According to Odaily, Bernstein analysts Gautam Chhugani, Mahika Sapra, and Sanskar Chindalia highlighted several key points in a memo to clients on Monday. They emphasized that the United States is poised to lead the world in the Bitcoin and cryptocurrency sectors. The analysts predict that the U.S. will emerge as a 'Bitcoin mining superpower,' reflecting its significant role in the global mining landscape. Additionally, they foresee a potential shift in leadership at the U.S. Securities and Exchange Commission (SEC), with the current chair, Gary Gensler, who is often critical of the industry, possibly being replaced by a more crypto-friendly successor. This change could signal a more supportive regulatory environment for cryptocurrencies in the U.S.

The memo also noted that the U.S. is unlikely to develop a central bank digital currency (CBDC). Instead, the country will focus on ensuring clear self-custody rights and the ability to conduct uncensored crypto transactions. Furthermore, the analysts expect the U.S. to introduce a stablecoin framework, which would promote the digital dollar as a global standard and facilitate cross-border payments. This framework could enhance the U.S.'s position in the global financial system by leveraging stablecoins for international transactions. Lastly, the analysts mentioned that the U.S. government is not expected to sell its seized Bitcoin assets, which amount to approximately 213,246 Bitcoins, valued at nearly $15 billion. Instead, these assets will likely serve as the foundation for a 'national strategic Bitcoin reserve,' underscoring the strategic importance of Bitcoin to the U.S. economy.