Bernstein analysts Gautam Chhugani, Mahika Sapra, and Sanskar Chindalia noted in a memo to clients on Monday: The United States will lead the world in bitcoin and cryptocurrencies. - The United States will become a "Bitcoin mining superpower"; Gary Gensler, chairperson of the Securities Exchange Commission, a frequent critic of the industry, may be replaced by a new "crypto-friendly" chairperson.