“硬幣也首先關注美國” ...正在尋找'特朗普的投資者'

特朗普的“美國第一”政策正在加密貨幣市場引起轟動。

Original author: Doohyun Hwang, "Coins Also Follow America First' ... Investors Looking for 'Trump-Benefiting US Coins'"

原始作者：Doohyun Hwang，“硬幣也關注美國首先'...正在尋找'特朗普享有美國硬幣的投資者'”

Key Points

關鍵點

Trump's "America First" policy is causing a stir in the cryptocurrency market.

特朗普的“美國第一”政策正在加密貨幣市場引起轟動。

With Trump announcing that he is considering including U.S.-based cryptocurrencies in the national strategic reserve, investors are racing to bet on "American coins" that could benefit from Trump's support.

特朗普宣布他正在考慮將總部位於美國的加密貨幣包括在國家戰略儲備中，投資者正在努力押注可以從特朗普的支持中受益的“美國硬幣”。

Among the projects being discussed are Ondo Finance (ONDO), Movement (MOVE), and Story (IP).

正在討論的項目中有ondo Finance（Ondo），運動（移動）和故事（IP）。

The Trump administration's "America First" policy is heating up the cryptocurrency market as it pivots towards supporting local U.S. projects. Among them, Ondo Finance, a leader in the field of real-world asset (RWA) tokenization, is seen as one of the projects most likely to benefit. This is not only because of the rapid development of the RWA track but also because it has received direct support from the Trump family.

特朗普政府的“美國第一”政策正在加熱加密貨幣市場，因為它轉向支持美國當地項目。其中，現實世界資產（RWA）代幣化領域的領導者Ondo Finance被視為最有可能受益的項目之一。這不僅是因為RWA軌道的迅速發展，還因為它得到了特朗普家族的直接支持。

World Liberty Financial (WLFI), a decentralized finance (DeFi) project run by the Trump family, recently purchased a total of $715,000 worth of Ondo Finance tokens ONDO through two transactions. In addition, Donald Trump Jr. also attended the "Ondo Summit" hosted by Ondo Finance as a guest speaker on the 6th of last month, further confirming the direct connection between the two parties.

由特朗普家族開展的分散金融（DEFI）項目世界自由金融（WLFI）最近通過兩項交易購買了總價值715,000美元的Ondo Finance Tokens ondo。此外，小唐納德·特朗普（Donald Trump Jr.）還參加了上個月6日，由Ondo Finance擔任演講嘉賓主持的“ Ondo Summit”，進一步證實了兩黨之間的直接聯繫。

Moreover, the formal cooperation between Ondo Finance and WLFI is also progressing. Ian de Bode, Chief Strategy Officer (CSO) of Ondo Finance, revealed in an interview that "WLFI is considering incorporating Ondo's tokenized assets, such as the US Dollar Yield Token (USDY) and short-term US Treasury bonds (OUSG), into financial reserve assets."

此外，Ondo Finance和WLFI之間的正式合作也在進步。 Ondo Finance的首席戰略官Ian De Bode在一次採訪中透露：“ WLFI正在考慮將Ondo的令牌資產（例如美元產量令牌（USDY）和美國短期美國財政債券（OUSG）（OUSG）納入金融儲備資產。”

With the disclosure of Ondo Finance's relationship with the Trump family, the market's interest in ONDO has surged. As of the 6th, the trading price of ONDO rose by 19% from the previous day and 12.8% from the previous week to reach US$1.18.

隨著Ondo Finance與特朗普家族的關係披露，市場對Ondo的興趣激增。截至第六名，Ondo的交易價格從前一天起上漲19％，比上週增長12.8％，達到1.18美元。

Another "Trump concept coin" project that is popular in the market is Movement, headquartered in California. In January of this year, WLFI spent $2 million to purchase MOVE tokens and became one of its top ten holders.

在市場上流行的另一個“特朗普概念硬幣”項目是總部位於加利福尼亞的運動。在今年1月，WLFI花了200萬美元購買了Move代幣，並成為其前十名持有人之一。

Even more explosively, Movement is providing blockchain technology advice to the Trump administration's Government Effectiveness Department (DOGE), which has caused the market to speculate about its relationship with the government.

更爆炸性地，運動正在為特朗普政府的政府有效性部（DOGE）提供區塊鏈技術建議，這導致市場推測其與政府的關係。

After the news came out, the MOVE token rose rapidly in January, soaring from $0.6 to $0.89 in just a few days, an increase of 33%. Although it has since fallen back and fell below $0.4, with the implementation of Trump's latest "American Currency" policy, MOVE quickly rebounded by 19%. As of the 6th, the price of MOVE has risen by 11% from the previous day and successfully re-entered the $0.4 mark.

消息發布後，一月份的舉動迅速增長，僅在幾天內從0.6美元飆升至0.89美元，增長了33％。儘管自那以後，隨著特朗普最新的“美國貨幣”政策的實施，它已經退縮並下跌了0.4美元，但迅速反彈了19％。截至第六，移動價格從前一天開始上漲了11％，並成功地重新進入了0.4美元。

Story, a U.S. blockchain project, has been led by top U.S. venture capital firm Andreessen Horowitz (a16z) for three consecutive rounds and is considered by the market to be one of the projects most likely to receive policy dividends. As former a16z executives enter key positions in the Trump administration, market expectations for Story to receive direct policy support are also heating up.

Story是一個美國區塊鏈項目，由美國頂級風險投資公司Andreessen Horowitz（A16Z）連續三回合領導，市場被認為是最有可能獲得政策股息的項目之一。隨著前A16Z高管在特朗普政府中進入關鍵職位，對故事獲得直接政策支持的市場期望也在加劇。

Many key officials in the Trump administration were once core figures of a16z. For example, Sriram Krishnan, former head of a16z UK crypto investment, has been appointed as the senior policy advisor for AI in the White House Office of Science and Technology Policy; Brian Quintenz, former head of a16z global crypto policy, has been nominated as the chairman of the CFTC (U.S. Commodity Futures Trading Commission). In addition, a16z co-founder Mark Andreessen was also invited to attend the White House "Cryptocurrency Summit", further strengthening a16z's influence at the government level.

特朗普政府的許多主要官員曾經是A16Z的核心人物。例如，A16Z UK Crypto Investment的前負責人Sriram Krishnan被任命為白宮科學技術政策辦公室AI的高級政策顧問； A16Z全球加密政策的前負責人Brian Quintenz被提名為CFTC（美國商品期貨交易委員會）主席。此外，A16Z聯合創始人Mark Andreessen還應邀參加了白宮“加密貨幣峰會”，進一步加強了A16Z在政府一級的影響力。

Affected by this, the price of Story Token IP rose strongly. After Trump announced that he was considering including US dollars in the strategic reserve, the IP token soared from US$5 to US$6.9 on the 2nd, becoming one of the "Trump concept coins" that the market paid attention to.

受到這一影響的影響，“標記IP”的價格上漲了。在特朗普宣布他正在考慮將美元納入戰略儲備之後，IP令牌從2美元飆升至6.9美元，成為市場關注的“特朗普概念硬幣”之一。

The market is cautious about policy dividends, and experts warn against blind betting

市場對政策股息持謹慎態度，專家警告不要盲目投注

Although the market is generally optimistic about "Trump concept coins", industry experts remind investors that there is still policy uncertainty and betting on specific cryptocurrencies too early may face risks.

儘管市場通常對“特朗普概念硬幣”感到樂觀，但行業專家提醒投資者，仍然存在政策不確定性，並且對特定的加密貨幣的投注可能過早可能會面臨風險。

Seok-moon Jung, director of the Presto Research Center, believes that “the cryptocurrency industry is lobbying the Trump administration to include U.S.-based projects in the ‘America First’ strategy.” He said, “Given the policy orientation of the Trump administration, this proposition may be

Presto研究中心主任Seok-Moon Jung認為，“加密貨幣行業正在遊說特朗普政府將基於美國的項目納入“美國第一階段”戰略。”他說：“鑑於特朗普政府的政策取向，這一主張可能是