News Flashpoint
Policy 180-Degree Reversal: A 166-page report released by the Trump team directly ends the regulatory winter of the Biden era, with the SEC ordered to withdraw lawsuits against Coinbase and Binance, and to launch a DeFi regulatory sandbox within 90 days - this means the US is officially shifting from suppressing crypto to welcoming it.
Dollar Stablecoin Hegemony Initiated: The report mandates that USDT, USDC, and others be 100% pegged to US debt, aiming for a scale of 3.7 trillion by 2030. This effectively turns global crypto traders into US debt purchasers, where emerging market users buying stablecoins equates to indirectly subscribing to US debt.
Bitcoin National Reserve Mystery: The government only acknowledges holding 28,988 BTC seized by the Department of Justice, while the whereabouts of the rumored '170,000 missing bitcoins' remain a mystery. Insiders reveal that some flowed into Coinbase custody accounts, suspected to be a setup for a market crash.
Exclusive Financial Commentary
Interpretation of a Conspiracy: The so-called 'Golden Age' is essentially 'on-chain colonialism by the US dollar'! The US refuses CBDC (for fear of losing control over currency) but uses private stablecoins to harvest global liquidity, just like the oil dollar harvested the Middle East, now aiming to harvest the crypto space.
Fatal Flaw: Forcing stablecoins to peg to US debt while current US debt yields are severely inverted. If US debt collapses, USDT may repeat LUNA's fate, triggering systemic risks in the on-chain dollar.
Trump Wallet Backfire: This 'crypto president' publicly shows a holding of 6 million dollars in ETH and MEME coins, but zero bitcoins! The $TRUMP coin he promotes has already lost 20 million dollars, indicating a clear motive for policy-driven self-rescue.
Wealth Code Warning
DeFi's Three Musketeers Take Off: AAVE, COMP, and MKR will be allowed to access the banking system, potentially aligning valuations with traditional finance.
Undervalued Altcoins Fighting Back: After the SEC dropped its lawsuit, XRP and SOL may replicate a 40% violent rebound like Grayscale's victory in 2023.
Miner Tax Reform Dividend: The Treasury plans to relax energy taxes on mining operations, with Bitmain's partnered power plants possibly becoming dark horses.
[Bloody Harvest Signal]
On August 6, the effective date of Trump's tariffs, a potential sell-off of crypto assets may trigger a break in the funding chain for emerging markets.
A line in small print on page 147 of the White House report states: 'Stablecoin assets decoupled from US debt may be frozen if necessary.'
The 5000 ETH whale address that just transferred to the exchange is suspected to be related to David Sacks's 'Crypto Tsar' team.
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