Trump has made a bold move! 9 trillion in pension funds may flood into the crypto market. Which Concept stocks are expected to explode?

On July 17, Eastern Time, the U.S. House of Representatives passed three legislative proposals on the regulation of stablecoins and other Cryptos by an overwhelming majority, handing them over to President Trump for signing into law.

Meanwhile, according to media reports, U.S. President Trump is preparing to sign an executive order that plans to open the $9 trillion U.S. pension market (commonly referred to as 401(k)) to Cryptos, Gold, and private equity investments. Analysts believe that this executive order will accelerate Trump's efforts to push Cryptos into mainstream investment markets.

Overall, in the Trump 2.0 era, the Cryptos industry is expected to usher in disruptive development. For investors, besides Bitcoin and Ethereum, what other investment opportunities are worth paying attention to? Next, we will explain them one by one.

Stablecoins have become a hot topic in the city! A detailed overview of the global Industry Chain.

Specifically, in the current Sino-U.S. Capital Markets, stablecoins have become a hot topic of discussion. In addition to the ongoing U.S. policies, the Hong Kong 'Stablecoin Regulations' will also take effect on August 1. Futubull has organized a reference for mooers on the Sino-U.S. stablecoin Industry Chain.

Specifically regarding the U.S. stock market, $Circle(CRCL.US)$ There is no doubt that it is the first stock of stablecoins; Circle's issued USDC stablecoin currently occupies 29% of the market share, second only to Tether's USDT.

Seaport Research Partners預測，穩定幣市場總市值將從目前的260 billion美元增長至2026年底的500 billion美元，長期更可能達到2 trillion美元規模。這一增長主要由DeFi、跨境支付和電商等領域的穩定幣採用推動。

Although its market share currently lags behind Tether, USDC possesses unique advantages in compliance, transparency, and collaboration with Financial Institutions, being regarded as a more regulated digital dollar, making its connection with traditional finance a key selling point.

As more businesses incorporate stablecoins into their fund management or use them for payments, the use cases for USDC will significantly expand.

Cryptocurrency Exchanges include $Coinbase(COIN.US)$ 、 $Robinhood(HOOD.US)$ ; Traditional Financial Industry and payment platforms include $Fiserv(FI.US)$ 、 $PayPal(PYPL.US)$ 、 $Visa(V.US)$ 、 $JPMorgan(JPM.US)$ 、 $Bank of America(BAC.US)$ 、 $Citigroup(C.US)$ 、 $Wells Fargo & Co(WFC.US)$ These companies are actively embracing the stablecoin sector.

In addition, CNI Xiangmi Lake Fintech Index companies $SoFi Technologies(SOFI.US)$ plan to restart Bitcoin and Ethereum trading and will also launch blockchain-based cross-border remittance services; in the future, they will further expand to stablecoin trading, provide lending services backed by cryptocurrency, expand payment options, and introduce new staking features.

In the Hong Kong stock market, currently, joint ventures such as Yuan Coin Innovation Technology, $JD.com(JD.US)$ JD.com Coin Chain and Standard Chartered Bank have entered the sandbox pilot, and Ant International along with Ant Digital has established applications for licenses; ZhongAn Bank is the first bank in Hong Kong to announce stablecoin custody business, possessing four advantages in strategy, ecology, technology, and equity relations, and besides reserve banking business, its potential profit model is expected to include distribution and virtual asset trading business.

Cryptocurrency Exchanges like $OSL GROUP(00863.HK)$ and others are worth paying attention to; additionally, application layers like $LIANLIAN(02598.HK)$ 、 $YEAHKA(09923.HK)$ 、 $LINKLOGIS-W(09959.HK)$ have recently shown good performance.

Moreover, the RWA Assets side $GCL TECH(03800.HK)$ 、 $VOBILE GROUP(03738.HK)$ 、 $DL HOLDINGS GP(01709.HK)$ And technology. $OKG TECH(01499.HK)$ 、 $SINOHOPE TECH(01611.HK)$ Worth paying attention to for investors.

Cryptocurrency vaults are sparking a competition! Which of these companies are worth long-term attention?

As a pioneer of the Stocks strategy, Strategy was the first to include Bitcoin in its balance sheet back in August 2020. This move was regarded as a disruptive financial experiment at the time. However, five years later, this once niche strategy has evolved into a mainstream financial strategy imitated by companies across various industries.

This year, from Finance to Technology, from Medical to Entertainment, an increasing number of publicly listed companies are following Strategy's path by including crypto assets such as BTC, ETH, SOL, and TRX in their balance sheets, initiating a capital game of revaluation.

Specifically, the companies holding the most Bitcoin (excluding mining stocks) include $Strategy(MSTR.US)$ 、 $Cantor Equity Partners Inc(CEP.US)$ 、 $Galaxy Digital(GLXY.US)$ 、 $Tesla(TSLA.US)$ 、 $Coinbase(COIN.US)$ 、 $Block(XYZ.US)$ 、 $Next Technology(NXTT.US)$ 、 $Semler Scientific(SMLR.US)$ 、 $GameStop(GME.US)$ 、 $Cango(CANG.US)$ 、 $MicroCloud Hologram(HOLO.US)$ 。

Holding Ethereum. $SharpLink Gaming(SBET.US)$ 、 $Coinbase(COIN.US)$ 、 $Bit Digital(BTBT.US)$ 、 $BTCS Inc(BTCS.US)$ 、 $Intchains Group(ICG.US)$ 、 $Exodus Movement(EXOD.US)$ 、 $GameSquare(GAME.US)$ 、 $Bitmine Immersion Technologies(BMNR.US)$ 、 $BTC Digital(BTCT.US)$ 。

Click to view:Ethereum reserves are becoming the new trend in the market! Which listed companies holding coins are worth betting on?

Holding SOL includes $DeFi Development(DFDV.US)$ 、 $Upexi(UPXI.US)$ Holding XRP includes $Wellgistics Health(WGRX.US)$ 、 $VivoPower(VVPR.US)$ Holding Binance Coin includes $Nano Labs(NA.US)$ Holding TRX includes $Tron Inc(TRON.US)$ 。

However, mooers need to be aware that publicly listed companies are collectively pouring into the field of crypto reserves. On the surface, this is an acknowledgment of crypto assets, but in reality, they are well versed in the operation of Capital Markets. Especially under the backdrop of pressure on performance and limited Market Cap, adopting popular strategies like "Coin-Stock Link" can significantly reshape their valuation logic. However, the healthy development of this trend depends on three key factors in the long term: the sustainability of corporate reserve structures, the actual value appreciation capability of crypto assets, and the transparency of on-chain behavior.

Bitcoin miners are facing transformation! Embrace AI or shift towards Ethereum.

A typical representative of Bitcoin miners is $MARA Holdings(MARA.US)$ 、 $CleanSpark(CLSK.US)$ 、 $Core Scientific(CORZ.US)$ 、 $Riot Platforms(RIOT.US)$ 、 $IREN Ltd(IREN.US)$ 、 $Bitdeer Technologies(BTDR.US)$ 、 $Hut 8(HUT.US)$ 、 $TeraWulf(WULF.US)$ 、 $Cipher Mining(CIFR.US)$ 、 $Bitfarms(BITF.US)$ 、 $Bit Digital(BTBT.US)$ 、 $Hive Blockchain(HIVE.US)$ And so on.

However, as the days of "mining" become increasingly difficult, major mining companies are seeking transformation. Major Bitcoin miners are replacing some mining equipment with devices used for running and training AI systems; some are turning to embrace Ethereum.

Overnight, Bit Digital announced its exit from Bitcoin mining, shifting to Ethereum staking and capital operation, raising a total of $0.15 billion to comprehensively layout Ethereum. This strategic transformation reflects the difficulties faced by Bitcoin mining due to high energy consumption and profit pressure, while the Ethereum PoS mechanism attracts Institutions' favor with low energy consumption, high efficiency, and stable returns, marking a new trend in the crypto industry towards sustainability and capital efficiency.

Additionally, like $Bit Digital(BTBT.US)$ Initially focused on Bitcoin mining, it has gradually laid out Ethereum staking infrastructure since 2022, along with businesses like GPU cloud computing power and asset management services. Recently, it stated that it raised approximately $0.172 billion in total revenue through public stock issuance and used these funds, along with the sale of 280 Bitcoins, to eventually accumulate 100,603 Ether on its balance sheet.

The rapid development of artificial intelligence and the surge in demand for data centers have made it difficult for traditional facilities to meet the high-density computing requirements. Bitcoin miners possess large-scale power infrastructure and professional operating experience, which can meet the enormous energy demands of AI data centers. As a result, many miners have embraced AI one after another. Previously published articles."Bitcoin Miners Ignite AI Fever! What Other Companies Hold Hidden Potential?" A detailed analysis of relevant companies was previously conducted, and interested mooers can click to check it out.

However, the crypto circle sometimes follows the pattern of "buy the rumor, sell the news," and mooers need to be aware of potential risks.