JPMorgan recently revealed an interesting signal — they are planning to hire extensively in Europe, focusing on investment banking and M&A teams.

The logic behind this is straightforward: management believes that M&A activity in Europe will significantly heat up by 2026. Investor confidence is gradually recovering, large institutions are stockpiling resources, preparing to buy the dip. JPMorgan's stance is that they have sufficient capital and are evaluating the best market positions across European countries, waiting for deal opportunities to come their way.

What does this mean for the entire market? The expansion signals from traditional financial giants often reflect expectations of larger capital flows. The resurgence of capital activity in the European market could boost interest in risk assets, including block trades and institutional participation in the crypto market. Adjustments in capital allocation often trigger chain reactions, making this a positive background signal.