The grayscale concept has become a barometer for long-term holding potential altcoins; DWF is a barometer for short-term hot segment trading; WINTERMUTE is a guide for seeking tenfold gains on major assets. Thus, finding blue-chip altcoins in this bull market and following the president's crypto governance playbook is likely the WLF fund.
Especially during December, WLFI made a large purchase of nearly $45 million worth of crypto assets. Recently, after WLFI made significant purchases of mainstream assets like ETH, CBBTC, LINK, and AAVE, on December 14, after buying LINK and AAVE, the LINK holding showed an unrealized gain of $299,000; AAVE showed an unrealized gain of $338,000.
Immediately following, on December 16, ONDO broke 2.1 USDT, setting a historical high, with a 24-hour increase of 16.33%.
Thus, both 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 secrets that can be uncovered.
From the results, following the president to buy coins and monitoring the president's wallet is undoubtedly a clear smart money move.
Logically, let me take a minute to clarify why WLFI would be smart money.
1. Although the project party irresponsibly claims that WLFI is unrelated to the president, WLF is indeed the wallet of the president's family, 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 income from the WLFI project's pre-sale will be obtained by the Trump family. Although the president does not need to be responsible for the results, the subordinates below absolutely cannot embarrass the president, especially when interests are involved! Therefore, WLFI, which has already shown purchasing power of billions of dollars, certainly has a professional team behind it to analyze the project's fundamentals, equivalent to a grayscale concept, setting up a firewall against the principles of garbage projects for us, the unsuspecting investors.
3. The 'reflexivity' effect. It's like if Musk is optimistic about a certain asset, is it because the big shot has unique insight, thus causing the price to rise and proving his foresight, or is it just because Musk is a big shot, so everything he does is seen as golden? Therefore, whatever assets the Trump wallet, involved in crypto governance, is optimistic about, even if they are just old wine in new bottles, will have a high consensus starting point.
Of course, the premise of the above reasoning is that everything is still highly related to the president and not just a gradually deteriorating situation manipulated by conspiracy KOLs from the Chinese community.
Next, it's time to find the logic for purchasing the president's wallet.
On the one hand, we can follow the tokens currently purchased by the president, with a stable expected future; on the other hand, we can also extract patterns from them to layout the next target in advance.
Let's take a look at these assets:
AAVE: The WLF community has voted to approve the cooperation proposal with AAVE, which is currently in the preliminary review stage at AaveDAO. If the proposal passes, AAVE will welcome new users and more real profits.
Next is Chainlink. The Trump family crypto project WLFI announced on November 14 that it will adopt Chainlink standards for on-chain data and cross-chain connections, serving as a secure way to bring DeFi into the next stage of large-scale adoption.
As for the upcoming ENA, there's no need to elaborate further, as our community has already recommended it multiple times and it has been a long-term holding target. WLFI has announced a partnership with Ethena Labs, and both parties are seeking long-term collaboration, starting with Ethena's yield token sUSDe. For those who want to learn more, you can follow Blockchain Thinking and search for content related to ENA.
Finally, ONDO, as a leader in the RWA track, has invested over $95 million in Ondo Finance after BlackRock announced the launch of the BUIDL fund, making it the largest holder.
In summary, the standards for WLF to purchase cryptocurrencies mainly have two points:
First, select DeFi projects with mature ecosystems and high market capitalization;
Second, related tokens that have close partnerships with the fund itself.
For the first criterion, we can directly limit the scope to the top 100 DeFi projects by market capitalization, perhaps to reduce volatility and minimize potential drawdown risks, seeking stability.
Regarding close partners, it can be seen on the official website that Luke Pearson from Polychain has become one of the advisors for WLFI. Therefore, Polychain's investment portfolio is likely to become potential assets, and it is relatively easy to identify the senior DeFi projects that Polychain invests in.
Of course, another advisor for WLFI is Ryan Fang from the TOMO wallet.
Sandy Peng, co-founder of Scroll.
And our familiar Sun Ge.
However, Fang's investment information is relatively scarce, and Peng’s investments in DIFI projects are relatively new, not conforming to blue-chip attributes. The cooperation with Peng should be more about the demand for releasing agency platforms on SCROLL.
The wallet of Sun Ge also shows some DEFI-related assets that are almost just ETH and LINK, with many others remaining low-profile.
Just don't know if he will be thick-skinned enough to let WLFI buy some assets on the TRON chain without avoiding suspicion:
Another partner, although the impact is relatively small, is not impossible, which is the listed assets of COWSwap.
The decentralized trading platform used by WLFI is CowSwap, which has a variety of tokens for trading. We choose relatively prominent projects and can also find projects like 1INCH and MORPHO.
So according to this standard, what tokens will WLF choose next? The following tokens are what we have listed. You can click the screen to take a screenshot to save it.
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