Tras la victoria de Donald Trump en las elecciones dent estadounidenses de 2024, la firma de inversión Bernstein ha pedido a los inversores que se sumen al floreciente mercado de Bitcoin . En una nota alcista a los clientes, Gautam Chhugani, líder de investigación de criptomonedas de Bernstein, notó el impulso y recomendó a los clientes comprar criptomonedas y activos relacionados.
" Bienvenido al mercado alcista de las criptomonedas: compre todo lo que pueda", dijo Chhugani. Esta audaz sugerencia llega en un momento en que Bitcoin se cotiza a alrededor de $86,000 debido al interés de las instituciones y el conocimiento de los criptoactivos como cobertura contra la inflación.
Bernstein (800 mil millones de dólares en activos gestionados) acaba de enviar su nota del lunes por la mañana a sus clientes:
- Yano 🟪 (@JasonYanowitz) 11 de noviembre de 2024
“Bienvenidos al mercado alcista de las criptomonedas. Compra todo lo que puedas. No luches contra esto: agrega exposición a las criptomonedas lo antes posible".
La etapa 3 realmente está sobre nosotros. pic.twitter.com/ZGLoLvtXJD
In view of the increasing global inflation, Bernstein considers Bitcoin as a much better option than conventional investments, describing it as “digital gold.” According to the firm, increased demand will be propelled by the limited supply of Bitcoin due to the halving cycles, which reduce the rate of issuance.
With the recent halving, the daily supply was reduced from 900 BTC to 450 BTC, a situation that has in the past led to a significant post-halving price rise. Chhugani and his team explained the different means that investors can use to access the growing crypto market.
Some examples of exposure are the Bitcoin and Ethereum exchange-traded funds, publicly listed bitcoin miners like Riot and Core Scientific, and exchanges like Robinhood and Coinbase. Other avenues of investment that were also mentioned include MicroStrategy, which has incorporated bitcoin as part of its corporate treasuries.
For direct crypto buyers, Bernstein recommended a basket of coins, which includes BTC, ETH, SOL, OP, ARB, POL, UNI, AAVE, and LINK. The firm suggests that cautious investors should “invert their mental models” and accept the upward trend of Bitcoin prices. The report states that Trump is the first openly pro-crypto president-elect, which provides institutional support that has attracted both old and new investors.
According to Bernstein’s analysts, Bitcoin is expected to gain more momentum, saying that it may hit $200,000 by 2025, which they reckon is quite a low estimate given the rising use and limited supply of Bitcoin.
According to Bernstein, ETFs could hold between $60 billion and $190 billion in the next 10 years. However, in the longer-term, Bernstein has predicted that the price of Bitcoin could reach $1 million by 2033.
While Bitcoin’s price grows, the activity in the futures market is at an all-time high. The open interest in Bitcoin futures, a measure of the total value of outstanding contracts, has hit a record $51.3bn as of November 11. Over the past 24 hours, the liquidations in the futures market reached $165 million, and the majority of these closures belonged to short sellers who expected the Bitcoin price to decrease.