Analysts urge investors to massively increase crypto exposure following Donald Trump’s victory, predicting a new bullish era fueled by more favorable regulations.
After Donald Trump’s victory in the U.S. elections, analysts at Bernstein have issued a bold call to investors, urging them to strengthen their exposure to the crypto sector. The message is clear: “Buy as much as you can.” According to Gautam Chhugani, head of the analysis team, the current situation paves the way for a new bullish era for digital assets, marked by expectations of more favorable regulations.
Bitcoin, which has surpassed the historic $80,000 mark (even reaching $87,000 at the time of writing this article), is seen as the catalyst for this momentum. The Bernstein team encourages investors who were hesitant due to regulatory uncertainties to reconsider their approach, highlighting the possibility of a SEC led by a pro-crypto personality under the Trump administration.
An unequivocal call to invest in crypto
Donald Trump, who had never shown explicit support for cryptocurrencies until now, surprised by unveiling measures in favor of the sector during his campaign. Among these, the creation of a national stockpile of Bitcoin and the promise to “end the war against crypto” marked a notable turning point. Although the establishment of such a strategic reserve requires legislation and is not expected until 2025, the direction is clear: the integration of Bitcoin as a treasury asset, not only for companies but also for governments, seems to be taking shape.
Political and financial support
The post-election political landscape shows explicit support for crypto. JD Vance, vice president-elect, as well as influential members such as Robert F. Kennedy Jr. and Vivek Ramaswamy, have already expressed their support for the industry, with personal positions in Bitcoin. Figures from Silicon Valley like the a16z fund and David Sacks, fervent advocates of crypto, reinforce this favorable climate. The massive investment of $130 million to support pro-crypto candidates during the campaign underscores the strategic importance placed on the sector.
Recent inflows into Bitcoin ETFs have reached approximately $4.7 billion, highlighting renewed enthusiasm.
Diversified opportunities, according to Bernstein
For institutional investors, choices are multiplying: from spot Bitcoin and Ethereum ETFs to Bitcoin-focused mining companies like Riot and Core Scientific, to players combining AI and mining such as IREN and CleanSpark. Companies like MicroStrategy, holding significant Bitcoin reserves, and exchanges like Coinbase and Robinhood are attractive options.
For those able to invest directly in cryptocurrencies, Bernstein recommends a diversified portfolio including BTC, ETH, SOL, OP, ARB, POL, UNI, AAVE, and LINK. The stated goal is ambitious: Bitcoin at $200,000 by the end of 2025. Even at the current level above $80,000, Chhugani believes the risk-reward ratio remains favorable over the next 12 months.
An international vision
The euphoria surrounding the potential adoption of Bitcoin as a strategic asset by the United States also reverberates elsewhere. Bernstein calls on economies like India, the fifth largest global power, to consider a national policy on Bitcoin, embedded in a broader crypto strategy. Bitcoin, currently trading at $87,000 after a 135% increase this year, symbolizes a shift towards a finance where institutional adoption plays an increasingly central role.
