The Benefits of U.S. Cryptocurrency Policy

This chart shows several major benefits of U.S. cryptocurrency policy, including:

The above chart shows several major benefits of U.S. cryptocurrency policy, and we can analyze the projects included in each category.

1. Structure and core meaning

The following chart shows several major benefits of U.S. cryptocurrency policy, including:

1. ETF Applications: Green area. ETF is an important tool in the traditional financial market. The launch of cryptocurrency ETFs means that these projects are more accepted by institutional investors and mainstream financial markets. The approval of Bitcoin and Ethereum spot ETFs in 2024 has proven the role of ETFs in driving market prices and adoption.

2. Blockchain Projects Attend White House: Red zone, this category indicates that these projects may be involved in direct dialogue or policy-making activities with the US government. The attention of the White House usually means that these projects are important in terms of regulatory compliance, technology applications (such as supply chain management, decentralized identity), or national strategy.

3. Mentioned by Trump: Orange zone, Trump's attitude towards cryptocurrencies has changed from criticism to support in recent years, especially during the 2024 campaign, when he publicly supported cryptocurrencies and launched his own NFT project and MEME coins. Projects mentioned by Trump may gain market attention and short-term price boost due to their celebrity effect.

4. Cryptocurrency projects headquartered in the United States (Made in USA): Orange area. They may have a natural advantage in policy support, especially in the context of Sino-US technological competition.

2. The significance of overlapping areas

Double overlapping areas: Projects appear in two categories at the same time, indicating that they have advantages in multiple aspects. For example, BTC (Bitcoin) and ETH (Ethereum) are both in the "ETF application" and "Trump mentioned" areas, showing their dual benefits in policy support and public attention.

Triple overlap area: Located in the center of the graph, it includes SOL (Solana), XRP (Ripple) and ADA (Cardano). These projects meet the three conditions of "ETF application", "White House participation" and "Trump mention" at the same time, and are the biggest potential beneficiaries of the US cryptocurrency policy.

III. Classification and analysis of specific projects

1. Triple positive projects (central area: ETF + White House + Trump mentioned)

These projects are located in the overlapping parts of the three regions and are the “core winners” of policy support.

SOL (Solana):

Background: Solana is a high-performance Layer 1 blockchain known for its high throughput and low transaction costs, and is one of Ethereum's main competitors.

Analysis: Solana appears in the center area, indicating that it has received high attention in US policy making, and may be applying for an ETF, while also receiving Trump's approval. Solana's high performance makes it widely used in DeFi (decentralized finance) and NFT (non-fungible tokens), which may have attracted the government's interest, especially relying on the leading edge of MEME coins to obtain a larger share of active users on the chain.

XRP (Ripple):

Background: Ripple is mainly used for cross-border payments, and its token XRP has long been in legal dispute with the U.S. Securities and Exchange Commission (SEC) (starting in 2020).

Analysis: XRP's presence in the central area may indicate that its legal issues are being resolved or that its position at the policy level has been improved. The SEC's regulatory attitude towards cryptocurrencies has eased in 2024, and if XRP can pass the ETF application, it may usher in a large-scale inflow of funds.

ADA (Cardano):

Background: Cardano is a blockchain project that focuses on academic research and layered architecture, and is known for its scientific approach and sustainability.

Analysis: Cardano’s position in the central region indicates that it has gained more recognition in the US market and may play a role in policy making or government cooperation. Its technical strength may make it a candidate project for government support.

2. Double-benefit projects

ETF Application + Trump Mention (Green + Orange Area)

BTC (Bitcoin):

Background: Bitcoin is the cryptocurrency with the largest market capitalization and is regarded as digital gold. In early 2024, the United States approved a Bitcoin spot ETF, which boosted its price and institutional adoption. In 2025, BTC will be actively promoted to become a strategic reserve currency in the United States and even in various countries and major listed companies.

Analysis: Bitcoin appears in both the "ETF application" and "Trump mentions" areas, indicating that its market position is solid. Trump's mention may further enhance its public image and attract more retail investors.

ETH (Ethereum):

Background: Ethereum is the second largest cryptocurrency, supporting smart contracts and the DeFi ecosystem. In May 2024, the Ethereum spot ETF was approved.

Analysis: Ethereum’s position in this