Charles’ Note: We’re about to get a national strategic crypto reserve. The details are still pending, but we know what the result will be. 

The U.S. Treasury buying Bitcoin and other cryptocurrencies will finally legitimize them. And where the U.S. goes, you can bet the rest of the world will follow.

This is the final evolution of crypto. 

What started as a libertarian and tech nerds thought experiment for an independent currency outside of the corrupt fiat money system has now fully gone mainstream. It will now help to support the value of the very currencies it sought to help its users escape. 

My Freeport Society colleague and the smartest tech and crypto investor I know, Luke Lango, believes this is laying the foundations for a massive face-ripper of a rally in Bitcoin and other cryptocurrencies. 

I agree! 

We’ve had Bitcoin in The Freeport Investor model portfolio since the inception of the letter. And even though we’re holding open gains of  103% (despite all the volatility), I have no plans to sell.

Luke explains why below. 

Are You Ready for a Face-Ripper Crypto Rally?

What a wild ride.

The cryptocurrency markets have been a roller coaster ride since Donald Trump won the White House last November.

In the month after his win, Bitcoin rallied 60% on hopes of pro-crypto policies from the incoming administration. 

Then it crashed 15% amid worries about reinflation. 

It rebounded 15% as those reinflation fears cooled… only to crash 20% on tariff fears. 

The roller-coaster ride got crazier over the weekend.

Bitcoin popped nearly 12% after Trump’s Truth Social post on Sunday, where he said he’s given the green light for a U.S. strategic national crypto reserve. 

This means the government will hold bitcoin and other cryptos in reserve much like it holds gold in reserve now.

But on Monday, the crypto granddaddy gave back those gains when Trump announced more tariffs.

After all this volatility, the natural question on crypto investors’ minds is: What’s next?

The answer may surprise you…

That’s why, today, I’ll give you all the details and explain how to get positioned to profit.

First-Ever White House Crypto Summit

What’s next for cryptocurrencies is a face-ripper of a rally.

Trump will host the first White House Crypto Summit on Friday. 

Attendees will include prominent founders, CEOs, and investors from across the crypto industry. 

And it will be the first time that Trump addresses the nation on cryptos since he announced the creation of a crypto strategic national reserve on Sunday. 

I expect some big announcements regarding crypto at this summit. 

Trump is aware that crypto markets have struggled over the past few weeks. He’s also aware that this risks disappointing crypto investors who supported him on the campaign trail.

That’s why he made his announcement of a crypto strategic national reserve on Sunday. The timing was not coincidental. 

Last week, cryptos crashed as trade war fears escalated. Bitcoin plunged to a 2025 low and was in the midst of its biggest sell-off since 2022. 

So, Trump tried to rescue crypto markets with his announcement. Afterall, it’s something his crypto backers had wanted since day one.

It worked – but only temporarily.

But Trump is not a guy who likes to lose.

So, expect him to step up his game on Friday.

How Bitcoin Gets Back Above $100,000

Part of the reason the post-reserve-announcement crypto rally died is a lack of details. 

Trump said his administration would create a strategic national reserve. 

He said it would include Bitcoin as well as four major altcoins – Ethereum, Solana, Cardano, and Ripple.

But that was it… 

He didn’t say when his team would create this reserve… 

How they proposed funding it… 

How big it would be… 

Or whether it needed Congressional approval.

So, once traders got past the euphoria of the headline, they sold. 

But we should get some concrete details during Friday’s summit. Traders will latch onto those details and rush to buy the dip.

That should send Bitcoin back past the $100,000 mark.

The one caveat here is how Trump’s tariff plans play out.

A Face-Ripper Rally Is on Its Way

Trump has imposed 25% tariffs on Mexico and Canada. He’s rolling out additional tariffs on China. 

All three countries are retaliating with tariffs of their own on imports from the U.S. 

Canada slapped 25% tariffs on $20 billion worth of U.S. goods. These include food, textiles, and furniture. In three weeks, it’ll extend those tariffs to $86 billion worth.

Fears about how this trade war will impact the global economy have weighed on financial markets. 

Most U.S. indices except the Nasdaq spent most of the day navigating negative territory (the S&P 500 lost around 1.2%, the Dow about 1.5% and the Russell 2000 about 1.6% at writing).

Even many commodities tanked, except gold. 

Investors have rushed into the safe haven of bonds. This has pushed up their prices and pushed down yields. (Bond prices and yields move in opposite directions.)

But trade war anxieties may calm now that investors have absorbed the news of the first batch of tariffs. 

And if Trump details how and when he plans to create the crypto strategic national reserve on Friday, those fears will be replaced by optimism among crypto investors.

The president could also announce a flurry of partnerships and deals with major crypto firms.

So, despite the violent swings we’ve seen in the crypto markets over the past few weeks, we’re looking at a bullish set-up for cryptos heading into Friday’s event

In fact, we could get a face-ripper rally into the weekend… with Bitcoin popping back to $100,000 and some altcoins soaring 100% and higher. 

That means you need to get ready now to take advantage of this opportunity…

How to Play It

A simple way to play it is to buy some bitcoin.

You can do this on Coinbase or another crypto exchange. 

If that’s not your thing, you can get exposure to this rally via the U.S. Bitcoin exchange-traded funds.

The largest and most liquid is the iShares Bitcoin Trust ETF (IBIT). It’s also on the cheaper end of the range, with an annual fee of 0.25%.

As for me and my subscribers, we’ll be using a proprietary quant algorithm to help me find what I call “Stage 2” cryptos – coins on the cusp of a big technical breakout. 

Our backtests show that this algorithm could’ve helped pinpoint some of the biggest altcoin winners in past boom cycles. 

For example, it would have flagged a little-known crypto called Agoras on November 13, 2023.

In less than a month, Agoras went from 33 cents to over $6. 

That was an increase of 1,800% in less than 30 days.

Another example is with a tiny crypto called Alephium…

For months, it did nothing, but on November 6, 2023, my algorithm would have discovered that the crypto was about to surge in price. It did, climbing nearly 1,700% in just under four months.

It could help you pinpoint some big altcoin winners over the coming weeks, too.

Click here to learn more about that algorithm now. 

Sincerely,

Luke Lango

Editor, Innovation Investor