Analysis: The Impact of Trump's Proposal to Include Certain Crypto Assets in the National Reserves

1. Recently, the market has seen a brief rebound, but this may just be a "superficial prosperity". This wave of increase is mainly driven by news rather than fundamental improvements, so its sustainability may be limited. The intrinsic structure of the market has not undergone substantial changes, and caution is still needed.

2. When political figures repeatedly make similar statements, their influence often gradually weakens. Just like a certain well-known entrepreneur frequently mentions a certain meme coin, the effect is gradually diminishing. A real market shift requires substantial policy implementation and large-scale capital inflow.

3. The timing of this announcement is quite special, as it was made on a weekend rather than a workday. This is inconsistent with the usual practices for significant policy releases, sparking some speculation.

4. There is a view that releasing news on weekends may be to allow retail investors to take the first position, creating conditions for institutions to operate during the workweek.

5. A well-known public blockchain will unlock on March 1st. At this time, releasing positive news may be aimed at alleviating the selling pressure brought by the unlocking, while also amplifying the effect of the policy.

6. Ironically, the decentralized world seems to be dominated by certain centralized interest groups.

7. Several crypto assets mentioned by Trump may have vested interests behind them. These projects may have provided him with political donations, and many have American backgrounds.

8. This reflects the transformation of the power structure in the industry. The entry of traditional financial giants and political capital is changing the original industry landscape.

9. The sluggish market for altcoins may be related to this. Traditional encryption capital may be recovering funds, making it difficult for altcoins to launch.

10. Advice for ordinary investors: Consider reducing holdings in old altcoins and maintaining financial strength. Pay attention to emerging narratives on-chain, especially projects related to American capital.