Charles Schwab's crypto research team says Bitcoin still has strong fundamentals and expects regulatory progress to help the broader market. The brokerage also completed the full retail rollout of Schwab Crypto, which lets eligible clients trade Bitcoin and Ether directly.
Charles Schwab's crypto researchers say Bitcoin still has strong fundamentals for the future. The team also expects regulatory progress to help the broader market.
Schwab analysts cite ETF inflows and lower volatility
Analyst Adam Lynch made the bullish case on October 15, 2026. He pointed to nearly $60 billion in ETF inflows since early 2024 as evidence that demand runs deeper than a passing trend.
Jim Ferraioli, Schwab's Head of Crypto Research, said Bitcoin's volatility now sits at about 40, down from a previous range of 50 to 60. He also put Bitcoin's market cap at approximately $1.6 trillion and said the tokenization of real-world assets has reached around $50 billion.
On regulation, the team cited progress in the US, including clarity on Bitcoin and Ether as digital commodities.
Schwab Crypto goes fully live
Meanwhile, Schwab completed the full retail rollout of Schwab Crypto around October 16, 2026. Eligible clients can now trade Bitcoin and Ether directly inside their Schwab accounts. Each trade carries a fee of 0.75%, and Schwab plans to add more tokens by the end of the year.
The service runs through Schwab's Premier Bank, with Paxos providing sub-custody support and handling execution. CEO Rick Wurster has described crypto trading as a new source of revenue for the firm. Schwab's clients hold approximately 20% of the assets in spot crypto ETFs, within Schwab's $13 trillion in managed assets.
Schwab's research suggests modest allocations to crypto within diversified portfolios.
Source: Crypto Briefing
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