Trump Signs Executive Order to Ignite Market: $9 Trillion in Pension Funds Approved for Cryptocurrency Investment

I. Major Policy Breakthrough: Full Relaxation of Pension Investment Restrictions

U.S. President Trump has officially signed an executive order approving the allocation of up to $9 trillion in 401(k) retirement funds to directly invest in cryptocurrency assets. This marks the first time since the establishment of the U.S. pension system in 1981 that it has opened its doors to digital assets, potentially triggering a large-scale allocation wave of traditional funds.

II. Analysis of the 401(k) Pension Mechanism

Nature of the System

A tax-deferred retirement account established in 1981

Uses a "personal contribution + employer matching" dual contribution model

Operational Features

Contribution Phase: Employees can contribute 1%-15% of their salary (the limit will be raised to $23,500 in 2025)

Tax Policy: Contributions are tax-exempt, and income tax is paid upon withdrawal

Employers are required to match funds according to an agreed ratio

III. Key Points of the 2025 New Policy

Optimized Withdrawal Rules

Normal Withdrawal Age: 59.5 years (10% penalty for early withdrawal)

Mandatory Withdrawal Age: Withdrawals must start proportionately from 70.5 years

Exemptions for Special Circumstances

Major medical expenses

Permanent disability

Long-term unemployment exceeding 12 months can apply for early withdrawal

IV. In-Depth Analysis of Market Impact

Fund Scale Effect

$9 trillion in existing funds now eligible to enter the market

Annual new contribution scale exceeding $300 billion

Market Structure Transformation

Introduction of long-term institutional funds to improve market volatility

Promotion of cryptocurrency assets into mainstream investment portfolios

Potential emergence of new pension-specific cryptocurrency financial products

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