Crypto In The Age Of Trump: Assets You Must Keep An Eye On During His Second Term
OPINION: The crypto market may not be in the best of a bullish phase since Trump’s inauguration but we believe this is a temporary breather.
The crypto market is no stranger to volatility, but the second term of Donald Trump as US President could add new dimensions of opportunity and, sometimes, uncertainty. From regulatory shifts to geopolitical manoeuvres, the Trump presidency is already shaping up the next phase of Bitcoin and digital assets in more ways than one.
Current Crypto Landscape
The crypto market may not be in the best of a bullish phase since Trump’s inauguration but we believe this is a temporary breather. Bitcoin is holding above $98,000 despite continued outflows from spot ETFs. Altcoins have also faced drawdowns but some projects have rebounded sharply, signalling long-term investor interest in these assets. This resilience highlights the core strength of crypto: its ability to weather storms and emerge stronger.
In this article, let us look at the larger macroeconomic scene and also the key assets that could bring value to investors.
Regulatory Clarity & Opportunity
The second Trump term has statedly been pragmatic in its approach to crypto regulation. From all the pro-crypto-stance of the Trump administration, we gather that the aim is to strike a balance between regulatory oversight and recognising the potential of crypto as an economic driver.
The Financial Innovation and Technology for the 21st Century Act (FIT21), designed to clarify jurisdictional boundaries between the SEC and the CFTC, could gain traction under a pro-business Trump administration. The recent shift in regulatory attitudes—such as the US SEC’s internal reshuffling—suggests a potential softening of enforcement actions, which could bolster market confidence.
Energy Independence & Bitcoin Mining
Trump’s emphasis on energy independence could align well with the evolving crypto-mining industry. With Bitcoin miners increasingly adopting renewable energy solutions, a Trump administration may incentivise domestic Bitcoin mining, reducing reliance on external energy sources.
The US could emerge as a leader in sustainable mining practices, turning Bitcoin mining from an environmental concern into an economic advantage.
Geopolitical Impact: Decoupling & Opportunities
Trump’s ‘America First’ policy could further decouple the US and Chinese tech ecosystems. While this fragmentation may present challenges, it could also create opportunities for American crypto firms to thrive in a more isolated but regulated environment.
Nations like El Salvador, and the Central African Republic (CAR) have already embraced Bitcoin in a big way. These economies could see increased engagement from the US, further legitimising digital assets globally.
Tariffs & The Recent Washout
Trump’s imposition of tariffs on multiple countries, including Canada, Mexico, and China, has had a sweeping economic impact. These policies are sure to disrupt global supply chains, increase costs for consumers, and fuel inflationary pressure. Crypto markets, deeply intertwined with macroeconomic trends, have not been spared. Investors have responded with risk-off sentiment which caused price drops in speculative assets including Bitcoin and altcoins.
Volatility has always been a feature — not a flaw — of crypto markets. So, seasoned investors may view price swings as opportunities rather than risks.
Crypto’s Resilience & Future
Despite political and regulatory headwinds, crypto remains resilient. Decentralisation, transparency, and financial inclusion are core tenets that will continue driving the industry forward. Investors are already looking beyond Bitcoin and Ethereum, considering promising projects that show real-world adoption and innovation.
Assets To Watch: What To Buy, HODL
While Bitcoin and Ethereum remain foundational investments, several emerging projects have demonstrated exceptional growth and utility. Three such are:
- HyperLiquid (HYPE): This Layer 1 blockchain is gaining serious traction in DeFi with a custom consensus algorithm, HyperBFT. Its recent airdrop rewarded loyal users, and with $160 million in total value locked, its 280% price appreciation since Nov. 2024 highlights investor interest.
- Aerodrome Finance (AERO): The No.1 DEX on Coinbase’s BASE chain, Aerodrome Finance has generated more than $400,000 in daily revenue recently. With a TVL close to $1.3 billion and a staggering 370% price surge over the past year, it stands to benefit as more funds flow into the BASE ecosystem.
- Solana (SOL): A blue-chip investment in this cycle, Solana has proven itself as one of the fastest-growing Layer 1 blockchain. It led the 2024 bull market with a rally from $9 to $230, and its continued product innovation, particularly in memecoins and token generation, keeps it at the forefront of investor interest.
The Future Is Bright
Regardless of who occupies the White House, crypto’s long-term trajectory remains intact. The intersection of regulation, innovation, and macroeconomic trends will determine the pace of growth. Investors who stay informed, diversify their holdings, and position themselves in fundamentally strong projects will be best equipped to navigate the uncertain but exciting future of digital assets.
(The author is the CEO of Giottus Crypto Platform)
Disclaimer: The opinions, beliefs, and views expressed by the various authors and forum participants on this website are personal and do not reflect the opinions, beliefs, and views of ABP Network Pvt. Ltd. Crypto products and NFTs are unregulated and can be highly risky. There may be no regulatory recourse for any loss from such transactions. Cryptocurrency is not a legal tender and is subject to market risks. Readers are advised to seek expert advice and read offer document(s) along with related important literature on the subject carefully before making any kind of investment whatsoever. Cryptocurrency market predictions are speculative and any investment made shall be at the sole cost and risk of the readers.
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