According to the author, the co-option of cypherpunk values by mainstream crypto companies like Coinbase and Ripple poses trading risks, as political alignments could invite regulatory scrutiny and boost decentralized cryptocurrencies such as BTC and ETH, potentially shifting market sentiment towards privacy-focused assets. The author argues that corporate actions, including Coinbase's sponsorship of political events, undermine crypto's original ethos and may lead to increased volatility in related stocks and tokens.