Following President Trump's election victory, Bitcoin's price surged over $35,000 within four weeks, reaching an all-time high and indicating a significant shift in the sources of Bitcoin's value.

This surge was accompanied by the largest single-day inflow of over $8 billion into Bitcoin ETFs, suggesting that the cryptocurrency has become a politically charged asset rather than merely a technological one.

Under Trump's administration, a more favorable approach to cryptocurrency regulation is anticipated, further transforming Bitcoin into a political asset linked to specific policy outcomes.

Historically associated with libertarian values, Bitcoin is now seen as a practical political asset, symbolizing a vote on America's economic future and regulatory landscape.

As Bitcoin's valuation becomes increasingly influenced by political developments, investors face the challenge of adapting their strategies, as traditional supply-based models may no longer be predictive.

The post-election surge in Bitcoin's value was primarily driven by institutional investments, with major financial firms like BlackRock and Fidelity experiencing unprecedented capital inflows.

This politicization of Bitcoin suggests that future price movements may correlate more closely with political events rather than just halving schedules, impacting investment strategies and portfolio diversification.

Notably, the 2024 Bitcoin halving did not trigger the anticipated market response, contrasting sharply with previous halvings in 2016 and 2020, when significant price increases followed.

The fourth Bitcoin halving occurred about a year before April 28, 2025, but it did not lead to expected price increases; instead, Bitcoin's price remained stable until the results of the 2024 US Presidential election.

Moreover, the relationship between Bitcoin and political events extends beyond the United States, as global political shifts, such as El Salvador's Bitcoin adoption and China's mining ban, also influence Bitcoin's price movements.

The rise of Bitcoin as a political asset raises important questions about how analysts will assess risk, with the potential for political factors to become integral to market evaluations moving forward.