美國加密貨幣政策的好處

該圖顯示了美國加密貨幣政策的幾個主要好處，包括：

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

上圖顯示了美國加密貨幣政策的幾個主要好處，我們可以分析每個類別中包含的項目。

1. Structure and core meaning

1。結構和核心含義

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

下圖顯示了美國加密貨幣政策的幾個主要好處，包括：

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.

1。ETF應用：綠色區域。 ETF是傳統金融市場中的重要工具。加密貨幣ETF的啟動意味著這些項目被機構投資者和主流金融市場所接受。 2024年，比特幣和以太坊斑點ETF的批准證明了ETF在推動市場價格和採用方面的作用。

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.

2。區塊鏈項目參加白宮：紅色區域，此類別表明這些項目可能與美國政府進行直接對話或政策制定活動。白宮的注意力通常意味著這些項目在監管合規性，技術應用（例如供應鏈管理，分散身份）或國家戰略方面很重要。

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.

3。特朗普提到的：橙色區，特朗普對加密貨幣的態度從近年來的批評變成了支持，尤其是在2024年的競選期間，當時他公開支持加密貨幣並發起了自己的NFT項目和模因硬幣。特朗普提到的項目可能會因其名人效應而獲得市場關注和短期價格提高。

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.

4。總部位於美國（美國製造）的加密貨幣項目：橙色地區。他們可能在政策支持方面具有自然的優勢，尤其是在中級技術競爭的背景下。

2. The significance of overlapping areas

2。重疊區域的意義

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.

雙重重疊領域：項目同時出現在兩個類別中，表明它們在多個方面具有優勢。例如，BTC（比特幣）和ETH（以太坊）都在“ ETF應用程序”和“ Trump提到的”領域中，在政策支持和公眾關注中表現出雙重好處。

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.

三重重疊區域：位於圖的中心，包括SOL（Solana），XRP（Ripple）和ADA（Cardano）。這些項目同時符合“ ETF申請”，“白宮參與”和“特朗普提及”的三個條件，並且是美國加密貨幣政策的最大潛在受益者。

III. Classification and analysis of specific projects

iii。特定項目的分類和分析

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

1。三重積極項目（中心地區：ETF +白宮 +特朗普提到）

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

這些項目位於三個區域的重疊部分，是政策支持的“核心贏家”。

SOL (Solana):

太陽（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.

背景：Solana是一個高性能的第1層區塊鏈，以其高通量和低交易成本而聞名，並且是以太坊的主要競爭對手之一。

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.

分析：Solana出現在中心地區，表明它在美國製定政策中受到了極大的關注，並且可能正在申請ETF，同時也獲得了特朗普的批准。 Solana的高性能使其廣泛用於Defi（分散的財務）和NFT（不可殺死的代幣），這可能吸引了政府的興趣，尤其是依靠Meme Coins的前沿來獲得鏈條上的更多活躍用戶。

XRP (Ripple):

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).

背景：Ripple主要用於跨境支付，其令牌XRP長期以來一直與美國證券交易委員會（SEC）（從2020年開始）發生法律糾紛。

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.

分析：XRP在中心區域的存在可能表明其法律問題正在解決，或者在政策層面上的地位得到了改善。 SEC對加密貨幣的監管態度已在2024年緩解，如果XRP可以通過ETF應用程序，則可能會引入大量資金流入。

ADA (Cardano):

那裡（Cardano）：

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

背景：Cardano是一個區塊鏈項目，側重於學術研究和分層建築，並以其科學方法和可持續性而聞名。

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.

分析：Cardano在中央地區的地位表明，它在美國市場上獲得了更多認可，並可能在政策制定或政府合作中發揮作用。它的技術實力可能使其成為政府支持的候選項目。

2. Double-benefit projects

2。雙收益項目

ETF Application + Trump Mention (Green + Orange Area)

ETF應用 +特朗普提及（綠色 +橙色區域）

BTC (Bitcoin):

BTC（比特幣）：

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.

背景：比特幣是具有最大市值的加密貨幣，被視為數字黃金。 2024年初，美國批准了比特幣現場ETF，這提高了其價格和機構採用。在2025年，BTC將積極晉升為美國乃至各個國家和主要上市公司的戰略儲備貨幣。

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.

分析：比特幣出現在“ ETF應用程序”和“特朗普提到”領域，表明其市場地位是牢固的。特朗普提到的可能會進一步增強其公眾形象，並吸引更多的零售投資者。

ETH (Ethereum):

ETH（以太坊）：

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

背景：以太坊是第二大加密貨幣，支持智能合約和Defi生態系統。 2024年5月，以太坊斑點ETF獲得批准。

Analysis: Ethereum’s position in this

分析：以太坊在這方面的立場