美国加密货币政策的好处

该图显示了美国加密货币政策的几个主要好处，包括：

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

上图显示了美国加密货币政策的几个主要好处，我们可以分析每个类别中包含的项目。

1. Structure and core meaning

1。结构和核心含义

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

下图显示了美国加密货币政策的几个主要好处，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应用：绿色区域。 ETF是传统金融市场中的重要工具。加密货币ETF的启动意味着这些项目被机构投资者和主流金融市场所接受。 2024年，比特币和以太坊斑点ETF的批准证明了ETF在推动市场价格和采用方面的作用。

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。区块链项目参加白宫：红色区域，此类别表明这些项目可能与美国政府进行直接对话或政策制定活动。白宫的注意力通常意味着这些项目在监管合规性，技术应用（例如供应链管理，分散身份）或国家战略方面很重要。

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：橙色区，特朗普对加密货币的态度从近年来的批评变成了支持，尤其是在2024年的竞选期间，当时他公开支持加密货币并发起了自己的NFT项目和模因硬币。特朗普提到的项目可能会因其名人效应而获得市场关注和短期价格提高。

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。总部位于美国（美国制造）的加密货币项目：橙色地区。他们可能在政策支持方面具有自然的优势，尤其是在中级技术竞争的背景下。

2. The significance of overlapping areas

2。重叠区域的意义

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.

双重重叠领域：项目同时出现在两个类别中，表明它们在多个方面具有优势。例如，BTC（比特币）和ETH（以太坊）都在“ ETF应用程序”和“ Trump提到的”领域中，在政策支持和公众关注中表现出双重好处。

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.

三重重叠区域：位于图的中心，包括SOL（Solana），XRP（Ripple）和ADA（Cardano）。这些项目同时符合“ ETF申请”，“白宫参与”和“特朗普提及”的三个条件，并且是美国加密货币政策的最大潜在受益者。

III. Classification and analysis of specific projects

iii。特定项目的分类和分析

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

1。三重积极项目（中心地区：ETF +白宫 +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.

这些项目位于三个区域的重叠部分，是政策支持的“核心赢家”。

SOL (Solana):

太阳（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是一个高性能的第1层区块链，以其高通量和低交易成本而闻名，并且是以太坊的主要竞争对手之一。

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出现在中心地区，表明它在美国制定政策中受到了极大的关注，并且可能正在申请ETF，同时也获得了特朗普的批准。 Solana的高性能使其广泛用于Defi（分散的财务）和NFT（不可杀死的代币），这可能吸引了政府的兴趣，尤其是依靠Meme Coins的前沿来获得链条上的更多活跃用户。

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主要用于跨境支付，其令牌XRP长期以来一直与美国证券交易委员会（SEC）（从2020年开始）发生法律纠纷。

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在中心区域的存在可能表明其法律问题正在解决，或者在政策层面上的地位得到了改善。 SEC对加密货币的监管态度已在2024年缓解，如果XRP可以通过ETF应用程序，则可能会引入大量资金流入。

ADA (Cardano):

那里（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是一个区块链项目，侧重于学术研究和分层建筑，并以其科学方法和可持续性而闻名。

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在中央地区的地位表明，它在美国市场上获得了更多认可，并可能在政策制定或政府合作中发挥作用。它的技术实力可能使其成为政府支持的候选项目。

2. Double-benefit projects

2。双收益项目

ETF Application + Trump Mention (Green + Orange Area)

ETF应用 +特朗普提及（绿色 +橙色区域）

BTC (Bitcoin):

BTC（比特币）：

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：比特币是具有最大市值的加密货币，被视为数字黄金。 2024年初，美国批准了比特币现场ETF，这提高了其价格和机构采用。在2025年，BTC将积极晋升为美国乃至各个国家和主要上市公司的战略储备货币。

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：比特币出现在“ ETF应用程序”和“特朗普提到”领域，表明其市场地位是牢固的。特朗普提到的可能会进一步增强其公众形象，并吸引更多的零售投资者。

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货币，支持智能合约和Defi生态系统。 2024年5月，以太坊斑点ETF获得批准。

Analysis: Ethereum’s position in this

分析：以太坊在这方面的立场