets.
• Notizia principale: Morgan Stanley submits Bitcoin and Solana ETF applications to the SEC, expanding mainstream engagement with digital assets.
• A leading Bitcoin analyst projects a 15% price rally in 2026, targeting $102,000 as broader adoption continues.
• Ethereum ETFs see significant inflows, particularly from BlackRock and Fidelity, indicating growing appetite for diversified crypto investments.
• South Korea advances plans to introduce a digital asset spot ETF, reflecting increasing global regulatory acceptance.
• Institutions appear to view ETFs as safer, more accessible entry points, which could facilitate wider adoption of crypto assets.

Below are the full context and implications for those entering the crypto market.

Introduction

On 10 January 2026, Morgan Stanley filed for Bitcoin and Solana ETFs with the SEC, representing a major step by a traditional financial institution toward digital assets. Strong inflows into Ethereum ETFs from firms such as BlackRock and Fidelity further emphasize rising institutional interest, setting the stage for this crypto market press review on key developments and trends shaping the industry.

Notizia principale

Morgan Stanley has submitted applications for both Bitcoin and Solana exchange-traded funds, becoming the first major Wall Street bank to directly join the spot crypto ETF race. Documents published by the Securities and Exchange Commission detail the bank’s plan to offer institutional-grade crypto exposure through traditional investment vehicles.

This represents a notable change in approach. Previously, Morgan Stanley provided crypto access only through third-party funds. Industry analysts have stated that this may accelerate adoption among cautious investors who have hesitated to enter cryptocurrency markets directly.

According to the filings, the proposed funds would hold physical Bitcoin and Solana with qualified custodians, addressing security concerns that have deterred many large investors. The applications will now undergo the SEC review process, with decisions anticipated within the typical 240-day timeframe.

In breve oggi

Ongoing inflows for U.S. Bitcoin ETFs

The nine approved U.S. Bitcoin ETFs have recorded their fifth consecutive week of net inflows, with $1.2 billion in new capital added over the past week. BlackRock’s IBIT ETF remains the leading product, capturing about 58% of recent inflows according to EPFR Global.

Institutional demand has outpaced retail investor activity, as sentiment among individual market participants remains cautious despite recent gains. This suggests that the recent market strength is primarily fueled by professional investors.

JPMorgan updates Bitcoin year-end targets

JPMorgan analysts have increased their year-end Bitcoin price projection to $92,000, up from $75,000 estimated in September. The adjustment follows higher-than-expected institutional adoption and reduced selling pressure from early investors.

Sarah Reynolds, JPMorgan’s head of digital asset research, stated that institutional capital inflow has surpassed their initial models. The analysis also notes that unresolved regulatory uncertainties continue to present potential risks for future price movements.

Crypto market cycles and institutional flows are increasingly shaping investor sentiment, compared to earlier cycles that were retail-driven and more speculative in nature.

In breve oggi (Global Regulations)

South Korea completes crypto taxation framework

South Korea’s Ministry of Economy and Finance has finalized its cryptocurrency taxation policy, which will take effect on 1 July. The new rules impose a 20% tax on crypto trading profits exceeding 2.5 million won (about $1,800) per year.

The regulation covers cost-basis calculations, loss carryforwards, and reporting obligations for both domestic and international exchanges serving Korean citizens. Despite industry advocacy for a higher exemption threshold, officials maintained the proposal in the interest of tax equity.

Crypto regulation 2025 developments across the globe, including in South Korea and the EU, continue to set the tone for the mainstream financial integration of digital assets.

EU states begin MiCA regulation implementation

Several European Union countries are implementing compliance measures in line with the Markets in Crypto-Assets (MiCA) regulations, ahead of the December 2026 deadline. France, Germany, and Spain have released initial guidance for crypto businesses within their jurisdictions.

This regulatory alignment aims to create a unified crypto market throughout the EU and strengthen consumer protection. Companies are required to comply with new standards regarding capital reserves, disclosures, and operational safeguards, as national regulators begin their oversight.

What to Watch

• SEC decision on Morgan Stanley’s ETF applications is expected by early September 2026, based on the standard 240-day review period.
• Monthly fund flow data for existing crypto ETFs will be released on 15 January by major fund-tracking firms, offering further insight into institutional momentum.
• South Korea’s initial Bitcoin and Ethereum ETFs are scheduled to launch on 20 January on the Korea Exchange (KRX), potentially impacting regional market dynamics.
• The Federal Reserve’s next policy meeting on 28 January may influence crypto markets as investors monitor the central bank’s approach to inflation and interest rates.

Bitcoin halving history suggests that upcoming supply events and policy decisions often act as major catalysts for price action around ETF launches and regulatory milestones.

Conclusion

Morgan Stanley’s move to file for Bitcoin and Solana ETFs marks an important shift, indicating deeper institutional engagement and potentially increased access for traditional investors. Ongoing regulatory changes and continued institutional inflows reflect the maturing landscape of crypto markets. What to watch: SEC decisions on ETF applications by early September, new ETF launches in South Korea on 20 January, and the next round of ETF fund flow data on 15 January.

DeFi compliance trends and more robust regulatory frameworks worldwide are set to define the next phase of digital asset adoption.