The Trump team is reported to plan to establish the first dedicated cryptocurrency position in the White House, reporting directly to the President. This move is seen as a symbolic victory for the crypto industry moving from the margins to the mainstream, aimed at coordinating regulatory agencies like the SEC and CFTC, and resolving jurisdiction disputes over 'commodities-securities'.
I. Three Major Motivations for Policy Shift
Political Donations Drive: The crypto industry has delivered $238 million in political donations to the Trump team during the 2024 election period, accounting for 48% of total corporate donations, far exceeding traditional industries.
National Strategy Upgrade: Republican senators proposed the (BITCOIN Act), demanding the purchase of 1 million BTC (5% of total supply) within 5 years, while the U.S. government has seized 200,000 BTC (worth $200 billion).
Regulatory Power Struggle: New SEC Chairman Paul Atkins abolishes strict regulatory policies (such as SAB121 accounting guidelines), paving the way for traditional institutions to enter.
II. Position Structure and Power Map
Core Functions:
Inter-agency Coordination (Congress, SEC, CFTC), promoting the rollout of the (FIT21 Act);
Leading Bitcoin reserve, stablecoin legislation, and the integration strategy of AI and crypto (for example, Trump family businesses developing a dollar stablecoin).
Candidate Game:
Top Contender: Former PayPal COO David Sacks, whose venture capital firm Craft Ventures invests in crypto projects like BitGo;
Alternative Forces: Former Coinbase executive Brian Brooks, participating in private discussions at Mar-a-Lago.
III. Three Types of Assets Facing Epic Market Trends
Bitcoin:
If the U.S. implements a reserve plan, it needs to increase by 16,000 BTC per month (daily average output is only 900), exacerbating supply-demand imbalance;
Miner holdings reached 1.8 million BTC (a two-year high), with a cost basis of $95,000 forming a solid bottom.
Compliance Stablecoins:
(GENIUS Act) requires 100% dollar reserves + quarterly audits, current total market cap exceeds $200 billion, with an annual trading volume of $27.6 trillion surpassing Visa + Mastercard combined.
U.S. Domestic Public Chains:
Sacks heavily invests in Solana, ETH launches a trillion-dollar security plan, Layer 2 locked value exceeds $100 billion (Arbitrum and StarkNet account for 78%).
IV. Retail Investor Response Strategies
Betting on Compliance Channels: Holding Coinbase stocks (SEC new regulations require exchanges to hold $500 million in capital, small and medium platforms are being cleared out), regularly investing in Bitcoin ETFs (management fee under 0.25%);
Hedging Black Swans: Diversifying holdings into non-U.S. public chains, allocating ZK privacy coins;
Event Arbitrage: Positioning for volatility before CPI data releases (BITO options leverage up to 50 times), going long on BTC for hedging during U.S. unrest (outperforming gold by 3.7 times during the June California conflicts).
Political betting is the ultimate Alpha in the crypto world, and policy rollout will reconstruct the global crypto power landscape.
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