Opinion: Tim Haldorsson, founder of the Lunar strategy

When US President Donald Trump announced a strategic US cryptographic reserve on March 2, an immediate emphasis on increasing the prices of attached coins. Behind the market, there is a much greater story that goes far beyond the named resources.

A real opportunity is not to keep Bitcoin (BTC), Ether (ETH), XRP (XRP), Solana (SOL) and Cardano (ADA) – are built on these newly legitimized platforms.

This government support creates a fertile basis for the entire project ecosystem, releasing innovations in many sectors, while creating investment possibilities that could determine the next wave of blockchain adoption.

Projects on legitimized platforms are ready for development

Strategic reserve announcement has generally changed the risk profile for projects building in these networks. Developers are quietly building on Ethereum, Solana and Cardano, are now on the foundations approved by the government. This validation removes significant uncertainty – a key factor in attracting users and capital.

When the nation plans to store these assets in the reserve, it signals long -term involvement in their profitability. In the case of projects building in these networks, this increases the certainty that their basic platform will not have existential regulatory threats. Infrastructure projects are in particular benefits; Layer 2 scaling solutions for Ethereum, programmers for Solana and interoperability solutions for Cardano can now work with greater certainty in the future of their foundation.

Early evidence already confirms this change. After the announcement, the Cardano ecosystem will renew with significant accumulation of whales and an increased volume of trading in its decentralized financial protocols (DEFI). Projects such as Minswap and Liqwid Finance have experienced growing interest because users gained confidence in long -term network profitability. Ethereum and Solana ecosystems see similar effects, with capital flowing into projects that apply their unique strengths.

Drawing the investor’s attention

Not all projects will apply this validation equally. Specific sectors are able to capture disproportionate growth, because retail and institutional investors will calibrate their approach to these currently endored chains again.

Applications for DEFs are distinguished as direct beneficiaries. Thanks to many networks supported by the government, the Crosschain DEFI protocols that facilitate the liquidity between Ethereum, Solana and Cardano, they are re -interest. A classified support by the government of many chains strengthens the vision of the multi-schiol future, not the script of the winner-all.

Infrastructure projects connecting these networks will also develop. Transitional bridges, already necessary for the crushed blockchain landscape, become even more critical when many networks have official support. Designs based on identity solutions can also observe significant interest-the power approved by the government are ideal foundations for digital identity systems requiring trust and stability.

Last: Do XRP, SOL or ADA belong to the American cryptographic reserve?

Finally, the Blockchain game sector, which has already shown a robust escalate with 7.4 million vigorous portfolios by the end of 2024 a day, can accelerate when programmers gather on these legitimized platforms. Games based on Solan Speed ​​or Cardano Safety may indicate the support of the government as credibility when looking for partners or users.

Assessment of the project potential using key indicators

For investors who want to apply this ecosystem growth, several key indicators separate promising projects from ordinary speculation.

Total blocked value (TVL) provides a window for real apply and trust. Projects showing a significant escalate in TVL after advertising show real adhesion. Programmers ‘activity remains another critical indicator: Ethereum remains the most crucial programmers’ ecosystem with thousands of vigorous monthly colleagues. At the same time, Solana experienced the fastest growth of developers in 2024, especially in emerging markets, such as India.

User adoption indicators tell an equally crucial story. Daily vigorous portfolios, transaction volume and community growth reveal whether the project reflects the actual market share or generates noise. Robust partnerships also signal the strength of the project – people protecting cooperation with established institutions gain credibility and distribution channels.

The most promising projects combine these indicators with solid security measures and regulatory compliance – more and more crucial factors now when these networks draw the attention of the government. Projects anticipating and dealing with the requirements regarding compliance stipulate that they will benefit from the institutional acceptance.

Change of increased risk capital

Historically, government support has increased institutional investments. The strategic announcement of the reserves can calibrate again, how the Venture capital flows through the cryptographic ecosystem if this pattern persists. Venture Capitalists, who were previously cautious about regulatory uncertainty, now have more precise signals about what networks have unofficial blessing.

We can see how venture companies are double for projects built on Ethereum, Solananie and Cardano at the expense of alternative chains. There may be recent dedicated funds focusing in particular on government networks, as well as the reorientation of funds on changes in politics in other sectors.

This change extends beyond the place where capital flows and affects what types of projects are financed. Compliance -oriented startups, infrastructure games and applications ready for the company will attract more attention than purely speculative projects. VCS will be more and more conducive to teams that understand how to move after intersection of innovation and regulation.

In the case of startups, this creates both opportunities and a challenge. Building on these approved networks offers a simpler financing path, but expectations for compliance and security will escalate accordingly. Days of raising millions at the concepts themselves give way to demand for solid performance and regulatory awareness.

Interoperability becomes critical

With many chains, it is currently part of the strategic reserve, interoperable solutions occupy a central place. Projects enabling fluid movement between Ethereum, Solana and Cardano can take advantage of this recent multi -scholar reality.

Transitional bridges, such as tunelnamol, initially connecting Ethereum and Solana, will probably expand with Cardano as the demand for connectivity increases between all approved networks.

Protocols that facilitate the management or identity of the journey similarly recognize increased importance because assets and users flow between networks.

Support by the government of many chains effectively confirms the thesis Multichain – that various networks support various cases of apply, not one blockchain dominating throughout the activity. This creates a space for infrastructure that combines these specialized systems into a coherent whole.

Growth time

The effects of this government support will develop in many time horizons – directly prices and jumps, which we have already witnessed. A more significant escalate in the ecosystem will develop in months and years.

Expect recent announcements of project and funding rounds over the next three to six months, clearly citing a strategic reserve to confirm their approach. Developmental activities in these networks will accelerate, because previously swinging teams with regulatory risk jump.

During the year, we will probably see the first immense institutional products built in those networks that were launched with formal regulatory approval. The financing of projects implemented now will begin to create actual applications in deficiencies, identity, games and enterprises.

According to the sign two to three years, if the historical patterns of other technologies validated by the government persist, these blockchain ecosystems may become a mainstream infrastructure, going far beyond their current apply cases. As the Internet has increased from the government project to the commercial ecosystem, these networks can evolve from reserve assets to fundamental digital infrastructure.

The strategic announcement of the reserve may start a recent phase of admission around the world blockchain for investors, programmers and users.

Opinion: Tim Haldorsson, founder of the Lunar strategy.

This article is used for general information purposes and should not be and should not be treated as legal or investment advice. The views, thoughts and opinions expressed here are themselves and do not necessarily reflect or represent the views and opinions of Cointelegraph.