On January 20, 2025, Donald Trump, the 45th President of the United States, is set to hold his second inauguration. This event is not only a grand occasion on the political stage but also a focal point for the financial markets, cryptocurrency industry, and technology sector. The inauguration symbolizes Trump's return to the White House and reveals potential policy directions he may take in the future. From market fluctuations to policy expectations, and the connections between businesses and the government, these events are quietly shaping a new round of global economic patterns.

Cryptocurrency Market: Coexistence of Turbulence and Anticipation

Uncertainty Brought by Policy Reforms

During his 2024 campaign, Trump publicly stated that the cryptocurrency market needs "comprehensive regulatory reform" and promised to provide a clearer legal framework for the digital asset industry. However, whether these policies can be smoothly implemented remains uncertain. According to a research report released by the New York Digital Investment Group (NYDIG), even if Trump's team holds a relatively open attitude towards cryptocurrencies, comprehensive regulatory reform will still require time and multiple negotiations. This uncertainty makes market investors tread carefully.

This sentiment has already manifested in the price trends of mainstream digital assets like Bitcoin. As of January 16, the price of Bitcoin rose from $95,000 last week to $99,000.

Friendly Signals from the Government

Another important signal brought by Trump's return is the shift in the government's attitude towards cryptocurrencies. Reports indicate that the new government is preparing a series of executive orders, including friendly regulatory measures for digital assets. Research from QCP Capital suggests that these measures may include a review of certain cryptocurrency tax laws and a redefinition of security tokens.

More notably, the new government may freeze some existing cryptocurrency-related lawsuits, especially those not involving fraudulent activities. For example, the lawsuit between the U.S. Securities and Exchange Commission (SEC) and Ripple Labs may see a turning point. This not only provides breathing room for companies like Ripple but may also boost overall market confidence.

Political Connections of Cryptocurrency Giants

Behind Trump's inauguration, some cryptocurrency companies are also establishing connections with the new government through donations. According to The Wall Street Journal, well-known cryptocurrency companies including Coinbase, Circle, Robinhood, and Ripple have all donated to Trump's inauguration fund. While this action has drawn some criticism, it is also seen as a key move by businesses to influence future policy directions through political connections.

These companies not only hope that policy reforms will provide broader development space for the industry but also wish for the new government to promote the United States' leadership in blockchain technology on the international stage. For instance, Coinbase CEO Brian Armstrong publicly stated, "We hope the government recognizes the potential of blockchain technology and takes action to support America's innovation in this field."

Technology Industry: Embracing Change

The Fate of TikTok: The Focus of the Game

In the technology sector, the Trump administration's attitude towards TikTok has become a significant point of concern. Previously, Trump demanded that TikTok's parent company, ByteDance, sell its U.S. operations to an American company, and even threatened a complete ban when this did not happen. However, under the new administration, Trump's stance seems to have softened. According to White House officials, Trump may delay the ban on TikTok through an executive order and develop a more flexible compliance plan for it.

This news has provided TikTok with a breathing opportunity and injected new vitality into the market. TikTok CEO Shou Zi Chew was invited to sit in the honor seat alongside other tech giants at Trump's inauguration, which has been interpreted as an important signal of the Trump administration's softened attitude towards TikTok.

Policy Expectations from Tech Giants

Not only TikTok, but other tech giants are also filled with expectations for Trump's new government. Meta CEO Mark Zuckerberg and Tesla founder Elon Musk both attended the inauguration. In interviews before the ceremony, both expressed hopes that the new government would adopt more pragmatic policies in areas such as antitrust law, artificial intelligence regulation, and international trade. Zuckerberg specifically pointed out, "The tech industry needs a clear framework of rules, which not only helps business development but also protects user rights." Musk emphasized the government's important role in promoting clean energy technology and artificial intelligence research.

Financial Markets: A Balancing Point Amidst Change

Market Fluctuations and Investment Opportunities

Before and after Trump's inauguration, the financial markets have shown significant volatility. The S&P 500 index has dropped by 1.2% since January 15, while the Nasdaq index has risen by 0.8%. This divergence reflects the market's differing expectations for various industries.

In the cryptocurrency sector, digital assets like Bitcoin and Ethereum have risen in the short term due to policy expectations. However, analysts warn that this rise may be difficult to sustain. Once policy details are announced, the market may experience a "buy the expectation, sell the fact" scenario. Investors need to find balance amidst the volatility to reduce risks and seize potential opportunities.

Hope Brought by Law Enforcement Reforms

Trump's team is reviewing several cryptocurrency enforcement cases, including those involving securities law disputes. According to insiders, the new government may introduce a plan to freeze all cryptocurrency lawsuits not involving fraud allegations. This move would greatly alleviate the legal pressure on the industry and provide more development space for businesses.

For example, exchanges like Binance and Kraken may benefit from this. These companies have long faced compliance issues in the U.S., and law enforcement reforms may provide them with new development opportunities.

Global Impact and Future Outlook

Trump's inauguration is not only a domestic event for the United States but also a focal point of global attention. From policy expectations to market fluctuations, and specific executive orders and legal reviews, these factors will gradually reveal their profound impact in the coming months.

For investors, 2025 is a year full of uncertainty. In the cryptocurrency market, the progress of policy reforms will be a key driving force for price trends. In the technology sector, the interaction between the government and businesses may influence the innovation direction of the entire industry.

However, whether in the financial market or the technology sector, opportunities and risks always coexist. Closely monitoring policy dynamics and reasonably allocating investment portfolios will be key strategies to navigate this transformative era. Under the policy backdrop of Trump's new government, all market participants are preparing for the future competitive landscape.

For those who can seize the opportunity, this is not only a challenge but also an excellent moment to embrace new opportunities.

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