Market recovery: Trump concept coins are hot again
Blockchain platform
Affected by the gradual fading of tariff concerns and the improvement of the macroeconomic environment, coupled with the Fed's adjustment of its balance sheet reduction policy, the crypto market has rebounded significantly in the past 48 hours. Overall, market sentiment has begun to pick up, and the attractiveness of risky assets has increased, and this background has also driven the rise of Trump concept coins. The following article analyzes the performance of several types of Trump-related crypto assets one by one from the perspective of the macro-financial environment.
1. Macro market analysis
First, due to the US government's policy adjustment on tariffs on some imported goods, the market's uncertainty about tariffs has eased, which has injected positive expectations into global trade and economic activities. At the same time, the Fed's recent adjustment of its balance sheet reduction policy indicates that liquidity has been released, providing investors with more funds for risk asset allocation. The Fed's policy signals and adjustment expectations have driven the market's risk appetite to rebound, resulting in a rebound in the overall crypto market, with some assets rising by an average of about 5% in the past 48 hours.
2. Performance and analysis of Trump concept coins
1. OFFICIAL TRUMP (TRUMP)
Data shows that the price of OFFICIAL TRUMP has been between $10.97 and $11.83 recently, with a 24-hour trading volume of $298 million to $1.5 billion, and a circulating market value of about $2.19 billion to $2.36 billion. Trump posted on his real social platform to "carry" TRUMP, which has a positive impact on its market exposure and liquidity. Strong trading volume and significant market value indicate that investors have a strong interest in Trump's political influence behind it, and may also be optimistic about the possibility that the Trump administration will adopt more favorable policies for the crypto industry in the future.
2. MAGA (TRUMP)
The price of MAGA tokens is stable between $0.27 and $0.28, with a 24-hour trading volume of about $47,000 to $83,000, and a circulating market value of about $11 million to $12 million. As a MEME coin, the extremely low trading volume also reveals the risks associated with political celebrity tokens to the market. Subject to some environmental conditions, the surge and pullback of celebrity tokens are more intense, and investors need to remain vigilant.
3. Melania Token (MELANIA)
MELANIA's price trend is still strongly correlated with TRUMP. Different data sources show that the price is between $0.68 and $0.73, and the Canadian market price reaches 1.00 Canadian dollars. Its 24-hour trading volume is between $15 million and $18 million, and its circulating market value is approximately between $368 million and $390 million. The token is closely associated with the image of First Lady Melania, and has attracted many investors with this unique narrative. Although MEME coins often have large price fluctuations, Melania Token currently shows high market recognition and liquidity, and still has the potential to rise in the future driven by political sentiment, but the risks cannot be ignored.
4. DJT and CRO
According to market information, affected by the news that "Trump Media Group plans to cooperate with Crypto.com to launch ETFs", Trump Media Technology Group (DJT) rose 8.09% before the market, with the highest increase reaching 14.61%. At the same time, the crypto trading platform Crypto.com platform token CRO also gained more than 30%.
Trump Media Technology Group (TMTG, NASDAQ code: DJT) recently signed a non-binding agreement with the crypto trading platform Crypto.com, planning to launch a series of exchange-traded funds (ETFs) and related products under the Truth.Fi brand. These ETFs are provided by Crypto.com's broker Foris Capital US LLC and are expected to cover digital assets and securities mainly made in the United States, involving multiple industries such as energy; the crypto asset ETF basket may include Bitcoin, Cronos, etc. The fund is scheduled to launch later this year, but subject to regulatory approval, its products will be operated through Truth.Fi Separately Managed Accounts (SMAs) and invested by TMTG with up to $250 million in cash reserves, which will be kept by Charles Schwab. Devin Nunes, CEO and Chairman of TMTG, said the move will promote U.S.-first investment products and support U.S. companies focused on rapid growth and technological innovation; at the same time, Kris Marszalek, co-founder of Crypto.com, also said that these new ETFs will provide more options for more than 140 million users worldwide and further broaden the application scenarios of crypto assets.
It is worth noting that CRO destroyed 70% of its tokens earlier, and this recovery process has caused some discussion in the community.
5. WLFI (World Liberty Financial)
WLFI is the Trump family's crypto project, which raised $550 million in funds through two token sales. WLFI's holdings mainly include a variety of cryptocurrencies. According to public information, WLFI's investment portfolio includes tokens such as Bitcoin (BTC), Ethereum (ETH), TRON (TRX), Chainlink (LINK), Aave (AAVE), Ethena (ENA), Movement (MOVE), Ondo (ONDO), Sei (SEI), Avalanche (AVAX) and Mantle (MNT), with a total value of approximately US$343 million, but the overall floating loss is currently about tens of millions. Among them, ETH and WBTC (wrapped Bitcoin) account for the vast majority of the investment portfolio.
Summary
The title of "America First Concept Coin" mainly reflects the market's expectations of US politics and policy tendencies. Although a unified list of tokens has not yet been formed, the above-mentioned Trump concept coins all embody this concept to varying degrees. Investors generally believe that the performance of such tokens will closely depend on the relevant policies, trade issues and macroeconomic trends of the Trump administration. In the future, if Trump continues to introduce policy support that is conducive to encryption, such tokens may benefit; conversely, if negative news appears or the macroeconomic situation deteriorates, they may face greater volatility.
Overall, Trump concept coins show high volatility and speculation. OFFICIAL TRUMP shows strong trading activity, MAGA and Melania Token rely on a stable community foundation to maintain relative stability, and TrumpCoin appears bleak due to insufficient liquidity. Although WLFI has strong funds, it mainly plays the role of an investment fund, and the value of its holdings is affected by the overall crypto market. In the future, the trend of these tokens will be closely related to the dynamics of Trump and his policies, US economic data and the policy direction of the Federal Reserve. Investors should pay close attention to relevant policies and market data when participating in such assets, especially in the context of Trump's frequent policy reversals, and need to be highly cautious.
