The White House Crypto Summit is coming soon. What are the potential hype targets?

The White House will hold its first cryptocurrency industry summit on March 7, with President Trump confirming his attendance and potentially unveiling details of a "cryptocurrency strategic reserve." This event is seen by the market as a critical turning point for in-depth dialogue between the cryptocurrency industry and the regulatory authorities. Although the list of attendees has not been fully disclosed, multiple industry leaders have confirmed their attendance, and their associated projects may become direct beneficiaries of policy dividends. There is also an unverified list of attendees circulating online, and this article will, based on the available information, analyze the potential speculative targets and the underlying logic.

Policy Direction: National Reserves and Regulatory Relaxation​

The core issues of this summit focus on two main directions: establishing a national cryptocurrency strategic reserve and promoting the clarification of the regulatory framework. Trump has previously proposed including XRP, SOL, ADA, BTC, and ETH in the reserve assets, and if this plan is implemented, it means that the U.S. government may purchase these assets through the open market. Furthermore, insiders have revealed that the summit may discuss a zero capital gains tax policy (tax-free for holding crypto assets for more than a year) and the legalization of Bitcoin mining, and these signals may trigger a violent market reaction.

It is worth noting that while the current circulating list of attendees includes international figures such as Vitalik Buterin (Ethereum founder) and CZ (former CEO of Binance), their authenticity is questionable. In comparison, U.S. domestic project parties and institutions closely related to the Trump administration are more likely to become the focus of policies. The following is an in-depth analysis of the potential beneficiary targets:

Certainty Targets: Projects Associated with Confirmed Attendees​

XRP (Ripple) - The Biggest Winner of Policy Dividends​

• Core Logic: Ripple CEO Brad Garlinghouse has confirmed his attendance, and the company has a deep relationship with the Trump administration. In December 2023, Ripple donated $5 million worth of XRP to Trump's inauguration ceremony; in February 2024, Trump reposted a Ripple-related article on Truth Social, directly driving a surge in the XRP price.
• Policy Relevance: XRP is the first non-Bitcoin project to be included in the reserve asset list, and if the U.S. government makes large-scale purchases, it may lead to liquidity tightness on exchanges. Furthermore, Ripple's lawsuit with the U.S. SEC is nearing its conclusion, and the removal of regulatory headwinds may lead to an explosive period.

SOL (Solana) - The New Darling of U.S. Regulators​

• Key Figures: Paradigm co-founder Matt Huang (confirmed attendee) and Multicoin Capital managing partner Kyle Samani (confirmed attendee) are both important drivers of the Solana ecosystem. Paradigm has led the financing of Solana Labs, and Multicoin is one of the largest institutional holders of SOL.
• Policy Fit: Solana is seen by the U.S. political circle as a "regulatory-friendly chain" due to its high-performance characteristics, and Trump's mention of including SOL in the reserves may lead to early institutional capital deployment.

BTC/ETH - The Cornerstone Assets of National Reserves​

• Institutional Endorsement: MicroStrategy founder Michael Saylor and Bitcoin Magazine CEO David Bailey have confirmed their attendance, and they are the most steadfast advocates of Bitcoin. If Trump reiterates Bitcoin's status as the "digital gold," it may stimulate an institutional buying frenzy.
• Ethereum Variables: Although ConsenSys founder Joseph Lubin has not confirmed his attendance, he has been frequently lobbying Washington recently, emphasizing Ethereum's irreplaceable role in compliant DeFi and CBDC. If the summit mentions the legalization of ETH staking, it may become a short-term catalyst.

High Probability Targets: Ecosystem-Related Projects of Potential Attendees​

ADA (Cardano) - The Discreet Target of Political Lobbying​

• Core Clues: Cardano founder Charles Hoskinson has recently hinted at his involvement in policy-making, and ADA has been included in the reserve list. Although he has not directly confirmed his attendance, the Cardano Foundation has long-term interactions with both U.S. political parties, and its policy sensitivity is extremely high.
• Technical Narrative: Cardano's peer-review mechanism and academic approach may gain more trust from regulators, and if the summit mentions "compliant public chain standards," its valuation model may be reshaped.

USDC (Circle) - The Core Battlefield of Stablecoin Regulation​

• Policy Status: Circle CEO Jeremy Allaire is highly likely to attend, as USDC, as the representative of the U.S. compliant stablecoin, has close ties with the Federal Reserve. If the summit clarifies the stablecoin issuance standards, USDC may squeeze out USDT's market share.
• Potential Reserve Asset: The U.S. strategic reserve needs to be anchored to the value of fiat currency, and USDC may become part of the U.S. dollar digitization strategy.
• Stablecoin-Related Targets: Stablecoins themselves have no speculative space, but sentiment may lead to related projects, such as USUAL.

ONDO (Ondo Finance) - The Policy Experiment of U.S. Debt Tokenization​

• Political Connections: Ondo Finance CEO Nathan Allman has close cooperation with the Trump family fund (WLFI), and its tokenized U.S. debt product OUSG has been held by WLFI. If the summit discusses "tokenized government bonds included in the reserves," ONDO may become the leader in the RWA track.

Dark Horse Targets: Underpriced Potential Projects​

LINK (Chainlink) - The Regulatory Compliance Demand for Data Infrastructure​

• Policy Logic: Chainlink co-founder Sergey Nazarov has recently appeared in Washington, and his oracle network is a key tool for regulators to monitor on-chain activities. If the summit requires DeFi protocols to use compliant data sources, the demand for LINK will surge.

MSTR (MicroStrategy) - The Secondary Leverage of Bitcoin Reserves​

• Indirect Boost: MicroStrategy holds over 150,000 BTCs, and its stock price is highly correlated with Bitcoin. If Trump announces tax incentives for corporate BTC holdings, MSTR may become a proxy target for traditional capital to enter the market.

Risk Warning: Beware of Excessive Market Expectations​

Although this summit is of great symbolic significance, the following risks should be noted:

1. Delayed Policy Implementation: The strategic reserve plan may require Congressional approval, and the token selection criteria may also be variable;
2. Deviation in Attendee List: Some rumored figures have not been officially confirmed, and one should be wary of projects "riding the trend" to pump the market;
3. Reversal of Market Sentiment: If the summit does not release signals beyond expectations, short-term capital may take profits.

The significance of the White House cryptocurrency summit goes far beyond short-term price fluctuations, as it marks the formal entry of cryptocurrency assets into the national strategic vision. Investors should focus on projects with "high U.S. domestic relevance, low regulatory friction, and verifiable technology," and seek a balance between policy dividends and market risks.