Analysis of Trump's proposal to include SOL, XRP, ADA in the national reserve

1. Recently, the market sentiment has suddenly turned positive, as if the gloom of the bear market has vanished. However, this rebound may be just "superficial prosperity." This increase is primarily driven by news rather than improvements in fundamentals. The underlying structure of the market has not fundamentally changed, so the sustainability of this rally may be limited.

2. The influence of political figures' statements on the market is diminishing. Just like certain tech entrepreneurs' endorsements for some cryptocurrencies have seen diminishing returns, politicians' remarks may also gradually lose their stimulating effect. Ultimately, the market needs to look for substantial progress, such as policy implementation and large-scale capital inflows.

3. The timing of this news release is quite special. Usually, major policies are announced on weekdays, but this time it was chosen for the weekend. If it were released on a weekday, wouldn't institutions be able to better coordinate their operations?

4. I have to make some guesses: The news released over the weekend is likely intended to boost sales during the weekdays, as retail investors primarily trade on weekends.

5. Especially considering that a certain public chain will unlock tokens on March 1st, the release of news now may be aimed at digesting the selling pressure brought about by the unlocking, and then using positive news to stimulate a market rebound, reducing negative impact while amplifying the psychological driving force of the policy.

6. Ironically, the so-called decentralized world seems to be filled with centralized interest groups, among which certain political families may have become the biggest behind-the-scenes players.

7. Trump has named these non-mainstream cryptocurrencies, which are likely to have underlying interests involved: on one hand, these project parties may have provided political donations to certain political families; on the other hand, these currencies all have American backgrounds.

8. This reflects a significant change in the power structure of the industry: the cryptocurrency sector is currently experiencing a shift in influence, with traditional financial giants represented by certain large asset management companies entering the arena, along with the involvement of some political families, causing the traditional cryptocurrency capital, which was previously centered around certain trading platforms, to gradually lose its voice.

9. This also explains why the altcoin market has been slow to take off: traditional digital currency capital is withdrawing on a large scale, selling off historical assets and recouping previous investments, making it difficult for the altcoin market to emerge under these circumstances.

10. The advice for ordinary investors is to consider gradually reducing their holdings in existing old small coins, keeping funds ready to wait for new investment themes to emerge. In particular, attention should be paid to projects with American capital backgrounds, what is known as "American concept coins."