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Trump’s Crypto Revolution: The New American Frontier

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Crypto likes to move fast. Perhaps the best example this year:

In 2021, President Donald Trump described Bitcoin as a “scam”.

Now, in 2025, Trump launched his own meme coin, with $Trump nearly hitting US$15 billion in market value, Bitcoin hit record highs over US$100,000, and, arguably most importantly, Trump has issued an executive order to make digital financial technology a national priority.

A lot has changed, but what does this all mean for the future of cryptocurrency?

For Trump, personally, the launch of $TRUMP and $MELANIA means crypto (as of January 19, 2025) suddenly accounted for 89% of his wealth.

Donald Trump Trump coin - The Oregon Group - Critical Minerals and Energy Intelligence

For the industry, crypto is now the new American frontier with a promise by the new president to make the US the “crypto capital of the planet.”

Trump’s new executive order is sweeping:

  • establish a Presidential Working Group on Digital Asset Markets to strengthen US leadership in digital finance
  • develop a Federal regulatory framework governing digital assets, including stablecoins
  • evaluate the creation of a strategic national digital assets stockpile (which is expected to build on the estimated 213,297 BTC that the US government already holds from criminal activity seizures)
  • revokes the previous Administration’s Digital Assets Executive Order and the Treasury Department’s Framework for International Engagement on Digital Assets which “suppressed innovation”
  • prohibits agencies from undertaking any action to establish, issue, or promote central bank digital currencies (CBDCs)
  • protect and promote the ability of individuals and private-sector entities to access and use, for lawful purposes, open public blockchain networks without persecution, including banking services

One of the biggest challenges for the cryptocurrency industry has been navigating the regulatory landscape, particularly during the Biden administration when more than 100 enforcement actions were brought against the industry by the SEC. Banks and regulators have also allegedly made it difficult for crypto companies to access banking services. 

The regulatory uncertainty has impacted investment across the industry, with many companies unsure over what was permitted and what was not.

Some of the most important personnel changes are at the US Securities and Exchange Commission (SEC) — led, firstly, by the departure of SEC Chair, Gary Gensler, on the day of Trump’s inauguration.

Under the new crypto-friendly, SEC Chair, Mark Uyeda, the SEC has already rescinded SAB 121, which stopped banks from offering crypto custody services. A move to end what crypto executives call “Operation Choke Point 2.0”, an effort by the Biden administration and bank regulators to prevent crypto companies from using the traditional financial system.

The new SEC Chair has also appointed Hester Pierce to lead a cryptocurrency-focused task force at the SEC to develop a regulatory framework for the crypto industry. Known as “Crypto Mom” due to her long-time support of crypto and regulatory clarity, Hester Pierce will work in collaboration with the Commodity Futures Trading Commission (CFTC), Congress, and other agencies.

“To date, the SEC has relied primarily on enforcement actions to regulate crypto retroactively and reactively, often adopting novel and untested legal interpretations along the way. Clarity regarding who must register, and practical solutions for those seeking to register, have been elusive. The result has been confusion about what is legal, which creates an environment hostile to innovation and conducive to fraud. The SEC can do better”

SEC Crypto 2.0: Acting Chairman Uyeda Announces Formation of New Crypto Task Force

A new Senate Banking Subcommittee on Digital Assets has also been set up, chaired by Senator Cynthia Lummis, who has released a statement:

“Under President Trump’s leadership, the United States will be the global leader in financial innovation and digital asset advancement. I look forward to working with President Trump and my colleagues to pass bipartisan bitcoin and digital asset legislation in the coming months, and ensuring regulatory overreach like SAB 121, Operation Chokepoint 2.0 and lawsuits against digital asset companies are resolved.”

Crypto’s new American frontier

And the potential for growth is significant.

As of January 20, 2025 (Trump’s Inauguration Day), the global cryptocurrency market cap totalled US$3.77 trillion. Estimates for the growth vary considerably, but one of the more conservative forecasts by Grand View Research suggests the value of the global cryptocurrency market size will triple to reach US$11.71 billion by 2030.

“I would say in the current situation where you’ve had an administration trying to just wipe out the industry and make it illegal, almost any regulatory framework is better on a forward basis… So principles-based regulation focused on economic substance is probably the best outcome”

— Austin Campbell, professor at NYU’s Stern School of Business and the CEO of stablecoin company WSPN to Bloomberg

The response from the investment industry has been rapid:

Morgan Stanley CEO, Ted Pick, has said his bank will be working with US regulators to examine whether it can deepen its involvement in cryptocurrency markets and offer crypto transactions.

BlackRock CEO, Larry Fink has also advocated  “I want the SEC to rapidly approve the tokenisation of bonds and stocks.”

This is where companies like BlockMint come in.

BlockMint (TSX.V: BKMT)

BlockMint.ai (TSX.V:BKMT) is exploring investment strategies to create access products for investors, similar to MicroStrategy’s (NASDAQ:MSTR) approach, allowing investors to gain exposure to cryptocurrencies through traditional stock markets.

In other words, expanding the company’s cryptocurrency holdings to act as an “Access Product” for investors.

MicroStrategy’s shares gained 3,200% since adopting Bitcoin as its treasury asset in 2020 to December 2024, by which time MicroStrategy had a market value of approx US$80 billion, while owning US$41 billion of Bitcoin. In particular, the company’s stock surged 477% in 2024 as it more than doubled its Bitcoin holding and joined the Nasdaq 100.

Find out more with our recent analysis on “Are equities the new way to play Crypto: The rise of MicroStrategy and other access products.

BlockMint Technologies Inc. integrates distributed ledger technologies across a range of innovative applications to support decentralization, with a particular focus on carbon credits and cryptocurrency mining. For example, their Minter Browser allows users to mine cryptocurrency to earn carbon credits and offset greenhouse emissions as they browse the internet.

BlockMint stock price 2024 - The Oregon Group - Critical Minerals and Energy Intelligence

Global leader

These new reforms help to position the US as a global leader in the crypto space.

In 2021, China banned all cryptocurrency transactions; the EU passed the world’s first comprehensive cryptocurrency regulations in 2023, known as the Markets in Crypto-Assets Regulation (MiCA), that threatens to over-regulate an industry that is advancing technologically, very quickly; the UK is finalizing regulations for crypto asset service providers, expected to come into force on January 1, 2026, with promises by the new government to make the UK a global hub for securities tokenisation.

Volatility

As with investing in any equity or commodity, there are risks, and — especially due to market volatility over uncertainty over regulations, technological risks, commodity concentration, crypto valuations, etc — this is particularly the case with stocks so closely linked to the corresponding value of cryptocurrencies.

There are concerns the factors driving up the leveraged stock prices, could just as easily go into reverse if the value of the corresponding cryptocurrency falls sharply.

However, much of the friction between government and the crypto industry is being eased with the new appointments, guidelines and momentum in the US.

Conclusion

The rapid advancement of cryptocurrency, highlighted by President Donald Trump’s pivot to cryptocurrency champion, illustrates how quickly and how fast the frontiers are moving.

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This article was created by Element 119 Ltd. on behalf of BlockMint Technologies Inc.

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The Oregon Group is an investment research team focused on critical minerals, mining, energy and geopolitics.

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