Trump is Unleashing Crypto’s Biggest Rally Yet

Did you catch the headlines this weekend?

President Trump signed an executive order directing the Department of Labor (DOL) and the Securities and Exchange Commission (SEC) to revisit their guidance on alternative assets in 401(k) plans.

The media will pitch this as the start of a long, complicated process to fold digital assets into the multi-trillion-dollar retirement market.

And sure, it is.

But let’s be real, this move isn’t some cautious dip of the toes. It’s part of a broader, aggressive push under Trump’s watch to reshape crypto regulation in ways we haven’t seen before.

Look, I'm not here to wave political flags - I'm halfway around the world watching this unfold from New Zealand anyway. What actually matters is what's happening with crypto regulation right now, and it's moving faster than most people want to admit. The policy shifts are real, the market momentum is undeniable, and if you're ignoring that signal, you're choosing to stay blind to what's coming next. 

The previous Biden administration was hostile to crypto, in the worst possible way. Regulators lacked clear frameworks, crypto firms tried to comply, only to get hit with fines for breaking rules that didn’t even exist yet. It was a regulatory mess—and borderline lunacy.

Contrast that with the current scene: Trump’s administration is quietly stacking the decks with crypto-friendly regulators, building a framework that encourages innovation and capital flows back to the U.S., while aggressively clearing legal roadblocks. ETFs are getting approved, opening the gates for institutions and retail investors alike, lowering friction across the board.

Last weekend's historical executive order fits right into that momentum.

Breaking down the order itself: Trump’s giving the DOL and SEC 180 days - a six-month runway - to review and update their guidance on crypto in retirement plans. But honestly, this timeline feels more like an implementation window than an open debate about whether crypto should be included.

Heads of these agencies have been replaced with crypto-friendly players. Lori Chavez-DeRemer at the DOL rolled back “extreme caution” guidance from the last administration.

At the SEC, Paul Atkins, a known pro-crypto figure, is steering the ship. Commissioner Hester Peirce, aka “Crypto Mom”, leads a task force focused on clear, sensible crypto rules.

Markets are already reacting: Ethereum at three-year highs, Bitcoin pushing toward new all-time highs.

Upside surprises aren’t exhausted; they’re still happening.Given this aggressive but constructive regulatory shift, I’m incredibly optimistic about what’s next for crypto in the second half of the year.

Now, let's talk positions.