1月28日消息，随着华尔街对数字资产的态度持续松动，Morgan Stanley 正在从“关注加密货币”迈向“深度参与”，这一变化被视为传统金融体系结构性转向的重要信号。管理资产规模高达9.3万亿美元的这家投行，正将加密资产正式纳入核心业务版图。
近期，Morgan Stanley 任命 Amy Oldenburg 出任数字资产策略主管，职责覆盖产品设计、跨部门协同、外部合作与交易布局。这一人事调整，被视为公司将加密资产从研究层面推向执行层面的关键信号。与此同时，受监管的比特币相关投资工具已在其内部平台上线，意味着数万亿美元级别的顾问管理资产被打开了合规配置通道。
金融记者 Frank Chaparo 指出，2026年或将成为加密资产与机构资本深度融合的一年。与此呼应的是，Morgan Stanley 正持续扩充数字资产相关岗位，加快内部能力建设，而 Oldenburg 也明确强调机构参与背景下“资产控制权”和合规结构的重要性。
回顾路径可以发现，这一转向并非激进跳跃。2024年，公司仅允许顾问向部分高净值客户介绍受限的加密资产产品；到2025年，相关限制明显放宽，更多财富管理客户被纳入配置范围，比特币开始被定义为资产组合中的“数字避险工具”，并被建议在高风险承受组合中占据一定比例。
进入2026年，Morgan Stanley 的动作进一步升级，不仅推进直接加密资产交易计划，还向美国监管机构提交了多项现货加密资产基金申请，覆盖比特币、以太坊以及 Solana 等核心网络，意图从单纯分销方升级为产品发行与交易整合平台。
这一趋势并非个例。数据显示，美国头部银行中，已有多数机构涉足比特币相关服务，涵盖交易、托管与投资配置。对 Morgan Stanley 而言，从旁观到深度参与，反映的是对数字资产长期价值的重新定价。
尽管市场仍关注其执行效率与人才结构，但可以确定的是，随着大型金融机构持续加码，数字资产正在从边缘配置走向机构资产框架的核心位置。2026年，或将成为传统金融体系与加密市场真正“并轨”的关键一年。
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