“Block Points Gathering” Partners with Blockchain University Alliance
After taking office, U.S. President Trump announced the establishment of a “Strategic Cryptocurrency Reserve,” which caused the five mentioned cryptocurrencies to surge dramatically. During his campaign, Trump proposed several “crypto-friendly policies,” which sparked considerable attention and discussion. As each decision made by Trump influences the global order, will the cryptocurrency-related policies he previously proposed be realized one by one? How will this impact the global cryptocurrency market and industry in the future?
The “Block Points Gathering” event, hosted by WEB3+, will be co-organized with the Blockchain University Alliance in March. Participants will explore how Trump’s return to the White House will affect the future of the cryptocurrency market from three perspectives: market trends, on-chain data, and regulatory trends.
How Will Trump’s Return to the White House Affect the Global Economy and Cryptocurrency Market?
First, Yu Zhe’an, a market researcher at the DeFi fixed income protocol TermMax, will discuss the potential changes brought about by Trump’s re-election from three aspects: geopolitical factors, the globalization mechanism of the U.S. dollar, and the cryptocurrency market.
Yu Zhe’an pointed out that the shift in policies following Trump’s election 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 reopening peace dialogues with Russia, Trump’s series of actions are effectively challenging the model that has allowed the U.S. to maintain global dominance through military and financial systems for decades.
Regarding the cryptocurrency market, Yu Zhe’an believes that Trump’s connection to cryptocurrencies, such as the “Trump Coin” and his interactions with crypto teams, largely lean towards political funding and topic manipulation, with limited actual impact on the market. He emphasized that the key factor influencing the market remains whether real funds enter, using the Bitcoin spot ETF as an example to illustrate that capital inflow is the core driver of price movements.
Yu Zhe’an reminded investors that regardless of whether Trump returns to power, U.S. policy directions will affect emerging markets and the cryptocurrency ecosystem. Investors should focus on concrete 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, will analyze the on-chain dynamics behind Trump’s cryptocurrency announcement with a focus on “Interpreting Market Trends from On-Chain Data” and share several key points for market judgment.
Alvin noted that the $TRUMP meme coin was issued on the eve of Trump’s announcement of related political moves, taking advantage of the rapid and low-threshold characteristics of the Solana ecosystem. Coupled with the popularity of the meme coin issuance tool Pump.fun, there was a significant influx of capital and new users. However, he cautioned that the meme coin craze is brief; after reaching a peak, Solana experienced a substantial correction, confirming the gap between market speculation and actual value.
Concerning the overall market, Alvin emphasized that this bull market is driven by the Bitcoin spot ETF, Bitcoin halving, and RWA tokenization, while also revealing that altcoins are showing weak performance and insufficient liquidity. He advised investors to pay more attention to on-chain capital flow, player activity levels, and sentiment indicators, and reminded them that dollar-cost averaging remains a relatively stable strategy.
Lastly, he pointed out that institutional capital and regulatory developments will be catalysts for the next wave of market trends. Although the market is currently in a correction phase, the long-term outlook suggests that the cryptocurrency industry is gradually moving towards maturity and legitimacy.
Alvin, Co-founder of Daily Coin Research
How Will Trump 2.0 Affect the Cryptocurrency Market and Industry?
Lin Yi-chi, Director of Business Development at HOYA BIT, will analyze how the new U.S. leadership will influence the cryptocurrency market and industry under the theme of “Trump 2.0.”
He pointed out that Trump’s attitude towards cryptocurrencies has undergone a dramatic shift, from resistance and skepticism in the 1.0 era to embracing and promoting in the 2.0 era, directly impacting global coin prices and regulatory trends.
Trump not only issued personal NFTs but also pushed for cryptocurrency-related projects such as “World Liberty Financial” through his team. He even promised ten new cryptocurrency policies during his campaign, including making the U.S. a cryptocurrency capital and firing the SEC. Some of these initiatives have already begun implementation. Trump’s coin issuance has also caused significant short-term market volatility, with his named coin’s market value briefly surpassing $10 billion, albeit with only 20% liquidity, raising concerns about manipulation risks.
Lin Yi-chi also mentioned that after Trump’s election, U.S. policies have turned more lenient, with the SEC, Treasury, and CFTC showing friendly attitudes, attracting institutional capital back into the market. Additionally, Coinbase’s launch of its “U.S. Stocks on Chain” service has become a key indicator for global crypto strategy.
Finally, he personally suggested paying attention to cryptocurrencies associated with Trump or the U.S., such as Ripple, ADA, and Solana, emphasizing that “long-term holding is the strategy to grasp the future of finance.”
Lin Yi-chi, Director of Business Development at HOYA BIT