As a six time chapter 11 bankrupt, we can only really be sure of Trump looking to protect his own interests regardless of larger effects on the crypto or financial markets. Battle lines (like policy) can change at a whim, the fallout when measured against personal gain irrelevant. Bitcoin always volatile, always narrative sensitive... Trump just a blip in a far bigger, and longer lived picture.
The minute you classify yourself, you expose yourself to risk. The ability to blend all aspects of your strategy (i.e. Regions, sectors, asset classes, instruments and strategies) offers opportunity for profit and protection. Mixed methodologies, patience and a wealth of learning born from our mistakes (which we will always make) are key to short and long term wins.
Market Cap..... Market Share. Which of the two will be the more indicative in the years to come? No question Nvidia is here to stay as a market leader and innovator, but the smart money will look increasingly at the company's dominance in terms of Market Share in the long team. The surge will settle, competitors and innovators will become more prevalent. Eyes open in the AI space for these players...