Bitcoin is emerging as a “generational opportunity” according to executives at Bitwise Asset Management. The current economic uncertainty and shifting trade policies under Donald Trump are creating the perfect storm for investors. Bitwise’s head of alpha strategies, Jeff Park, highlighted concerns about growing deglobalization trends, Republican budget plans, and reciprocal tariffs proposed by Trump.
The markets are heading towards extreme volatility, with potential risks such as a “gold run tail risk,” tax cuts, and yield curve control (YCC). Despite speculation about Federal Reserve intervention, Fed Chair Jerome Powell indicated that there is no urgency to adjust interest rates.
Bitwise CEO Hunter Horsley expressed optimism about Bitcoin’s future and emphasized the low implied volatility percentile as a rare investment opportunity. The volatility index for Bitcoin is currently at 50.90, down from its yearly peak, with the cryptocurrency trading at just over $96,000.
Market sentiment appears neutral with the Crypto Fear & Greed Index sitting at 51 out of 100. Analysts note that Bitcoin has struggled to break above $97,500 but if it can sustain that level, the next target would be $100,000. Until then, BTC remains in a state of indecision.
Overall, Bitwise executives believe that Bitcoin presents a significant opportunity amid the current economic landscape and policy changes under Trump.