Grayscale: A favorable situation will begin on the crypto

Grayscale Research predicted a favorable situation in cryptocurrency markets. This reflects both positive fundamental trends in the digital assets industry itself, and a favorable macroeconomic situation, the analyst reported for March, reports RBC Crypto.

GrayScale is one of the largest controls in the field of cryptocurrencies. Since 2013, the company launches funds that allow accredited investors to access digital assets through traditional financial instruments. Grayscale was created by Barry Silbert and is part of the Digital Currency Group. It controls dozens of products based on popular crypto acts, including the Grayscale Bitcoin Trust (GBTC) and Grayscale Ethereum Trust (Ethe) Bitcoin Fund, both in 2024 were transformed into spot exchange funds (ETF).

In the case of a recession caused by a trade war, a significant reduction in government spending or other factors, the cost of cryptocurrencies may continue to decline, according to Grayscale. But if political uncertainty decreases, and the economy will continue to grow, the cost of cryptocurrencies can recover relatively quickly.

On the evening of April 2, US President Donald Trump promised to introduce new duties. The exact number of countries against which tariffs would be introduced was not called, but on March 30 Trump said: “Let’s start with all countries, and we will see what will happen.”

Grayscale experts believe that the prospects for tariffs and other state policy measures are unclear, but the weakening of economic prospects has already been partially taken into account in prices. Based on this, they indicate a suitable, in their opinion, time to enter cryptocurrency.

“In our opinion, for investors who have not previously been invested in cryptocurrency, a decrease in prices since the beginning of 2025 is a potentially attractive entry point to create a long -term position in this class of assets,” the report says.

On April 3, Bitcoin is trading about $ 85.5 thousand. It fell 22% from the historical maximum $ 109 thousand, recorded in late January against the backdrop of the inauguration of US President Donald Trump.

Despite this decrease, Grayscale pay attention to improving the fundamental indicators of cryptorrhoids: growth in the market of tokenized assets of the real world (RWA), preparing the bill on stablecoins in the United States, the creation of bitcoin reservations by companies based on Stratgy and other signs of cryptocurrencies with institutional investors.

Also, analysts drew attention to the question of creating bitcoin state reserve and softening crypto regulation in the world. In their opinion, the most important country that is worth following in this regard is China, where cryptocurrency trade and mining are now prohibited, but they are allowed to own them.

The report says that Chinese politicians allowed the expansion of activities related to cryptocurrencies in Hong Kong as part of the “One Country – Two Systems” concepts, and the judicial authorities are discussing how to handle cryptocurrencies in future court cases. This allowed Grayscale experts to suggest that China can take a fresh look at crypto regulation, significantly accelerating the global spread of bitcoin.

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Source: Cryptocurrency

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