A comprehensive review of US concept currencies: Who is the biggest winner of the Trump policy?

With the development of cryptocurrency policies in the United States, especially the influence of Trump, multiple potential opportunities have emerged in the market. This article will provide an in-depth analysis of the structure, core significance and possible market impact of these projects. This article is derived from the MarsBit article and compiled by PANews. (Synopsis: Trump turns again!) Postponing tariffs on some commodities, Huida plunged 5.7% U.S. stocks tumbled, and the policy repeatedly hit investment confidence) (Background supplement: Fed Governor Waller: There will be no interest rate cut in March, observe the inflationary pressure of Trump's tariff war will be considered later this year) I. Structure and core significance The chart below shows several of the main beneficiary factors of the US cryptocurrency policy, including: 1. ETF Applications (ETF Applications): Green Zone, ETF An important tool in the TradFi market, the launch of the Cryptocurrency ETF means that these projects have increased acceptance among institutional investors and mainstream financial markets. The approval of BTC and EthereumSpot ETFs in 2024 has demonstrated the ETF's driving effect on market price and adoption. Blockchain Projects Attend White House: Red zone, a category that indicates that these projects may be involved in direct dialogue or policy-making activities with the U.S. government. A White House follow usually means that these projects are important at the level of regulatory compliance, technology applications (e.g., supply chain management, decentralization identity), or national strategy. 3, Mentioned by Trump: In the orange zone, Trump's attitude towards cryptocurrency has shifted from criticism to support in recent years, especially during the 2024 election campaign, when he publicly supported cryptocurrency and launched his own Non-fungible Token project and MEME coin. Projects mentioned by Trump may receive market follow-up and short-term price boosts due to their celebrity effect. 4) US-based Cryptocurrency Project (Made in USA): Orange Zone. They may have a natural advantage in policy support, especially in the context of Sino-US technology competition. Significance of overlapping areas Double overlapping areas: Items appear in both categories, indicating that they have advantages in multiple areas. For example, BTC (BTC) and ETH (Ethereum) are in both the "ETF Applications" and "Trump Mentions" areas, showing their dual Favourable Information in terms of policy support and public follow. Triple overlap area: Located in the center of the graph, it contains SOL (Solana), XRP (Ripple), and ADA (Cardano). These projects meet the three conditions of "ETF application", "White House participation" and "Trump mention", and are the biggest potential beneficiaries of the US cryptocurrency policy. III. Classification and Analysis of Specific Projects 1. Triple Favourable Information Project (Central Area: ETF + White House + Trump Mention) These projects are located at the overlap of the three regions and are the "core winners" of policy support. SOL (Solana): Background: Solana is a high-performance Layer 1 Block chain known for its high throughput and low transaction cost, and is one of Ethereum's main competitors. Analysis: Solana's presence in the central region suggests that it is highly followed in U.S. policymaking and may be applying for an ETF while receiving endorsement from Trump. Solana's high performance has made it widely used in the field of Decentralized Finance and Non-fungible Token, which may attract the interest of governments, especially relying on MEME coin's lead to obtain a large share of on-chain active users. XRP (Ripple): Background: Ripple is mainly used for cross-border payments, and its Token XRP has a long legal dispute with the US Securities and Exchange Commission (SEC) (which began in 2020). Analysis: The presence of XRP in the center may indicate that its legal issues are being resolved, or that its status at the policy level has increased. In 2024, the SEC's regulatory attitude towards cryptocurrency has eased, and XRP may usher in a large-scale inflow if it can apply through an ETF. ADA (Cardano): Background: Cardano is a Block Chain project focused on academic research and hierarchical architecture, known for its scientific approach and sustainability. Analysis: Cardano's location in the central region indicates that it has gained more recognition in the U.S. market, possibly playing a role in policy development or government cooperation. Its technical prowess could make it a candidate for government-backed projects. 2. Dual Favourable Information Project ETF Application + Trump Mention (Green + Orange Area) BTC (BTC): Background: BTC is the largest cryptocurrency in Market Cap and is considered digital gold. At the beginning of 2024, the United States approved the BTCSpot ETF, which promoted its price and institutional adoption, and in 2025, BTC will be actively promoted to become a strategic reserve coin for the United States and even countries and major listed companies. Analysis: BTC appears in both the "ETF Applications" and "Trump Mentions" areas, indicating a solid market position. Trump's mention could further boost his public image and attract more retail investors. ETH (Ethereum): Background: Ethereum is the second largest cryptocurrency, supporting smart contracts and the Decentralized Finance ecosystem. In May 2024, the EthereumSpot ETF was approved. Analysis: Ethereum's position in the region reflects its dual strengths in policy and public following. The wide adoption of the Ethereum ecosystem has made it a focus for institutional investment. White House Engagement + Trump Mention (Red + Orange Zone) TRUMP: Background: Probably a Trump-related meme coin or token, commonly found in celebrity-driven projects. Analysis: Its presence in this area suggests that it is based more on Trump's personal influence than on technical prowess. This type of token is usually highly volatile and suitable for short-term speculation. MELANIA: Background: Probably a token or project related to Trump's wife, Melania. Analysis: Similar to TRUMP, MELANIA Token may also be based on celebrity effects and lack long-term technical support. HBAR (Hedera): Background: Hedera is an enterprise-level block chain that uses a hash graph Consensus Mechanism for scenarios such as supply chain management and decentralization identity. Analysis: Hedera suggests in this area that it may have deep cooperation with the U.S. government and is being followed by Trump. Its enterprise-level applications may give it long-term potential with policy support. ETF Application + White House Participation (Green + Red Zone) There are no projects in this area, indicating that there are currently no projects that meet both "ETF application" and "White House participation" conditions that are not mentioned by Trump. 3. Single-category projects 3.1 ETF application (green area) Projects: DOGE (Dogecoin), BONK, XCH (Chia), AVAX (Avalanche), FIL (Filecoin), SUI, APT (Aptos), NEAR, MOVE. Analysis: DOGE and BONK are meme coins that are community-driven, but have limited technical applications. They may apply for ETFs more to attract retail money. Layer 1 Block: AV...