Yorkville Asset Management

The Surprising Trump Trade

Bitcoin's price has shown substantial growth following halving events, with historical average 12-month returns exceeding 300%, though the current post-halving return of 63% is modest in comparison. Factors like pro-crypto policies from the incoming U.S. administration, rising institutional adoption, and new investment products, including Bitcoin ETFs, suggest significant potential for further upside. Despite cryptocurrency's volatility, Yorkville Asset Management advocates a 2–5% portfolio allocation, citing its growing role in diversification and long-term investment strategies.