Trump to save? Why did the market shattered despite the president’s support

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At the beginning of 2025, Donald Trump’s return to power led to a sharp review of the government’s encryption policy and explosive market movements.

The Trump administration has announced a supportive position, to create a strategic reserve for bitcoin to softening Securities and Stock Exchange Committee (Second) The positions.

However, instead of prolonged gathering, the web industry faced 3.0 external flows and liquidity.

Why did the market decreased despite support expectations

The main question is the reason for the decrease in the encryption market when many believe that the pro -republic management will lead to growth instead.

The effect of unparalleled expectations

According to the experts, the market had already its price in the “best cases scenario”.

When it turns out that billion -dollar government bitcoin purchases are just oral obligations without any actual purchase, traders rushed to profits.

Basically, the classic base for “purchasing rumors, selling news” has been turned on.

However, the government fund did not start buying BTC, removing a strong virtual growth driver and instead leads to sales.

Founding investors used the gathering to go out

Big money started selling BTC and Eth Futures in early February 2025, with profits from December 2024 peaks. By March, this trend intensified.

Futures curve turned to backwardness (futures prices that are less than instant prices) – A typical signal for declining capital flows.

The broader economic scene led to a decrease in the market

At the same time, Trump launched a commercial confrontation, and announced a 25 % tariff on Mexican imports and 50 % on Canadian imports that start in March.

These economic concerns raised – R.Horses ’revenues fell, and the S& P 500 index fell to its lowest levels after the elections.

Cross currencies – As risk assets – It was also pressed, and more than the BYBIT penetration news.

Analysts note that the macroeconomic factors were the main driver of the low prices of March, as it overwhelmed any positive feeling of Trump’s actions.

As a result, while the new president’s policies were more suitable for encryption, they did not immediately bring liquidity flow.

Instead, the speculative excitement gave the way to a correction.

What are web projects 3.0

Money and liquidity

The first weeks of March have witnessed significant flow of capital from the encryption market, affecting the money and products circulating on the stock exchange and decentralized financing (Defi).

In the last week of February, investors withdrew a record $ 2.6 billion in Bitcoin exchange boxes in the United States (ETFS) – The largest weekly flow since their construction.

This capital journey caused the total value of the cryptocurrency market from about $ 3.7 trillion in December to $ 3.1 trillion by the end of February.

The Davi Strong Sector took over

TVL (total closed value) in Defi protocols decreased by about $ 45 billion during the winter.

Growth accumulation after Trump’s election – With TVL reaching 138 billion dollars by December – Evap it completely.

By March 10, TVL decreased to $ 92.6 billion, and returned to early November levels.

Current hedge boxes and traders in the argument were exposed to losses

Crypting hedge boxes and arbitration traders faced heavy losses, as market structure changes disrupted their strategies.

First, the famous “cash and pregnancy” arbitration disappeared between futures and topical markets.

Previously, the money benefited from a positive basis by going for a long time at the BTC spot – Including through the circulating investment funds – During the shortcomings of future contracts, gaining revenue is higher than the cabinet revenue.

However, as the market decreased, futures prices decreased below instant prices, which collapses the basis and made this arbitration not profitable.

Money specialized in Altcoins is severely hit.

In early March, anomaly occurred – Bitcoin initially decreased more than most Altcoins, causing BTC’s dominance of the total market value by five points within a week.

This temporary circulation of the capital in Altcoins – Investors also sought higher returns in liquid assets before a major summit – It can have a significant impact on money with bad risk models.

However, after the summit, Altcoins crashed faster, prompting BTC’s hegemony to nearly 61 %.

External flows of investment and capital flow transformations

By March, it became clear – CRypto environmental flows were reflected.

Investors and institutional funds were slipping, as the prices that caused the margin qualifiers and relaxation decreased, and retailers were afraid due to high fluctuations.

All this reduce funding available for web 3.0 companies. Investment capital investments, which already decreased in 2024, decreased in early 2025.

In addition, organizational uncertainty is still high. While SEC has eased the campaign campaign, new concrete bases have not been enacted yet.

The Stablecoin Law is expected to be in August, which raises concerns about the possible strict supervision of projects related to Defi and Stablecoin.

This creates a stressful environment for 3.0 web companies, which requires the founders to take proactive steps to protect their projects.

What should web 3.0 founders do now

Looking at the current scene, founders must plan for two phases – Stability and growth.

In stability, the main priorities are to maintain resources, maintain the team, improve the product and the satisfaction of the current users.

Founders should avoid unnecessary risks. Now it is not the time of speculative bets or a reckless treasury management.

Instead, focus on the short -term objectives – Providing promised features, repair problems and UX.

This will help maintain an active user base and development, and attract investors upon their return.

During the growth phase, with the passage of the market, the expansion of competitors will be very important. This means a well -ready strategy to acquire users and capital.

For example, if you run the Defi protocol, plans for the liquidity mining program or partnerships with a portfolio to capture the market share when the new liquidity arrives.

If you are a project for infrastructure, cooperate with companies that may start combining Blockchain in 2025 when the regulations become more clear.

3.0 startups should start thinking such as web 2.0 with a clear business model, and a strong value and a path of profitability.

The projects that will flourish are those with real revenue, participating users and basic benefit.

The founders must honestly evaluate their projects – IThe product does not solve a real problem or lack the suitability of the product market, as it may have come to determine or integrate with other teams before it is too late.

On the contrary, if there is a strong heart, then doubling the implementation will put the project as a leader when the next session begins.

conclusion

Correct the current encryption market – Payed by Trump’s policies and external factors – It differs from shrinkage in the past due to the increasing role of institutional players and new structural dynamics such as traded and arguing investment funds.

Bitcoin not now interacts not only with the demand for retail sale but also on the moves by the main funds and governments, and the presentation of new forms of fluctuations.

However, basically, the web industry is gained 3.0 – Political support at the highest level in the United States government – Even if he is driven by doubtful motives.

This sets the basis for long -term growth.

The difficult months pass, but the projects that move in the storm will be at the forefront of running coming from the bull.

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Yaroslav Kalynycinko is the head of marketing in Generis Web3 Agency An expert in promoting encryption and innovative digital solutions.

Image created: dalle3