In 2025, the crypto market finds itself caught in the crossfire of Trump and Powell’s battle over interest rate cuts, while simultaneously becoming a pawn in the reshaping of the dollar system. How can retail investors anchor themselves to seize the certain opportunities of 2026 amid these turbulent times?
This year’s crypto market is driven by two dominant narratives:
1. The Overt Battle: Trump vs. Powell on Rate Cuts
Though most macro analysts refuse to introduce political dimensions into the debate over whether Trump or Powell will push for rate cuts this year, those in the know understand. The decision to cut rates—or not—has little to do with U.S. inflation data or non-farm payrolls. Instead, it’s a key lever in the political tug-of-war between the Democrats and Republicans.
A glance at FedWatch rate-cut expectations, Polymarket prediction markets, and Twitter sentiment reveals that Powell currently holds a firm grip over financial market discourse. Trump, meanwhile, can only resort to extreme pressure tactics like tariff wars and social media rants to claw back some influence.
Thus, until the two major equilibrium points—Powell’s departure in May 2026 and the U.S. midterm elections—the market will remain in a state of uncertainty, caught between Powell tightening liquidity and Trump fanning the flames of disruption.
2. The Covert Shift: Crypto’s Role in Reshaping the Dollar System
Whether it’s the planned expansion of the U.S. Bitcoin strategic reserve under fiscal neutrality, the U.S. debt-resolution plan aiming to grow stablecoin adoption to over $2 trillion in the coming years, or upcoming market structure bills determining whether the SEC or CFTC will regulate crypto—or whether PerpDEX platforms like Hyperliquid can operate domestically—Trump’s regulatory moves and Vance’s public statements all signal one thing: The administration views cryptocurrency as an organic component in reshaping the 21st-century dollar system.
Navigating Uncertainty in 2025
This year is destined to be one of unpredictability. For retail investors, navigating these markets is like steering a tiny boat through a stormy sea. Turning a profit in such conditions is nothing short of an epic challenge.
Yet 2025 isn’t a year to sit idle. The wise path lies in identifying certainty within the chaos.
Two Certain Opportunities for 2026:
U.S. Debt Resolution → Stablecoins → PayFi → RWA
CFTC-Regulated Crypto Markets → PerpDEX (Hyperliquid) / Consumer Chains → Abstract
In any case, our mission in 2025 is simple: Stay at the table—and quietly prepare our winning hand for 2026.
