“Block Point Gathering” Collaborates with Blockchain University Alliance
After taking office, U.S. President Trump announced the establishment of a “Strategic Cryptocurrency Reserve,” leading to a surge in the five named cryptocurrencies. Trump previously proposed several “crypto-friendly policies” during his campaign, which sparked considerable attention and discussion. With each decision affecting the global order, will the cryptocurrency-related policies proposed by Trump in the past be realized one by one? How will this impact the global cryptocurrency market and industry moving forward?
The “Block Point Gathering” event, hosted by WEB3+, will be held in March in collaboration with the Blockchain University Alliance. It aims to analyze how Trump’s return to the White House will influence the future of the cryptocurrency market from three perspectives: market trends, on-chain data, and regulatory trends.
Trump’s Return to the White House: What Does It Mean for the Global Economy and Cryptocurrency Market?
First, Yu Zhe’an, a market researcher at the DeFi fixed income protocol TermMax, will explore the potential changes brought about by Trump’s re-election from three perspectives: geopolitics, the globalization mechanism of the U.S. dollar, and the cryptocurrency market.
Yu Zhe’an points out that the policy shift after Trump’s inauguration not only represents a contraction of U.S. diplomatic and military strategies but also impacts the economic logic behind dollar hegemony. From reducing trade deficits and cutting military spending to restarting peace dialogues with Russia, Trump’s series of actions are effectively challenging the model that has allowed the U.S. to maintain global dominance through military and financial systems for decades.
Regarding the cryptocurrency market, Yu Zhe’an believes Trump’s connections to cryptocurrencies, such as the “Trump Coin” and interactions with crypto teams, are mainly oriented towards political funding and topic manipulation, and have limited real impact on the market. He emphasizes that the key factor influencing the market is whether actual funds enter, citing the Bitcoin spot ETF as an example to demonstrate that capital inflows are core to driving prices.
Yu Zhe’an warns that regardless of whether Trump returns, U.S. policy trends will affect emerging markets and the cryptocurrency ecosystem, and investors should pay attention to specific budgets and capital movements to truly grasp market dynamics.
Yu Zhe’an, Market Researcher at DeFi Fixed Income Protocol TermMax
How to Interpret Market Trends from On-Chain Data?
Alvin, co-founder of Daily Coin Research, will analyze the on-chain dynamics behind the Trump coin event in his talk titled “Interpreting Market Trends from On-Chain Data” and share several key points for market judgment.
Alvin notes that the $TRUMP meme coin was issued the night before Trump’s announcement of related political movements, leveraging the fast and low-barrier characteristics of the Solana ecosystem, along with the popularity of the meme coin issuance tool Pump.fun, which led to a massive influx of funds and new users. However, he cautions that the meme coin craze is short-lived; after reaching a peak, $TRUMP saw a significant pullback, confirming the gap between market speculation and actual value.
Regarding the overall market, Alvin emphasizes that this bull market is driven by Bitcoin spot ETFs, Bitcoin halving, and RWA tokenization, but also reveals a sluggish performance of altcoins and insufficient liquidity. He advises investors to pay more attention to on-chain capital flows, player activity levels, and sentiment indicators, and reminds them that dollar-cost averaging remains a relatively stable strategy.
Finally, he points out that institutional funds and regulatory developments will be catalysts for the next wave of market movements. Although the market is still in a correction phase, the cryptocurrency industry is gradually moving towards maturity and legitimization in the long term.
Alvin, Co-Founder of Daily Coin Research
How Will Trump 2.0 Impact the Cryptocurrency Market and Industry?
Lin Yiqi, Director of Business Development at HOYA BIT, will analyze how the new U.S. leadership will impact the cryptocurrency market and industry through “Trump 2.0.”
He points out that President Trump’s attitude towards cryptocurrency has undergone a dramatic shift, moving from “resistance and skepticism” in the 1.0 era to “embracing and promoting” in the 2.0 phase, directly influencing global cryptocurrency prices and regulatory trends.
Trump has not only issued personal NFTs but also promoted cryptocurrency-related projects such as “World Liberty Financial” through his team, and even promised ten new cryptocurrency policies during his campaign, including making the U.S. the cryptocurrency capital and firing the SEC. Some of these initiatives are already being implemented. Trump’s issuance of coins has also caused drastic market fluctuations, with the market capitalization of his named coin briefly exceeding $10 billion, though it only had 20% liquidity, raising concerns about manipulation risks.
Lin Yiqi also mentions that after Trump took office, U.S. policy has turned more lenient, with the SEC, Treasury, and CFTC demonstrating friendly attitudes, attracting institutional funds back into the market. Additionally, Coinbase’s launch of “U.S. Stocks on Chain” service has become a key indicator of global cryptocurrency layout.
Finally, he personally suggests focusing on Ripple, ADA, Solana, and other cryptocurrencies related to Trump or the U.S., emphasizing that “long-term holding is the strategy for mastering the future of finance.”
Lin Yiqi, Director of Business Development at HOYA BIT