谁在购买特朗普模因币？这是加密鲸鱼和新进入市场的散户投资者的混合体

官方特朗普币的发行是上周加密货币市场的头条新闻，在发行几天后迅速成为按市值计算第 25 大加密货币。

The launch of the official $Trump coin was a major event in the cryptocurrency market last week, with the token quickly becoming the 25th largest cryptocurrency by market capitalization within days of its debut.

官方美元特朗普币的推出是上周加密货币市场的一件大事，该代币在推出后的几天内迅速成为市值第 25 大加密货币。

While the token has attracted a few large "whale" investors, it has also seen strong interest from retail investors, with many first-time crypto buyers entering the market to buy the token.

虽然该代币吸引了一些大型“鲸鱼”投资者，但它也引起了散户投资者的浓厚兴趣，许多首次加密货币买家进入市场购买该代币。

According to Joshua de Vos, head of research at CCData, the trading volume in $Trump coin since its launch has rivaled some of the largest cryptocurrencies.

CCData 研究主管 Joshua de Vos 表示，自推出以来，特朗普币的交易量已与一些最大的加密货币相媲美。

“TRUMP has traded over $50 billion, rivaling SOL at $68 billion, ETH at $102 billion, and BTC at nearly $200 billion across top centralized exchanges,” de Vos told Business Insider.

de Vos 告诉《商业内幕》，“特朗普的交易额已超过 500 亿美元，与 SOL 的 680 亿美元、ETH 的 1020 亿美元和 BTC 的近 2000 亿美元相媲美。”

With a market capitalization of $7.5 billion, and a fully diluted market value of about $37 billion, a lot of money has poured into the meme-coin, pushing its value up by nearly 500% since its debut, according to data from CoinMarketCap.

CoinMarketCap 的数据显示，这款 meme 币的市值为 75 亿美元，完全稀释后的市值约为 370 亿美元，大量资金涌入这款 meme 币，使其价值自首次亮相以来上涨了近 500%。

So, who exactly is buying the president's meme coin?

那么，到底是谁在购买总统的模因币呢？

According to an analysis from Chainalysis, it's a mix of a handful of so-called "whales," or large investors, and retail investors entering the crypto market for the first time.

根据 Chainaanalysis 的分析，这是由少数所谓的“鲸鱼”或大型投资者和首次进入加密货币市场的散户投资者组成的。

At the larger end of the investor spectrum, 29 crypto wallets each hold more than $10 million worth of the coin, and five wallets each hold more than $100 million worth of $Trump coin.

在较大的投资者群体中，29 个加密钱包每个都持有价值超过 1000 万美元的特朗普币，五个钱包每个都持有价值超过 1 亿美元的特朗普币。

“Whales dominate holdings,” Chainalysis said in a thread on X.

“鲸鱼主导了持股，”Chainaanalysis 在 X 上的一个帖子中说道。

The firm found that around 40 whales each holding more than $10 million of $Trump or the $Melania coin that debuted a day later account for 94% of the holdings of both meme tokens.

该公司发现，大约 40 只鲸鱼每人持有超过 1000 万美元的 $Trump 或一天后首次亮相的 $Melania 代币，占这两种 Meme 代币持有量的 94%。

By comparison, Grzegorz Drozdz, market analyst at Conotoxia, told BI that about 61% of bitcoin's total supply is concentrated among whales who hold over $10 million worth of the coin.

相比之下，Conotoxia 市场分析师 Grzegorz Drozdz 告诉 BI，比特币总供应量的约 61% 集中在持有价值超过 1000 万美元比特币的鲸鱼手中。

“Caution is advised with projects like $Trump, as they may be highly susceptible to manipulation by major players,” Drozdz warned.

“建议对像 $Trump 这样的项目保持谨慎，因为它们可能很容易受到主要参与者的操纵，”德罗兹警告说。

But there's also a large swath of retail investors that have piled into $Trump coin, according to Chainalysis.

但据 Chainaanalysis 称，还有大量散户投资者涌入了特朗普币。

“Most wallets that hold $TRUMP and/or $MELANIA hold less than $100 worth, suggesting retail buying activity,” Chainalysis said.

Chainaanalysis 表示：“大多数持有 TRUMP 美元和/或 MELANIA 美元的钱包价值不到 100 美元，这表明零售购买活动。”

Moreover, many of these retail investors buying the $Trump coin are new to Solana, the blockchain on which the meme coins were issued.

此外，许多购买特朗普币的散户投资者都是 Solana 的新手，而 Solana 是发行 meme 币的区块链。

“These are largely new retail buyers. ~50% of $TRUMP and/or $MELANIA token holders have never bought a Solana altcoin before,” Chainalysis said, adding that nearly half of $Trump coin buyers created their wallets on the same day they purchased the tokens.

“这些人主要是新零售买家。大约 50% 的 $TRUMP 和/或 $MELANIA 代币持有者以前从未购买过 Solana 山寨币。”Chainaanalysis 表示，并补充说，近一半的 $Trump 代币买家在购买代币的同一天创建了钱包。

Some who have said they bought the token online say that their support for the president was the big draw.

一些表示自己在网上购买了该代币的人表示，他们对总统的支持是最大的吸引力。

“We love Trump. I just bought a bag full of his crypto coin,” one user on Truth Social said.

“我们爱特朗普。我刚刚买了一袋他的加密货币，”Truth Social 的一位用户说道。

A user on Reddit mentioned that they bought the $Trump coin because “Trump likes to be the best in whatever he does so surely he's gotta want to have the biggest meme coin on the market.”

Reddit 上的一位用户提到，他们购买特朗普币是因为“特朗普喜欢在任何事情上都做到最好，所以他肯定想拥有市场上最大的模因币。”

However, some expressed dismay at the president's foray into crypto.

然而，一些人对总统进军加密货币领域表示失望。

“Big supporter. I prayed. I donated. I waited and watched. We won. But, this crypto thing is not good for our economy. Crooks hide money along with other shady characters,” a Truth Social user said. “Who made money on this meme coin? Who bought it first? Insiders? It wasn't me. It's too late now. How is this fair? It's not.”

“大力支持者。我祈祷了。我捐了。我等待着，看着。我们赢了。但是，这种加密货币对我们的经济不利。骗子和其他可疑人物一起藏匿金钱，”一位 Truth Social 用户说道。 “谁通过这个模因币赚钱了？谁先买的？内部人士？不是我。现在已经太晚了。这怎么公平呢？它不是。”

On the profit side, even after $Trump coin declined about 50% from its peak, most wallets holding the meme coin are in the green or have broken even, according to Chainalysis.

根据 Chainaanalysis 的数据，在利润方面，即使特朗普币从峰值下跌了约 50%，大多数持有 Meme 币的钱包仍处于盈利状态或收支平衡。

More than 77% of wallets that hold $Trump coin have earned less than $100, while 60 whales have earned more than $10 million, the firm said.

该公司表示，超过 77% 的持有特朗普币的钱包的收入低于 100 美元，而 60 名鲸鱼的收入超过 1000 万美元。

Some of those whales are already cashing out.

其中一些鲸鱼已经开始兑现。

According to data from Nansen, the whale wallets with the highest profits already cashed out to realize some gains, "selling most of their TRUMP before the inauguration on Monday," the firm said in an analysis shared with BI.

Nansen 的数据显示，利润最高的鲸鱼钱包已经套现以实现一些收益，“在周一就职典礼之前出售了大部分 TRUMP”，该公司在与 BI 分享的分析中表示。

“The top P&L wallet shows $59 million in unrealized gains and $44 million in realized profits,” Nansen said.

Nansen 表示：“最大的损益钱包显示未实现收益为 5900 万美元，已实现利润为 4400 万美元。”

Chainalysis cautioned that it's still early days for a volatile meme coin whose value has fluctuated wildly. The $Trump coin is down 52% from its record price of $75.35.

Chainaanalysis 警告称，对于价值波动剧烈的模因币来说，现在还为时尚早。特朗普币较创纪录的 75.35 美元下跌了 52%。