How Donald Trump’s 2025 Policies Are Affecting Crypto and Stock Market Bull Run
In 2025, global markets are keeping an eye on more than just
interest rates and inflation figures. With Trump’s political resurgence
altering perceptions of the crypto market and stock market bull run, investors
are now paying close attention to his 2025 policies.
Although the fundamentals of the economy, such as DeFi and AI innovation, are
driving growth, Trump’s influence adds a distinctive layer of political
uncertainty. This article examines how his possible return to power—and the
associated policy changes—are causing a slowdown in both crypto and equities.
How Trump’s 2025 Policies Are Creating Uncertainty
1. Absence of Clear Crypto Regulation Donald Trump has held a mixed view on cryptocurrency in the past. Although he previously referred to Bitcoin as a “scam,” he subsequently issued Trump NFTs and toyed with blockchain language.
As of 2025, his campaign has:
Contrary to decentralized finance (DeFi),
Condemned CBDCs, and
The proposed cryptocurrency could serve “anti-American purposes.”
✅ Why It’s
Important: For institutional investors and hedge funds to invest billions in
crypto, they require clear regulations. The unclear nature of Trump’s policies
on cryptocurrency prevents capital from entering the market, which undermines
Bitcoin and Ethereum’s capacity to surge.
2. Stock Market Fluctuations Driven by Policy Shocks
Investors are concerned that a second term for Trump could:
Rekindle trade wars (notably with China),
Restructure leadership within the Federal Reserve,
Establish tax reduction programs that generate worries about long-term debt.
✅ Impact: The S&P 500 and NASDAQ are seeing increased
volatility, with numerous tech stocks not reaching all-time highs despite
robust earnings.
3. ETF & Crypto Innovation Delays Multiple Bitcoin and
Ethereum ETFs waiting for SEC approval have stalled, due to fears that a Trump
administration may:
Completely reform the SEC,
Revert crypto enforcement policies from the Biden era,
Enhance oversight of custodians of digital assets.
✅
Result: Prominent companies such as Fidelity, ARK Invest, and BlackRock have
decelerated or halted the development of ETFs associated with tokenized assets.
4. The “Fear of Reversal” Holding Back VCs and Startups Even
though crypto is gaining adoption worldwide, U.S.-based startups and VCs are
hesitating to:
Initiate projects with tokenization,
Register in accordance with existing compliance structures,
Grow operations on the home front.
✅
What’s the reason? There’s concern that Trump will undo Biden’s
crypto regulations, potentially making compliance costly or meaningless in an
instant.
Asset |
Price Trend |
Comment |
Bitcoin (BTC) |
Sideways ($66k–$71k) |
No new all-time highs despite halving |
Ethereum (ETH) |
Volatile |
L2 growth but slowed due to regulation |
NASDAQ |
Mild Upswing |
AI stocks strong, but market lacks thrust |
DeFi Tokens |
Underperforming |
Awaiting regulation clarity |
Why the Bull Run Is Paused Despite popular belief, the bull
run isn’t canceled; it’s merely awaiting certainty. Markets require:
A distinct victor in the 2025 U.S. election,
An unequivocal position on the legality of crypto,
Guarantee that innovation will not incur penalties.
The policies Donald Trump may implement in 2025, or more precisely the
ambiguity surrounding them, represent the foremost psychological obstacle to a
comprehensive bull rally.
My opinion :
In 2025, Donald Trump’s impact on the crypto and stock
markets is characterized more by uncertainty and volatility in decision-making
than by direct actions—this is much more perilous than open opposition.
Markets, particularly crypto, flourish due to predictability and progressive
regulation. Trump's leadership approach, characterized by abrupt changes,
audacious claims, and confrontational policy decisions, fosters a risk
environment that makes it difficult for investors to plan six months in
advance. This is detrimental for institutional investors and blockchain
innovators alike, as the latter require legal clarity in order to scale their
operations.
Although Trump may not be overtly antagonistic to
cryptocurrency, his contradictory messages and political volatility are
sufficient to paralyze billions of potential investments. The stock markets are
showing a similar response—not collapsing, but rather drifting sideways amidst
uncertainty.
Trump's most significant impact, from a strategic perspective, lies not in his
actions but in the fears surrounding what he could potentially do. This fear is
stifling innovation, causing delays in ETF approvals, and driving talent away
from the U.S.—which is why the bull run remains at the gate.