Author: Climber, Golden Finance
With only two weeks left before the US election, the balance of victory seems to be tilting towards Trump. On Polymarket, Trump's chances of winning have risen to 64.5%, nearly 30 percentage points ahead of Harris. Recently, Goldman Sachs, JPMorgan Chase, Deutsche Bank and others have also collectively spoken out, and Wall Street's "smart money" has begun to all in on the "Trump trade."
The "Trump trade" refers to a series of investment operations made by investors based on Trump's policy expectations, usually including shorting long-term government bonds, going long on cryptocurrencies, and investing in riskier stocks such as small-cap stocks. QCP Capital also pointed out that the price of crypto assets is positively correlated with the probability of Trump's victory.
It is better to prepare for a rainy day and make a low-cost layout early than to buy at a high position. At the current time point, the following related favorable targets are worthy of investors' attention.
1. Trump family businesses and projects
1. DJT Trump Media Technology Group
Trump Media & Technology Group is an Internet technology and mass media company headquartered in the United States. The company was founded in February 2021 and is headed by former US President Donald Trump. The company owns social network product TRUTH Social, video on demand product TMTG+ and news media product TMTG News, and will launch solution stack products in the future.
On September 24 this year, the company's stock price fell to its lowest point of the year at around $12, but as Trump's probability of winning the election increased, the company's stock price rose all the way to a high of $33.85, an increase of about 183%.
2、World Liberty Financial（WLFI）
It is a crypto project initiated by the Trump family that will build lending services, including a credit account system built on the Aave and Ethereum blockchains, and the cryptocurrency WLFI.
The project was publicly sold on October 15, and data showed that the funds raised exceeded US$12.5 million. The Trump family will receive 75% of the net proceeds of the project.
However, the terms of the WLFI token stipulate that the token cannot be transferred within one year, and the project currently has no plans to create a secondary market. Animoca Brands co-founder Yat Siu also said that the Trump family's crypto project WLFI "looks a bit like a gimmick to make money."
3、NFT
Trump has publicly praised NFT many times. On September 17, he again said that NFT is like a beautiful work of art, which made him realize the value of crypto assets.
Trump-related NFT series include:
The first NFT series "Donald Trump Digital Trading Card"
Second Series: “Trump Digital Trading Cards Series 2”
Series 3: “MugShot Edition”
The fourth NFT series: “America First Collection”
Former US First Lady Melania Trump Launches NFT Series "The 1776 Collection"
2. Strongly related encryption sectors and projects
1. Public chain
BTC
Geoff Kendrick, head of digital asset research at Standard Chartered Bank, estimates that Bitcoin could reach $73,800 before the U.S. presidential election in November.
Solana
Standard Chartered predicts that Solana could rise 400% if Trump wins the presidential election.
Scroll（SCR）
Scroll co-founder Sandy Peng becomes an advisor to World Liberty Financial, and the project plans to expand to Scroll as well.
2、DeFi
StakeStone
StakeStone is a full-chain LST liquidity protocol that aims to bring native staking income and liquidity to Layer 2 in a decentralized manner. It not only supports top staking pools, but is also compatible with re-staking.
On October 15, StakeStone announced liquidity cooperation with the Trump family’s crypto project WLFI.
GHOST
Previously, World Liberty Financial proposed to launch Aave V3 on the Ethereum mainnet, allowing users to borrow assets such as ETH, WBTC, USDC and USDT. WLF plans to allocate 20% of the protocol interest to the Aave ecosystem reserve.
3、MEME
Trump concept coin:
FIGHT TO MAGA（FIGHT）
After Trump was assassinated, he greeted the crowd and raised his arms to shout "Fight". This meme has become one of the tokens that still remains highly active.
On September 17, Trump once again posted on the X platform: “FIGHT, FIGHT, FIGHT!!!!!”
SLEEP（TRUMP）
Meme coin named after both Trump and his campaign slogan "Make America Great Again" (MAGA).
Other PolitiFi related currencies include: Super Trump (STRUMP), MAGA Hat (MAGA), Doland Tremp (TREMP), Dark MAGA (DMAGA), etc.
FreeRossDAO(FREE)
On October 3, Trump once again vowed to "save" Silk Road founder Ross Ulbricht, reiterating his story and the Silk Road platform that defined the early use of Bitcoin.
On May 25 this year, influenced by Trump's promise to pardon the founder of Silk Road, FreeRossDAO (FREE) rose by more than 200% in a short period of time.
Musk concept coin:
Dogecoin DOGE
Musk is a staunch supporter of Trump. Public federal documents show that Musk donated $75 million to the America PAC, which supports Trump's presidential campaign, in the third quarter ending in September. Musk will also be a beneficiary if Trump wins the election. The cryptocurrency that is most closely tied to him is naturally DOGE.
On September 28, Musk posted a picture with Trump with the DOGE character.
TERMINUS
The name TERMINUS comes from Musk’s Mars immigration plan. The first Martian city in the plan is called TERMINUS.
The above MEME coins are projects strongly associated with Trump's victory, but users need to be aware that the related concept coins have no actual use cases and their prices fluctuate greatly, so users need to pay attention to the risks.
summary
The World Liberty Financial white paper once listed Trump as the "chief crypto advocate", which once again reflects Trump's enthusiasm for the crypto market. There are only two weeks left before the results of the US election are released, and many institutions and investors are generally bullish. Among the numerous financial investment targets, projects that are closely related to Trump are obviously more likely to rise. However, the crypto market has always been unpredictable, and investors still need to pay attention to risk prevention and capital first.
