According to the author, the dilution of cypherpunk values in crypto, as seen in companies like Coinbase engaging in political activities such as sponsoring events and lobbying, could increase regulatory scrutiny and undermine investor trust. This shift may heighten market volatility and negatively impact trading volumes for major cryptocurrencies like BTC and ETH, as it erodes the decentralized principles that attract traders.

According to the author, the co-option of cryptocurrency by traditional finance and political entities, such as Coinbase's sponsorship of political events and Ripple's lobbying efforts, risks eroding the core cypherpunk values of decentralization. This could heighten regulatory scrutiny and market volatility, potentially impacting prices for cryptocurrencies like BTC and ETH, as stated in the article.

According to The Kobeissi Letter, on April 9th, it was revealed that the bond market has become Trump's immediate economic focus. Despite weeks of assurances that there would be no tariff delay, a sudden break in the bond market led to a 90-day tariff pause within just 12 hours (source: The Kobeissi Letter, May 21, 2025). This rapid policy shift highlights heightened sensitivity to macroeconomic pressures, suggesting increased volatility across traditional and crypto markets. Traders should monitor US bond market developments closely, as policy pivots like this can trigger risk-on or risk-off reactions in Bitcoin, Ethereum, and major altcoins.