New Era for Bitcoin and Crypto Assets Under Pro-Crypto Administration.

President Trump’s vision is to position the United States as a global leader in digital assets. Key measures include the creation of a strategic national Bitcoin reserve, implementing favourable regulatory frameworks, and appointing dedicated leaders to oversee and drive innovation in the sector. Notably, the administration has appointed or will appoint:

• David Sacks, as the White House AI and Crypto Czar, is tasked with building a legal framework for the cryptocurrency industry.
• Paul Atkins?to lead the Securities and Exchange Commission (SEC), expected to adopt a deregulatory stance aligning with the pro-crypto agenda.
• Caroline Pham?as Acting Chair of the Commodity Futures Trading Commission (CFTC) known for her supportive efforts to seek regulatory clarity for crypto.

Additionally, the administration has proposed establishing the Presidential Council of Advisers for Digital Assets, commonly known as the Crypto Council. This council is designed to advocate for the cryptocurrency industry’s policy priorities and foster digital asset innovation.

Why This Matters for Bitcoin and Institutional Investors

1. Regulatory Clarity: o The administration’s commitment to clear and favourable regulations should reduce uncertainty, making it easier for investors to participate in the Bitcoin market. 2. Mainstream Adoption: o Initiatives such as the national Bitcoin reserve will not only increase Bitcoin’s legitimacy, but we believe it will encourage other nations to do the same, thus driving global demand. Such moves should see Bitcoin integrate into national and institutional portfolios, increasing its scarcity and value. 3. Innovation and Leadership: By wanting to establish the United States as a hub for digital asset innovation, the administration’s policy ensures a supportive environment. It also sets a standard for other nations to follow or face a competitive disadvantage.

The Role of Portal Funds

The Radiance Multi-Strategy Fund, which focuses on Bitcoin accumulation through derivatives trading, is uniquely positioned to capitalise on this historic shift. The fund extracts value and accumulates Bitcoin by leveraging sophisticated trading strategies, providing investors with benefits from capital appreciation and strategic growth opportunities.

Meanwhile, the Portal Digital Fund, a broad fund of funds, stands to benefit from the broader regulatory clarity and innovation fostered by these policies, enabling it to deliver solid returns across a diversified portfolio of digital assets.

Looking Ahead

With the U.S. now charting a clear course toward digital asset leadership, we believe these developments will create greater institutional participation and reinforce Bitcoin’s role as the cornerstone of the digital economy. ? We think this could herald a long BTC and crypto super cycle.

About Portal Asset Management:?Portal Asset Management is an institutional-grade crypto fund advisor focused on the Radiance Multi-Strategy Fund, which specialises in Bitcoin accumulation through derivatives trading, and the Portal Digital Fund, a broad fund of funds delivering high-quality returns for sophisticated investors in the digital asset market.

Contact Information:

Deryck Graham CEO, Portal Asset Management Email:?[email protected] Website:?www.portal.am