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Crypto market braces for regulatory shake-up as analysts predict policy overhaul under Trump’s new administration.

Pro-Crypto Vibes from Trump Send Shockwaves Through Market

Trump’s presidential win has put a tailwind under crypto’s wings, with Bernstein analysts expecting major regulatory shake-ups. Gautam Chhugani, leading the research at Bernstein, said in a client note that Trump’s pro-crypto stance could turn the crypto world’s dreaded regulatory headwinds into strong tailwinds, accelerating industry growth. Under a Trump administration, the Securities and Exchange Commission (SEC) and Senate Banking Committee might be staffed by crypto supporters, a move that could usher in policy clarity for an industry craving freedom.

Trump’s promises to fire SEC Chair Gary Gensler “on day one” and push the U.S. toward bitcoin dominance aren’t just campaign fluff. The market’s mood shifted quickly after the election, sending bitcoin above $75,000 in post-victory trading. The total crypto market cap skyrocketed past $2.5 trillion, showing traders aren’t waiting around to see if Trump follows through.

Stablecoins and DeFi Set for Acceleration

Bernstein predicts a swift focus on stablecoin and market structure bills. In their view, companies like Circle and Paxos, the giants behind U.S. dollar-pegged stablecoins, stand to gain first. Trump’s administration is expected to shape legislation that lifts barriers and unlocks growth potential for stablecoin issuers. Under Gensler’s SEC, such moves were often roadblocked, but Trump’s pro-crypto outlook could fast-track the industry’s big dreams.

The crypto community also anticipates clearer definitions of digital assets—DeFi, NFTs, and more—possibly breaking free from strict securities laws. This could lead to regulatory clarity on broker-dealer rules, allowing exchanges like Coinbase and Binance to operate under new, friendlier guidelines.

Bullish Market Response and $200K Bitcoin in Sight

Trump’s big win isn’t just pumping up policy talk; the market is already moving. DeFi tokens like Aave and Uniswap surged with double-digit gains, and early trading showed a sharp uptrend in crypto stocks like Coinbase and MicroStrategy. Although some investors might “sell the news” in the short term, Bernstein’s analysts advise buying any dips, forecasting bitcoin could reach $90,000 by year-end and push towards $200,000 by 2025.

Crypto super PACs that backed pro-crypto lawmakers helped create the current landscape, which is now filled with friendly faces in Congress. As the market breathes in Trump’s victory, insiders see a shift that isn’t yet priced in, marking the start of what some might call a once-in-a-lifetime bull run.