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January 24, 2025

January 2025 Market Update

Since the fund’s inception in 2019, Bursera Capital has delivered a staggering ROI of 1,572.85%, vastly outperforming both Bitcoin (801.27%) and the average fund’s returns (560.85%). Last year alone, Bursera achieved a 73.02% annual return, compared to the industry average of 56.23%, powered in part by Bitcoin’s 122.65% increase.

Bursera Capital continues to be a front runner in performance. We expect, just as in the past, that the altcoin market, which currently makes up 60% of our portfolio, will see inflows as investors begin to look for lower valued assets. In this way, Bursera is positioned incredibly well to outperform Bitcoin in the next 12-24 months.

As Bursera has stated in the past, we do not care about annual or quarterly results. Investing is a never-ending race, we willing fall behind as we prepare to pull ahead. Acquiring assets at lower entry points is paramount to our ability to outperform the market, the competition, and Bitcoin. Though we have not outperformed Bitcoin the last two years, our return since inception is nearly double that of Bitcoin's. Bursera exists to provide the ability to have your digital asset investment be managed 24/7 by professionals, with the most equitable fee model of any hedge fund, superior performance, and the constant ability and desire to improve.

Market News

On January 20, 2025, Donald Trump was inaugurated as the 47th President of the United States. Throughout his campaign, President Trump made several commitments to transform the United States into a global leader in the digital asset world. Below is a summary of these promises, along with their current status:

Make the U.S. the Digital Asset Capital of the World

Trump has promised to position the United States as the global leader in digital asset innovation and adoption. His vision includes creating a regulatory environment that attracts blockchain developers and investment firms.

Status: In progress; Bitcoin surged past $109,000 ahead of President Trump's inauguration, reflecting market confidence in his digital asset-friendly policies. Shortly after, he signed an executive order creating the Presidential Working Group on Digital Asset Markets to propose a new regulatory framework within 180 days, fostering a favorable environment for blockchain and digital asset firms.

Create a U.S. Government Bitcoin Reserve

Trump has proposed treating Bitcoin as a strategic asset, similar to gold reserves, by creating a federal Bitcoin reserve.

Status: Under consideration; The executive order directs the working group to evaluate the potential creation and maintenance of a national digital asset stockpile, considering Bitcoin as a strategic asset similar to gold reserves. No official steps have been taken toward establishing the reserve yet.

Form a Presidential Advisory Council on Digital Assets

President Trump plans to establish a council of experts to guide his administration's approach to digital assets, ensuring informed decisions on regulations and innovation.

Status: In progress; The Presidential Working Group on Digital Asset Markets marks a key step toward creating an advisory council to shape the administration's digital asset strategy. The executive order signed on January 23, 2025, calls for clear and equitable regulatory guidelines to solidify America’s leadership in digital financial technology.

Appoint Digital Asset-Friendly Leaders at Regulatory Agencies

To foster a pro-digital asset regulatory environment, he intends to nominate individuals supportive of blockchain technology and digital assets to key positions, such as at the Securities and Exchange Commission (SEC).

Status: In progress; Trump has nominated Paul Atkins, known for his favorable views on digital assets, to lead the SEC. Mark Uyeda (REP, Pro-Digital Assets) has been nominated as acting chair of the SEC until Paul Atkins is approved by the Senate as of 1/20/25.

Pardon Ross Ulbricht, Founder of Silk Road

He has expressed interest in granting clemency to Ross Ulbricht, who received a life sentence for his role in creating the Silk Road marketplace, arguing that his punishment was excessive.

Status: Fulfilled; Pardoned on 1/21/25.

Block a Federal Reserve Digital Currency

President Trump opposes the development of a Federal Reserve-issued digital currency, fearing it would lead to excessive government control over financial transactions and undermine private digital assets.

Status: Fulfilled; The executive order explicitly prohibits the creation and use of central bank digital currencies (CBDCs) in the United States, aligning with President Trump's opposition to a Federal Reserve-issued digital currency.

End the Digital Asset Regulatory Crackdown

He aims to roll back what he views as overly restrictive regulations, providing a more predictable and favorable environment for digital asset businesses.

Status: In progress; The administration's recent actions, including the establishment of a digital asset working group and an SEC task force led by Acting Chair Mark Uyeda and Commissioner Hester Peirce, signal a shift toward supportive digital asset regulations. This initiative focuses on defining clear registration processes, setting disclosure standards, and clarifying token classifications, marking significant steps in reforming digital asset oversight.

Support Stablecoin Development

President Trump supports the creation and use of stablecoins as a way to encourage innovation while reducing volatility in the digital asset market.

Status: In progress; The executive order aims to promote the development of stablecoins backed by the U.S. dollar, encouraging innovation while reducing volatility in the digital asset market.

President Trump’s pro-digital asset policies are expected to boost market confidence, attract institutional investment, and position the U.S. as a global hub for digital innovation. By fostering a supportive regulatory environment and legitimizing assets like Bitcoin and stablecoins, his administration is likely to drive mainstream adoption and market growth. With these developments on the horizon, now is an opportune time for investors to enter the digital asset market and capitalize on this transformative era.