“Block Point Gathering” Joins Forces with Blockchain University Alliance
After taking office, U.S. President Donald Trump announced the establishment of a “Strategic Cryptocurrency Reserve,” causing the five cryptocurrencies mentioned to surge. Trump’s previously proposed “crypto-friendly policies” during his campaign have sparked significant attention and discussion. As each decision made by Trump impacts the global order, will the cryptocurrency-related policies he introduced in the past be realized one by one? How will this affect the global cryptocurrency market and industry going forward?
The “Block Point Gathering” event, organized by WEB3+, will be held in March in collaboration with the Blockchain University Alliance. It aims to explore how Trump’s return to the White House will influence the future of the cryptocurrency market from three perspectives: market trends, on-chain data, and regulatory trends.
Trump’s Return to the White House: What’s Next for the Global Economy and Cryptocurrency Market?
First, Yu Zhe’an, a market researcher at DeFi fixed income protocol TermMax, will discuss the potential changes Trump’s re-election could bring from the perspectives of geopolitics, the globalization mechanism of the U.S. dollar, and the cryptocurrency market.
Yu points out that Trump’s policy shift after taking office not only represents a contraction in U.S. foreign and military strategy but also impacts the economic logic behind the dollar’s hegemony. From reducing trade deficits and military spending to restarting peace dialogues with Russia, Trump’s series of actions are essentially challenging the decades-long model through which the U.S. has maintained global dominance via military and financial systems.
Regarding the cryptocurrency market, Yu believes that Trump’s connection to cryptocurrencies, such as the “Trump Coin” and interactions with crypto teams, mostly revolves around political funding and topic manipulation, having limited actual impact on the market. He emphasizes that the key factor influencing the market remains whether actual capital enters, illustrating with the Bitcoin spot ETF as an example, stating that capital inflow is the core driver of price movements.
Yu warns that regardless of whether Trump returns, the direction of U.S. policies will significantly affect emerging markets and the cryptocurrency ecosystem. Investors should focus on specific budgets and capital flows to truly grasp market dynamics.
Yu Zhe’an, Market Researcher at DeFi Fixed Income Protocol TermMax
How to Interpret Market Trends from On-Chain Data?
Alvin, co-founder of Daily Coin Research, analyzed the on-chain dynamics behind Trump’s cryptocurrency announcement under the title “Interpreting Market Trends from On-Chain Data” and shared several key points for market judgment.
Alvin pointed out that the $TRUMP meme coin was issued on the eve of Trump’s announcement of related political moves, leveraging the fast and low-threshold characteristics of the Solana ecosystem. Coupled with the popularity of the meme coin issuance tool Pump.fun, this led to a significant influx of capital and new users. However, he cautioned that the meme coin trend is short-lived; after reaching its peak, $TRUMP saw a significant pullback on Solana, confirming the gap between market speculation and actual value.
For the overall market, Alvin emphasized that this round of the bull market is driven by Bitcoin spot ETFs, Bitcoin halving, and RWA tokenization, but he also revealed that altcoins are showing weak performance and lack of liquidity. He suggested that investors should pay more attention to on-chain capital flows, player activity levels, and sentiment indicators, and reminded that dollar-cost averaging remains a relatively stable strategy.
Finally, he noted that institutional capital and regulatory progress will be catalysts for the next wave of market trends. Although the market is currently in a correction phase, in the long run, the cryptocurrency industry is gradually moving toward maturity and legitimacy.
Alvin, Co-founder of Daily Coin Research
How Will Trump 2.0 Affect the Cryptocurrency Market and Industry?
Lin Yiqi, Director of Business Development at HOYA BIT, approached the topic of “Trump 2.0” to analyze how the new U.S. leadership will impact the cryptocurrency market and industry.
He pointed out that President Trump’s attitude towards cryptocurrencies has undergone a dramatic shift, moving from “resistance and skepticism” in the 1.0 phase to “embrace and promotion” in the 2.0 phase, directly influencing global coin prices and regulatory trends.
Trump has not only issued personal NFTs but also pushed projects related to cryptocurrencies through his team, such as “World Liberty Financial,” and even promised ten new cryptocurrency policies during his campaign, including making the U.S. the capital of cryptocurrency and firing the SEC###. Some of these initiatives have already begun to be implemented. Trump’s issuance of coins has also caused significant short-term market volatility, with the market capitalization of his named coin once exceeding ten billion dollars; however, it only had 20% liquidity, raising concerns about manipulation risks.
Lin also mentioned that after Trump took office, U.S. policies have become more relaxed, with the SEC, Treasury Department, and CFTC### showing a friendly attitude, attracting institutional capital back. Additionally, Coinbase’s launch of “U.S. Stocks on Chain” service has become a key indicator of global cryptocurrency layout.
Lastly, he personally suggested paying attention to Ripple, ADA, Solana, and other cryptocurrencies related to Trump or the U.S., emphasizing that “long-term holding is the strategy to grasp the future of finance.”
Lin Yiqi, Director of Business Development at HOYA BIT