Animoca Brands Co-Founder Says the “Trump Moment” for the Crypto Market Has Ended

• The political factor is no longer the key driver of the cryptocurrency market.
• The focus is shifting towards infrastructure, regulation, and real-world use.
• Institutional capital is changing the role of Bitcoin and expectations for altcoins.

Animoca Brands co-founder Yat Siu said that the period of inflated expectations from US President Donald Trump’s political support for the crypto industry has effectively ended. In his opinion, the market is moving into the next phase of development.

In the new phase, structure, regulation, and practical application of technologies will play a decisive role, CoinDesk writes.

Siu noted that for much of 2025, cryptocurrencies traded on expectations of possible regulatory easing under Trump. However, these hopes did not materialize, and price dynamics increasingly broke away from the political agenda and returned to fundamental factors.

According to the businessman, this was the turning point for the industry.

Political excitement gave way to a more sober assessment. Within this framework, investors are beginning to distinguish between short-term narratives and long-term structural changes, the entrepreneur believes.

Siu cited the growth of institutional participation as a key factor in this shift. He emphasized that large capital is increasingly viewing Bitcoin as a reserve asset comparable in function to gold.

At the same time, altcoins, according to the businessman, are forced to prove their economic usefulness and ability to generate sustainable value.

At the same time, the convergence of cryptocurrencies and artificial intelligence is intensifying, Siu noted. He believes that blockchain is becoming the basic infrastructure for autonomous digital systems that require trust, irreversibility of transactions, and financial sovereignty.

Siu paid special attention to Hong Kong, which he believes is in an advantageous position at the intersection of global finance, regulation, and Asia’s technological ecosystems.

He sees the return of major industry events to the region as a sign of its growing role in the new phase of the industry’s development.

In conclusion, Siu noted that cryptocurrencies are gradually ceasing to be a separate experimental sector. According to him, just as e-commerce once became simply commerce, crypto technologies will eventually become an integral part of the financial and digital economy.

Recall that we wrote that Trump threatened Europe with new tariffs because of Greenland.