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Morgan Stanley says Bitcoin is 2% of global money supply, sees room to run

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FOMOGRAM Editorial Desk
Aug 4, 2026
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Morgan Stanley says Bitcoin is 2% of global money supply, sees room to run
EXECUTIVE SUMMARY

Morgan Stanley reports Bitcoin's market cap at $2.2 trillion represents 2% of a $130 trillion addressable market, projecting annualized returns up to 10% under aggressive adoption. The research underpins Bitcoin's limited supply and low traditional asset correlation.

Morgan Stanley reports Bitcoin's market cap at $2.2 trillion represents 2% of a $130 trillion addressable market, projecting annualized returns up to 10% under aggressive adoption. The research underpins Bitcoin's limited supply and low traditional asset correlation.

FOMOGRAM SENTINEL GRAVITY TELEMETRY

Morgan Stanley’s report, signifying only 2% BTC penetration of the global money supply, suggests significant upside potential that may drive institutional allocation.

BTC OVERALL MARKET INDEX: 40 / 100 (BEARISH)

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