Morgan Stanley Recommends Bitcoin Allocation in Portfolios for Clients, Sees Potential as ‘Digital Gold’

Morgan Stanley’s Global Investment Committee (GIC) has advised clients managing a staggering $2 trillion to allocate up to 4% of their portfolios to Bitcoin. The GIC views Bitcoin as a speculative asset class comparable to ‘digital gold,’ aligning it with real assets, and suggests this allocation should be part of a diversified portfolio alongside other investment options. This recommendation comes amidst the cryptocurrency’s recent surge, with Bitcoin breaking its all-time high ($125,559.21) and trading at $123,549.71 as of 1:32 AM EST on Monday, October 6, 2025. The firm believes this allocation can dampen potential volatility while providing a hedge against macroeconomic shifts. This move follows the recent launch of spot Bitcoin ETFs in the US and their impact on investor participation. Morgan Stanley highlights that these ETFs provide investors with easier access to Bitcoin within a diversified portfolio structure.