Countdown to Trump's inauguration, comprehensive review of related concept coins and market outlook predictions

Reprinted from chaincatcher

01/20/2025·7hours ago

Author: flowie, ChainCatcher

Editor: Nian Qing, ChainCatcher

There are less than three hours left before Trump's official inauguration. At around 1 a.m. Beijing time on the 21st, Trump will be sworn in and deliver an inaugural speech .

On the eve of his inauguration, Trump and his wife issued coins one after another, which was an eye-opener both inside and outside the industry and caused a big shock in the crypto industry. Trump's inauguration speech tonight and the policies he plans to enact are expected to once again bring considerable fluctuations to the encryption market.

Recently, many analytical institutions and media have announced Trump's inauguration and market outlook forecasts. Trump concept coins and US institutional concept coins have once again become popular transactions.

****Regarding Trump’s inauguration, what are the concept coins worth

paying attention to?****

Last weekend, Trump’s official personal meme coin TRUMP and his wife Melania’s personal meme coin MELANIA benefited a large number of meme users. Although the market continues to be controversial about the presidential family's successive currency issuances, the expected wave of celebrity currency issuance brought about by Trump is bound to become the direction that meme currency players are most afraid to miss in the near future.

Whether other members of the Trump family, presidents of other countries, and industry leaders represented by Musk will issue coins next may become the focus of meme players.

In addition to celebrity meme coins, the Trump family projects, projects participating in the Trump inauguration and the first official government crypto ball, the new team appointed by Trump, and related concept coins related to American capital and American local entrepreneurial projects , is expected to be a hot transaction in the near future. ChainCatcher made a brief inventory of related tokens.

Meme coins related to Trump and his family: TRUMP, MELANIA. In addition, the key words in Trump's Inauguration Day speech are worthy of attention. Previously, Trump's speeches were prone to popular quotes and memes.

Trump family concept coin: The Trump family’s DeFi project World Liberty Financial token WLFI has been active frequently. Today, it added 5% of its supply and purchased multiple ENS domain names.

In addition, WLFI purchased a large amount of ETH after the launch of Trump's official meme currency TRUMP. As of press time, Ethereum holdings exceeded 41,000, equivalent to approximately US$140 million. In addition, Trump's son Eric Trump also retweeted WLFI's tweet about purchasing large amounts of ETH today and hinted that there will be a "major move" tomorrow.

This project purchased ONDO, ENA, ETH, LINK, AAVE, and cbBTC. In addition, CowSwap (COW) is mainly used in WLFI token purchases. The coins have all previously risen due to ties to the Trump family. Eric Trump recently disclosed that he holds BTC, ETH, SOL and SUI.

Trump inauguration and crypto ball sponsorship projects: TRON, Ripple, Anchorage, Kraken, Sui, MetaMask, Galaxy, Ondo (ONDO), Solana, Etoro, Uniswap, etc. and crypto listed companies Coinbase, MicroStrategy, Marathon Digital, Nano Labs, Exodus, Metaplanet, etc.

" Exclusive reveal of the Presidential Inauguration Crypto Ball - Big names in politics and industry gathered together, and the lineup of core influential circles in the crypto world has begun to appear"

Concept currency of Trump’s new government:

Musk-related concepts: Dogecoin DOGE, the meme currency Department Of Government Efficiency (DOGE), which has the same name as the abbreviation of the Department of Government Efficiency (DOGE), PNUT

White House AI and Encryption Director David Sacks related concepts: DYDX, HNS, ZRX,

New SEC Chairman Paul Atkins related concepts : RSR

American capital currency: Previously, ChainCatcher has taken stock of currency issuance projects related to traditional asset management such as BlackRock, mainly including Ondo, CRV, ENA, LINK, XLM, VELO, SUI, APT, Avax, PUFFER, etc. In addition, Grayscale holdings and carefully selected tokens from the Coinbase 50 index are also worthy of attention.

" Grayscale 2025 Q1 Selection: 20 Tokens with High Growth Potential"

" Let institutions "carry the sedan chair" for your copycat Bags: Grayscale Funds and Coin50 Index that you must pay attention to in this bull market "

American local project coins: XRP, Solana, LTC , LINK, UNI, MKR, SUI, COMP, etc.

****Trump’s inauguration speech, what are the expectations for the new

encryption policy?****

Recently, Trump mentioned encryption in multiple public interviews, adding to expectations for the encryption market outlook. In an interview with CNBC, Trump mentioned that some great things will be done through cryptocurrency.

Major media or institutions have also revealed some of Trump’s encryption policy expectations after taking office. In summary, there are the following:

1. On the day Trump took office, at least one executive order related to the encryption industry was issued. The news mainly comes from reports by Reuters and the Washington Post citing people familiar with the matter. Bitcoin Magazine columnist Nikolaus Hoffman also predicted that Trump would issue an executive order on Bitcoin and cryptocurrency accounting on the first day of his inauguration.

According to Bloomberg, the executive order may be to position cryptocurrency as a "national priority, elevate cryptocurrency to a national policy priority, and aim to guide government agencies to cooperate with the industry, and will establish a cryptocurrency advisory committee to speak out for industry policies."

The Washington Post stated that the content involves abolishing the controversial cryptocurrency accounting policy and ending “de-banking”. The policy requires banks that host cryptocurrencies to include these crypto assets on their balance sheets and accordingly list liabilities equal to the value of these cryptocurrencies in the liabilities section, increasing the burden on financial institutions when providing crypto asset custody services. Financial stress.

2. The SEC may be preparing to promote encryption policy reforms immediately after Trump takes office . Reuters reports that Trump’s SEC team has reviewed encryption enforcement cases pending in court and is expected to overhaul encryption policies and may freeze some lawsuits that do not involve fraud allegations. Top Republican officials at the SEC are preparing to begin revamping the agency’s cryptocurrency policy as early as next week after Trump takes office, three people familiar with the matter said.

Among the measures being considered by commissioners Hester Peirce and Mark Uyeda are launching a process that could eventually lead to guidance or rules that would clarify under what circumstances the agency Consider cryptocurrencies as securities and review some of the cryptocurrency enforcement cases pending in the courts. Affected by this news, projects that had caused disputes with the SEC, such as XRP, rose 17% that day.

3. Trump is “open” to the project of the United States purchasing U.S.-created altcoins (such as Solana, USD Coin and Ripple) as strategic reserves. The New York Post quoted sources as saying that in recent weeks, Trump has After meeting with the founders of these cryptocurrencies, he was receptive to the idea but also worried that the move could delegitimize efforts to promote Bitcoin.

This news has caused Solana and XRP to rise sharply. But the idea of the United States buying altcoins as strategic reserves faces controversy. Quinn Thompson, founder of hedge fund Lekker Capital, said this morning that this is a ridiculous idea and will never happen.

In addition to the above revelations or predictions from major media and institutions, looking back at Trump’s encryption promises during the 2024 campaign (as shown in the table below), whether Trump will immediately launch the national Bitcoin reserve after taking office is the policy that the encryption market is most concerned about. trend.

According to Cointelegraph, a total of eight states are currently taking the lead in promoting the Bitcoin Strategic Reserve Act. Includes Florida, Alabama, New Hampshire, Pennsylvania, Ohio, North Dakota, Oklahoma, and Texas.

Zach Pandl, managing director of Grayscale Research, also said today that Bitcoin is expected to become a U.S. reserve asset by 2025.

The promise to fire the SEC chairman has been initially fulfilled. Trump has previously nominated Paul Atkins as SEC chairman. Recently, U.S. Senator Cynthia Lummis met with SEC Chairman nominee Paul Atkins to discuss digital asset legislation and rule-making reforms. She hinted at possible changes in the future and jokingly said she wanted the SEC to "downsize" (i.e., streamline and reform).

****Trump’s Inauguration Day Encryption Pitch and New Deal Predictions on

Polymarket****

As of press time, there are nearly $840,000 on Polymarket betting on whether Trump will mention his official meme TRUMP at the inauguration, but the probability of mentioning it is currently only 8%.

Additionally, there was nearly $7.2 million on Polymarket betting on President-elect Trump mentioning cryptocurrency-specific keywords during his January 20 inauguration speech.

Among them, users bet more than $3.87 million on whether Trump would mention "cryptocurrency" or "Bitcoin" in his speech, and more than $650,000 on bets that he would mention "Doge/Dogecoin" in his speech. . The probability of betting on "Cryptocurrency" and "Bitcoin" is 46%, and the probability of betting on "Doge/Dogecoin" is 11%.

The probability that Trump will issue an executive order on encryption on Inauguration Day reaches 40%, and the trading volume of this predicted contract exceeds 190,000 US dollars.

Polymarket predicts that the probability of Trump establishing a national Bitcoin strategy within one week of taking office, within 100 days, or in 2025 is 11%, 57%, and 63% respectively.

Regarding the news reported by the Washington Post that XRP, Solana and other U.S. altcoins may be used as strategic reserves, corresponding prediction contracts have also appeared on Polymarket, but the current probability of passing is only 18%.

What impact will Trump’s currency announcement have on crypto?

An intuitive impact of Trump’s meme is that breaking the circle has attracted more new users to enter the market . For example, Moonshot attracted more than 400,000 new users within 24 hours after the launch of TRUMP currency. Moonshot supports the purchase of memes with legal currency, and it is expected that there will be many outside users.

In addition, Trump’s meme has caused a major shift in the encryption market’s attention, and other tracks such as CEX and AI agents may face challenges.

Bybit CEO BEN reflected on the X platform that all CEXs had a large amount of SOL and USDC flowing out, flocking to the chain to buy TRUMP. Moonshoot + Meteora/Jupiter created over 30 billion memecoin in less than 10 hours without any CEX.

In 2025, he will focus on building Onchain Bybit and invest heavily in the Bybit web3 wallet. He believes that if he does not join this revolution, he will be eliminated.

The emerging potential track represented by AI agent is one of the tracks most seriously affected by TRUMP. Alex Xu, research partner at Mint Ventures, mentioned that what most AI Agent tokens are facing may not be a correction, but a long-term collapse in valuation.

At the same time, there are also some tracks and projects that benefit from this. For example, projects that sell water to speculators include Solana, Moonshot, various TG BOTs, and Dex like Raydium.

The report released by QCP today also mentioned that the deployment of Trump Meme on the Solana chain is regarded as an endorsement of the chain, which may accelerate the approval of the SOL ETF and promote the rise of altcoins.

But whether Trump’s move will be good or bad for the future of encryption, the market is currently divided. Optimists or supporters believe that this is a cryptocurrency paradigm shift that once again opens the door for crypto to the masses.

Analysts at Bernstein said this marks the arrival of a new regulatory era in the United States, where the U.S. government views cryptocurrency as a technology that directly reaches the public. Jason, the founder of Folius Capital, believes that Trump’s coin issuance is of epochal significance. Basically, he tells you that there is no problem in issuing coins. It is estimated that there will be 1-2 top speedruns in the next month.

CryptoQuant CEO Ki Young Ju also said that the Trump administration has accepted the free market model, and the next four years may witness cryptocurrency community experiments driven by Meme. This wave is unstoppable and is expected to continue until 2028.

There are also some concerns and doubts in the market. 1confirmation founder Nick Tomainon criticized Trump for owning 80% of the TRUMP coin and launching it just hours before the inauguration, arguing that it was predatory and that many people could be harmed by it. SkyBridge Capital founder Anthony Scaramucci also said this was bad for the industry and compared it to the level of corruption of former Ugandan president Idi Amin.

Qiao Wang, co-founder of AllianceDAO, believes that Trump has two options, announcing that his tokens will be used for some kind of fiscal policy: buying Greenland, aiding Los Angeles, upgrading the power grid, etc.; or doing nothing and just continuing to make money; the former will allow The world talks about cryptocurrencies as the greatest capital formation mechanism of all time and it was used for good causes, the golden age of cryptocurrencies; the latter is criminal.

Hoskinson believes that the Trump administration may redefine the IRS’s policies on capital gains tax and fair market value assessment of digital assets. These expected changes may affect the regulatory framework of the cryptocurrency industry.

Market outlook prediction: Short-term fluctuations are large,

BTC will at least exceed $150,000 in 2025

Although Trump's meme currency also caused BTC to suffer a blood sucking decline, BTC rebounded quickly and was approaching US$110,000 as of press time.

Will Bitcoin suffer from “sell the news” profit taking when Trump officially takes office? Cosmo Jiang, portfolio manager at Pantera Capital, said that you may see some news selling in the short term, but those who do so are missing the forest for the trees, expressing a long-term bullish sentiment.

However, the subsequent policies after Trump takes office may be good or bad for encryption. Bloomberg said that speculators are weighing the risks of inflationary tariffs and immigration policies against Trump’s commitment to make the United States a global center for digital assets, supporting the idea of establishing a national Bitcoin reserve. K33 analysts also said that the market is trying to weigh the impact of these major policies, namely the inflationary effect of Trump’s tariff remarks against potential tax cuts and favorable crypto policies that are expected to boost risk assets this year.

Trump’s official inauguration also brings greater volatility to the crypto market in 2025. QCP Capital expects increased market volatility around the inauguration, and QCP Capital will remain cautious on downside risks. It stated that Bitcoin’s $90,000 level has been tested multiple times. Stocks also appear vulnerable, with higher global bond yields threatening a chaotic and gapping market move.

LMAX Group strategist Joel Kruger said in a report that Bitcoin’s volatility this week heralds an unstable start for cryptocurrencies in 2025. It said that Bitcoin's recent fluctuations are mainly related to fluctuations in traditional market sentiment, and the crypto asset has become more correlated with the U.S. stock market. “While there is much to be said for Bitcoin’s rally on risk-off trade, the market for trading Bitcoin as a risk asset remains active, and Bitcoin is likely to fall when stocks sell off.”

However, the market is still optimistic about the price trend of BTC in 2025.

Judging from the predictions of multiple institutions summarized by AI, the highest price range achieved by BTC in 2025 is expected to be between US$150,000 and US$1 million, of which around US$150,000 is a relatively public price. The specific predictions are as follows:

CoinShares: It is expected that the price of Bitcoin may fluctuate between $80,000 and $150,000.
Galaxy Digital: Bitcoin is expected to exceed $150,000 in the first half of 2025 and reach $50,000 in the fourth quarter.
Standard Chartered Bank: Bitcoin is expected to reach $200,000 by the end of 2025.
Matrixport: Bitcoin expected to reach $160,000 in 2025.
Bit Mining: Bitcoin is expected to reach between $180,000 and $190,000 in 2025.
Bemstein: Bitcoin is expected to reach $200,000 by the end of 2025.
Rich Dad Robert Kiyosaki: Expect Bitcoin to surge to $350,000 in 2025.
Blockware Solutions: It is expected that Bitcoin will break through $150,000 in mid-2025 and reach $50,000 by the end of the year in the base scenario. The optimistic scenario may even reach $400,000.
Carol Alexander, a professor at the University of Sussex: Bitcoin is expected to reach $150,000 in the summer of 2025, and may further challenge the high of $200,000.
Bernstein Research : Bitcoin price could reach as high as $200,000 by the end of 2025.
CryptoQuant: Trump’s policies may push Bitcoin to $90,000 in 2025
PlanB, creator of Bitcoin Stock-to-Flow (S2F) model : BTC on track to hit $1 million.

Countdown to Trump&#39;s inauguration, comprehensive review of related concept coins and market outlook predictions