Morning meetings with crypto markets: why you should buy Ether before the weekend

In morning meetings, analysts from global financial institutions discuss what awaits the crypto markets, and this time, news from the digital asset world appears more optimistic than it seemed after yesterday’s sell-offs. Despite Ethereum and most cryptocurrencies experiencing a short-term pullback, Standard Chartered experts see objective reasons for a positive outlook. Data received during the morning analyses tell a different story – about recovery and new opportunities on the blockchain.

Ethereum Sends New Signals: Transactions Reach Historic Highs

Jeff Kendrick, lead analyst at Standard Chartered, points to a dramatic increase in activity on the Ethereum network following the December Fusaka upgrade. During this week’s morning briefings, he emphasized that the number of transactions has reached unprecedented levels, significantly exceeding previous expectations.

This is not just a cyclical recovery of activity – it’s a qualitative shift. Fusaka eliminates long-standing bottlenecks in capacity that have hindered network development for centuries. Unlike previous upgrades that left core limitations unchanged, the current increase in throughput truly opens space for scaling. More users, more developers, more transactions – and all of this is clearly observable in the data.

Ethereum is trading at $2.95K, down 1.63% over the past week and 4.10% since the beginning of the year. However, for those viewing these figures through the lens of long-term network activity, current prices look attractive.

Bitmine Immersion: Ethereum Purchases Continue Unabated

Tom Lee, chairman of Bitmine Immersion, presented ambitious plans for further ETH acquisitions at last week’s annual meeting. The company, the largest corporate holder of ETH, shows no signs of reducing its position – on the contrary, it is increasing its purchases. Despite BMNR falling nearly 9% over the week and decreasing 10% since the start of the year, the asset acquisition strategy remains unchanged.

This serves as a starting point for morning analyses: when top institutional players continue accumulating assets amid falling prices, it often signals confidence in the medium-term outlook. Purchases by Bitmine Immersion act as a catalyst for the market to reassess Ethereum’s long-term potential.

Macroeconomic Factors Favor Risk Assets

The macroeconomic environment, which traditionally influences crypto markets, is also shaping up favorably. Kendrick notes several key factors discussed during the morning analysis sessions:

First, resolving disputes over tariffs on Greenland reduces geopolitical uncertainty. Second, the recovery of the Japanese bond market after panic at the start of the week stabilizes global financial flows. Third, increasing chances that Rick Rieder – head of fixed income at BlackRock – could become the next Federal Reserve Chair open new prospects.

Rieder, as Fed Chair, according to Kendrick, will attempt to stimulate the economy through softer monetary policy. This is expected to positively impact risk assets, including crypto. “If Rieder takes the position, he will direct funds into the economy, which should serve as a driver for cryptocurrencies,” the analyst summarizes.

JPMorgan, in turn, explains during morning briefings that the current dollar weakness is driven by short-term flows and sentiment rather than changes in macroeconomic forecasts. This means the dollar’s decline will not last, but the current period of dollar weakness stimulates demand for alternative assets, including Bitcoin and Ethereum.

ETH and BMNR Positions for the Weekend: Risk-Reward Considerations

Considering all the factors discussed during the morning analytical sessions, Kendrick concluded that maintaining a long position in ETH and BMNR over the weekend offers an attractive risk-reward ratio.

Technical improvements (Fusaka), institutional investor behavior (Bitmine), macroeconomic conditions (possible changes in Fed leadership), and global stabilization all favor risk assets in the coming weeks. The consensus from leading banks and analytics firms indicates strengthening confidence in cryptocurrencies.

For those planning their positions for the weekend, this analysis provides a reasoned basis to view the current decline as an opportunity rather than just a risk.