Bitcoin

Bitcoin miners are transitioning from a pure crypto play to AI infrastructure landlords, offering investors exposure to both a crypto recovery and the surge in secular power demand driven by the AI capex buildout.

Bitcoin’s recent volatility masks a deeper story – the widest disconnect from traditional macro drivers since 2022. With sentiment now deeply negative and institutional demand still building, the conditions for a realignment with fundamentals are falling into place.

Speculative froth has built up across all precious metals, yet gold’s structural tailwinds will allow it to weather corrections better than its peers.

From Treasurys to tokenization, stablecoins are quietly becoming one of the most disruptive forces in global finance, with the power to compress yields, deepen dollar penetration, and shift the balance within crypto markets. Explore BCA’s latest insights on their growing impact.

Crypto adoption is set to accelerate following the passage of the GENIUS Act, which establishes a regulatory framework for digital assets. Companies across the crypto ecosystem are well-positioned to benefit from digital asset growth and price appreciation. Crypto equities are a new strategic allocation, and we recommend using pullbacks to build a long-term position using ETFs.

The pound will reach $1.60 if ‘America’s Brexit’ cancels out ‘Britain’s Brexit’. Meanwhile, the flight from the fiat dollar to non-fiat bitcoin will enable the preeminent cryptocurrency to reach $200,000+.