Group 1 - Morgan Stanley will offer cryptocurrency trading on its E*Trade platform starting in the first half of 2026 through a partnership with Zerohash [1] - E*Trade clients will be able to trade bitcoin, ether, and solana at launch [1] - The cryptocurrency market has grown into a market worth approximately $3.9 trillion, with bitcoin and ether accounting for about $2.25 trillion and $506 billion respectively [3] Group 2 - The Trump administration's supportive stance on regulations has contributed to the growth of cryptocurrencies, attracting Wall Street banks and asset managers [2] - E*Trade's competitors, such as Robinhood and Charles Schwab, are also expanding their cryptocurrency offerings [3] - Zerohash has achieved unicorn status after raising $104 million in a funding round led by Interactive Brokers, with participation from Morgan Stanley and others [4]

Group 1 - BitMine Immersion Technologies (BMNR) controls over 2% of ether's supply and has raised $365 million to expand its holdings [1][2] - The company's treasury is valued at $11.4 billion, consisting of 2,416,054 ETH, 192 BTC, $345 million in cash, and a $175 million equity stake in Eightco Holdings [1] - BitMine is the largest public holder of ether and the second-largest crypto treasury overall, following Michael Saylor's Strategy Inc. [2] Group 2 - The company aims to accumulate 5% of the total ETH supply, which it refers to as the "alchemy of 5%" [3] - The funds raised will primarily be used to expand BitMine's ether holdings, with institutional demand indicating growing interest in Ethereum [5] - BitMine announced a securities purchase agreement for 5.2 million shares at $70 per share, with potential total proceeds from warrants reaching about $1.28 billion [4]

Group 1 - Citigroup has set a year-end price target of $4,300 for ether, indicating strong investor demand [1] - The growing interest in ethereum-based use cases, such as stablecoins, is a significant factor in the price target [1]

Core Insights - The article discusses the complexities of investing in the crypto economy, particularly focusing on bitcoin and the various strategies for portfolio allocation [1][2]. Group 1: Bitcoin Investment Considerations - The launch of spot bitcoin ETFs has facilitated institutional adoption, leading to increased interest in bitcoin allocation among investors [2]. - Bitcoin is characterized as a highly volatile asset with unique valuation drivers, primarily influenced by supply and demand, investor sentiment, and adoption trends [3]. - Experienced investors with a risk appetite may find benefits in bitcoin, including enhanced risk-adjusted returns, diversification from traditional assets, and alternative upside potential [3]. Group 2: Portfolio Allocation Strategies - Advisors and investors are advised to allocate capital to bitcoin that they can afford to lose, with some integrating it into alternative investment sleeves or alongside aggressive equity growth [5]. - Due to bitcoin's volatility, maintaining the desired allocation requires active management and a long-term investment horizon rather than focusing on short-term gains [6]. - A recommended allocation of 1-5% to bitcoin can capture upside potential while limiting downside risks, with historical data showing that incorporating a 4% bitcoin position into a standard 60/40 portfolio significantly boosts annualized returns from 9.1% to 16.2% [7].

$BTC dropped under $111,000 in a sudden weekend flash crash after a whale offloaded 24,000 bitcoin into thin liquidity. $ETH has shown resilience with analysts suggesting a shift in institutional focus from bitcoin to ether. By @shauryamalwa.https://t.co/7SU4vR9evW ...

Bitcoin nears $122,000, ether hits 2021 high amid Trump's crypto 401k announcement https://t.co/Fy59q3ZBC7 ...

Group 1 - Gold continues to lead global markets in 2025, demonstrating a relatively low-volatility ascent compared to other assets like bitcoin and ether [1] - The performance of gold has improved its Sharpe ratio, indicating a favorable risk-adjusted return [1] Group 2 - Individual country ETFs have outperformed gold, but the overall stability of gold remains appealing to investors [1] - The article emphasizes the importance of macro drivers affecting various asset classes, including stocks, bonds, commodities, currencies, and cryptocurrencies [1]

BitMine Immersion Technologies on Monday said it is now the largest publicly traded holder of ether in the world. https://t.co/Ts2U4nfCgi ...

Corporate Treasury Strategy & Asset Allocation - Scharpling Gaming and other companies are adopting ether corporate treasury strategies, similar to MicroStrategy's Bitcoin strategy [1][4] - Ether is considered a productive and yielding asset, allowing for staking and participation in decentralized finance (DeFi) [2] - The company aims to accumulate more ether per fully diluted share faster than other Ethereum or Bitcoin-based projects [3] - The company accumulates capital daily through ATM facilities and other yield-generating mechanisms, buying and staking ether almost daily [5] Risk Management & Leverage - The company is currently not levered but is considering offering convertibles, while aiming to maintain a low-risk profile and keep leverage in check [6] - The company believes decentralization will lead to significant appreciation of ether and Bitcoin, emphasizing the importance of prudent risk management [7] Cryptocurrency Adoption & Ecosystem - Ethereum's future is now, with financial institutions and enterprises recognizing the changing nature of trust embodied in decentralized protocols [9] - Ethereum enables decentralized trust in transactions, processes, agreements, and relationships, facilitating guaranteed execution, verifiability, and automated enforcement [10] - The SEC is viewed as supportive of decentralized protocol technology, with individuals like Hester Pearse offering thoughtful insights [12][13] - Profitability in the Ethereum ecosystem is expected to increase due to scalability, affordability, usability, and a more favorable regulatory environment [15]

Exclusive: Dynamix is preparing to merge with another entity to create a new company known as the Ether Machine, with the combined company planning to hold over $1.5 billion in ether https://t.co/FvFo1PSmXN ...