DigitalX’s BTXX ETF to ride Trump’s crypto boom

Bitcoin remains above US$100k, signalling bullish sentiment as markets digest Trump’s crypto policies
Trump’s executive order and the repeal of the Securities and Exchange Commission’s ‘SAB 121’ sets stage for institutional expansion
After topping Australian listed crypto ETF tables since listing last October, DigitalX’s BTXX stands to gain from growing institutional Bitcoin adoption

Special Report: Crypto’s bull run is back on track and DigitalX’s BTXX Bitcoin ETF is shaping up as a prime vehicle for investors seeking exposure to a seismic shift happening in digital asset policy.

Markets have been buoyed by President Trump’s executive order to make the US the ‘crypto capital of the world’. That came after the withdrawal of the Securities and Exchange Commission’s Staff Accounting Bulletin (SAB) 121, a regulation that has long prevented US banks from fully engaging with digital assets.

The executive order came in even faster than anticipated, signalling a pro-crypto stance that could unlock billions in institutional inflows.

“This is the kind of catalyst Bitcoin needed,” said Alex Nagorskii, portfolio manager at DigitalX (ASX: DCC).

“With US banks now positioned to expand into digital assets without punitive capital requirements, we expect a significant wave of institutional interest.

“DigitalX is well-positioned to offer investors a compliant and secure gateway into Bitcoin exposure for both retail and institutional investors.”

Bullish signals

After an initial rally on Trump’s executive order that closely followed his inauguration, Bitcoin briefly pulled back as traders realised immediate government Bitcoin purchases weren’t on the table. But the broader market remains optimistic, with Bitcoin consolidating above US$100,000 – historically a bullish signal.

“Bitcoin’s price action suggests the market is absorbing the policy shift with confidence,” Nagorskii said.

“We are getting the measured regulatory framework we hoped for: a crypto-friendly government, clear institutional pathways, and no government Bitcoin sell-offs. This sets up an incredibly strong first quarter of the calendar year for Bitcoin-related investment vehicles.”

Executive order’s defining moment

The newly signed Digital Assets Executive Order, under the full title ‘Strengthening American Leadership in Digital Financial Technology,” outlines a structured, long-term approach to supporting digital finance.

This includes the establishment of the Presidential Working Group on Digital Asset Markets. The powerful group of SEC and Treasury officials will be chaired by the White House ‘AI and Crypto Czar’, former PayPal COO David Sacks.

Significantly, Trump has slammed the door on Central Bank Digital Currencies (CBDCs), ensuring Bitcoin remains the preferred digital store of value. Industry watchers say this approach reassures markets, while signalling to global regulators that the US is serious about becoming the global crypto leader.

“Other nation states are likely to follow suit, accelerating Bitcoin’s adoption at an international level,” Nagorskii said.

Right product at the right time

With US regulations easing, DigitalX is well-positioned to capture inflows from pension funds, hedge funds and major asset managers seeking a compliant, transparent investment vehicle.

“Regulatory clarity always precedes major adoption waves,” Nagorskii said. “DigitalX has built BTXX for exactly this moment. With Bitcoin holding above $100k, regulatory green lights flashing, and institutions preparing to enter the market, we are extremely bullish on the long-term outlook for Bitcoin and our institutionally focused BTXX.”

“The US is leading and other governments will have no choice but to respond.

“A globally co-ordinated approach to Bitcoin and digital assets is forming. That’s exactly what institutional investors have been waiting on and the type of demand our funds have been designed to fulfil.”

DCC is also well placed to capitalise on the opportunities after last month securing major backing via approximately $15 million, 40 Bitcoin and the services of Sol Strategies’ Antanas Guoga, widely known as Tony G.

This article was developed in collaboration with DigitalX, a Stockhead advertiser at the time of publishing.

This article does not constitute financial product advice. You should consider obtaining independent advice before making any financial decisions.