In her latest statement, Cathie Wood mentioned that the US will hold midterm elections in 2026, and Trump does not want to become a "lame-duck president" in the latter part of his term. Against this backdrop, she believes that crypto-related policies may be brought back to the forefront.

She pointed out that currently, the Bitcoin in the US strategic reserves mainly comes from judicial seizures rather than active purchases, but the initial policy vision pointed to larger-scale Bitcoin holdings. She predicts that Trump may push for direct purchases of Bitcoin for strategic reserves in 2026, which involves both policy choices and the political and economic influence of the crypto community.

In her view, crypto assets are being seen as a path to the future, and Bitcoin may play a more central strategic role in it.