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Author: Biteye Core Contributor viiee
Yesterday (January 23, 2025) Trump signed a high-profile executive order at the White House, officially announcing that the United States will increase policy support in the fields of artificial intelligence (AI) and digital cryptocurrencies.This not only means Trump is interested in pushing the United States to take the lead in the global AI race, but also sends a positive signal to the cryptocurrency space.
Compared with the Biden administration’s regulatory thinking, Trump’s drastic policy may allow projects that were originally shrouded in the shadow of regulation to usher in a long-lost spring.From DeFi to AI, and then to MEME coins, can these tracks usher in a new round of explosions driven by the “Trump effect”?Can he catch the market off guard just like he led the “$Trump coin issuance wave” last time?
In this article, Biteye has sorted out several key tracks and related tokens that may benefit from it.
1. DeFi: Compliance accelerates mainstreaming
The DeFi project World Liberty Financial (@worldlibertyfi) launched by the Trump family undoubtedly injects a heartburner into the DeFi track.The WLFI project is not hastily, but is operated within the regulatory framework with sufficient legal compliance preparation, especially in advance in compliance.In other words, in addition to showing high optimism about DeFi, WLFI may convey the foreshadowing of Trump’s loose regulatory environment for the crypto industry after he came to power.
In addition, based on the new DeFi tax regulations proposed by the U.S. Taxation Bureau in December 2024, it can be speculated that more systematic DeFi regulatory regulations may be issued in 2025, and compliance in the DeFi industry will likely become the crypto development trend in 2025.Promoting the development of the DeFi industry on the establishment of a compliance framework, coupled with Trump’s loose regulation of the crypto industry, may push more traditional financial institutions to enter the DeFi field.Currently, $LINK and $AVAX are the two tokens with the highest market value on the DeFi track and are also tokens held by WLFI, which may usher in new opportunities in this wave of policy adjustments.
2. AI: Trump threatens to make the United States the world capital of artificial intelligence
In his inaugural speech, Trump mentioned that he will increase investment and development in the field of artificial intelligence (AI), especially in decentralized artificial intelligence infrastructure.On Tuesday, the White House announced that it will cooperate with technology giants such as Oracle, OpenAI, and SoftBank to launch a $500 billion artificial intelligence infrastructure project.On Thursday, Trump signed an executive order related to the crypto industry and artificial intelligence, setting a 180-day deadline, developing an “Artificial Intelligence Action Plan” and managing digital assets (including stablecoins)) federal regulatory framework and assess the creation of digital asset reserves in strategic countries.The executive order also ordered a ban on central bank digital currency (CBDC), which Trump believes will “threatening the stability of the financial system, personal privacy and U.S. sovereignty.”
Against this background, the potential of AI and encryption is particularly eye-catching, especially in the field of DeFi x AI (DeFAI), where decentralized AI applications and algorithmic transactions may be more boosted.
3. RWA & DePIN: Tokens for real assets
The Trump family’s World Liberty Financial (@worldlibertyfi) not only enters the DeFi field, but also lays out RWA (real world assets) related tokens.For example, $ENA and $ONDO .Robinhood CEO Vlad Tenev and well-known cryptocurrency trader Andrew Kang both expressed optimism about Trump’s tokenization method after taking office to accelerate the transfer of stocks, private companies and real-world assets (RWA) to the chain.TGE’s RWAFi concept project Plume Network just now also made public the news that it was invited by Trump’s inauguration dance.
In addition to RWA, Trump spoke at the Blockchain Association’s annual party last month, saying real-life use cases like DePIN legalize cryptocurrencies and are on the priority list of legislation.
The above information has to make people think about how Trump will affect the RWA and DePIN tracks after he took office?In an environment of loose policies, we may usher in a period of golden development.
4. Meme Coin and SOL Ecology: Re-facing the potential of “Copycat Season”
The $TRUMP Meme coin launched by Trump created a market value of US$24 billion on the first day, bringing the Meme coin track a new wave of attention, and Web2 speculators trotted into the market overnight.The popularity of $TRUMP is a rare combination of politics and finance in crypto history. “President’s issuance of coins” undoubtedly has far-reaching market influence.
In addition, the decision to deploy $TRUMP tokens on the Solana chain further strengthens the market recognition of the Solana ecosystem and may become a catalyst to promote Solana’s future development, which may have the following impacts:
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Increase capital inflows to the Solana ecosystem: Due to the high market value of $TRUMP and the influence of the Trump family, the Meme coin project on the Solana chain has attracted a lot of capital and market attention.This capital inflow may not be limited to the Meme currency itself, but will also drive more developers and project parties to choose Solana as its issuance and operation platform.
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Possibly promotes approval of the Solana ETF: Solana, as a representative of high-performance blockchain, has a market-accepted basis.Trump’s participation not only increases Solana’s market exposure, but also contributes to its recognition in traditional financial markets, thus accelerating the approval process of Solana ETF.
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It may lay the groundwork for the “copycat season”: This Meme currency, driven by celebrities and political forces behind it, may trigger the emergence of more similar projects, absorbing most of the liquidity on the chain, and may promote the next round of “copycat season””arrival.
5. World Liberty Holdings & U.S. Domestic Coins: The strongest correlation with Trump
The correlation between these two tracks and Trump is relatively strong, so there is no need to repeat it.Currently, the top ten tokens in World Liberty are: $ETH, $wBTC, $STETH, $USDC, $TRX, $USDT, $AAVE, $LINK, $ENA, and $ONDO.In addition, Trump’s inauguration and crypto dance sponsorship projects can be paid attention to, including TRON, Ripple, Anchorage, Kraken, Sui, MetaMask, Galaxy, Ondo (ONDO), Solana, Etoro, Uniswap, etc., as well as crypto listed companies such as Coinbase and MicroStrategy,Marathon Digital, Nano Labs, Exodus, Metaplanet, etc.
6. Summary
From DeFi to AI, from RWA tokenization to Meme coins, as the “crypto president”, Trump’s every move is challenging the traditional industry landscape. His crypto policy may drive the crypto industry to a greater extent in the next few years.Progress in a more mature direction.
However, the true future of the crypto industry not only depends on short-term policy dividends, but also on the continuous innovation of its internal technologies and the continuous advancement of compliance.Can Solana take this opportunity to break through the bottleneck?Can tracks such as DeFi and RWA be reborn within the framework of compliance?At the intersection of policy relaxation and technological innovation, how will crypto assets dance with the traditional financial system?We can foresee that the next few years will be a critical period for all these changes.
