Recently, an interesting political news story has sparked attention in the investor community. The U.S. president announced on social media that, in addition to his official duties, he will serve as acting president of a South American country in January 2026. What is the economic logic behind this? Many analysts believe that this move may be related to controlling oil supplies and suppressing oil prices—thus enabling the U.S. to implement expansionary monetary policy in a more relaxed cost environment.

What happens when the dollar policy shifts toward relative easing and a large influx of new liquidity enters the market? History shows us that this type of liquidity often seeks returns. Due to their high risk and high reward characteristics, crypto assets tend to be one of the main destinations. In other words, if the above expectations materialize, mainstream cryptocurrencies like Bitcoin and Ethereum could benefit from the easing policy and usher in a new round of price appreciation.

Of course, it ultimately depends on policy implementation and market reactions. But at least from a logical chain perspective, paying attention to how these macro changes transmit to crypto assets is quite worthwhile.