THIS WEEK’S BREAKDOWN

Trump, Bitcoin & the Future of Investing

It’s not just about memes anymore.

There’s a lot of noise in the markets. But every once in a while, a move cuts through the BS and signals a real shift.

Last week? That moment came loud and clear.

Trump Media is raising $2.5 billion, and putting a big chunk of it into Bitcoin.

Love him or hate him, this isn’t just political theater. It’s a sign that crypto isn’t fringe anymore. It’s becoming part of the real economy. Media companies, fintechs, and major investors are now baking it into their balance sheets—and their business models.

So what does this mean for you?

Big Money’s Making Bitcoin Boring (That’s Good)

When MicroStrategy started hoarding Bitcoin back in 2020, it seemed... eccentric. Maybe even desperate. Now? It’s a playbook.

With Trump Media joining the party, Bitcoin just got another layer of legitimacy. The company isn’t just throwing cash at BTC—they’re building around it. Their fintech arm, Truth.Fi, is looking to offer crypto investment products like ETFs. Add that to their meme coins ($TRUMP, $MELANIA) and you’ve got a full-on Web3 financial ecosystem powered by presidential branding.

That’s not a joke. That’s a huge signal.

The more institutions and public companies get involved, the more normalized crypto becomes. And the more stable it might get, long-term.

Strategy Spotlight: Quantum is Quietly Exploding

While crypto’s grabbing headlines, another future-shaping force is flying under the radar: quantum computing.

If you think that sounds like sci-fi, let’s talk numbers:

• +230.39% all-time performance

• 34.04% annual return

• Powered by leaders like Microsoft, Nvidia, Intel, and IBM

• Moderate risk, massive upside

Our Quantum Computing Leaders strategy is built for investors who don’t just want to react to hype — they want to get ahead of it. This portfolio tracks companies building the backbone of next-gen computing, from quantum processors to advanced algorithms and cloud infrastructure. Think of it like getting early exposure to the internet before broadband. Or crypto before Coinbase.

And unlike crypto, this sector is already generating real earnings and solving billion-dollar problems across industries like pharma, cybersecurity, and finance.

Politics + Portfolios = The New Investing Reality

Trump’s move isn’t just about crypto. It’s about influence. It’s about being first. And it’s putting digital assets on the political stage like never before.

As the 2025 election heats up, expect crypto to be a real campaign issue. Regulation, taxation, government-backed digital currencies—they’re all in play. This isn’t the same market we had even two years ago.

If you’re not factoring in political momentum into your investing lens, you’re missing part of the picture.

Why This Affects Traditional Portfolios Too

As more money flows into Bitcoin from public companies, traditional assets (tech, commodities, even the dollar itself) start reacting. Correlations are shifting. Volatility is spreading. Global capital flows are adapting to crypto liquidity.

In short: your portfolio needs to be smarter.

The future of investing isn’t “stocks or crypto.” It’s both.
Managed well. Automated. Balanced for risk and reward.

And yeah… we’ve been building exactly that.

What We’re Doing About It at Surmount 👀

We’ve been watching this shift for a while—and quietly building in the background. That’s why we’re pumped to finally say:

Crypto is coming to Surmount. And not in some "buy this altcoin and hope" way.

We're launching crypto strategies built like our stock ones:
✅ Automated
✅ Tested
✅ Designed to perform across market cycles
✅ Managed through your existing brokerage

We’ve partnered with some of the best people in the space to do it right. No hype. No complexity. Just smart exposure to the future of finance.

More details soon, but for now, know this: The future investor is hybrid. Stocks and crypto. Automation and control. And Surmount is building the toolkit to make that easy.