A large inventory of US concept coins: Who is the biggest winner of Trump’s policy?

1. Structure and core significance

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

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

2. Blockchain Projects Attend White House: Red area, a category that indicates that these projects may have participated in direct dialogue with the U.S. government or policy-making activities. The White House’s focus often means that these projects are of importance at the level of regulatory compliance, technology applications (such as supply chain management, decentralized identity), or national strategy.

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

4. Made in USA, headquartered in the United States: orange area. They may have natural advantages in policy support, especially in the context of Sino-US technological competition.

2. The significance of overlapping areas

Double overlapping area: The items appear in both categories simultaneously, indicating that they have advantages in multiple aspects. For example, BTC (Bitcoin) and ETH (Ethereum) are both in the "ETF Application" and "Trump mentions" areas, showing their dual benefits in policy support and public attention.

Triple overlapping area: Located in the center of the graph, including 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 US cryptocurrency policy.

3. Specific project classification and analysis

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

mentioned)**

These projects are located in 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 central area, indicating that it has received high attention in U.S. policy making, and may be applying for ETFs, while gaining Trump's approval. Solana's high performance makes it widely used in the fields of DeFi (decentralized finance) and NFT (non-fungible tokens), which may have attracted government interest, especially relying on the leading edge of MEME coins to gain a large share of active users on the chain. )

XRP (Ripple):

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

Analysis: The appearance of XRP in the central area may indicate that its legal issues are being resolved, or its position at the policy level has improved. The SEC's regulatory attitude towards cryptocurrencies has eased in 2024. If XRP can apply for ETFs, it may usher in large-scale capital inflows.

ADA (Cardano):

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

Analysis: Cardano's position in the central area indicates that it has gained more recognition in the U.S. market and may have played a role in policy making or government cooperation. Its technical strength may make it a government-backed candidate project.

2. Double favorable projects

ETF Application + Trump mentions (green + orange area)

BTC (Bitcoin):

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

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

ETH (Ethereum):

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

Analysis: Ethereum's position in this region reflects its dual advantages in policy and public attention. The widespread use of the Ethereum ecosystem makes it a focus of institutional investment.

White House Participation + Trump mentions (red + orange area)

TRUMP:

Background: It may be a meme coin or token related to Trump, commonly found in celebrity-driven projects.

Analysis: Its appearance in this area shows that it is based more on Trump's personal influence than on technical strength. This type of token is usually highly volatile and is suitable for short-term speculation.

MELANIA:

Background: Probably a token or project related to Trump’s wife Melania.

Analysis: Similar to TRUMP, MELANIA tokens may also be based on celebrity effects and lack long-term technical support.

HBAR (Hedera):

Background: Hedera is an enterprise-level blockchain that uses a hash graph consensus mechanism and is suitable for scenarios such as supply chain management and decentralized identity.

Analysis: Hedera shows that it may have in-depth cooperation with the US government and has attracted Trump's attention in this area. Its enterprise-level applications may give it long-term development potential with policy support.

ETF Application + White House Participation (Green + Red Area)

There are no projects in this area, indicating that there are currently no projects that meet the conditions that both "ETF application" and "White House participation" but are not mentioned by Trump.

3. Single category items

3.1 ETF application (green area)

Projects: DOGE (Dogcoin), BONK, XCH (Chia), AVAX (Avalanche), FIL (Filecoin), SUI, APT (Aptos), NEAR, MOVE.

analyze:

Meme Coins: DOGE and BONK are meme coins, which are highly community-driven, but have limited technical applications. They may apply for ETFs more to attract retail investors’ funds.

Layer 1 Blockchain: AVAX, SUI, NEAR are high-performance Layer 1 Blockchains, similar to Solana, and may seek to enter traditional financial markets through ETFs.

Storage and infrastructure: FIL (decentralized storage), XCH (green blockchain) and other projects have wider technical applications, and ETF applications may reflect the institutions' optimism about their long-term value.

3.2 White House Participation (Red Area)

Projects: LTC (Litecoin), LINK (Chainlink), DOT (Polkadot).

LTC: Litecoin is a fork of Bitcoin, with faster transactions and may be paid attention to in government payment or settlement scenarios.

LINK: Chainlink provides decentralized oracle services, a key infrastructure for the DeFi ecosystem, and its White House participation may be related to data credibility.

DOT: Polkadot is a cross-chain protocol designed to connect different blockchains, and its technology may attract government interest in interoperability.

3.3 Trump mentions (orange area)

Projects: OP (Optimism), AXS (Axie Infinity), BAT (Basic Attention Token), ZEC (Zcash), MANA (Decentraland), ONDO, APE (ApeCoin), LPT (Livepeer), UNI (Uniswap), STX (Stacks).

analyze:

Diversity: This area includes Layer 2 Solutions (OP), DeFi (UNI), Games (AXS), Privacy Coin (ZEC), Metauniverse (MANA), etc., reflecting the breadth of Trump's mention.

Speculation: Trump's mention may be more for market hype than based on technical evaluation. These projects may increase due to increased attention in the short term, but the long-term value depends on their fundamentals.

3.4 Made in USA (Sub-label in orange area)

Projects: BLUR (NFT Market), ALGO (Algorand), GRT (The Graph), MINA, HNT (Helium).

analyze:

Made in the United States: These projects originated in the United States and may have advantages in policy support. For example, ALGO and GRT are infrastructure projects that focus on high-performance blockchain and data indexing, respectively, which may benefit from government priority support in the technology sector.

Technology Application: Technological innovations in projects such as HNT (Internet of Things), MINA (Lightweight Blockchain) may make them more attractive in policy formulation.

4. Macro trends and policy backgrounds

4.1 Promotion of ETFs

Historical background: 2024 is the breakthrough year for cryptocurrency ETFs, and Bitcoin Spot ETFs (approved in January) and Ethereum Spot ETFs (approved in May) have injected a large amount of institutional funds into the market.

Trend in the figure: More projects (such as SOL, XRP, ADA, AVAX, etc.) are applying for ETFs, indicating that the integration of cryptocurrencies and traditional finance is accelerating. The launch of ETFs may significantly increase the market value and adoption rate of these projects.

4.2 Trump 's influence

Background: Trump's attitude towards cryptocurrencies in recent years has shifted from criticism to support. He publicly supported cryptocurrencies several times during his 2024 campaign and even launched his own NFT project.

The picture shows that Trump mentioned a wide variety of projects, including meme coins (TRUMP, MELANIA), DeFi (UNI), games (AXS), etc., reflecting that his influence is mainly concentrated on market hype and public attention rather than technical evaluation.

4.3 White House Participation

Background: The U.S. government's attitude towards blockchain technology is shifting from regulatory pressure to cooperation and support. Projects White House may involve areas such as decentralized identity, supply chain management, or financial innovation.

The picture shows that projects such as SOL, XRP, HBAR and other projects are participating in the White House, indicating that they may play an important role in policy making.

4.4 Advantages of Made in the United States

Background: In the context of Sino-US technology competition, the U.S. government may prioritize support for its own blockchain projects to ensure technological sovereignty.

The figure shows that projects marked "Made in USA" (such as ALGO, GRT, HNT) may gain long-term development advantages with policy support.

5. Potential market impact

5.1 Central area projects (SOL, XRP, ADA)

Market prospects: These projects have become the biggest winners due to the triple positive news, which may attract more institutional funds and retail investors.

Specific impact:

SOL: Solana's high performance may make it the top choice in the DeFi and NFT sectors, and the approval of ETFs may drive its price to rise further.

XRP: If its legal issues with the SEC are resolved, the approval of the ETF may trigger large-scale capital inflows.

ADA: Cardano's scientific approach may give it more advantages in government cooperation and has greater long-term development potential.

5.2 ETF-related projects (BTC, ETH, AVAX, etc.)

Market prospects: The launch of ETFs will bring more institutional funds to these projects and enhance market value.

Specific impact:

BTC and ETH: ETFs have been approved and the market position is stable. Trump's mention may further attract retail investors.

AVAX, SUI, NEAR: If ETFs are approved, they may become the beneficiaries of the next wave of high-performance blockchains.

5.3 Trump mentioned projects (TRUMP, MELANIA, UNI, etc.)

Market prospects: These projects may rise due to speculation in the short term, but the long-term value depends on their fundamentals.

Specific impact:

TRUMP, MELANIA: The meme currency has obvious characteristics and high volatility, which is suitable for short-term speculation.

UNI, OP: The DeFi and Layer 2 projects have strong technical strength, and Trump's mention may bring more attention to it.

5.4 White House participates in projects (HBAR, LINK, DOT, etc.)

Market prospects: These projects may receive more government contracts or policy support, and have greater long-term development potential.

Specific impact:

HBAR: Enterprise-level applications may give it an advantage in government collaboration.

LINK: The widespread use of oracle services may make it a bridge for DeFi and government cooperation.

6. Summary

The biggest winners: Solana, XRP and Cardano have become core beneficiaries for meeting triple benefits at the same time, and may have performed outstandingly in policy support and market performance.

Market leaders: Bitcoin and Ethereum continue to dominate, and ETFs and Trump mentions add more attention to it.

Policy support: Projects participating in the White House (such as HBAR, LINK) may benefit from government cooperation in the long term development.

Made in the United States: Projects originating in the United States (such as ALGO, GRT) may gain a competitive advantage with policy support.