Morgan Stanley, NASDAQ eye tokenized stocks for next bull run

Tokenized stocks are being discussed as a possible driver for the next bull run, with Morgan Stanley and Nasdaq developing infrastructure in this space. Bitcoin’s price target of $100,000 by December 31, 2026, sits at 34.5% YES, down from 36% yesterday.

Market reaction

The $100,000 Bitcoin market dipped slightly, while the $150,000 market holds at 9.5% YES. Traders are still working out whether tokenized stocks will actually move Bitcoin’s price.

With $2,613 in USDC traded daily, the $100,000 market has moderate activity but nothing that signals a sentiment shift. The largest price move was a 1-point spike. It takes $2,908 to move the price 5 points, which means small trades aren’t pushing this market around.

Why it matters

Institutional adoption of tokenized stocks could open new capital flows into Bitcoin, especially from regions with strict capital controls. But traders need concrete developments (regulatory changes, large institutional allocations) before adjusting positions. At 35¢, a YES share for Bitcoin hitting $100,000 pays $1 if it resolves, a 2.5x return. That bet requires believing institutional moves will meaningfully push Bitcoin up within the next eight months.

What to watch

Track announcements from Wall Street institutions building tokenized stock infrastructure and any regulatory shifts in the US, UAE, and Singapore. These would be the clearest signals of whether new capital actually flows toward Bitcoin.

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