The Grayscale concept has become a wind vane for long-term holding potential in altcoins, DWF is a barometer for short-term trending segments, and WINTERMUTE is a roadmap for seeking tenfold gains in altcoins; thus, finding blue-chip altcoins in this bull market and following the red book of cryptocurrency governance by the president might be the WLF fund.
Especially during December, WLFI made a large purchase of nearly $45 million worth of crypto assets. Recently, after WLFI's substantial purchases of mainstream assets such as ETH, CBBTC, LINK, and AAVE, on December 14, after buying LINK and AAVE, the LINK position had an unrealized profit of $299,000; AAVE had an unrealized profit of $338,000.
Shortly after, on December 16, ONDO broke 2.1 USDT, hitting a historical high with a 24-hour increase of 16.33%.
Thus, investors and analysts are trying to answer a key question: Which tokens might WLFI continue to buy in the future?
Today, we will analyze the internal logic of the WLFI fund and the potential wealth codes that can be unlocked.
In terms of results, following the president in buying coins and monitoring the president's wallet is undoubtedly a clear indicator of smart money.
Logically, let me take a minute to outline why WLFI would be considered smart money.
1. Although the project party irresponsibly claims that WLFI has nothing to do with the president, WLF is indeed the president's wallet, so WLFI has a clear concept of 'following the president';
2. The president's family can make money directly through WLF. 75% of the net profits from the WLFI project presale will be received by the Trump family. Although the president does not need to be responsible for the results, the underlings must not embarrass the president, as interests are involved! Therefore, it is evident that the WLFI, which currently demonstrates a purchasing power of billions of dollars, must have a professional team behind it to analyze projects and fundamentals, equivalent to the Grayscale concept, helping us fresh investors set up a firewall against fundamentally flawed projects.
3. The 'reflexivity' effect. It's like when Musk is optimistic about a certain asset, is it because the big shot has a unique insight, thus driving up the coin price and proving their vision, or is it because Musk is a big shot, so everything they do is considered great? Therefore, the Trump wallet is optimistic about which assets, even if they are old wines in new bottles, have a high consensus starting point.
Of course, the above inferences are based on the premise that all of this is still highly related to the president and not just a smelly urinal gradually ruined by conspiracy KOLs among the Chinese.
Next, it's time to find the logic behind the president's wallet purchases.
On one hand, we can buy based on the tokens that the president is currently acquiring, which gives a stable expectation for the future; on the other hand, we can distill patterns from this to anticipate the next target.
Let's take a look at these targets:
AAVE: The WLF community voted to approve the cooperation proposal with AAVE, which is currently in the preliminary review stage at AaveDAO. If the proposal is approved, AAVE will welcome new users and more real profits.
Next is Chainlink. The Trump family's crypto project WLFI announced on November 14 that it would adopt Chainlink standards for on-chain data and cross-chain connectivity, using this as a secure way to bring DeFi into the next phase of large-scale adoption.
The upcoming ENA goes without saying; our community has recommended it multiple times and has always considered it a long-term holding. WLFI has announced a partnership with Ethena Labs, and both parties are seeking long-term cooperation, starting with Ethena's revenue token sUSDe. For those who want to learn more, you can follow Blockchain Thinking and search for content related to ENA.
Finally, there is ONDO. As a leader in the RWA track, ONDO has invested over $95 million after BlackRock announced the launch of the BUIDL fund, making it the largest holder.
In summary, the standards for WLF purchasing cryptocurrencies mainly have two points:
First, choose DeFi projects with mature ecosystems and higher market capitalizations;
Second, tokens related to organizations that have close cooperation with the fund itself.
For the first standard, we can directly limit the scope to the top 100 DeFi projects by market capitalization, perhaps to reduce volatility and minimize potential drawdown risks, essentially seeking stability.
Regarding close partners, it can be seen on the official website that Luke Pearson from Polychain has become one of WLFI's advisors, so Polychain's investment portfolio is likely to become its potential targets. The senior DeFi projects invested by Polychain are still relatively easy to identify.
Of course, another advisor for WLFI is RYAN Fang from the Tomo wallet.
Sandy Peng, co-founder of Scroll.
As well as the well-known Sun.
However, FANG's investment data is relatively scarce, and PENG's invested DeFi projects are relatively new and do not meet blue-chip attributes. The collaboration with PENG should be more about publishing the agency platform's requirements on SCROLL.
In Sun's wallet, we can also see some DEFI-related assets, which are almost just ETH and LINK, with more not showing their presence.
Just don't know if he will shamelessly let WLFI buy some assets on the Tron chain without avoiding suspicion:
Another partner, while having a smaller impact, is not impossible, which is the listed assets of COWSwap.
The decentralized trading platform used by WLFI is CowSwap. This DEX trades a lot of tokens, and by choosing relatively prominent projects, we can also discover projects like 1INCH and MORPHO.
So according to this standard, which tokens will WLF choose next? The following tokens are ones we have listed. You can click the screen to take a screenshot and save it.
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