“硬币也首先关注美国” ...正在寻找'特朗普的投资者'

特朗普的“美国第一”政策正在加密货币市场引起轰动。

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

原始作者：Doohyun Hwang，“硬币也关注美国首先'...正在寻找'特朗普享有美国硬币的投资者'”

Key Points

关键点

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

特朗普的“美国第一”政策正在加密货币市场引起轰动。

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虑将总部位于美国的加密货币包括在国家战略储备中，投资者正在努力押注可以从特朗普的支持中受益的“美国硬币”。

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

正在讨论的项目中有ondo Finance（Ondo），运动（移动）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“美国第一”政策正在加热加密货币市场，因为它转向支持美国当地项目。其中，现实世界资产（RWA）代币化领域的领导者Ondo Finance被视为最有可能受益的项目之一。这不仅是因为RWA轨道的迅速发展，还因为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.

由特朗普家族开展的分散金融（DEFI）项目世界自由金融（WLFI）最近通过两项交易购买了总价值715,000美元的Ondo Finance Tokens ondo。此外，小唐纳德·特朗普（Donald Trump Jr.）还参加了上个月6日，由Ondo Finance担任演讲嘉宾主持的“ Ondo Summit”，进一步证实了两党之间的直接联系。

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之间的正式合作也在进步。 Ondo Finance的首席战略官Ian De Bode在一次采访中透露：“ WLFI正在考虑将Ondo的令牌资产（例如美元产量令牌（USDY）和美国短期美国财政债券（OUSG）（OUSG）纳入金融储备资产。”

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.

随着Ondo Finance与特朗普家族的关系披露，市场对Ondo的兴趣激增。截至第六名，Ondo的交易价格从前一天起上涨19％，比上周增长12.8％，达到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.

在市场上流行的另一个“特朗普概念硬币”项目是总部位于加利福尼亚的运动。在今年1月，WLFI花了200万美元购买了Move代币，并成为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，运动正在为特朗普政府的政府有效性部（DOGE）提供区块链技术建议，这导致市场推测其与政府的关系。

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.

消息发布后，一月份的举动迅速增长，仅在几天内从0.6美元飙升至0.89美元，增长了33％。尽管自那以后，随着特朗普最新的“美国货币”政策的实施，它已经退缩并下跌了0.4美元，但迅速反弹了19％。截至第六，移动价格从前一天开始上涨了11％，并成功地重新进入了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是一个美国区块链项目，由美国顶级风险投资公司Andreessen Horowitz（A16Z）连续三回合领导，市场被认为是最有可能获得政策股息的项目之一。随着前A16Z高管在特朗普政府中进入关键职位，对故事获得直接政策支持的市场期望也在加剧。

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.

特朗普政府的许多主要官员曾经是A16Z的核心人物。例如，A16Z UK Crypto Investment的前负责人Sriram Krishnan被任命为白宫科学技术政策办公室AI的高级政策顾问； A16Z全球加密政策的前负责人Brian Quintenz被提名为CFTC（美国商品期货交易委员会）主席。此外，A16Z联合创始人Mark Andreessen还应邀参加了白宫“加密货币峰会”，进一步加强了A16Z在政府一级的影响力。

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.

受到这一影响的影响，“标记IP”的价格上涨了。在特朗普宣布他正在考虑将美元纳入战略储备之后，IP令牌从2美元飙升至6.9美元，成为市场关注的“特朗普概念硬币”之一。

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

市场对政策股息持谨慎态度，专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.

尽管市场通常对“特朗普概念硬币”感到乐观，但行业专家提醒投资者，仍然存在政策不确定性，并且对特定的加密货币的投注可能过早可能会面临风险。

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认为，“加密货币行业正在游说特朗普政府将基于美国的项目纳入“美国第一阶段”战略。”他说：“鉴于特朗普政府的政策取向，这一主张可能是