Which assets might the Trump project WLFI buy next?

By: blockbeats|2024/12/20 13:15:01

Original Article Title: "Which Assets Might the Trump Family's Project WLFI Acquire Next?"

Original Article Author: jk, Odaily Planet Daily

With the dominance of the American narrative and the Trump narrative since Trump's election and Bitcoin breaking the hundred thousand mark, the market's attention is now focused on World Liberty Financial (WLFI), which has strong ties to his family. Since its launch in September 2023, WLFI, with its unique narrative and large-scale capital operations, has quickly captured widespread market attention. Especially during December, WLFI made a significant purchase of nearly $45 million worth of crypto assets, triggering various speculations in the market. Investors and analysts are all trying to answer a key question: What tokens might WLFI continue to acquire in the future?

Background Information

World Liberty Financial (WLFI) was officially launched in September 2023, claiming to be a DeFi platform characterized by its reliance on and strong Trump-personal-attribute-colored values such as its relationship with the Trump family and the slogan "Be Defiant." On WLFI's official website, Trump is listed as the "Chief Crypto Advocate," and his sons Donald Trump Jr., Eric Trump, and Barron Trump hold positions as "Ambassadors."

Which assets might the Trump project WLFI buy next?

WLFI's website. Source: WLFI Official Website

It is important to note that on the official website, this project actually legally avoids any connection with the Trump family. The project claims to be “the only DeFi platform inspired by Trump,” and the positions of advocates and ambassadors cannot be considered genuine positions involved in management. Moreover, at the bottom of the website, there is a small disclaimer:

“Donald J. Trump, any family member, or any director, officer, or employee of Trump Organization, DT Marks DEFI LLC, or their respective affiliates are not officers, directors, founders, or employees of World Liberty Financial (WLFI) or its affiliates. Ownership, management, or operation of World Liberty Financial, Inc., its affiliates, or the World Liberty Financial platform does not belong to Trump, any family member, Trump Organization, DT Marks DEFI LLC, or their respective directors, officers, employees, affiliates, or principals.”

The use and sale of the $WLFI token and the World Liberty Financial platform are provided solely by World Liberty Financial or its affiliates. DT Marks DEFI, LLC and its affiliates (including Donald J. Trump) have received or may receive approximately 22.5 billion tokens from World Liberty Financial and are entitled to receive 75% of the net protocol revenue under a service agreement. The definition of this protocol revenue includes revenue from any source, net of agreed-upon reserves, expenses, and other amounts, the specific amount of which has yet to be determined.

World Liberty Financial and its $WLFI token are not political in nature and are also not part of any political campaign activity.

Overall, the project team is basically telling everyone outright: "We have extensive ties to the Trump family, but in reality, legally we have no connection whatsoever." It sounds quite irresponsible.

This is also why hardly anyone is buying into the WLFI token: currently, as displayed on the project's official website, the total supply of 20 billion tokens has only achieved a quarter of its sales target since its launch for such a long time, even in the backdrop of such a bullish market.

Token sales target only achieved 5 billion. Source: WLFI Official Website

However, this does not affect the fact that the assets purchased by this project have to some extent set a market trend; after all, "willing to invest with the Trump family" and "What assets has the Trump family invested in? Can I mirror their trades?" are two completely different things. In the latter case, the unparalleled appeal of Trump, who emerged as a crypto advocate winner, is undeniable.

Large-Scale Cryptocurrency Asset Purchase

Odaily previously reported that, according to Spot On Chain monitoring, since November 2023, WLFI has made large-scale purchases of various mainstream and emerging cryptocurrency assets through a single primary wallet address.

The assets purchased include:

· ETH: Total amount $30 million, purchased 8,105 ETH, with an average purchase price of $3,701 per ETH;

· cbBTC: Total amount $10 million, purchased 102.9 cbBTC, with an average purchase price of $97,181 per cbBTC; (to be later converted to WBTC)

· LINK: Total amount $2 million, purchased 78,387 LINK, with an average purchase price of $25.51 per LINK;

· AAVE: Total amount $1.91 million, purchased 5,886 AAVE, with an average purchase price of $324.4 per AAVE;

· ENA: Total amount $750,000, purchased 741,687 ENA, with an average purchase price of $1.011 per ENA;

· ONDO: Total amount $250,000, purchased 134,216 ONDO, with an average purchase price of $1.86 per ONDO

Odaily later reported that World Liberty Financial announced a partnership with Ethena Labs, and the two parties are seeking long-term cooperation, starting with Ethena's revenue token sUSDe.

It can be seen that even after experiencing several pullbacks after breaking through the six-digit mark and a major plunge due to the hawkish Fed interest rate cut news, as of December 19, the six tokens purchased by WLFI still maintained gains within their 30-day trends: Bitcoin and Ethereum had gains of 10% and 15%, Chainlink had 65.1%, Aave had 103.9%, Ethena had 89.4%, and Ondo had 85.1%. In other words, WLFI's purchase targets did indeed become the market's direction during the uptrend, allowing them to retain their 30-day gains during major pullbacks.

So, what could be the next tokens WLFI might purchase?

What Is WLFI's Potential Next Purchase Asset?

We have three dimensions to speculate:

Polychain's Investment Assets

It can be seen on the official website that Luke Pearson from Polychain has become one of WLFI's advisors. (Information about other advisors and team members can be found in this article: Who Are the Decision Makers Behind the Trump Project WLFI Which Made a Large Purchase of Cryptocurrency?) A significant portion of the purchased tokens is likely to come from Polychain's investment portfolio. According to Rootdata, we can see that not every project in Polychain's investment portfolio has a native token, and those that can be considered as senior DeFi projects are even fewer.

Coingecko Top 100 DeFi Assets by Market Cap

Moreover, the assets previously purchased by WLFI were all in the Coingecko Top 100 by market cap list, likely due to considerations of volatility and drawdowns. Furthermore, considering the collaboration between WLFI and Ethena, the token purchases most likely also carried considerations for future collaborations; leveraging the purchased tokens' popularity and influence to collaborate with larger DeFi projects in the market and then contribute back to WLFI as a DeFi protocol's brand value.

COWSwap Listed Assets (Minor Impact)

WLFI uses the decentralized exchange platform CowSwap, which is one of the popular DEXs currently available, with products including AMM, among others. On the CowSwap interface, assets that have been officially verified by CowSwap and do not require manual entry of contracts can be found. If the selected network is Ethereum, there are a total of 374 assets available, making it the widest range to choose from. CowSwap does not support many networks, other than Ethereum, only Gnosis, Base, Arbitrum One, and the Sepolia testnet. WLFI's other purchases are also likely to have taken place on CowSwap, so the likelihood of DeFi projects on Solana is relatively lower. Of course, this factor's influence is relatively minor, as WLFI can still purchase assets from Solana-supported platforms, manual purchases, or OTC purchases of other projects.

Considering these factors, what tokens could be identified?

Considering both Polychain's investment projects, CowSwap's listed assets, and Coingecko's Top 100 Market Cap:

· Maker (MKR), recently rebranded as SKY

· Uniswap (UNI)

· DYDX (currently ranked 113 by market cap, not far off)

Additionally, if we consider projects with high brand value that are not in Polychain's portfolio, we can also include the following four coins: Lido, Pendle, Eigen, and Curve. These projects also have some "American attributes," making collaboration equally possible. If we expand the market cap a bit further back, then coins like 1inch and Morpho also have a smaller chance.

Overall, WLFI's investment strategy demonstrates a certain level of strategic thinking and shows strong fund operation capabilities. In the future, WLFI's buying targets may continue to focus on the top 100 market cap quality DeFi assets, and this recent significant pullback may also provide the best buying opportunity. During Trump's term, WLFI's buying actions may offer important signals for investment decisions.

Original Article Link

On June 9, The Kobeissi Letter, citing Goldman Sachs data, reported that global investors are selling South Korean stocks at an unusually rapid pace. In the latest trading session, foreign investors sold about $801 million worth of Kospi constituent stocks again; total foreign outflows last week reached about $10 billion, and the market has been in net foreign selling on nearly every trading day over the past month. According to the data cited in the report, foreign investors have sold about $75 billion worth of South Korean stocks so far this year. Meanwhile, South Korean retail and institutional investors together recorded roughly $69 billion in net buying over the same period, suggesting that the market’s main buying support has come from domestic capital rather than returning overseas funds. The information currently disclosed still mainly comes from The Kobeissi Letter’s retelling and Goldman Sachs data summaries, while public details on the statistical period and the specific definition of “selling” remain relatively limited.

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