The bill has passed, is the crypto world ushering in an era of 'policy dividends'?
The 'Big and Beautiful' bill, strongly promoted by Trump, is set to be officially implemented in July 2025. This core policy, known as the 'American Economic Reboot Plan,' directly targets infrastructure, tech finance, and energy transition — and these three sectors happen to be the kryptonite of the cryptocurrency market! The bill explicitly mentions tax breaks for blockchain technology and support for regulatory sandboxes, which means the U.S. will first provide a green light for cryptocurrencies at the national policy level. When the news broke, Bitcoin surged 8% instantly, Ethereum broke $10,000, and market sentiment soared!
Trump's 'crypto ambitions': from repression to embrace?
Do you remember Trump’s 2019 remark that 'Bitcoin is air'? Now the plot has completely reversed! According to internal sources, the bill contains a 'crypto Easter egg': allowing U.S. listed companies to include Bitcoin on their balance sheets and exempting part of the capital gains tax. This is essentially giving money to 'big holders' like MicroStrategy! Even more explosive is the revelation that Trump’s team held secret talks with Coinbase to discuss the 'Dollar Stablecoin 2.0 Plan' — political bigwigs finally understand: if you can't seize the narrative power in crypto, you won't seize the future!
The 'life and death speed' of altcoins: which projects can catch the tailwind?
The bill's 'Energy Innovation Fund' directly names support for green mining. L1 public chains like Solana and Avalanche (zero-carbon narrative) took off instantly, while old POW coins face severe compliance pressures. More intriguingly, Ripple’s (XRP) CEO tweeted overnight: 'The bill paves the way for cross-border payment chains' — it’s clear that Trump's 'America First' economic war needs cryptocurrencies as a 'global settlement weapon'!
Beware of the 'policy arbitrage' trap!
Don't just celebrate; the U.S. SEC is also signaling a crackdown on 'non-compliant DeFi protocols.' Uniswap, dYdX, and others may face a new round of scrutiny. But smart money has already acted: the Chinese community is buzzing about 'accelerated approval for Hong Kong crypto licenses.' In this wave of Sino-U.S. policy games, offshore exchanges (like OKX, Bybit) may become the biggest winners!
Strategy for the second half of 2025: bet on 'political cryptocurrencies'!
Trump's re-election campaign is deeply tied to crypto interests. MAGA concept coins (like TRUMP Coin) surged 300% in a single week, but what’s truly worth investing in is:
Bitcoin ETF 2.0 (BlackRock applies for leveraged ETF)
AI + blockchain infrastructure tokens (like FET, RNDR)
Compliant stablecoins (PayPal's PYUSD may surge)
Conclusion: The policy bull has been confirmed! But remember —
"When the White House starts playing with coins, Wall Street’s scythe will only swing faster. If you don't study the details of the bill now, you might not even get a taste in the second half of the year!"
In turbulent market times, cling tightly to the big thigh! Focus on convergence; convergence is that golden thigh! Only cling to the legs of ambition-driven lunatics!