Why I Believe Trump’s 2nd Term Would Crown Bitcoin
Gold benefited in the 1970s. Bitcoin is that asset for the 2020s.
This is massive for crypto and even more for the financialization of Bitcoin.
Here are some of my thoughts here about Trump’s 100 days in office and the trade war he started 👇
Let’s recount the first hundred days of Trump’s second term.
Trade disruption, fiscal recalibration, a crypto policy reset, and all that compressed in a single quarter.
Yes, there are opportunities, but 2 very niche narratives surface: BTCFi & RWA. Policies and institutional fund flow are clearly pointing in that direction.
For the first time in years, U.S. crypto policy has made progress:
✅ Executive Order 14233 created a Strategic Bitcoin Reserve, elevating Bitcoin to a sovereign-grade asset.
✅ Congress is fast-tracking stablecoin and market structure bills that could formalize dollar-backed tokens and clear 90% of legal grey areas.
✅ The White House convened 25 top industry leaders, including miners and protocol builders, to discuss a “miner power-credit” program tied to national infrastructure, critical to Bitcoin’s decentralization and energy footprint.
Regulatory bodies are building policies in favor of crypto, and I believe this will just get more heated.
My Contrarian Thought: Trade War Is Quietly Bullish for Bitcoin and RWA
A lot of people see Trump’s aggressive trade stance and immediately call it a headwind.
I don’t see it that way.
For Bitcoin and RWA, it’s a massive tailwind.
So 3 points I want you to take away:
1⃣ Sovereign assets become king in uncertain a world where tariffs and protectionism dominate, capital seeks neutral, liquid, globally-recognized assets. Gold benefited in the 1970s. Bitcoin is that asset for the 2020s.
2⃣ Dollar-backed stablecoins become settlement rails.With cross-border trade settlement under pressure, stablecoins, will compress settlement times and eliminate friction. The USDC/USDT economy will increasingly back real-world commerce and RWA will explode.
3⃣ Real-world yields get re-rated.If funding markets tighten and global liquidity becomes more precious, tokenized RWAs and RWA-backed yields will surge for their yield and liquidity potential.
Where We Go From Here
If Washington lands stablecoin legislation before the summer, we could see a full re-pricing of Bitcoin’s role in global finance.
Bitcoin becomes pristine collateral. Stablecoins become real money. RWAs become blockchain-native.
And Solv, we build compliant, yield-bearing, Bitcoin-native infrastructure from the start.
But even if Washington fumbles, the trend is irreversible
Talent, capital, and innovation will migrate to regions like Europe and Asia where clarity already exists.
Financialization of Bitcoin will be built either way.

6,5 тыс.
2
Содержание этой страницы предоставляется третьими сторонами. OKX не является автором цитируемых статей и не имеет на них авторских прав, если не указано иное. Материалы предоставляются исключительно в информационных целях и не отражают мнения OKX. Материалы не являются инвестиционным советом и призывом к покупке или продаже цифровых активов. Раздел использует ИИ для создания обзоров и кратких содержаний предоставленных материалов. Обратите внимание, что информация, сгенерированная ИИ, может быть неточной и непоследовательной. Для получения полной информации изучите соответствующую оригинальную статью. OKX не несет ответственности за материалы, содержащиеся на сторонних сайтах. Цифровые активы, в том числе стейблкоины и NFT, подвержены высокому риску, а их стоимость может сильно колебаться. Перед торговлей и покупкой цифровых активов оцените ваше финансовое состояние и принимайте только взвешенные решения.

