K33 Analysts Advise ’Hold in May’ Bitcoin Strategy Amid US Political Catalysts and Shifting Market Seasonality
K33 Research analysts are urging crypto investors to reconsider the traditional ‘sell in May and go away’ strategy, instead recommending a ‘hold in May and stay’ approach for Bitcoin. Their analysis highlights that, unlike the historical seasonality seen in traditional stock markets where performance typically weakens from May to October, Bitcoin could break this trend in 2025. This shift is attributed to anticipated US political catalysts, particularly potential policy actions linked to former President Trump, and changes in the regulatory environment. Delays in the US Strategic Bitcoin Reserve report add further uncertainty to the market outlook. K33’s outlook points to heightened risk tolerance and favorable catalysts for Bitcoin, while US equities may face renewed tariff risks. Crypto traders should closely monitor macroeconomic variables, political developments, and regulatory changes, as these factors could drive significant volatility and reshape portfolio strategies during what is typically a slow market season for other asset classes.
Bullish
Both summaries indicate K33 analysts expect upcoming US political events and policy decisions—particularly those linked to a potential Trump administration—could act as positive catalysts for Bitcoin, overriding the usual seasonal downturns typically seen in equity markets from May to October. This divergence suggests higher risk tolerance and renewed optimism for Bitcoin price performance. While some uncertainty remains due to delayed regulatory clarity (such as the US Strategic Bitcoin Reserve report), the prevailing expectation is that supportive policy and a shifting regulatory environment will drive demand for Bitcoin. Traders are advised to stay exposed rather than reducing positions, implying a bullish sentiment both for the near term and potentially for sustained momentum into 2025, depending on how political and macroeconomic factors play out.