jakiro
Author: ABC Alpha DAO Researcher
On January 18, 2025, the 47th President of the United States Donald Trump, the most powerful president of the blue planet, officially released the Meme-Trump named after himself. The world is shocked and the chain is boiling. The market value of 24 hours #TrumpIt reached US$30 billion, with a maximum market value of US$80 billion, surpassing DOGE to become the Meme token with the largest market value.
Just one day later, on January 20, the first lady of the United States, Melania Trump, also released Meme-Melania, named after herself, with a market value of up to US$13 billion.
As soon as this news came out, the market was filled with curses. Everyone scolded the Trump family as a vampire in the currency circle and regarded the Crypto market as a family ATM. With the power and influence of the US president and the world moment when the president is about to take office.The whole family sent coins to cut leeks together.
Anger and panic selling also occurred in the market.BTC fell below $100,000, SOL fell to $230, Trump fell from a high of $80 to $35, and all kinds of assets on the chain were even more in awe.
What exactly is Trump going to do?
This is the confusion and doubts of everyone today!
Is Trump so much effort (even almost died) to ascend to the throne of the US president just to issue coins and cut leeks?
Trump is really the inertia of a businessman?Can you make a profit if you seize the opportunity?
Trump, who became the US president, really ignores the contempt and despise of the whole world, and takes the risk of collapse of the Crypto market to make those billions of dollars?So, what is the new encryption policy he wants to implement?Is it really a joke?
There are 7 hours left before Trump’s presidential inauguration speech, and Trump’s attitude and real intention may be revealed in his inauguration speech.So, before the answer is revealed, we might as well make a speculation. From the perspective of some of the Trump team’s past behavior trajectories and the interest groups behind Trump’s US president and his representatives, we speculate what the purpose behind Trump’s series of operations is?
Let us directly tell us our conclusion:
1. Trump family members have successively launched Memes. In addition to personal gain, the greater layout is to “use the huge influence of the US president to call on global forces to jointly expand the Crypto market”, allowing the entire Crypto market to expand 5 or even 10 times, thusIt can accommodate larger digital dollars.
2. Trump and the American interest groups it represents are all about reversing the decline of the petrodollar dollar. In the general trend of human digital wave, let the digital dollar continue to dominate the hegemony of the US dollar and let the digital dollar continue to rule the digital economy and the digital world of mankind.Thus Make America Great Again.
3. The Trump family must personally issue assets, give a sample to the world, and tell influential countries, organizations, companies, and individuals around the world that they can issue digital assets on the chain. Everyone has money to make money and make the market bigger..However, everything is settled by digital dollars.It is a winner for individuals, for everyone, and for the United States.The only loser is the people and the country that resist this trend.
4. Compliant digital dollar stablecoins such as USDC will become Trump’s “on-chain Fed”.USDC is a legal and compliant digital dollar in the United States. Note: #Trump and #Melania are both USDC-based liquidity pools.In the future, the US dollar will continue to print crazy on the chain in the form of USDC.On the chain is an extension of the hegemony of the US dollar.However, USDC is not the only choice for the US government. Various types of digital dollars will emerge. For example, Paypal’s digital dollars, which has the advantages of global payment networks, will also make efforts one after another.
5. The reason why the Trump family chose to send Meme instead of other Crypto to release signal flares is because Meme is the lowest cost and best effect (this is very understanding of Crypto). The presidential concept Meme initiated by Trump caused a sensation and achieved great success.Later, the presidents of other influential countries will follow and imitate.However, Meme is just an introductory initiator, which releases the encrypted atomic bomb, and the bigger one is still behind.
We call the goal behind this series of operations of the Trump government: a global asset winding campaign aimed at achieving digital dollar hegemony.
This movement requires a signal flare, and it is an atomic bomb-level signal flare. Therefore, is there any more explosiveness than the US president who came out to send a Meme in person?
This atomic signal flare is too explosive, with a high degree of ejection, a wide coverage and a great influence, which is the best among human beings.After attracting global capital and attention, it was seen by influential people around the world, “Damn, it turns out that this is how you can play.Not only the president can send Memes, but also the president’s wife.
Of course, Meme is just the first step in planning, and the next key point is:
The global asset winding campaign led by Trump, aiming to achieve digital dollar hegemony, can be divided into four steps:
Step 1: Meme
Representing celebrities, idols, and IP economies, the global influential presidents, celebrities, idols, and IPs can all issue Memes. The market size of this part is conservatively estimated to be 500 billion to 1 trillion US dollars.Just imagine what it would be like to send Memes to Elon Musk, Taylor Swift, Lionel Messi, and Cristiano Ronaldo?
Step 2: Stock Assets
A series of commercial companies and organizations tokenize all their assets of unissued stocks. Companies that have issued stocks can also tokenize some of their stocks, and all use digital dollars on the chain.Come and trade.Currently, the total market value of US stocks is about 50 trillion US dollars. If we assume that this ratio is 5%, then US$2.5 trillion of stock assets can be traded in digital US dollars on the chain.
Step 3: Bond Assets
The size of the bond market is about 2.5 times that of the stock market, and it is currently about 120 trillion US dollars. We assume that 5% of bonds are issued in the form of tokens, then this scale will be 6 trillion US dollars.
Step 4: RWA Assets
The so-called RWA assets here include all valuable assets and interest-generating assets that can be put on the chain, such as precious metals such as gold, commodities, real estate and other off-chain assets. All RWA assets can be moved to the chain. This part of theThe total asset valuation is about 350 trillion US dollars (including 14 trillion precious metals, 6 trillion US dollars of commodities, and 330 trillion real estate). We assume that 3% of assets (RWA is more complicated, so the proportion is lowered to 2%).If tokens are issued, this part will reach 7 trillion US dollars.
These four parts combined together amount to about 15 trillion US dollars. The digital dollar transactions behind this series of assets are corresponding to, that is, the United States will be able to print trillion-dollar dollars on the chain, which is for the Trump government and itsThe American interest groups represented are sufficiently attractive.
The above cannot be completed within 1-2 years. At least one term of Trump (4 years) or even the next term.
If you think that it is illegal for celebrities such as the US president to issue coins, and that all off-chain assets will encounter many difficulties, etc., I’m sorry, this US president is Trump, he is a veritable crypto president, and he will realize the US dollar.The revival of this year has introduced a series of new encryption policies, assisting in the introduction of a series of laws and regulations, thereby ensuring the orderly progress of all this.
Opportunities for Crypto investors:
What opportunities do Crypto investors have in this crypto wave led by the U.S. president?
1. BTC
BTC is always the first priority.
In 2025, in the first year of Trump’s new encryption policy, as BTC is called the national strategic reserve, the price of BTC doubled again, exceeding 200,000 US dollars, which has almost become a consensus.During Trump’s four years in office, if the Crypto market size could achieve a 5-fold increase, then BTC of 1 million US dollars can be expected.
2. Meme
In the short and medium term, the concept of US president Meme will set off a series of celebrity Meme trends, which is the Crypto version of the IP economy.The presidential concept Meme continues to trigger a wave of Meme.
3. Agent+Crypto
The process of human digital civilization is accelerating after LLM and Agent. Currently, the process of human digital civilization is about 30%, but this speed is accelerating.
Based on the general trend of human politics, economy, culture, thought, life and other aspects, this US government has decisively put the revival of the digital dollar on the chain, and the chain has become a new hegemony of the digital dollar.The battlefield, and currently, the digital dollar has an overwhelming advantage over other countries.
So, why should Agent+Crypto be taken seriously?
ABC Alpha DAO once wrote a special article to explain it. For details, please check the tweet https://x.com/ABCA AlphaDAO/status/1875429038719955189
The tweet has received nearly 180,000 views, which is worth reading.
The following is a brief description:
All growth data in the digital age – “data”, eventually became productivity. Agent is the concentrated expression of productivity in the digital age, while Crypto (or Blockchain) is a production relationship. The so-called production relationship requires a set of transparent rules.With the agreement to clarify issues such as who produces, who trades, how to trade, how to distribute, etc.
So, if Agent is the productivity of the digital age and we understand Agent as a “silicon-based person”, then the identity, asset account, transaction behavior, settlement and distribution of Agent, etc., all social relations and economic behaviors are needed.A set of globally trusted and transparent agreements are implemented. At present, no country or organization can meet these needs of Agent. Only Crypto, Crytpo is naturally born for Agent.
In the future, hundreds of millions of agents, even more than humans, will be born in Crypto, and trillions of on-chain transaction demand will be generated here, and digital dollars are needed here, which is also a must-fight for digital dollars.Therefore, Agent is the Alpha track that must be paid attention to.As for which Alpha is worth paying attention to, you can follow @ABCAlphaDAO’s daily updates.
4. Solana
At present, the TOP dispute over the underlying public chain is basically concentrated between Solana and Ethereum.
Public chains are completely open source, without technical barriers, and are driven purely by continuous innovation. Once innovation stagnates, they will be overtaken by innovative competitors.
Ethereum has a longer time of value precipitation, more developer groups, and more funds precipitation (especially the liquidity cost advantage formed by DEFI infrastructure), but ETH is still too expensive and the cost of use is too high, while each L2 isIt is more like the vassal states far away from the Zhou emperor who are in charge of their own affairs. It is difficult to concentrate their strength on the Ethereum main network. The most serious thing is that in recent years, the Ethereum ecosystem lacks innovation, and the infrastructure that the underlying public chain should have, and other chains are basicallyWith it, so, in this round, the extremely innovative and dynamic Solana (such as the Pump.fun paradigm) has emerged and has now become the most threatening competitor of Ethereum.
At present, ETH’s spot ETF has been implemented, and the possibility of SOL’s spot ETF passing is natural because of the emergence of Trump Meme.
Therefore, from this cycle, SOL is more cost-effective to invest.ETH needs to wait until the next cycle before watching.Because everything will eventually return to On-Chain-Fi, and Ethereum still has great advantages in this regard. As for whether this advantage will be surpassed by Solana, we need to wait for the next cycle to see the truth..
Summarize:
Trump entered the game with himself and personally released the Meme, in order to drop a nuclear bomb to the Crypto market, in order to detonate the attention of this market, to mobilize global power to expand the Crypto market, and then guide trillions of dollars.Off-chain assets are issued on-chain assets and traded with digital dollars, thus continuing the hegemony of digital dollars in the digital world. This is in line with Trump’s personal interests and the fundamental interests of the United States. Of course, the rise is high, and all of this is in line with Crypto investors.the interests ofTherefore, we should take this positively, be prepared to start enjoying this round of super crypto carnival!
