Winning Investment Guide Under Policy Bonuses: How Assets Like Cryptocurrencies Benefit

【Blockchain Rhythm】In mid-January, Bitmine Chairman Tom Lee shared in-depth reflections on the current market landscape. He straightforwardly stated that Washington’s policy orientation is becoming a key variable in the rise and fall of various industries — this factor’s importance has surpassed the focus on monetary policy that everyone paid attention to at the beginning of the year.

He pointed out the obvious “loser” camp. Credit card companies, the Federal Reserve, and institutional mortgage buyers are under pressure in the current policy environment. Especially with government-driven credit card interest rate cap policies, coupled with the political pressure faced by the Federal Reserve, it is very likely to lead to a tightening of the entire credit system, directly threatening the profit margins of these institutions.

But from the “winner” perspective, the situation is completely different. Housing-related assets will benefit from policy dividends — after all, the new government has made significant efforts regarding housing affordability and mortgage rates. In addition, the energy sector, raw materials, large tech companies, cryptocurrencies, industrial stocks, financial sectors, and small-cap stocks that benefit directly from economic growth are all expected to become market protagonists.

The core logic of this judgment is clear: policy changes can influence asset performance in the short term more than fundamentals. Investors need to adjust their allocations according to policy guidance rather than sticking rigidly to traditional configurations. For cryptocurrencies, this positive signal is worth paying attention to.