So far the bulk of the action is in businesses that pair well with “America First” rhetoric: nuclear and quantum computing (both priorities for the administration) and, of course, cryptocurrencies. “We know Trump and his kids are knee-deep in crypto,” says Matt Tuttle, CEO of Tuttle Capital Management, which oversees $5 billion in assets. “That stuff is doing really well, but if someone launches a SPAC and it doesn’t have a Trump tie, then it’s the same old same old.”