Trump's 401(k) Order Could Send Bitcoin Price Soaring
- Trump authorizes 401(k)s to invest in cryptocurrencies
- Billion-dollar inflow could boost Bitcoin's value
- Measure could significantly increase the value of digital assets
Bitcoin and Ethereum posted gains on Thursday after current US President Donald Trump sign an executive order that changes the rules for 401(k) retirement plans, an estimated $8 trillion market.
The measure allows a portion of these funds to be invested in alternative assets, such as private equity, real estate, and cryptocurrencies. The market sees this change as an opportunity for a significant capital infusion into the digital asset sector.
In the last 24 hours, Bitcoin rose 2%, reaching $117.400 and increasing its market capitalization to $2,33 trillion. Ethereum rose 5%, trading at $3.897,12 with a market cap of $466 billion. Experts attribute part of this gain to the expected inflow of funds from 401(k) accounts.
The document stipulates that, within six months, the Department of Labor will reevaluate its stance on alternative investments and establish standards for managers who choose to include these options. It also directs the Treasury Department, the SEC, and other agencies to work together to facilitate the regulatory framework for these assets.
Estimates suggest that even small percentages of this market could have a strong impact on prices:
- A 1% investment would correspond to approximately US$80 billion, equivalent to 687.500 BTC at current prices.
- At 5%, it would be more than US$400 billion, a volume close to that needed to absorb almost all the Bitcoin available on the market.
- A 10% allocation would reach $800 billion, equivalent to 6,9 million BTC.
This executive order joins other pro-crypto actions by Trump, such as holding "Cryptocurrency Week" at the White House, signing the first federal stablecoin law, and creating the Bitcoin Strategic Reserve. His administration also reduced regulatory pressure on large companies in the sector and established the position of White House czar for AI and cryptocurrencies.
If a significant portion of these resources migrate to cryptocurrencies, the market could enter a new cycle of significant appreciation.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
How much CPO demand will Nvidia Rubin Ultra generate? Bernstein: Optical value per Pod will increase fivefold
Bernstein believes that the co-packaged optics (CPO) and fiber demand driven by Nvidia's Rubin Ultra architecture will surge significantly, with the optical content per Pod rising from $1 million to $5.4 million. This will propel the size of Nvidia's optical ecosystem market to $46.8 billion by 2028 (a 91% annual increase). Although the industry faces supply bottlenecks with InP substrates, the outlook remains positive. The institution reiterates its “outperform” rating for Lumentum, Coherent, and Ciena.
UBS Q3 implements a two-way strategy with gold options, heavily invests in technology stocks, and builds positions in SK Hynix (SKHY.US)
UBS Group (UBS.US) has submitted its Q3 holdings report (13F) as of September 30, 2026.
SpaceX (SPCX.US) reportedly attempts “de-Nvidiaization” at the rack level: developing Kessel cabinets to bypass L6 compute boards, purchasing only chips
SemiAnalysis: SpaceX has developed its own Kessel cabinet, bypassing Nvidia's L6 cards to provide more options for manufacturing its own hardware.
$3.7 billion “data center power equipment prepayments” abandoned! What did "the most active buyer of gas turbines", SoftBank, see?
In the second quarter of fiscal year 2026, SoftBank reported a net loss of $7.1 billion, primarily due to a $3.7 billion impairment charge from a $9.5 billion advance payment for power generation equipment for US data centers—of which about $2.9 billion was non-refundable and effectively lost. The CFO admitted that SoftBank placed orders before the project plan was finalized, and is now conducting a comprehensive review of its procurement strategy. "The most aggressive purchaser of gas turbines has now written off the deposit in this way."
Crypto prices
More
