A popularidade dos "Acordos Trump" continua Antes de assumir o cargo em janeiro, essas metas de Trump ainda têm espaço para crescimento?
Escrito por Alex Liu, Foresight News
Na noite de 12 de dezembro, horário de Pequim, a revista Time anunciou que o presidente eleito dos EUA, Trump, foi a Personalidade do Ano deste ano, desencadeando novos aumentos nas criptomoedas relacionadas. Mais tarde, quando confrontado com uma questão sobre a “reserva estratégica de criptoativos” na Bolsa de Valores de Nova Iorque, Trump disse que “algumas grandes coisas serão feitas no campo das criptomoedas”.
Pela primeira vez, a indústria deu as boas-vindas a um presidente dos EUA que apoia tanto a criptomoeda. Quais alvos de criptomoeda estão relacionados a ele? Será que estes objectivos de Trump ainda têm espaço para subir antes de tomar posse em Janeiro? Por favor, veja o inventário e análise.
WLFI
WLFI is most closely associated with Trump, but it may not necessarily be the best investment target. WLFI is the token for Trump's family crypto project World Liberty Financial, but the terms and utility of the token are not ideal, and most of the project's revenue will flow to Trump rather than to token holders:
Terms and utility: According to the updated sales terms and conditions of the WLFI token, WLFI is only for governance and not as an investment tool; all WLFI is currently indefinitely locked in wallets or smart contracts and is non-transferable; if there is a future desire to unlock the transferability of WLFI through the protocol governance process, the following conditions must be met: ensuring compliance with applicable laws, at least 12 months after the completion of the token sale; due to the non-transferability of the token, the company has not taken any action and does not plan to create a secondary market for the token; token purchases are non-refundable unless required by applicable law; WLF reserves the right to refuse or cancel token purchase requests.
According to the 'World Liberty Gold Paper' document, about 30 million dollars of WLFI's initial revenue has been designated as reserves to cover operating expenses and other financial obligations. The Delaware company DT Marks DEFI LLC, associated with Trump, will receive 75% of the net agreement revenue. The Trump family will receive 22.5 billion WLFI tokens, valued at approximately 337.5 million dollars based on an issuance price of 1.5 cents. The remaining 25% of net agreement revenue will belong to the Puerto Rican company Axiom Management Group (AMG), wholly owned by project co-founders Chase Herro and Zachary Folkman. AMG has agreed to allocate half of its revenue rights to Trump's close friend and political donor Steve Witkoff and his affiliated company WC Digital Fi.
ETH, AAVE, LINK, SCR
Directly investing in Trump family crypto projects may not be cost-effective, while betting on crypto-native projects that are chosen to cooperate with the project and already have good fundamentals may have a higher success rate.
World Liberty will deploy AAVE V3 instances on Ethereum and Scroll. Sandy Peng, co-founder of Scroll, is also a project advisor for World Liberty. The project's on-chain data and cross-chain connections will also adopt Chainlink standards.
According to on-chain data, the World Liberty project wallet purchased ETH, LINK, and AAVE tokens, which was also a major news driver for the surge in AAVE and LINK on December 12.
The above crypto-native projects, apart from their connections to Trump, also have good fundamentals, making them more suitable for 'value investment.' For example, Chainlink is an industry-leading oracle and is also focusing on tokenization and cross-chain directions; Aave is the largest lending protocol by on-chain share, with many project metrics at historical highs, while the token price is less than half of its historical peak...
RSR
RSR is the token for the DeFi protocol Reserve Rights, which has no direct connection to Trump, but the next SEC Chairman Paul Atkins, chosen by Trump, is an advisor for this project.
Recommended reading:
Everything you need to know after Trump nominated Paul Atkins as SEC Chairman. The announcement of this candidate sends a clear signal to the market: the regulatory environment for the crypto industry is about to undergo significant changes.
DYDX, SOL
DYDX and SOL also have no direct connection to Trump, but the 'crypto czar' David O. Sacks, chosen by him, invested in these two projects through Craft Ventures.
Recommended reading:
The Crypto journey of America’s first 'crypto czar' 'White House AI and Crypto Czar' David O. Sacks' impressive resume and story with Crypto.
MEME
Meme coins related to Trump concepts are also worth paying attention to, with larger market caps including:
On-chain TRUMP on Ethereum, currently valued at over 80 million dollars, has dropped nearly 90% from its peak in early June of this year.
On-chain TREMP on Solana, with a quirky token name and logo, currently valued at 10 million dollars.
MAGA (Maga Hat), Trump's iconic slogan and campaign hat logo, currently valued at 39 million dollars.
