In a keynote speech at Bitcoin 2026 in Las Vegas, Eric Trump, co-founder and chief strategy officer of American Bitcoin, expressed his optimism about the current state of bitcoin, asserting that its best days are not forthcoming, but rather are already underway. He attributed this to the convergence of mainstream financial access, corporate treasuries, and institutional adoption, which has culminated in bitcoin's most pivotal moment to date. Trump noted that the progress made by bitcoin over the last six months is a significant transformation compared to the preceding three years. He pointed to the growing involvement of major banks in offering bitcoin-backed mortgages and custody services as a testament to the shift in sentiment on Wall Street.
Trump observed that investors are now holding onto bitcoin rather than selling it, and the asset is becoming increasingly 'sticky'. This, combined with the limited supply and rising demand from institutions and governments, is contributing to a structural compression of the market.
The event's moderator, Eric Balchunas, highlighted the impact of this shift on the ETF market, where bitcoin ETFs have experienced tremendous success, thereby expanding access to everyday investors. Trump expressed his willingness to withstand market volatility, predicting that the true winners will emerge over the next decade.