Geopolitics Alpha

8-K - Morgan Stanley Ethereum Trust (0002103976) (Filer)

Published . Updated .

Key takeaways

  • 8-K - Morgan Stanley Ethereum Trust filed an 8-K with the SEC on Nov 4 (a notice of a material company event).
  • Exposed: IBIT, COIN, MSTR, MARA, RIOT
  • Market reaction: price tracking starts with the next trading session.

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GEOPOLITICS ALPHA8-K - Morgan Stanley EthereumTrust (0002103976) (Filer)MSSEGEOPOLITICS ALPHA

8-K - Morgan Stanley Ethereum Trust filed an 8-K with the SEC on Nov 4 (a notice of a material company event).

Directly affected

  • MSSE Morgan Stanley Ethereum Trust

    Named in this report.

Indirectly affected

  • IBIT iShares Bitcoin Trust-8.0% 30d

    iShares Bitcoin Trust: it follows bitcoin. Linked by “ethereum” (crypto) in this story.

  • COIN Coinbase Global-26.6% 30d

    Coinbase Global (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “ethereum” (crypto) in this story.

  • MSTR Strategy-16.4% 30d

    Strategy (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “ethereum” (crypto) in this story.

  • MARA MARA Holdings-6.2% 6d

    MARA Holdings (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “ethereum” (crypto) in this story.

  • RIOT Riot Platforms-43.2% 30d

    Riot Platforms (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “ethereum” (crypto) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
MSSE+0.73%-4.74%baseafter closeafter closeafter closeafter close
IBIT+0.88%-4.33%baseafter closeafter closeafter closeafter close
COIN+6.12%-9.07%baseafter closeafter closeafter closeafter close
MSTR-0.59%-8.23%baseafter closeafter closeafter closeafter close
MARA+4.07%-6.54%baseafter closeafter closeafter closeafter close
RIOT-10.85%-23.10%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-04 AccNo: 0001104659-26-122694 Size: 192 KB Item 8.01: Other Events

Source: sec-edgar

How far iShares Bitcoin Trust ETF (IBIT) has moved since 4 Nov 2026

CompanyWhenMoveStatus
Coinbase Global (COIN)three days earlier-9.07%final price
Coinbase Global (COIN)five days earlier+6.12%final price
iShares Bitcoin Trust ETF (IBIT)three days earlier-4.33%final price
iShares Bitcoin Trust ETF (IBIT)five days earlier+0.88%final price
MARA Holdings (MARA)three days earlier-6.54%final price
MARA Holdings (MARA)five days earlier+4.07%final price
MSSEthree days earlier-4.74%final price
MSSEfive days earlier+0.73%final price
Strategy (MSTR)three days earlier-8.23%final price
Strategy (MSTR)five days earlier-0.59%final price
Riot Platforms (RIOT)three days earlier-23.10%final price
Riot Platforms (RIOT)five days earlier-10.85%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around iShares Bitcoin Trust ETF (IBIT)

Companies mentioned with this story

  • IBIT iShares Bitcoin Trust ETF

    In “8-K - Morgan Stanley Ethereum Trust (0002103976) (Filer),” iShares Bitcoin Trust ETF (IBIT) is linked, with no stored direction, medium confidence. Reason on file: iShares Bitcoin Trust: it follows bitcoin. Linked by “ethereum” (crypto) in this story

  • COIN Coinbase Global

    In “8-K - Morgan Stanley Ethereum Trust (0002103976) (Filer),” Coinbase Global (COIN) is linked, with no stored direction, medium confidence. Reason on file: Coinbase Global (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “ethereum” (crypto) in this story

  • MSTR Strategy

    In “8-K - Morgan Stanley Ethereum Trust (0002103976) (Filer),” Strategy (MSTR) is linked, with no stored direction, medium confidence. Reason on file: Strategy (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “ethereum” (crypto) in this story

  • MARA MARA Holdings

    MARA Holdings (MARA) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “8-K - Morgan Stanley Ethereum Trust (0002103976) (Filer).” Reason on file: MARA Holdings (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “ethereum” (crypto) in this story

  • RIOT Riot Platforms

    For “8-K - Morgan Stanley Ethereum Trust (0002103976) (Filer),” Riot Platforms (RIOT) is linked, with no stored direction, medium confidence. Reason on file: Riot Platforms (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “ethereum” (crypto) in this story

How “8-K - Morgan Stanley Ethereum Trust (0002103976) (Filer)” reaches iShares Bitcoin Trust ETF (IBIT)

“8-K - Morgan Stanley Ethereum Trust (0002103976) (Filer)” (4 Nov 2026) reaches iShares Bitcoin Trust ETF (IBIT) through this story.

The link for iShares Bitcoin Trust ETF (IBIT) is this: iShares Bitcoin Trust: it follows bitcoin. Linked by “ethereum” (crypto) in this story

Coinbase Global (COIN) is here too. Its reason reads: Coinbase Global (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “ethereum” (crypto) in this story

Dates in the story, and the iShares Bitcoin Trust ETF (IBIT) price range

COIN traded between 135.46 and 185.47 across 20 sessions. The latest close on file is 145.40. IBIT traded between 43.03 and 48.07 across 20 sessions. The latest close on file is 44.03. MSTR traded between 124.29 and 158.61 across 20 sessions. The latest close on file is 135.62.

What the saved facts support for iShares Bitcoin Trust ETF (IBIT)

40 out of 100

“8-K - Morgan Stanley Ethereum Trust (0002103976) (Filer)” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.