$BTC Here’s a clear analyst-informed picture of what the Trump administration’s next moves on cryptocurrency policy might be, how experts see the global implications (what you might mean by “war in world in circumfices”), and what markets and policymakers are watching closely:



🇺🇸 1) U.S. Policy Direction: Pro-Crypto Regulation (But Not Without Controversy)


✔ Regulatory Framework & Clarity:



  • Trump’s executive order in 2025 set up a working group to craft a unified digital asset regulatory framework and banned central bank digital currencies (CBDCs).


  • Analysts say the next major step is congressional bills and committee votes to harmonize crypto market structure — especially around stablecoins and exchanges — but negotiations are slow and unresolved.


✔ Stablecoin Regulation (GENIUS Act):



  • The GENIUS Act creates a federal framework for stablecoins, making rules on reserves and transparency. This is seen as a foundation for wider crypto regulation.


✔ Regulatory Leadership & Enforcement Shifts:



  • The SEC has shifted from aggressive enforcement to a lighter touch, with leadership changes favoring industry-friendly oversight.


  • Trump’s administration disbanded the DOJ's Crypto Enforcement Team (under previous enforcement-heavy policies), signaling an emphasis on innovation over prosecution.


✔ Strategic Crypto Initiatives:



  • The U.S. (and even a Trump-linked crypto venture) is expanding into stablecoin banking and national trust charters — e.g., World Liberty Financial seeking a U.S. trust bank license to support stablecoin issuance and digital asset custody.


  • Creation of a Strategic Bitcoin Reserve remains a symbolic goal to position the U.S. as a “crypto capital” and long-term holder of digital assets.


== Analyst Scorecard:



  • Market structure legislation: coming but contested


  • Stablecoin clarity: progressive, bipartisan support


  • Enforcement culture: from punitive to facilitative


  • Institutional adoption: growing, aided by bank engagement



🌍 2) Global Impact: Crypto, Markets & Geopolitics


📊 Crypto Markets React to Policy & Global Risks



  • Crypto markets have been volatile as traders respond to U.S. Supreme Court rulings, tariff disputes, and geopolitical tensions — with Bitcoin price swings tied to rulings and macro policy moves.


📉 Trade & Tariff Spillovers Affect Crypto



  • Broad trade wars and tariffs (e.g., on China or other nations) have spilled into risk assets like crypto, driving volatility and correlated sell-offs.


🌐 International Policy Environment



  • Global crypto regulation is also shifting, with many countries tightening enforcement, and some seeking to collaborate with U.S. firms or regulators — which could influence cross-border activity and compliance norms.


✈ Geopolitical Tensions & Financial Systems



  • Broader geopolitical risks — including Middle East tensions and trade disputes — are adding pressure to financial markets overall, which can amplify crypto volatility.



🧠 3) Analyst Themes: What Comes Next


📌 A. Federal Crypto Legislation Moves Forward


Experts expect new bills and regulatory language that go beyond the GENIUS Act — potentially covering:



  • Market structure for exchanges & brokers


  • Stablecoin and payment system integration


  • Clarity on securities vs commodities treatment


…but compromise and drafting disagreements could delay final passage.



📌 B. Stablecoin & Banking Integration


The push to establish stablecoin trust banks and federally chartered entities is seen as a major step to institutionalize crypto within U.S. financial infrastructure.



📌 C. Market Confidence Depends on Clarity


Industry players and investors consistently stress that clear rules and tax guidance are more important than symbolic policy gestures — current guidance gaps still create uncertainty.



📌 D. Geopolitical & Macro Forces Will Shape Crypto Dynamics


Crypto’s sensitivity to:



  • tariff wars


  • global conflict risk


  • capital flows
    means U.S. policy will remain only one of several drivers of crypto performance.



🧩 Bottom Line: What Analysts Predict Next


1. Legislative progress on crypto regulation (market structure, stablecoins) is likely in 2026.

2. U.S. policy will remain pro-innovation but cautiously tailored to address fraud and consumer protection.

3. Macro policy (tariffs, trade) will continue to influence crypto markets as global risk assets.

4. Institutional integration (banks, trust charters) and market clarity are critical next steps analysts watch.



If you want specific projections on Bitcoin or other asset prices based on these policy trends or a breakdown of how crypto markets may respond, just let me know!$BTC $ETH #Walru #WriteToEarnUpgrade