The Trade War Winner No One’s Talking About – 4/23

One of the Biggest Beneficiaries of Trade War Chaos

 

While global markets reel from renewed geopolitical friction and economic uncertainty, one asset class continues to shine—Bitcoin. Amid whispers of currency manipulation, Treasury buybacks, and a return to dovish monetary policy, Bitcoin is not just holding steady—it’s surging.

In fact, Bitcoin just spiked more than $3,500 in a single day as the U.S. dollar slumped to a three-year low. And this could be just the beginning.

The greenback’s weakness is due to a variety of macroeconomic triggers: mounting federal debt, renewed trade tensions, speculation of Treasury buybacks, and even political pressure to ease monetary policy. All of these factors are converging to create a perfect storm for Bitcoin’s next major move—and possibly a return to the $100,000 level.

Why Bitcoin Is Gaining Strength

 

One of the key tailwinds for Bitcoin has been a sharply declining U.S. dollar. As the dollar weakens, assets priced in dollars—like Bitcoin—naturally become more attractive. But that’s just the surface.

Now there’s talk of the U.S. Treasury implementing buybacks of its own debt. Such a move would effectively inject liquidity back into the system, acting like a form of stealth quantitative easing. That extra liquidity could send risk assets—including Bitcoin—into overdrive.

Then there’s the political backdrop.

Former President Donald Trump has recently ramped up pressure on the Federal Reserve to cut interest rates, citing the need to support the economy amid global instability. If the Fed obliges, it would be yet another boost to Bitcoin’s bullish thesis. Lower rates mean a weaker dollar, and a weaker dollar typically results in higher demand for hard assets like gold—and increasingly, Bitcoin.

Bitcoin is also gaining newfound legitimacy on the political stage. Trump’s public endorsement of Bitcoin, along with his proposal for a Strategic Bitcoin Reserve, has put the digital asset front and center. Several U.S. states—namely Texas, Arizona, and North Carolina—are also looking to create their own state-level Bitcoin reserves.

This trifecta—policy support, weakening fiat, and growing institutional and state-level adoption—makes the case for Bitcoin stronger than ever.

But while direct exposure to Bitcoin is one option, several stocks and ETFs offer leveraged upside without the need to manage digital wallets or private keys.

📈 Three Top Bitcoin-Linked Stocks to Watch

Company: MicroStrategy Inc. (SYM: MSTR)

  • Recent Price: $346.49

  • Market Cap: $92.2 Billion

  • BTC Holdings: 528,185 Bitcoin (~$48.2 Billion)

If there’s one stock that’s nearly a pure play on Bitcoin, it’s MicroStrategy. Under the leadership of Executive Chairman Michael Saylor, the company has turned itself into a proxy for Bitcoin by amassing the largest corporate BTC reserve in the world—over 528,000 coins.

Every time Bitcoin rallies, MicroStrategy shares tend to follow in lockstep. When Bitcoin crossed $70,000 earlier this year, MSTR shares ripped higher, more than doubling in a matter of weeks.

Currently trading at $346, MSTR could easily revisit the $450 level if Bitcoin reclaims the $100,000 mark—something that looks increasingly probable as liquidity floods back into risk assets.

MicroStrategy’s approach isn’t without risk, but if you believe in Bitcoin’s upside, MSTR remains one of the most direct ways to gain amplified exposure through the equity market.

Crypto 101

Trump’s Tariffs Just Triggered a Crypto Shockwave

When Trump announced a fresh wave of tariffs on China, most people saw headlines.

I saw a hidden crypto catalyst the mainstream media completely missed.

These tariffs aren’t just shaking up global trade — they’re fast-tracking a major shift in blockchain adoption, led by the world’s biggest institutions.

And now, my #1 high-conviction crypto pick for Spring 2025 is sitting right in the crosshairs of this seismic economic move.

🔎 Discover the #1 crypto before the masses catch on

ETF: ProShares Bitcoin Strategy ETF (SYM: BITO)

  • Recent Price: $19.90

  • Expense Ratio: 0.95%

  • Fund Type: Futures-based ETF

If you’re looking for a simpler, more diversified way to bet on Bitcoin’s trajectory, the ProShares Bitcoin Strategy ETF (SYM: BITO) offers just that. It tracks Bitcoin futures contracts rather than spot prices, making it ideal for investors who want BTC exposure within a traditional brokerage or retirement account.

As the world’s largest and most actively traded Bitcoin-linked ETF, BITO serves as a bellwether for institutional sentiment. It’s liquid, regulated, and widely accessible.

Currently trading near $20, BITO could see significant upside if Bitcoin surges to new highs. The ETF previously topped $40 during Bitcoin’s 2021 rally and could easily climb toward $24 and beyond in the near term.

Company: Marathon Digital Holdings (SYM: MARA)

  • Recent Price: $13.89

  • Price Target: $15 (Initial), Higher with BTC surge

  • Analyst Rating: Buy (Rosenblatt)

Bitcoin mining stocks are another high-beta way to gain exposure to the crypto boom, and Marathon Digital is one of the best-known names in the space.

After pulling back to the $10 level, MARA has rebounded to nearly $14 and shows signs of building bullish momentum. Analysts at Rosenblatt recently gave the stock a Buy rating, citing Marathon’s leveraged upside in a bullish BTC scenario.

Unlike ETFs, which passively follow prices, MARA’s operational expansion and increased hash rate mean that Bitcoin’s rise also boosts its profitability—providing a double tailwind to the stock price.

As Bitcoin trends higher, MARA could quickly retest the $15 level and move even further on strength in the crypto market.

Huge Alerts

Elon Musk and This NASDAQ Lithium Stock!

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This growing NASDAQ-traded lithium firm looks positioned to capitalize as lithium makes an explosive comeback.

With a slew of BULLish analyst price targets including one as high as $30.00, learn why this stock is a lithium play to not ignore!

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