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TEXXR

Chronicles

The story behind the story

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Morgan Stanley rolls out a crypto trading pilot on E*Trade, charging less than Coinbase, Robinhood, and Charles Schwab, ahead of a wider launch later in 2026

Bloomberg Hannah Levitt

Context & Ripple Effects

E*Trade’s crypto ambitions have surfaced before: related coverage reported preparations for Bitcoin and Ethereum trading in 2019, then renewed exploration in 2025 contingent on regulatory approval. The pilot turns that long-running possibility into an operating product within Morgan Stanley’s brokerage business.

The launch follows Charles Schwab’s announcement of Schwab Crypto and comes as Morgan Stanley has separately broadened crypto-investment access through its advisor channel. Coinbase is the established crypto-focused comparator named in the coverage, while Schwab represents the direct incumbent-brokerage challenge.

First-order effects

  • E*Trade customers in the pilot gain a native crypto-trading option, with Morgan Stanley positioning it on price below the named alternatives ahead of a planned broader 2026 rollout.
  • Morgan Stanley moves from exploring and expanding crypto access to testing direct execution in E*Trade, putting immediate competitive pressure on Coinbase, Robinhood, and Schwab’s crypto offerings.

Second-order effects

  • Price becomes a more visible point of competition for brokerages offering crypto: Schwab, whose recently announced product carries a 0.75% per-trade fee, and other named platforms may face pressure to defend fees or differentiate on product breadth and service.
  • A successful pilot would give Morgan Stanley a basis to connect crypto availability across its self-directed E*Trade and advisor-led businesses, narrowing the distribution advantage of crypto-native platforms among its existing clients.

Third-order effects

  • If large brokerages continue to add direct crypto trading, crypto access is likely to become a standard brokerage feature rather than a service primarily routed to specialist exchanges; competition would increasingly center on pricing, account integration, and client distribution.
  • The 2025 coverage’s regulatory contingency remains material: broader adoption by regulated brokerages depends on their ability to sustain compliant offerings, so the pace of this shift may vary by firm and market.

The trend: The pilot is part of crypto’s migration from standalone exchange products into mainstream brokerage platforms, where incumbent firms can use existing customer relationships and lower-fee positioning to compete.

Discussion

  • @jeffjohnroberts Jeff Roberts on x
    Latest sign of how competition between banks and crypto natives is heating up Wall Street players like Morgan Stanley will never compete on product and innovation — but their deep pockets mean they can win on price
  • Michael Tanguma Michael Tanguma on linkedin
    Morgan Stanley just launched Bitcoin trading and undercut every Bitcoin and crypto-native firm on price. …