This Fund Could be a Bigger Buyer of Bitcoin Than any ETF |
Friends, welcome to the first real bout of crypto volatility we’ve seen in 2025. And it’s just February. |
We still have 10 months left before the end of the year. But if you maintain the courage of your convictions and act now, you could have the chance to radically change your financial life for the better by then. |
Why do I say this, especially when fear is gripping the crypto market? Because it’s the same wild ride my readers took during President Trump’s first term in 2017. |
His first 100 days in office were a whirlwind of tariff threats against allies and adversaries alike. |
Throughout 2017, bitcoin saw drops of 30% or more eight times. But that didn't stop bitcoin from starting the year at $973 and ending the year as high as $19,900. |
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Back then, I told my subscribers not to sweat the volatility. |
We were on the doorstep of the biggest bull market crypto had ever seen. But to many people, it didn’t look that way. |
Despite my repeated pleadings to use the volatility as a buying opportunity – or at the least stand pat – many people called me naïve. Some of my subscribers quit in disgust. I had to drag the others kicking and screaming through the door. |
I told them bitcoin moves like a pendulum. The greater the downward swing, the more momentum it gains for an explosive move to the upside. |
Those who stuck with me transformed their financial lives for the better. |
Bitcoin rose as much as 1,945% in 2017 and a handful of altcoins I recommended that year like Monero (XMR), Ethereum (ETH) and Neo (NEO) were up as much as 2,340%, 8,984% and 49,800%, respectively. |
Just like I predicted in 2017, I fully expect the crypto market to trade significantly higher later this year than it is today. And the moves could be even more explosive. |
As I’ll show you below, the case for crypto’s mass adoption is even stronger than it was eight years ago. And if you can stomach the volatility, you’ll position yourself to ride the pendulum to life-changing gains, too. |
The Market Is Experiencing 2017 Redux |
If you’ve been reading Digital Asset Daily over the past few months, you’re probably familiar with The Convergence. |
The Convergence is the confluence of several first-time events our research suggests will take the entire crypto market higher. They include the launch of funds focused on specific groups of tokens and a friendlier regulatory landscape. |
And President Trump’s return to the White House is only strengthening this narrative. |
Weeks before the November election, I predicted his victory would trigger a massive rally in bitcoin. During the campaign, President Trump vowed to make America “the crypto capital of the world” and expressed interest in creating a strategic bitcoin reserve. |
So it’s no surprise that between Election Day (November 5) and Inauguration Day (January 20), we saw bitcoin rocket from $69,380 to an all-time high of $109,358. |
Just like we saw in 2017 when bitcoin went on a 30%-plus downward swing eight times, even in the face of very bullish news such as the launch of bitcoin futures… Japan officially recognizing bitcoin as legal tender, and Goldman Sachs announcing new operations for bitcoin trading. |
That volatility was the admission price to make as much as 1,945% from bitcoin in 2017. |
You can’t have big gains without big volatility. The only difference between 2025 and 2017 is that the news in 2025 is infinitely more bullish than it was in 2017. |
Since the start of this year alone… |
ProShares, CoinShares, and REX-Osprey filed a combined 16 applications for new crypto exchange-traded funds (ETFs). In total, these firms manage $90 billion in assets. The applications include ETFs for altcoins like Solana (SOL), Ripple (XRP), and Dogecoin (DOGE), among others. In the weeks ahead, I expect major asset managers like BlackRock, Fidelity, and Franklin Templeton to file more crypto ETFs.
President Trump appointed several crypto executives to high-ranking White House policy positions, including Crypto and AI czar David Sacks. And Sacks was quick to deliver on the regulatory front. Earlier this month, Sacks pledged to provide long-awaited regulatory clarity to the industry. And he said the administration is exploring the creation of a bitcoin reserve.
The Trump administration announced the nomination Brian Quintenz, the current Head of Policy at venture capital firm a16z crypto, as chair of the Commodity Futures Trading Commission. The CFTC regulates derivatives markets, which includes futures, swaps, and certain kinds of options. Quintenz previously served on the CFTC and oversaw the implementation of the first fully-regulated bitcoin and Ethereum futures contracts. In his current role, he advises a16z on crypto policy and investments.
The Trump administration repealed the Securities and Exchange Commission (SEC)’s Special Accounting Bulletin (SAB) 121. The notice required banks that wished to be digital asset custodians to hold their clients’ assets on their own corporate balance sheets as a liability. That means if a bank holds $1 billion worth of bitcoin on behalf of a customer, it will need to hold $1 billion worth of its own assets as security against that bitcoin. Now this roadblock is removed. That means banks can finally get into the crypto business. Banks can now custody crypto, create financial products around crypto, and trade crypto. |
Friends, the government of the world’s most powerful economy has put its full weight behind friendlier crypto regulation. Yet, I’ve never seen a greater divergence between overtly bullish news and bearish investor sentiment. |
We can tell because of the crypto fear and greed index. The index ranges from 0-100, with 0 meaning complete panic and 100 extreme greed. Over the last week, the index has been as low as 35. That’s down from 81 in December 2024. |
And that’s where our opportunity today comes in. There’s another catalyst on the horizon that could trigger another wave of extreme greed in the market. And it’s not priced in yet. |
This Could be Bigger than All the Crypto ETFs Combined |
Last week, President Trump signed an executive order directing the creation of a sovereign wealth fund. |
“We’re going to create a lot of wealth for the fund, and I think it’s about time this country had a sovereign wealth fund,” he said in a White House press conference. |
While the mainstream press is debating whether the administration will use the proposed sovereign wealth fund to purchase the Chinese social media app TikTok… My team started looking at how it could be a new catalyst for bitcoin. |
Standing next to the president at the press conference was Treasury Secretary Scott Bessent, a former hedge fund manager and crypto advocate. |
Bessent said the administration plans to “monetize the asset side of the U.S. balance sheet for the American people.” And added the fund is expected to be established within the next 12 months. |
Now, I know this sounds crazy. But I wouldn’t be surprised if bitcoin was one of the assets added to a sovereign wealth fund. |
Let’s connect the dots… |
Bessent, who at one time had up to $500,000 in bitcoin ETF holdings, has praised digital assets, saying, “Crypto is about freedom, and the crypto economy is here to stay.” |
Shortly after the press conference, Wyoming Senator Cynthia Lummis posted a message on X suggesting a sovereign wealth fund would be a “₿ig Deal.” |
Notice she used the BTC currency symbol “₿” instead of the letter “B” in her post. |
If you’re not familiar with Lummis, she has proposed a bill that would require the U.S. government to buy 5% of the bitcoin supply over the next five years. |
I believe this is a “wink and nod” to the crypto community. |
Now, imagine if President Trump does create a sovereign wealth fund that actually starts buying bitcoin. Under the plan proposed by Senator Lummis, the United States would acquire 1 million bitcoin over five years. |
Here’s why this is such an incredible buying opportunity: The U.S. government buying bitcoin via a sovereign wealth fund isn’t priced in yet. |
By that, I mean if the U.S. does create a sovereign wealth fund and starts buying BTC, we’d see the price of bitcoin and the overall crypto market skyrocket… |
But if that never happens, the price would largely be unaffected because the market doesn’t believe it will happen. That means the market isn’t positioned for it at all. |
Again, that means even if it doesn't happen, no harm no foul – the price will stay the same. But if it does happen – and the U.S. government starts actively buying bitcoin – $500,000 per coin this year could prove to be a low price for bitcoin. |
Hear me when I tell you this: The market is making a big mistake by discounting bitcoin right now. Our job is to take advantage of that mistake. |
Even if the Trump administration doesn’t create a sovereign wealth fund, the long-term adoption narrative for bitcoin is still intact. If anything, it has only gotten stronger. |
Friends, if you’re on the fence about bitcoin, I need you to climb down. As long as you practice sound risk management, you can survive the volatility. |
That means small, uniform position sizes. That’s how I got my readers through similar volatility in 2017 when bitcoin dropped 30% or more eight times and when many alt coins dropped as much as 80% before climbing thousands of percent higher. |
All you have to do is sit still and let the volatility wash over you. Time will do the heavy lifting of taking prices higher. |
However, if you’re someone who embraces volatility and looks for ways to profit from it, this year will be extra profitable for you. But you’ll need a trading method. |
Recently, I unveiled a new trading service that can help you rotate into the fastest-moving coins. |
I call it the Crypto Cloud Stream method. |
It’s powered by a series of mathematical steps that help calculate whether a coin is accelerating or decelerating. |
When a token accelerates, the cloud streams to green, telling us to buy. And when it decelerates, the cloud turns red, which tells us to get out. |
The Crypto Cloud Stream recently sent buy signals on three tokens I believe could give you the chance to turn a handful of $1,000 investments into a retirement nest egg over the next 12 months. |
You can learn more about it right here. |
Let the Game Come to You! |
Big T |
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