RT BSCN (@BSCNews)🔷 HOW HIGH WILL ETH CLIMB IN 2025? - EXPERT OPINIONS 🔷Here's what crypto's leading minds and institutions have to say about $ETH's potential this year...Full Analysis ➡️ https://t.co/Ng2fBLHAGE(1) Anthony Sassano: $15,000 by year-end- Expects $50 billion in net ETF inflows- Highlights major TradFi companies building on Ethereum- Expects strong growth from leading L2 networks(2) Fundstrat: $12-15,000 by year-end- In particular, Fundstrat's CIO Thomas Lee- Believes ETH is "the biggest macro ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the Hong Kong financial sector, particularly the performance and outlook of local banks such as Hang Seng Bank, BOC Hong Kong, HSBC, and Standard Chartered [1][9][30]. Core Insights and Arguments - **Domestic Challenges**: The Hong Kong banking sector is facing headwinds from domestic interest rates and credit quality issues, leading to stretched valuations for local banks [1][9]. - **Preference for International Banks**: There is a preference for diversified international banks like HSBC and Standard Chartered due to their more favorable valuations and capital returns [1][9]. - **BOC Hong Kong Earnings Preview**: Expectations for BOC Hong Kong's 1H25 results indicate pressure on net interest income (NII) but strong non-interest income (non-NII). The market will be attentive to comments on credit quality and capital management [3][12]. - **HIBOR Trends**: The one-month HIBOR has seen a significant decline, impacting NII negatively. Forecasts suggest a recovery in HIBOR rates only by Q4 2025 [13][21]. - **Credit Quality Concerns**: Credit quality remains a significant concern, particularly for banks with high exposure to Hong Kong commercial real estate (CRE). Hang Seng Bank is notably affected by high credit charges [30][31]. Financial Performance Metrics - **1H25 Earnings Estimates for BOC Hong Kong**: - Net Interest Income: Expected to decline by 3% year-over-year to HK$25.226 billion. - Non-Interest Income: Anticipated to increase by 33% year-over-year to HK$12.457 billion [4]. - Operating Revenue: Expected to grow by 7% year-over-year to HK$37.683 billion [4]. - **Wealth Management Performance**: Strong growth in wealth management for HSBC and Standard Chartered, with positive year-over-year growth in assets under management (AUM) and net new money [22][23]. Valuation and Market Outlook - **Valuation Metrics**: HSBC and Standard Chartered are trading below their long-term average valuations, while BOC Hong Kong is in line with its historical averages. Hang Seng Bank is trading above its historical valuation [43]. - **Dividend Outlook**: Concerns exist regarding Hang Seng Bank's dividend sustainability due to high credit charges, with expectations of a payout ratio close to 100% in 2025 [33][40]. - **Earnings Forecast Revisions**: Earnings estimates for Hang Seng Bank have been significantly lowered due to lower NII expectations and increased ECL charges related to CRE exposure [55][57]. Additional Important Insights - **Market Revenue Trends**: The market revenue outlook for local banks remains negative, while international banks are expected to perform solidly due to robust capital markets and wealth management activities [9][40]. - **Investor Sentiment**: There is a noted concern among investors regarding the sustainability of dividends amidst rising credit charges, particularly for Hang Seng Bank [33][49]. This summary encapsulates the key points discussed in the conference call, highlighting the challenges and opportunities within the Hong Kong banking sector, particularly in relation to interest rates, credit quality, and financial performance metrics.

RT BSCN (@BSCNews)🔷 HOW HIGH WILL ETH CLIMB IN 2025? - EXPERT OPINIONS 🔷Here's what crypto's leading minds and institutions have to say about $ETH's potential this year...Full Analysis ➡️ https://t.co/Ng2fBLHAGE(1) Anthony Sassano: $15,000 by year-end- Expects $50 billion in net ETF inflows- Highlights major TradFi companies building on Ethereum- Expects strong growth from leading L2 networks(2) Fundstrat: $12-15,000 by year-end- In particular, Fundstrat's CIO Thomas Lee- Believes ETH is "the biggest macro ...

🇳🇴 UPDATE: As per Standard Chartered, Norway’s $1.7T wealth fund increased its Bitcoin exposure 83% to 11,600 $BTC in Q2. https://t.co/eaCgAqolTb ...

Standard Chartered reported that Norway’s Government Pension Fund Global increased its Bitcoin-related holdings by 83% in the second quarter, raising its exposure from the equivalent of 6,200 BTC to 11,400 BTC. The position is almost entirely through MicroStrategy, with an additional equivalent of about 200 BTC in Metaplanet. The fund is the world’s largest sovereign wealth fund, managing $1.7 trillion in assets.https://t.co/Hcqsb7jQ0f ...

Norway’s sovereign wealth fund boosted bitcoin exposure by 83% in Q2, Standard Chartered says https://t.co/Q4dU1qpK3E ...

RT BSCN (@BSCNews)🔷 HOW HIGH WILL ETH CLIMB IN 2025? - EXPERT OPINIONS 🔷Here's what crypto's leading minds and institutions have to say about $ETH's potential this year...Full Analysis ➡️ https://t.co/Ng2fBLHAGE(1) Anthony Sassano: $15,000 by year-end- Expects $50 billion in net ETF inflows- Highlights major TradFi companies building on Ethereum- Expects strong growth from leading L2 networks(2) Fundstrat: $12-15,000 by year-end- In particular, Fundstrat's CIO Thomas Lee- Believes ETH is "the biggest macro ...

Price Predictions for ETH in 2025 - Anthony Sassano predicts $15,000 by year-end, driven by $50 billion in net ETF inflows and TradFi adoption [2] - Fundstrat forecasts $12,000-$15,000 by year-end, with ETH considered "the biggest macro trade for the next 10–15 years" [2] - Arthur Hayes estimates $10,000-$15,000 this cycle, citing a bullish recovery of the ETH/BTC ratio and key liquidity trends [2] - Standard Chartered increased its prediction to $7,500 by year-end from $4,000, attributing it to stablecoin growth and strong ETF inflows [2] - Galaxy Research projects $5,500+ in 2025, based on DeFi regulatory clarity and Ethereum dominance, along with TradFi adoption [2] Key Drivers - Anticipated $50 billion in net ETF inflows as a significant factor for price appreciation [2] - TradFi companies building on Ethereum and growing traction for major L2 networks are seen as positive catalysts [2] - Recovery of the ETH/BTC ratio is considered a bullish signal [2] - Stablecoin growth is expected to boost transaction fees [2] - DeFi regulatory clarity is viewed as a potential catalyst for growth [2]

Expert Predictions for ETH Price in 2025 - Anthony Sassano predicts $15,000 by year-end, anticipating $50 billion in net ETF inflows and highlighting TradFi companies building on Ethereum [2] - Fundstrat forecasts $12-15,000 by year-end, with CIO Thomas Lee considering ETH "the biggest macro trade for the next 10–15 years" [2] - Arthur Hayes estimates $10-15,000 this cycle, citing recovery of ETH/BTC ratio as a bullish signal and key liquidity trends [2] Factors Influencing ETH Price - Strong ETF inflows are expected to boost ETH price [2] - Growth of leading L2 networks is expected to contribute to ETH's price increase [2] - DeFi regulatory clarity is seen as a catalyst, combined with Ethereum dominance and TradFi adoption [2] - Stablecoin growth is expected to boost transaction fees, contributing to price increase [2]

🗞️ Bitcoin’s market cap surpasses Google after hitting a new all-time high.🗞️ Crypto exchange Bullish (BLSH) goes public on the NYSE, with shares surging from $90 to $118.🗞️ Standard Chartered lifts its ETH price target to $7,500 by year-end and $25,000 by 2028.@JennSanasie hosts "CoinDesk Daily."Thank you to @MidnightNtwrk 👋 for being a sponsor of the CoinDesk media network. ...