2026-01-21 15:23:39

Former President Trump recently delivered a speech at the Davos Forum, sending four core signals to the market, each worth analyzing in detail.

First is the clear cooling of geopolitical risks. He publicly stated that he would not resort to military force to resolve the Greenland issue. Following this announcement, risk assets immediately rebounded. The market’s true reaction can be seen from Polymarket’s probability data—the likelihood of the US annexing Greenland before 2027 dropped from 25% to 20%. Previously, the market priced in conflict expectations, but now it is gradually adjusting this outlook.

Second is the further confirmation of cryptocurrency policy. Trump explicitly pointed out that last year GENIUS was officially launched, and this year’s focus is on advancing the CLARITY Act. More importantly, he elevated cryptocurrencies to the level of national strategic competition—America aims to become the "Crypto Nation" and cannot fall behind in this race. This is not just political rhetoric but a formal integration of crypto policy into the national strategic narrative.

On the monetary policy front, there are also hidden signals. He revealed that the new Federal Reserve Chair will be announced soon, and it will be a male. The key point of this statement is not gender per se, but that personnel arrangements are already underway, which may indicate upcoming changes in the liquidity environment.

Finally, he candidly addressed the bottleneck in AI development. The US continues to lead in AI technology, but the only real constraint is electricity supply. Future efforts will focus on increasing nuclear power investment to break through energy limits.

The essence of this speech can be summarized as: reducing market panic over geopolitical risks, providing long-term policy support for the crypto industry, and leaving enough room for imagination regarding liquidity expectations. In the short term, markets follow sentiment; in the medium term, policy; and in the long term, structural changes. How these promises will unfold depends on which one is fulfilled first.

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fork_in_the_road

· 7h ago

The Greenland issue backed down, the crypto circle is the real protagonist --- Once the CLARITY Act was introduced, that’s a real positive; don’t get distracted by geopolitical issues --- Nuclear power investment? Feels like paving the way for mining --- Basically, it’s cooling down + releasing water + supporting coins, who can’t see that --- The new Federal Reserve Chair is a buddy, liquidity will probably continue to be loosened --- This speech feels like it’s backing crypto more directly than before --- The Fed nominee was leaked early, can we stop playing these information gaps... --- Raising crypto to the national strategic level, now that’s a big signal --- Power bottleneck has been broken through, AI and mining can both run at full capacity, this is a big move --- Promises are promises, let’s see how many can be fulfilled by the end of the year

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FarmToRiches

· 01-21 15:45

Greenland stays peaceful? Now the crypto world has another story to tell --- The new Federal Reserve Chair is a man... this detail is quite interesting --- If the CLARITY Act really advances, then us retail investors will have hope again --- Basically, it's expectations of liquidity infusion + positive crypto news, and short-term sentiment has already heated up --- Breakthroughs in nuclear power investment overcome energy bottlenecks, this logical chain can indeed stand on its own --- Reducing geopolitical risks, stabilizing liquidity, supporting crypto... the rhetoric is quite slick --- Policy implementation is the real key; listening to more now is just for entertainment --- After these speeches, risk assets have indeed rebounded, but how long this can last is the question --- Nuclear power is worth paying attention to; if the US really goes this route, it could change the energy landscape

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GasFeeTherapist

· 01-21 15:24

The crypto national strategy is really not just talk; the positive developments are piling up.

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FlatlineTrader