Trump 2.0 - The Inaugural Year of the Crypto State😀
1. Bitcoin’s Price Journey (2025)
• Jan 20 (Inauguration): Starts at $103K.
• January Peak: Hits $108K amid hype for pro-crypto policies.
• October ATH: Reaches an All-Time High of $126K, fueled by Trump’s policies and
Fed interest rate cuts.
• Year-End: Dips to approximately $90K due to tariff-related uncertainty.
2. Landmark Policy Shifts
• The Strategic Bitcoin Reserve: On March 6, an EO established Bitcoin as a national asset, comparable to gold.
• The Stockpile Expansion: The administration officially named XRP, SOL, and ADA as part of the U.S. Digital Asset Stockpile.
• Regulatory Pivot: The year saw a shift in the SEC, the creation of a Crypto Working Group, and the hosting of a national Crypto Summit.
• Institutional Growth: Approval of DOGE and XRP ETFs signaled a massive boom in institutional access.
3. The Altcoin & Memecoin Explosion
• Altcoin Season: Ethereum (ETH) reached a high of $4,956, with market focus shifting toward Decentralized Finance (DeFi) and Real-World Assets (RWA).
• Memecoin Mania: The sector ballooned from $20B to over $120B mid-year, driven by hype on Solana and Base.
• The November Reset: A massive crash wiped out $5B in 24 hours, leaving the memecoin sector down 66% from its peaks.
4. Market Headwinds & Turbulence
• Tariff Threats: In October, threats of tariffs against China triggered a "risk-off" sentiment, causing Bitcoin to crash from its all-time high.
• Correlation: Cryptocurrency markets became more tightly correlated with the Nasdaq, leading to drawdowns in high-risk assets.
• Policy Disappointment: While reserves were established, the market was disappointed by the lack of direct taxpayer-funded Bitcoin purchases.
