Although the $6.42 billion cooperation between the Trump group and Crypto.com focuses on CRO, it will have far-reaching effects on Bitcoin. Three major benefits are brewing:
First, political endorsement has been fully upgraded
Trump's team has included cryptocurrency in the national strategic reserve (1 billion CRO + $5 billion credit limit), marking the formal entry of digital currency into the mainstream political vision of the United States. This recognition of top-level design will open up broader space for Bitcoin ETFs, institutional custody, and other infrastructures.
Second, the influx of incremental funds is accelerating
The $6.42 billion reserve includes a $5 billion equity credit limit, which will enter the crypto space through open market operations. As the largest cryptocurrency by market capitalization, Bitcoin will inevitably become the primary allocation target, expected to attract billions in following funds.
Third, regulatory risks have significantly decreased
Trump's team directly participated in the establishment of a crypto reserve company, indicating that future regulatory policies will become more favorable. The regulatory uncertainty that has troubled Bitcoin is expected to ease, especially key issues like bank custody and tax treatment may find breakthrough solutions.
Short-term impact on BTC:
1. Ripple effect: CRO's surge of 33% has boosted overall market sentiment, BTC is expected to break through the $113,000 resistance level
2. Fund diversion: some speculative funds may temporarily flow to CRO, but institutional funds will still prioritize allocation to BTC
3. Expectation management: September interest rate cut expectations combined with political benefits create a bullish resonance
Operation suggestion:
Medium to long-term investors: continue to hold core positions in BTC, pullbacks are opportunities to increase positions
Short-term traders: pay attention to the $113,000 breakout situation, and once it stabilizes, look for the previous high of $117,600
Risk control: avoid chasing high on hot coins like CRO, main funds should still focus on BTC
Risks to be vigilant about:
1. There are variables in the SPAC merger, and the final landing time may be delayed
250 million credit limit is the authorized scale, actual use may be carried out in batches
3. After the lock-up period ends (after 1 year), there may be selling pressure
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