The moment Trump announced that he would create a strategic reserve for XRP, SOL, ADA, ETH, and BTC, it was a huge sign of hope for the crypto market. It was almost certain that the prices of these coins would rise. For futures traders, going long on ADA was the easiest trade.
The reason was that XRP and SOL had already risen 5–6 times from their bear market prices, but ADA was still undervalued—it had only doubled from its bear market price. However, later, when Trump announced that the USA would not buy any new BTC but would instead hold onto the BTC it had already seized and not sell them, it was a major deception for the crypto community.
As soon as this news broke, BTC and other altcoins started to drop in price, but it didn’t last long. The price didn’t dump as much as expected. BTC is still hovering around $86K–$89K. Why?
There’s another word attached to “crypto”—that word is “currency.” Cryptocurrency. What is the USA’s currency? USD. When the President of the United States, instead of focusing on his own currency, announces a strategic reserve for another currency, it signals weakness to other countries that rely on the USD. The USD is a currency with no real backing. So, when a country’s president chooses to reserve another currency instead of his own, it proves that even he doesn’t have full confidence in the USD.
Therefore, Trump’s BTC strategic reserve—despite not buying more BTC—still gives some priority to another currency, which weakens the USD. You can see this in the DXY chart. The DXY has been falling significantly and rapidly. As a result, risk markets like crypto are not dropping as much. There’s no real fuel in the market, yet it’s still holding up—only because of the dollar’s weakness.
So, I’m waiting to see the decision from the FOMC meeting on March 20. Right now, my investment in the market is $0 USD. I’ve cashed everything out. I only trade for 1 to 4 hours at a time. I analyze the market my own way and make very short-term spot trades.
Long-term investments bring higher profits, but also more deception. I no longer believe in long-term investments in the crypto market. I’m waiting for the next big narrative. That narrative is Decentralized AI. I’ll write about it soon—there are many relevant projects to discuss.
For now, I’ll just say this: All current AI models are centralized. They are built by big corporations—like OpenAI’s ChatGPT, Google’s Gemini, Elon Musk’s Grok, and Facebook’s Llama. These major companies invested in AI years ago and developed these models.
Right now, every AI agent in crypto is built using these centralized AI models. You can’t create a decentralized crypto project using centralized sources. That’s why the crypto market needs a true Decentralized AI.
And to build it, three critical things are needed:
1. Data
2. Compute
3. Algorithm
Crypto already has these. Take Filecoin, AR, and GRT—they are data-related projects.
For compute power, there’s Render, IO, and many others that haven’t even launched tokens yet.
For algorithms, there’s TAO, FET, and more.
So, if everything is available, what’s the problem? Binance is carefully investing in De-AI projects.
New projects are working on data. VANA is one such project that has all three components: Data, Compute, and Algorithm. Similarly, TAO also has all three.
The main gap is in data. AI needs a massive amount of human data.
Three days ago, I saw that Binance invested in another AI-related project called Tensorplex, but the details aren’t known yet.
Anyway, I’ve written a lot.
Whenever I start writing, nothing comes to mind
at first, but once I start, I can’t stop!
Anyway, I’m closely watching this narrative, and I believe it will take about a year to fully emerge. But it’s important to start gradually investing in these related projects. For now, I’m ignoring everything else! 🚀
