Major investors are building positions in crypto because of Trump’s rise to power. What does this mean for the future of the market?
Donald Trump became president of the United States last Monday 20 January. Since then, he has had time to comment on his own meme token and issue the first executive order on the cryptocurrency industry. Under the latter, a special working group is to study the prospects for a national cryptocurrency reserve and share recommendations for developing regulation of digital assets. This has already been enough to make financial market participants interested in coins.
Who wants to invest in cryptocurrencies
Bernstein analysts told about the desire of some holders of large capital to get in touch with digital assets. Moreover, the reason for this was the political changes in the industry due to the coming to power of Donald Trump.
The US executive order prohibits the creation of a central bank digital currency and gives 180 days to develop crypto regulations. And although America’s national cryptocurrency reserve may actually turn out to be previously confiscated coins, the government’s approach to the sphere is still noticeably different from the situation under the Democrats.
US President Donald Trump and David Sachs, who is in charge of crypto and AI policy
With this in mind, some investor groups have recognised that “the cryptocurrency sphere is making a comeback” and have highlighted the need to expand their own presence in the industry.
We’re talking about investors in finance, payments, data centres, energy, technology and others, The Block noted. They all see a political shift once Republicans take office. Here’s a comment from Bernstein experts led by Gautam Chhugani.
Investors are not yet fully aware of the impending transformative regulatory regime for digital assets. Everything is still at an early stage, and we believe that market participants are just beginning to embrace cryptocurrency.
That is, analysts believe that digital assets will attract more attention from major players as the topic develops.
Sam Altman, head of OpenAI
At the moment, they noted an increase in demand for the coins from funds of funds and hedge funds. However, such discussions are now focused on cryptocurrency-related stocks like AI-enabled miners and crypto exchanges, as well as the catalysts behind Bitcoin’s rise. In addition, the potential of stablecoins, given the prospect of new regulation in the US, has become a topic of conversation.
Players are also interested in what’s happening with MicroStrategy, the publicly traded company with the largest Bitcoin stockpile. As of today, the giant has accumulated 471,107 coins, which are valued at $48.3 billion at the current exchange rate.
As we found out earlier, buying large amounts of BTC by major companies is a missed megatrend, with many more companies willing to do the same in the future.
Why crypto started to grow in 2025
Bernstein experts are still confident in their forecast of BTC growth to 200 thousand dollars this year, which in addition is considered conservative. According to their version, there will be several reasons for Bitcoin’s rate to almost double.
First of all, it is Trump’s recent executive order on crypto, which will end with the creation of an adequate regulatory framework for digital assets, and the cancellation of SAB 121, thanks to which banks will be able to interact with digital assets without unnecessary costs.
Paul Atkins is the next chairman of the Securities and Exchange Commission
Analysts expect Bitcoin-ETF and corporate purchases of the first cryptocurrency to reach the $120 billion level in 2025, meaning it will be double the result of last year. In theory, this will be fuelled by new initiatives by banks to offer credit services against their own savings.
Here’s a line from experts on the market outlook.
In general, investors were curious and maintained a neutral attitude towards the Bitcoin exchange rate. We did not notice a pronounced bullish or bearish stance among institutional investors. Furthermore, among security buyers, the focus is on cryptocurrency stocks due to the inability to directly buy BTC on the spot or participate in the crypto industry via ETFs.
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The leader in the sector of cryptocurrency exchanges was the platform Robinhood, whose shares rose 370 per cent over the year. Investors call this company the main beneficiary of the wave of “deregulation” of cryptocurrencies, as it actively adds new tokens and coins to trading at the level of traditional crypto exchanges Coinbase and Kraken.
Analysts claim that MicroStrategy’s stock is misunderstood by many investors because they believe the company is too dependent on the BTC exchange rate given its huge stock of coins. In reality, however, the giant has become a leader in Bitcoin-related capital markets amid slow adoption of the crypto by banks and others in traditional finance.
CNBC host Jim Cramer
CBDC channel host Jim Cramer also spoke out against MSTR’s stock purchases. On his Mad Money broadcast, he recommended viewers to just buy bitcoins and not MicroStrategy stock.
Here’s what he had to say on the matter.
If you want to own bitcoins, do it. I have BTC, you should have bitcoins. Bitcoin is a great component of a portfolio, but not MicroStrategy. That’s sufficient.
It seems that many players in the financial markets are beginning to realise the promise of digital assets. Still, if the U.S. government creates adequate rules of interaction with crypto, investors will have no reason to avoid this sphere. Therefore, a new trend is clearly forming here.
Look for more interesting things in our crypto chat. We look forward to seeing you, and be quick.
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