Is Trump’s Truth Social the Crypto Savior or Just Another Snake Oil?

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Ah, dear reader, let us take a whimsical jaunt through the surreal landscape of the 2025 financial cycle! What a delightful surprise it is to find that risk assets have decided to throw caution to the wind and abandon their usual post-halving tomfoolery. With a yearly close of 7.85%, the TOTAL crypto market cap seemed to take a leisurely stroll instead of riding the euphoric coattails of the 2024 halving rally.

Picture this: the 2024 halving, an event so anticipated it might as well have been a religious pilgrimage, slashed Bitcoin [BTC] rewards. The budding scarcity was supposed to ignite a glorious post-halving pump, lighting our wallets ablaze with profits. Yet, instead of a jubilant celebration, we were met with a rather lukewarm reception, as if the market had just sipped some tepid tea.

So, what sorcery shifted the winds? Investors, in a flash of brilliance (or perhaps folly), discovered that Bitcoin ETFs could be a double-edged sword. During the spectacularly entertaining Q4 2025 rally, the BTC ETFs decided to play a game of high-stakes poker, dumping roughly $4 billion in a single quarter right as the market threw in the towel and shouted, “Risk-off!” Oh, how poetic the descent became!

This delightful little drama continues to unfold in 2026, dear audience! Oh yes, the Bitcoin ETFs have been on a two-month outflow bender, totaling nearly $2.3 billion. In sync with Bitcoin’s tragic plummet of 21.3%, this spectacle is shaping up to be the worst Q1 performance since the 2018 cycle. Bravo, my financial friends!

Unsurprisingly, this momentum has fizzled into ETF firms like a deflated balloon at a child’s birthday party. BlackRock’s Bitcoin ETF (IBIT) is down a staggering 21.5%, compounding last year’s dismal 6.4% loss. HODLers, once proud and steadfast, are now wading through murky waters.

Now, enter stage left: U.S. President Donald Trump’s media platform, Truth Social, ready to stir the pot once more! The burning question on everyone’s lips-can his ETF push actually reverse this trend, or will it simply add more risks, much like adding a dubious ingredient to a questionable stew?

Bitcoin faces ETF headwinds despite Trump’s crypto filing

In recent times, every move by the President has taken on a new urgency, like a cat chasing a laser pointer.

In this curious theater of finance, President Trump’s Truth Social has filed with the SEC for not one, but two crypto ETFs! One targets Cronos [CRO], while the other ambitiously aims for Bitcoin and Ethereum [ETH], complete with Ethereum staking. A bold move indeed!

And lo, the market reacted as though it had been jolted by a thunderbolt. Bitcoin leapt by 4%, still shy of the $70k mark, while ETH put on its best show, rallying 5.2%-proudly breaking the $2k psychological resistance, though still far from its previous glories.

Yet, even amidst this spectacle, the titans of the ETF realm are feeling the pressure. BlackRock’s ETH ETF (ETHA) saw a dramatic $9.3 million in outflows, marking the seventh straight day of redemptions. Alas, ETHA shares now languish 30% underwater in this tempestuous 2026.

Bitcoin ETFs have morphed into a major signal of market sentiment. Despite the fanfare surrounding the headlines, the price reaction has been as muted as a whisper in a library, indicating that investors are exercising caution like a cat walking on a tightrope.

In this uncertain climate, it’s hard to envision President Trump’s ETF endorsement turning the tide. Instead, with the relentless outflows, the specter of further price pressure and a slowdown in post-halving rallies looms larger than life.

Final Summary

  • Ongoing outflows have amplified dips, with Bitcoin down 21.3% and some ETFs like BlackRock’s IBIT and ETHA deeply underwater.
  • Despite the SEC filings, investor caution and persistent outflows suggest post-halving rallies may still be at risk.

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2026-02-14 18:15