#TrumpBTCTreasury 🇺🇸 Trump’s Influence on BTC–Treasury Dynamics

🔹 1. Pro-Crypto Policy Shift

Trump’s second term has brought a wave of crypto-friendly policy signals, including executive orders to create a Strategic Bitcoin Reserve from seized funds (March 6, 2025) .

His administration also supports digital assets through deregulation: easing enforcement actions by the SEC and branding the U.S. as a “crypto capital” .

🔹 2. Bitcoin as a Treasury Asset

Trump Media & Technology Group raised $2.3 billion–$2.5 billion via equity and convertible notes to form a Bitcoin Treasury on its balance sheet .

This mirrors broader institutional strategies, similar to moves by MicroStrategy and GameStop, with political backing reinforcing the trend .

🔹 3. Macro Impact on Treasury Yields

Trump's fiscal initiatives—tax cuts, expanded deficits, and tariffs—have pushed Treasury yields higher (e.g., 10Y and 20Y moving above ~5%) .

Expectations of Fed rate cuts or fiscal drag from tariffs can also create short-term yield fluctuations, directly affecting investor flows .

🔹 4. BTC as a Hedge vs. Yield Pressures

Rising yields erode fixed-income asset appeal. Bitcoin’s narrative as "digital gold" is gaining traction under Trump’s inflationary and deficit-driven policies .

Analyst Omid Malekan noted that despite tariffs, Bitcoin could emerge as a viable safe-haven alternative to gold .

🔹 5. Market Volatility from Trump’s Moves

Trump’s public statements can cause immediate volatility spikes in both Treasury and Bitcoin markets.