K33 Research analysts are calling for a shift in crypto strategy this May. In a recent note, analysts Vetle Lunde and David Zimmerman advised Bitcoin investors to adopt a “hold and stay” approach, rejecting the legacy financial adage of “sell in May and go away.”
The old saying, used mainly in traditional equities, relates to the historical tendency for markets to perform worse between May and October. However, K33 argues that Bitcoin is breaking away from that pattern—and that 2025 presents a vastly different landscape.
Trump-Driven Catalysts Set Crypto Apart This Summer
According to the analysts, President Donald Trump’s return to office is altering expectations for all asset classes. While his influence brings volatility, it also introduces a unique set of political and economic catalysts that may support Bitcoin’s outperformance through the summer months.
“This summer is not like previous ones,” they noted. “Crypto has Trump-era momentum, while equities could face repeated tariff threats.”
The analysts recognized that summer usually lacks major drivers for markets, but they say 2025 breaks that mold.
K33 believes crypto stands to benefit from policy changes, regulatory shifts, and speculative flows, while traditional markets may remain pressured by trade tensions and unpredictable policy moves.
Uncertainty Lingers Despite Optimism
Despite the bullish tone, the analysts highlighted one concern: the missed deadline for a report on the U.S. Strategic Bitcoin Reserve, a topic that had sparked speculation. The lack of follow-up has created a small layer of uncertainty in an otherwise optimistic narrative.
However, K33 believes investors should disregard traditional seasonal advice and stay put. In their view, Bitcoin is on a divergent path, and “staying in” this May could yield greater returns than stepping aside.
