The 'Trump Effect' Strikes Again: Do DeFi, AI, and Altcoins Usher in Policy Dividends?

Yesterday (January 23, 2025), Trump signed a highly anticipated executive order at the White House, officially announcing that the United States will increase policy support in the fields of artificial intelligence (AI) and digital cryptocurrencies. This not only means that Trump intends to propel the United States to a leading position in the global AI race but also sends a positive signal to the cryptocurrency sector.
Compared with the regulatory approach of the Biden administration, Trump’s policies are bold and may bring a long - awaited spring to projects that have been under the shadow of regulation. From DeFi to AI, and then to MEME coins, can these sectors witness a new round of boom under the impetus of the 'Trump Effect’? Will he, just like last time when he led the '$Trump coin - issuing craze’, catch the market off - guard?
In this article, Biteye sorts out several key sectors and related tokens that may benefit from this.
I. DeFi: Compliance Accelerates Mainstream Adoption
The DeFi project World Liberty Financial (@worldlibertyfi) launched by the Trump family has undoubtedly injected a shot in the arm into the DeFi sector. The WLFI project is not hasty but operates within the regulatory framework after full legal compliance preparations, especially making early arrangements in terms of compliance. That is to say, in addition to showing a high degree of optimism about DeFi, the WLFI may imply the foreshadowing of a lenient regulatory environment for the cryptocurrency industry after Trump takes office.
Moreover, according to the new DeFi tax regulations proposed by the US Tax Revenue Service in December 2024, it can be speculated that more systematic DeFi regulatory regulations may be introduced in 2025, and the compliance of the DeFi industry may become a development trend in the cryptocurrency field in 2025. Promoting the development of the DeFi industry within the framework of compliance, coupled with Trump’s lenient regulation of the cryptocurrency industry, may prompt more traditional financial institutions to set foot in the DeFi field. Currently, AVAX are the two tokens with the highest market capitalization in the DeFi sector and are also the tokens held by WLFI. They may embrace new opportunities in this wave of policy adjustments.
II. AI: Trump Vows to Make the US the World Capital of Artificial Intelligence
Trump mentioned in his inaugural speech that he will increase investment and development in the field of artificial intelligence (AI), especially in decentralized AI infrastructure. On Tuesday, the White House just announced that it will cooperate with technology giants such as Oracle, OpenAI, and SoftBank to launch a $500 - billion artificial intelligence infrastructure project. On Thursday, Trump signed an executive order related to the cryptocurrency industry and artificial intelligence, setting a 180 - day deadline to formulate an 'Artificial Intelligence Action Plan' and a federal regulatory framework for managing digital assets (including stablecoins), and to assess the creation of a strategic national digital asset reserve. The executive order also prohibits central bank digital currencies (CBDCs). Trump believes that this will 'threaten the stability of the financial system, personal privacy, and the sovereignty of the United States’.
Against this backdrop, the potential of the combination of AI and cryptocurrency is particularly remarkable, especially in the DeFi x AI (DeFAI) field. Decentralized AI applications and algorithmic trading are likely to receive more impetus.
III. RWA & DePIN: Tokens of Real - World Assets

The Trump family's World Liberty Financial (@worldlibertyfi) is not only involved in the DeFi field but also has a layout in tokens related to RWA (real - world assets), such as ONDO. Robinhood CEO Vlad Tenev and well - known cryptocurrency trader Andrew Kang both expressed optimism that after Trump takes office, the tokenization method will accelerate the transfer of stocks, private companies, and real - world assets (RWA) to the blockchain. The newly - launched RWAFi concept project Plume Network was publicly invited to Trump's inauguration ball.
In addition to RWA, last month Trump delivered a speech at the Blockchain Association's annual gala, stating that real - world use cases like DePIN legitimize cryptocurrencies and are on the priority list for legislation.
The above information inevitably makes people think about the impact of Trump's taking office on the RWA and DePIN sectors. They may embrace a golden development period in a lenient policy environment.
IV. Meme Coins and the SOL Ecosystem: Re - evaluating the Potential of the 'Altcoin Season'
The 24 billion on its first day, bringing a new wave of attention to the Meme coin sector. Web2 speculators rushed in overnight. The popularity of $TRUMP is a rare combination of politics and finance in the history of cryptocurrency. 'The president issuing coins' undoubtedly has a far - reaching market impact.
In addition, the decision to deploy the $TRUMP token on the Solana chain has further strengthened the market's recognition of the Solana ecosystem and may become a catalyst for Solana's future development. The possible impacts are as follows:
Increase in capital inflows to the Solana ecosystem: Due to the high market capitalization of $TRUMP and the influence of the Trump family, Meme coin projects on the Solana chain have attracted a large amount of capital and market attention. This capital inflow may not be limited to Meme coins themselves but may also drive more developers and project parties to choose Solana as their issuance and operation platform.
Possible promotion of the approval of Solana ETF: As a representative of high - performance blockchains, Solana has the foundation for market acceptance. Trump's participation not only increases Solana's market exposure but also helps its recognition in the traditional financial market, thus accelerating the approval process of Solana ETF.
May lay the groundwork for the 'Altcoin Season': Such Meme coins driven by celebrities and political forces may trigger the emergence of more similar projects, absorb most of the on - chain liquidity, and may promote the arrival of the next 'Altcoin Season'.
V. World Liberty Holdings & US - Native Coins: Strongest Association with Trump
The association between these two sectors and Trump is relatively strong and does not need much elaboration. Currently, the top ten tokens held by World Liberty are: wBTC, USDC, USDT, LINK, ONDO. In addition, projects that sponsored Trump's inauguration ceremony and cryptocurrency balls can be paid attention to, including TRON, Ripple, Anchorage, Kraken, Sui, MetaMask, Galaxy, Ondo (ONDO), Solana, Etoro, Uniswap, and cryptocurrency - listed companies Coinbase, MicroStrategy, Marathon Digital, Nano Labs, Exodus, Metaplanet, etc.
VI. Conclusion
From DeFi to AI, from the tokenization of RWA to Meme coins, as the 'cryptocurrency president', every move of Trump is challenging the traditional industry pattern. His cryptocurrency policies may drive the cryptocurrency industry to develop in a more compliant and mature direction in the next few years.

However, the real future of the cryptocurrency industry not only depends on short - term policy dividends but also on the continuous innovation of its internal technology and the continuous progress of compliance. Can Solana break through the bottleneck with this opportunity? Can sectors such as DeFi and RWA rejuvenate within the compliance framework? At the intersection of policy relaxation and technological innovation, how will cryptocurrency assets dance with the traditional financial system? We can foresee that the next few years will be a crucial period for all these changes.