Headline Risk, Relenting DXY, and Improving Flows Suggest More Upside for Crypto

Recent developments since the inauguration suggest that the new administration is prioritizing an industry-friendly regulatory environment. We believe there is still significant upside headline risk in the early days of Trump's term. Coupled with an easing DXY/yields, as well as substantial inflows into the crypto ecosystem, we think it’s prudent to maintain a long bias.

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The Launch of TRUMP Coin

This past weekend will undoubtedly go down as one of the most extraordinary moments in crypto history. On Friday night, during his inaugural "crypto ball," President-elect Donald Trump shocked the world by launching his own memecoin, TRUMP. The announcement, made around 10 p.m. ET, took both crypto insiders and the broader public by surprise, creating widespread confusion among market participants.

Skepticism was immediate and understandable. The memecoin’s debut came via Trump’s TruthSocial and X accounts, raising doubts about its legitimacy.

Moreover, the token’s distribution fueled suspicion: it has a 10% float, with 10% made available for liquidity, and the remaining 90% was allocated to the team, set to unlock in tranches over three years. Unlike other successful memecoins with more decentralized distribution, TRUMP's bu...
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