川普的迷因幣被視為加密貨幣的正面訊號

唐納德·特朗普決定推出自己的加密貨幣模因硬幣被視為數位資產市場的積極信號

The cryptocurrency market has been abuzz with activity over the past few days, thanks to the antics of the 46th US President. It all began with the surprise launch of the $TRUMP meme coin late on Friday, which was followed by a Trump-linked entity participating in the Ethereum staking process on Monday.

由於第 46 任美國總統的滑稽行為，加密貨幣市場在過去幾天一直活躍起來。這一切都始於週五晚間 $TRUMP meme 代幣的意外推出，隨後一個與川普相關的實體在周一參與了以太坊質押過程。

These rapid-fire developments have left many scratching their heads, wondering what will happen next. However, some financial analysts are finally starting to weigh in with their insights, suggesting that there may be a method to Trump's madness after all.

這些快速發展讓許多人摸不著頭腦，想知道接下來會發生什麼事。然而，一些金融分析師終於開始發表自己的見解，暗示川普的瘋狂行為可能有辦法解決。

To recap, the $TRUMP meme coin serves no other purpose than to unite like-minded traders and investors in a community that revolves around the star power of the outgoing US president.

回顧一下，$TRUMP 迷因幣沒有其他目的，只是將志同道合的交易者和投資者團結在一個圍繞即將卸任的美國總統的明星力量的社區中。

On a more technical note, there are currently 200 million $TRUMP meme coins available for trading. Over the next three years, this supply will gradually increase to 1 billion coins. It's worth mentioning that the unreleased supply is currently being held by CIC Digital LLC, an affiliate of the Trump Organization, together with Fight Fight Fight LLC, a Delaware-based company linked to Trump.

從更技術性的角度來看，目前有 2 億枚川普迷因幣可供交易。未來三年內，這項供應量將逐漸增加至 10 億枚。值得一提的是，未發布的供應目前由川普集團的附屬公司 CIC Digital LLC 以及與川普有聯繫的特拉華州公司 Fight Fight Fight LLC 持有。

At its peak, just before the launch of the $MELANIA meme coin on Sunday, the $TRUMP coin was trading at a market cap of around $13 billion. Furthermore, factoring in the coin's unreleased supply would bring its fully-diluted value to a staggering ~$70 billion. However, the launch of the $MELANIA coin did rattle the market amidst rampant speculation about dilution and the possibility of further coins being launched by other members of the Trump family.

在周日推出 $MELANIA Meme 代幣之前，$TRUMP 代幣在其巔峰時期的交易市值約為 130 億美元。此外，考慮到代幣未發行的供應量，其完全稀釋後的價值將達到驚人的約 700 億美元。然而，由於有關稀釋以及川普家族其他成員可能推出更多代幣的猜測甚囂塵上，$MELANIA 代幣的推出確實令市場感到不安。

"Our view would be to view the event as a signal that a new crypto regulatory era is here to stay and invest in the more valuable parts of the..."

“我們的觀點是將這一事件視為一個信號，表明新的加密貨幣監管時代已經到來，並投資於更有價值的部分......”

— Wall St Engine (@wallstengine) January 21, 2025

- 華爾街引擎 (@wallstengine) 2025 年 1 月 21 日

Now, getting to the heart of the matter, Bernstein is out with its analysis of these fast-paced events, observing right off the bat that a "chaotic crypto era" is now here to stay:

現在，談到問題的核心，伯恩斯坦對這些快節奏的事件進行了分析，並立即觀察到「混亂的加密時代」現在已經到來：

"Whichever way you see it, we think a new chaotic crypto era is here. The President of America has his own coin."

“無論你怎麼看，我們都認為一個新的混亂的加密貨幣時代已經到來。美國總統有他自己的硬幣。”

The research and brokerage firm adds in its note:

這家研究和經紀公司在其說明中補充道：

"Our view would be to view the event as a signal that a new crypto regulatory era is here to stay and invest in the more valuable parts of the ecosystem. But some may still cringe - it is what it is."

「我們的觀點是將這一事件視為一個信號，表明新的加密貨幣監管時代已經到來，並將投資於生態系統中更有價值的部分。但有些人可能仍然會畏縮——事實就是如此。 」

Meanwhile, Hargreaves Lansdown analyst Susannah Streeter is viewing the launch of the $TRUMP meme coin as a "positive signal for the digital asset market," suggesting that Trump's pledge to make the US the crypto capital of the world will be honored, potentially ushering cryptocurrencies "into the financial mainstream with clearer rules about how individuals and firms can trade such assets."

同時，Hargreaves Lansdown 分析師Susannah Streeter 將$TRUMP meme 代幣的推出視為“數位資產市場的積極信號”，這表明川普將兌現讓美國成為世界加密之都的承諾，這可能會迎來加密貨幣“進入金融主流，並就個人和公司如何交易此類資產制定更明確的規則。”

In a note, Streeter adds:

Streeter 在註記中補充：

"Nevertheless, investors should be mindful of getting carried away in a wave of speculation, with money they can't afford to lose."

“儘管如此，投資者應該注意不要在投機浪潮中沉迷其中，因為他們的資金是他們無法承受的。”

As of writing, the $TRUMP meme coin has a market cap of $7.95 billion and a fully-diluted value of $39.79 billion.

截至撰寫本文時，$TRUMP meme 代幣的市值為 79.5 億美元，完全稀釋後的價值為 397.9 億美元。