Political trends take precedence over monetary policy? Analysts reveal new asset allocation logic for 2025

【Crypto World】Bitmine Chairman recently pointed out in an analysis that Washington’s policy orientation has a significant influence on various industries, even surpassing the role of traditional monetary policy. He believes that instead of fixating on central bank directions, it’s better to focus on the White House’s next move.

Who is falling behind? Credit card companies, the Federal Reserve, and institutional mortgage buyers have become the “losers” at the moment. The analyst cited that the top levels are pushing to restrict credit card interest rates while pressuring the Federal Reserve. Once these moves are made, the entire credit environment could tighten—making banks’ days increasingly difficult.

So where are the winners? The answer points to several directions: housing-related assets are at the forefront. After all, the current government considers “housing affordability” a top priority, and lowering mortgage rates is also a key task. This means assets like real estate and real estate investment trusts (REITs) will attract substantial capital.

Additionally, cyclical industries such as energy and raw materials also have opportunities. Cryptocurrencies, large tech companies, industrial stocks, and even small-cap stocks benefiting from economic growth are seen as beneficiaries of this policy cycle. In other words, instead of waiting passively, it’s better to seize asset opportunities behind policy dividends in advance.