Author: Fairy, ChainCatcher
Editor: TB, ChainCatcher
With only 33 hours left until the White House's first Altcoin summit, the crypto market's attention is undoubtedly focused on this high-profile conference that could shape the industry's future.
The conference will run from 2:30 am to 6:30 am Beijing time on March 8th, with US President Trump in attendance to deliver a speech, alongside AI and Altcoin czar David Sacks, SEC Acting Chair Mark Uyeda, CFTC Acting Chair Caroline Pham, and numerous Altcoin industry leaders.
However, the official invitation email only revealed the time and location, without disclosing any further details. The specific agenda and discussion topics of the conference remain shrouded in mystery. This article will analyze the market's current predictions about the conference content and explore the important policy developments.
Prediction 1: The Altcoin Summit will Unveil the US Altcoin Strategic Reserve
US Commerce Secretary Howard Lutnick recently revealed that President Trump has explicitly acknowledged the existence of a BTC strategic reserve, stating: "The BTC strategic reserve is something the President is interested in. He has talked about it throughout the entire campaign process. I think this model will be unveiled on Friday, when we will officially announce the relevant plans."
Last Sunday, Trump announced that he has instructed a working group to advance the US Altcoin strategic reserve plan, covering major Altcoins such as BTC, ETH, XRP, SOL, and ADA.
Meanwhile, more than 20 out of the 50 US states have proposed or are considering BTC reserve-related legislation, covering public fund allocation, tax incentives, and regulatory frameworks.
Prediction 2: BTC will be Treated Differently from Altcoins
US Commerce Secretary Howard Lutnick stated that under Trump's plan, BTC will be granted a "unique status". He pointed out: "BTC is one thing, and other Altcoins, other Altcoin tokens, I think they will be treated differently - although overall it will be positive, the approach will be different."
The US government may adopt differentiated regulation and strategic positioning for BTC and other Altcoins. Combining the previously announced strategic reserve plan, the market speculates that BTC will occupy a dominant position in the reserve, while other tokens may be held according to a certain algorithm or specific proportion.
Syscoin Foundation Chairman Jagdeep Sidhu said: "In my view, this will be the primary issue at this summit. It is clear that the government is inclined to include a broader asset class, but I suspect they will be forced to defend this position at the summit, as many industry leaders have questioned the decision to include Altcoins like XRP, ADA, and SOL in the reserve."
Prediction 3: Stablecoin Regulation May See New Rules, with the US Potentially Borrowing from International Experience
Stablecoin regulation has long been a focus of policy discussions and is expected to be one of the core topics at this summit. Currently, there are three stablecoin bills in the US Congress: the STABLE Act, the GENIUS Act, and the Waters proposal, which require issuers to maintain a 1:1 reserve, only holding highly liquid assets such as US Treasuries, and undergo monthly audits.
Autonomy CEO Todd Ruoff believes that this summit may draw on international regulatory models. He stated: "Based on recent examples such as Hong Kong's licensing regime and the EU's MiCA rules, we may see US policymakers push for clear reserve requirements, higher transparency, and robust consumer protection."
Prediction 4: Policies Related to Capital Gains Tax May Provide Tax Incentives for US Altcoin Projects
On the morning of March 4th, Digital Assets Data co-founder Mike Alfred posted that the Trump administration may announce a zero-capital gains tax policy for Altcoin sales at this Friday's Altcoin summit. However, this tweet has since been deleted, and the specific details have not been officially confirmed.
Previously, The Street reported that Eric Trump, the son of President Trump, revealed that top US Altcoin projects, including XRP and HBAR, may enjoy a zero-capital gains tax policy, while non-US projects may face capital gains tax as high as 30%. If this policy is implemented, it will have a significant impact on the market landscape and may further encourage Altcoin companies to migrate to the US.
At the same time, Altcoin KOL @BullNakedCrypto also expressed his expectation for this policy. He predicted that the Trump administration may provide tax-free treatment for all Altcoin companies that relocate to the US, in order to attract global Altcoin enterprises.
However, Satoshi Action Fund co-founder Dennis Porter is cautious about completely abolishing Altcoin taxes. He believes that completely eliminating Altcoin taxes in the short term is not realistic, but changes such as "minimum exemption amounts" are worth pursuing.
Prediction 5: The Integration of AI and Altcoins May Become a Topic, Exploring AI Applications in the Altcoin Market
The role of AI and Altcoin czar David Sacks is crucial, and he is expected to have a core influence at this summit.
According to The Street, Powell pointed out: "Given Sacks' background, he may focus the discussion on AI applications in the Altcoin market, such as fraud detection, compliance automation, and risk management. Furthermore, the broader question is how AI-driven financial systems will evolve in tandem with decentralized finance (DeFi)."
If David Sacks can drive the establishment of a smarter and more efficient regulatory system, AI may become a key tool for Altcoin market transparency.
The interplay between policymakers, industry leaders, and market participants will converge at this summit, potentially triggering a far-reaching transformation in the global Altcoin market landscape. This is not just a policy discussion, but may also be an important turning point in the industry's development in the coming years.
Although the specific agenda of the conference remains shrouded in mystery, market expectations have reached a peak. Every statement and decision made at the summit may trigger a market storm. And when the curtain falls, the new rules of the game may have been quietly established, and the next era of the Altcoin industry may have quietly begun.
