特朗普概念货币：谁将成为世界自由金融的下一个目标？

近期热点不断，可谓百花齐放：AI Agent领衔，Virtuals Protocol市值突破3亿美元； Solana生态系统ai16z市值也突破10亿美元，Hyperliquid生态币HYPE在产品方面涨幅超过10倍。

With the Bitcoin market share dropping from 60% to 55% recently, the altcoin season has begun. Recently, there have been constant hot spots, which can be said to be a hundred flowers blooming: AI Agent took the lead, Virtuals Protocol broke through the market value of 300 million US dollars; Solana ecosystem ai16z also broke through the market value of 1 billion US dollars, and Hyperliquid ecological currency HYPE rose more than 10 times in terms of products. In terms of products, the open interest in the exchange has repeatedly broken new highs, breaking through 4.3 billion US dollars. Even the NFT sector that was almost forgotten by the market has made some moves. Magic Eden and Pudgy Penguins have successively issued coins, driving many ETH/SOL blue-chip NFT projects to rise.

随着比特币市场份额最近从 60% 下降至 55%，山寨币季节已经开始。近期热点不断，可谓百花齐放：AI Agent领衔，Virtuals Protocol市值突破3亿美元； Solana生态系统ai16z市值也突破10亿美元，Hyperliquid生态币HYPE在产品方面涨幅超过10倍。产品方面，交易所持仓量屡创新高，突破43亿美元。就连几乎被市场遗忘的NFT领域也有所动作。 Magic Eden、Pudgy Penguins 先后发币，带动众多 ETH/SOL 蓝筹 NFT 项目崛起。

The above simple inventory of hot spots in various sectors shows that they are all centered on the chain. So have the tokens in centralized exchanges really been forgotten by the market?

以上简单盘点各板块热点可见，均以链上为中心。那么中心化交易所的代币真的被市场遗忘了吗？

In fact, there is another narrative in this bull market cycle that cannot be ignored: Trump’s election.

事实上，本轮牛市周期还有一个不可忽视的叙事：特朗普的当选。

Trump's election means that cryptocurrency has officially entered the public eye. The improvement of laws and regulations and the relaxation of supervision will help external funds enter the cryptocurrency circle, which can be verified by the continuous net inflow of funds from BTC and ETH spot ETFs. The Trump family's cryptocurrency project World Liberty Financial also set an example by frantically purchasing DeFi-related currencies in one month, including ETH, CBBTC, AAVE, LINK, ENA, and ONDO.

特朗普的当选意味着加密货币正式进入公众视野。法律法规的完善和监管的放松将有利于外部资金进入加密货币圈子，这一点从BTC、ETH现货ETF资金持续净流入就可以得到验证。特朗普家族的加密货币项目 World Liberty Financial 也做出了榜样，在一个月内疯狂购买 DeFi 相关货币，包括 ETH、CBBTC、AAVE、LINK、ENA 和 ONDO。

So how did the above currencies perform after World Liberty Financial purchased them? What are the common features between these tokens? What other concept currencies are there? Let WOO X Research take you to find out.

那么上述货币在World Liberty Financial购买后表现如何呢？这些代币之间有哪些共同特征？还有哪些概念货币？让 WOO X Research 带您一探究竟。

Purchase History Summary

购买历史摘要

The above table shows that World Liberty Financial spent a total of 44.75 million U.S. dollars on cryptocurrencies purchased since November 30. As of the time of writing on December 18, all the currencies held by World Liberty Financial are currently in a state of floating profit.

上表显示，自 11 月 30 日以来，World Liberty Financial 总共花费了 4475 万美元购买加密货币。截至 12 月 18 日撰文，World Liberty Financial 持有的所有币种目前均处于浮盈状态。

Interestingly, traditional institutions used to be more interested in Bitcoin than Ethereum, but in the investment portfolio, we can see that World Liberty Financial holds far more ETH than Bitcoin. Perhaps this also means that compared to Bitcoin, they are more optimistic about the subsequent price trend of Ethereum.

有趣的是，传统机构过去对比特币比以太坊更感兴趣，但在投资组合中，我们可以看到World Liberty Financial持有的ETH远多于比特币。或许这也意味着，相比于比特币，他们更看好以太坊后续的价格走势。

In addition to the above-mentioned holdings, COW is also worth mentioning. When purchasing the above-mentioned currencies at World Liberty Financial, only Cow Protocol is used for purchase, so it is also regarded as Trump concept currency.

除了上述持股之外，COW也值得一提。在World Liberty Financial购买上述货币时，仅使用Cow Protocol进行购买，因此也被视为特朗普概念货币。

What coin might you buy next?

您下一步可能会购买什么硬币？

After understanding World Liberty Impeccable's investment context, we can speculate on the targets they may focus on next.

了解了World Liberty Impeccable的投资背景后，我们可以推测他们下一步可能关注的目标。

First of all, from their holdings, we can see that it is best if the token itself has a partnership with World Liberty Financial, such as AAVe m3

首先，从他们的持有量来看，代币本身最好是和World Liberty Financial有合作关系，比如AAVe m3

LINK, and then "clear business model" and "stable actual income". AAVE, LINK, ENA, ONDO, etc. all have clear product positioning, a large number of ecological users and actual income models. This means that they will not blindly pursue "novel" or "pure concept" tokens, but prefer to invest in protocols that can bring long-term value.

LINK，然后是“清晰的商业模式”和“稳定的实际收入”。 AAVE、LINK、ENA、ONDO等都有明确的产品定位、大量的生态用户和实际的收入模式。这意味着他们不会盲目追求“新颖”或“纯概念”的代币，而是更愿意投资能够带来长期价值的协议。

LDO: Since World Liberty Financial holds much more ETH than BTC, it shows that they are very optimistic about the long-term potential of Ethereum. With the maturity of Ethereum's staking mechanism, coupled with the possibility of ETFs introducing Ethereum staking rates, the leading protocol LIDO has become the current first choice.

LDO：由于World Liberty Financial持有的ETH远多于BTC，这表明他们对以太坊的长期潜力非常看好。随着以太坊质押机制的成熟，加上ETF引入以太坊质押利率的可能性，领先的协议LIDO成为当前的首选。

It is the largest liquid staking protocol in the Ethereum ecosystem, with a TVL of up to US$37 billion, accounting for 30% of the entire Ethereum staking market.

它是以太坊生态系统中最大的流动性质押协议，TVL高达370亿美元，占整个以太坊质押市场的30%。

Pendle: It mainly focuses on the revenue splitting market, allowing users to trade future revenue rights. With the rise of Ethereum staking rates and yields of protocols such as USDe, the demand for the revenue trading market continues to increase, making Pendle highly concerned by the market in this bull market. Recently, Pendle's TVL has exceeded US$5 billion, and it has established partnerships with multiple mainstream DeFi protocols.

Pendle：主要针对收益分割市场，让用户可以交易未来的收益权。随着以太坊质押率以及USDe等协议收益率的上升，收益交易市场的需求不断增加，使得Pendle在本次牛市中受到市场的高度关注。近期，Pendle 的 TVL 已超过 50 亿美元，并与多个主流 DeFi 协议建立了合作伙伴关系。

UNI: Uniswap is the origin of DeFi Summer and is the most commonly used decentralized exchange by users. It is the leader in this field. Recently, they also launched Unichain, but the market response was cold. However, this does not affect users' dependence on Uniswap products.

UNI：Uniswap是DeFi Summer的起源，是用户最常用的去中心化交易所。它是该领域的领导者。最近他们也推出了Unichain，但市场反应冷淡。不过，这并不影响用户对 Uniswap 产品的依赖。

Conclusion: Blue chip project = Presidential cryptocurrency project

结论：蓝筹项目=总统加密货币项目

Regarding World Liberty Financial's massive cryptocurrency trading, Nansen analyst Nicolai Søndergaard told Bloomberg: "World Liberty Financial's purchase of tokens may be to gain more trust or to promote the development of its own projects by drawing attention to these assets. Because if these assets perform well, World Liberty Financial may also benefit from it."

对于 World Liberty Financial 大规模的加密货币交易，Nansen 分析师 Nicolai Søndergaard 向彭博社表示：“World Liberty Financial 购买代币可能是为了获得更多信任，或者通过引起人们对这些资产的关注来促进自己项目的发展。因为如果这些资产表现良好的话，世界自由金融也可能从中受益。”

World Liberty Financial actively deploys blue chip projects

世界自由金融积极布局蓝筹项目