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.
6,653
2
本页面内容由第三方提供。除非另有说明,欧易不是所引用文章的作者,也不对此类材料主张任何版权。该内容仅供参考,并不代表欧易观点,不作为任何形式的认可,也不应被视为投资建议或购买或出售数字资产的招揽。在使用生成式人工智能提供摘要或其他信息的情况下,此类人工智能生成的内容可能不准确或不一致。请阅读链接文章,了解更多详情和信息。欧易不对第三方网站上的内容负责。包含稳定币、NFTs 等在内的数字资产涉及较高程度的风险,其价值可能会产生较大波动。请根据自身财务状况,仔细考虑交易或持有数字资产是否适合您。