“Buy everything you can!” » Brokerage and research company analysts Bernstein no longer hide their euphoria in the face of the surge in Bitcoin, which has just exceeded 84 000 $. The victory of surprise crypto ally Donald Trump appears to have sparked a historic bull market resurgence, prompting Bernstein to recommend investors enter digital assets in force. No more skepticism, institutions must now ride this crypto wave, before it is too late. With the opening of Bitcoin and Ethereum ETFs and pro-crypto regulations taking shape, the industry could well experience one of its biggest turning points.
- The Bernstein Company enthusiastically recommended investing heavily in Bitcoin following a historic market surge.
- Donald Trump’s victory was seen as a catalyst for pro-crypto regulation, opening up new opportunities for investors.
An unprecedented call: “Don’t go against this bull market!” »
That’s it. Euphoria spreads to Wall Street. In a note, Gautam Chhuganianalyst at Bernstein, is pushing investors to review their crypto strategies and reverse their “mental model” following the US elections. His message is clear: with a political environment finally reaching out to Bitcoin, don’t miss this opportunity. For Bernstein, the combination of bull market history and a potentially pro-crypto regulations opens a boulevard for investors.
The political and economic context seems to give every reason to believe in Bitcoin at $200,000 by 2025. Pro-Bitcoin supporters in Trump’s entourage, such as Vice President-elect JD Vance and crypto investor David Sacks, or even Silicon Valley funders such asa16zadd to the pressure on investors. Trump even considered creating a national bitcoin reserve to strengthen the position of the United States as a leader in cryptos.
Bernstein recommends several exposure options for institutions and individuals looking to position themselves in the booming crypto market. According to Chhugani, potential investment avenues include:
- Let’s take a look at the Bitcoin and Ethereum ETFs : The launch of crypto ETFs marked a turning point, allowing institutional investors to gain exposure to digital assets more easily while respecting a regulatory framework.
- Companies with bitcoinized treasuries : Companies like MicroStrategy who hold Bitcoin in reserve appear to be strategic values, directly benefiting from the rise in price.
- Bitcoin miners : Bernstein is banking on giants like Riot et Core Scientificfocused on AI and infrastructure dedicated to mining, to capture the interest of investors.
- Les exchanges crypto : Well-established exchange platforms like Coinbase et Robinhood should, according to Bernstein, see their popularity skyrocket with the arrival of new institutional and individual investors attracted by the pro-crypto environment.
At the same time, Bernstein also recommends a basket of assets for those wanting diversification: BTC, ETH, SOL, OP, ARB, POL, UNI, AAVE, et LINKeach providing unique exposure to different segments of the crypto ecosystem.
Towards institutional FOMO?
With Trump’s victory and Bitcoin at $82,000, time seems to be running out for those who are still hesitant. In 2024, regulatory incentives, institutional movements and predictions of a record price for Bitcoin could trigger a real Institutional FOMO. This crypto bull market may be just getting started, but if Bernstein is telling the truth, it might be time to jump on board before the train accelerates into full speed ahead.
