Weekly Crypto Commentary prepared by our in-house crypto expert, Marko Pavlović – Senior Portfolio Expert at Iconomi and founder of Wisdom Crypto. With years of experience in asset management, investment banking, data analysis, and monitoring capital flows, Marko brings deep insight into traditional finance and the evolving crypto landscape. His understanding of geopolitical trends and the global financial system naturally led him to explore the potential of crypto markets and Bitcoin. Please note that the following text is not investment advice.
Digital Assets Enter the Spotlight: Strategic Shifts Signal Institutional Embrace Ahead of Bull Market Surge
As the global financial landscape continues its transformation, recent developments across politics, policy, and investment behaviour suggest we may be on the cusp of the most significant bull run in digital asset history.
Policy Meets Crypto: U.S. and U.K. Align for Regulatory Clarity, EU=MiCA
On May 5, the U.S. Treasury submitted its long-anticipated assessment for a Strategic Bitcoin Reserve, fulfilling an executive order from President Trump. The initiative will utilise Bitcoin and other seized digital assets, such as Ethereum ($ETH), Solana ($SOL), Cardano ($ADA), and Ripple ($XRP), to establish a national crypto reserve, positioning the U.S. as a global leader in digital asset strategy.
Simultaneously, the U.K. Treasury unveiled draft rules to standardise transparency and consumer protections across the crypto industry, signalling deeper transatlantic cooperation and a path toward a harmonised regulatory framework.
Industry insiders view these moves as pivotal in unlocking institutional liquidity and confidence.The EU is on its path to establishing the Mica Market in Crypto Assets legislation.
Trump and Crypto: A Political Megaphone for Market Momentum
President Donald Trump has emerged as a vocal proponent of digital assets. In May, he is expected to raise millions through a combination of crypto-themed political fundraisers, including the high-profile “Crypto & AI Innovators Dinner” and a blockchain-based $TRUMP token gala. While these efforts have drawn scrutiny over donor transparency, they underscore a growing alignment between conservative political infrastructure and the digital asset class.
Notably, at Token2049 Dubai, Eric Trump, Justin Sun, and Zach Witkoff (co-founder of World Liberty Financial and son of real estate mogul Steve Witkoff) jointly promoted crypto adoption, adding further weight to the asset class’s legitimisation within elite investor circles.
Macro Tailwinds: Shifting Capital, Rising Appetite
While U.S. federal spending contracted 5.1% in Q1 2025, private domestic investment surged 21.9%, led by strong growth in equipment and capital expenditures. This shift suggests businesses and individuals are increasingly allocating resources toward long-term growth—crypto and blockchain assets stand to benefit from this reallocation.
Tariff-related economic adjustments may also drive new interest in decentralised technologies as companies seek resilient, border-agnostic infrastructure for payments, contracts, and logistics.
Stablecoins and NFTs: Diverging Trajectories
Citigroup’s latest forecast projects that the stablecoin market could grow 5x to nearly $4 trillion over the next five years, driven by utility in hedging and cross-border transactions. This anticipated growth is contingent on regulatory clarity from acts such as the STABLE Act and GENIUS Act, which point to a maturing digital dollar alternative. Conversely, the NFT market contracted sharply in April 2025, with ETH- and POL-based collections declining over 40%. However, selective outperformers like Courtyard NFTs show that innovation and curated utility can still attract capital even in down cycles.
Investment Outlook: Digital Assets Go Corporate
With bipartisan political support, strategic asset accumulation, and evolving global regulation, digital assets are transitioning from speculative instruments to sovereign and institutional-grade assets. Expect increased corporate adoption, job creation, and economic contribution from this sector in the next cycle.
Marko Pavlović
Wisdom Crypto (ICONOMI)
