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.
6,51 mil
2
O conteúdo apresentado nesta página é fornecido por terceiros. Salvo indicação em contrário, a OKX não é o autor dos artigos citados e não reivindica quaisquer direitos de autor nos materiais. O conteúdo é fornecido apenas para fins informativos e não representa a opinião da OKX. Não se destina a ser um endosso de qualquer tipo e não deve ser considerado conselho de investimento ou uma solicitação para comprar ou vender ativos digitais. Na medida em que a IA generativa é utilizada para fornecer resumos ou outras informações, esse mesmo conteúdo gerado por IA pode ser impreciso ou inconsistente. Leia o artigo associado para obter mais detalhes e informações. A OKX não é responsável pelo conteúdo apresentado nos sites de terceiros. As detenções de ativos digitais, incluindo criptomoedas estáveis e NFTs, envolvem um nível de risco elevado e podem sofrer grandes flutuações. Deve considerar cuidadosamente se o trading ou a detenção de ativos digitais é adequado para si à luz da sua condição financeira.