#OneBigBeautifulBill Trump’s Big, Beautiful Bill: Which Crypto Narratives Could Benefit?

As President Trump’s sweeping tax and spending bill—the so-called “Big, Beautiful Bill”—advances in the U.S. Senate, it’s not just traditional markets watching closely. Certain crypto narratives and tokens could see renewed momentum if the bill passes. Here’s a breakdown of potential winners:

1. American Manufacturing & Supply Chain Sovereignty

Narrative: Reindustrialization, “Made in USA,” tax credits for domestic production.

Crypto Plays:

Render (RNDR): Decentralized GPU rendering with potential U.S. cloud infra tie-in.

Flux (FLUX): Decentralized cloud, could benefit from U.S.-centric infra buildup.

Helium (HNT): Decentralized wireless network, aligned with domestic network expansion.

2. Tax Incentives for Capital Investment

Narrative: Lower capital gains tax, pro-investor stance.
Crypto Plays:

Bitcoin (BTC): Macro-positive for long-term holders.

Ethereum (ETH): Staking gains and DeFi income become more attractive.

Tokenized Assets (e.g., RWA protocols like Centrifuge, Ondo): Institutional money inflow potential.

3. Energy Infrastructure Spending
Narrative: Fossil fuels + nuclear + new energy dominance。

Crypto Plays:

Kaspa (KAS): High-energy PoW chain, potential narrative beneficiary.

Bitcoin Miners (via tokens like WBTC on-chain): U.S.-based mining facilities gain narrative tailwind.

Aleph Zero (AZERO): Privacy + energy-efficiency narratives tied to institutional infra.

4. National Security + Digital Sovereignty

Narrative: Cybersecurity, decentralized comms, privacy tools。
Crypto Plays:
Monero (XMR): Privacy-focused, fits anti-surveillance libertarian themes.

ARPA / Threshold (T): Privacy-preserving tech for Web3 infra.
Quant (QNT): Interoperability with institutional/sovereign use cases.

5. Pro-Trump, Populist Memecoins
Narrative: Speculative plays on Trump resurgence, similar to meme stocks。
Crypto Plays:
MAGA (TRUMP): Directly aligned with political sentiment。

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