The U.S. election could indeed boost Bitcoin prices if candidates promote deregulation or policies favouring financial innovation, particularly around digital assets. A pro-crypto stance from key candidates could lead to increased institutional adoption and a positive regulatory environment, potentially driving Bitcoin prices higher.
In light of the recent election situation, I’m also bullish on:
1. Energy (Traditional and Renewable): A Republican win could favor traditional energy through deregulation, while Democrats would likely support renewables with incentives.
2. Defense: Bipartisan support for national security spending due to global tensions makes defense a resilient sector, benefiting companies like Lockheed Martin.
3. Healthcare: Republicans may ease pharmaceutical regulations, while Democrats could expand healthcare infrastructure, boosting telemedicine and services.
4. Infrastructure: Both parties back infrastructure investments, supporting growth in construction and materials sectors as new funding flows in.