The Signal Roundtable: The Future of Digital Assets

Morgan Stanley • 1 day ago

Original source

What This Video Is About

The Morgan Stanley Institute's Roundtable on Digital Assets discusses the future of digital assets, covering key factors driving investor interest, institutionalization, and market infrastructure. The panel consists of experts from across the organization, including Amy Oldenburg, Betsy Graseck, Denny Galindo, and Ally Wallace.

Major Ideas Discussed

  • The next chapter of digital assets is driven by cash mobility, collateral efficiency, and opportunity and optionality in a new asset class.
  • Institutionalization of digital assets is still in its early stages, with improving liquidity, increasing volumes, and growing adoption.
  • Market infrastructure is crucial for supporting the growth of digital assets, with a shift towards enabling 24/7 trading, cash management, and long-term investing capabilities.
  • Investor demand for digital assets is growing, with a focus on multi-currency and multi-product ETPs.
  • The panel expects growth in tokenized products, ETPs, and market infrastructure in 2026.
  • In-kind transactions will become increasingly important, allowing clients to transfer crypto assets into an ETP.
  • The traditional financial system is incorporating digital assets, driving growth and adoption.

What to Watch Next

The panel believes that the next generation of investors will drive the demand for digital assets, and traditional financial institutions will need to adapt to meet this demand. They expect the growth of tokenized products, ETPs, and market infrastructure to continue, with a focus on enabling 24/7 trading, cash management, and long-term investing capabilities.