Crypto Moves Beyond the Trump Trade Into Structure
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Crypto stopped responding to Trump headlines, as per Animoca co-founder Yat Siu. Institutional capital now treats BTC as a reserve asset, and not as a speculative token. Trump’s personal crypto exposure enriched Trump-linked entities, not the broader market. For most of 2025, crypto traded ahead of reality as markets priced Donald Trump’s victory, assuming fast regulation, broad permissions, and political cover for risk. That trade is now gone as prices stopped responding to Trump headlines long before the year ended, and capital began rotating away from narrative-driven bets. The shift was not sudden. It came as policy timelines slipped and traders accepted a simple fact, i.e., crypto is not a top priority for the White House. Trump remains publicly supportive, but support did not translate into immediate structural change. As a result, markets adjusted. Institutional Capital Rewrites the Playbook In a CoinDesk interview, Animoca Brands co-founder Yat Siu said the crypto market has shifted into a new phase. Large investors no longer trade election cycles and allocate around structure. Bitcoin is treated less like a speculative token and more like a reserve asset, similar to gold. That change altered market behavior, as per Siu, who noted that Bitcoin absorbed capital and altcoins lost political premium and now face a utility test. The Animoca Brands exec claims the idea that broad rallies would follow political alignment has broken down. Capital now demands cash flow, usage, or infrastructure relevance. Trump’s Crypto Exposure Did Not Save the Trade Trump’s personal shift toward crypto did not revive the market. His family launched meme coins, a stablecoin business, and multiple crypto-linked ventures. Trading fees alone from Trump-branded tokens generated hundreds of millions of dollars. Markets noticed, but they did not follow. Trump’s crypto exposure benefited Trump-linked entities more than crypto prices. The GENIUS Act clarified…
Filed under: News - @ January 19, 2026 4:27 pm