Fund collection for sophisticated cryptographic investment vehicles has not yet fully experienced the anticipated positive front wind of Donald Trump’s presidency, according to a new Crypto Insight Group report.
Impulse “is still positive but slower than [fund] The managers anticipated under the new Trump administration, “said the Outlook Fund report in the coverage fund.
“Net entries continue, however, the rhythm delays the projections of the beginning of the year as the assignments calibrate the risk budgets,” he added.
The apparently pro-Crypto position of the Trump administration caused optimism in the digital asset industry of the upward impulse thanks to the increase in regulatory clarity that was expected in the United States.
The hopes of some type of clear regulatory framework for June “may have been a bit optimistic,” said Laura Vidiella del Blanco, head of relations with digital asset investors in Vaneck.
“While the new net capital continues to flow towards private funds, the first months of 2025 brought a series of surprised that have clearly influenced the sense of urgency of the allocators around the deployment and the speed at which many fund managers expected things to happen,” he added.
Does Trump give and Trump moves away?
Despite the optimism of what a Pro-Crypto administration in Washington, DC could bring, the presentation of President Trump of his aggressive plans for import rates to the United States caused volatility in the financial markets of which Crypto suffered as much as any other kind of assets.
Bitcoin fell to a minimum of six months of around $ 76,000 in the days after the new tariffs initially entered into force earlier this month. For the cryptographic community, this may have been an indicator that Trump da and Trump moves away.
“The Trump tariffs have already unleashed chaos in the global market and have destroyed billion dollars in value,” said Chris Solarz, director of Investments of Capital, in the report.
“His inconsistent and unpredictable rhetoric has shaken the confidence of investors and has increased the fears of a complete return to protectionism in the style of the 1930s.”
However, the general feeling towards the Trump administration of fund managers is “overwhelmingly constructive”, based on report surveys.
More than half (52%) of respondents said they expect more positive surprises of the expected policy decisions in the next 12 months, compared to less than 10% who expected more negative surprises and that approximately 40% say that decisions would be aligned with their expectations.
Managers expect surprises on the rise, as lighter token classifications, Stablecoin legislation and a credible route to detect market products, according to the report.
“The recent geopolitical movements of Trump reinforce this point of view: when underlining the competitiveness of the United States in strategic technology, they are seen as catalysts that could accelerate institutional adoption instead of preventing it.”
Respondents were divided quite uniformly on whether Trump’s geopolitical movements would have an effect on the institutional adoption of cryptography. About 36% said they would delay adoption, compared to approximately 34% believing that they would accelerate adoption and 30% saying they would not have an impact.
