The analyst from The Motley Fool believes that if online prediction markets are correct, Democrats are likely to win back both the House and Senate in November. This outcome could have significant consequences for crypto portfolios, especially if pro-crypto legislation is delayed or blocked.

Bitcoin (BTC) is recommended as a buy due to its minimal exposure to political fallout, as regulators already agree it is a commodity. Its increasing correlation with gold, potential as a fiat alternative amid U.S. debt concerns, and the upcoming halving in April 2028 are also cited as bullish factors.

XRP is recommended as a sell due to its high exposure to political risk. Ripple, the company behind XRP, has been a vocal champion of the Clarity Act, which could be delayed until 2030 if the pro-crypto agenda is blocked. The analyst also notes a long-term trend towards stablecoins over altcoins like