SOL, XRP, and ADA are on the list: A 3-minute review of Trump’s national reserve plan

A brief analysis of Trump's call to list SOL, XRP, and ADA as national reserves.

1. When we woke up, the bull market returned quickly, and the market was thriving, sweeping away the depression of the bear market in the past few days. Is the bull market really back? This wave of rise can only be described as "false prosperity". Because this time it is a news bull market, not a fundamental bull market, and the market has not undergone internal changes, which means that the subsequent persistence may not be enough.

2. Trump’s shouting will have less and less effect, just like Musk’s shouting of Dogecoin, he shouted too many times, and then shouted again later, basically no effect on the price of the currency. So we still have to look at substantive actions in the end, such as the implementation of policies and large-scale inflow of funds.

3. The timing of the release of this news is quite unusual: you know, the government usually releases major policies on weekdays, but this time the news was released on the weekend. If it was released on a weekday, wouldn’t the institutions be able to cooperate better?

4. We have to talk about a conspiracy theory here: releasing news on weekends is likely to be the intention of market makers to increase prices and sell on weekdays, because those who take over the orders on weekends are retail investors.

5. Especially since Solana was unlocked on March 1, releasing the news now will allow the selling pressure from the unlocking to be digested first, and then stimulate the market rebound through good news, reduce the negative impact, and at the same time amplify the psychological driving force brought by the policy.

6. As expected, the decentralized world is full of centralized conspiracy groups, among which the Trump family has become the largest conspiracy group.

7. Trump called for orders for several altcoins such as SOL, XRP, and ADA. There is obviously a relationship of interest transfer between them: on the one hand, the project owners of these altcoins have made political donations to the Trump family; on the other hand, these coins all have American backgrounds.

8. What lies behind this actually represents a huge change in the power structure of our industry: the cryptocurrency circle is currently undergoing a change of dealers, with the entry of traditional capital giants represented by BlackRock, as well as the addition of powerful capital such as the Trump family, which has forced the traditional cryptocurrency circle capital centered on Binance to stand aside.

9. This is why the alt season has not yet arrived: traditional cryptocurrency capital is fleeing, selling off historical assets and recovering previous investment funds, so how could there be a alt season?

10. To summarize the coping strategy of ordinary retail investors in one sentence: try to sell off the old altcoins you already have, keep the principal, and wait for new narratives to emerge on the chain. In the future, you should pay special attention to the narrative with American capital background, that is, American concept coins.