Author: Climber, Jinse Finance
With only two weeks left until the US election, the balance of victory seems to be tilting towards Trump. On Polymarket, Trump's probability of winning has risen to the highest level of 64.5%, leading Harris by nearly 30 percentage points. In recent days, Goldman Sachs, JPMorgan Chase, Deutsche Bank and others have also collectively spoken out, and the "smart money" on Wall Street has started to go "all in" on the "Trump trade".
The "Trump trade" refers to a series of investment operations carried out by investors based on their expectations of Trump's policies, usually including shorting long-term government bonds, going long on cryptocurrencies, and investing in high-risk stocks such as small-cap stocks. QCP Capital also pointed out that the prices of crypto assets are positively correlated with the probability of Trump's victory.
Being prepared in advance and taking a low-cost position is better than getting on board at a high price. At the current time point, the following related positive targets are worth investors' attention.
I. Trump Family Businesses and Projects
1. DJT Trump Media & Technology Group
Trump Media & Technology Group is an internet technology and mass media company headquartered in the US. The company was founded in February 2021, with former US President Donald Trump as its president. The company owns social network product TRUTH Social, video-on-demand product TMTG+, and news media product TMTG News, and will also launch a solutions stack product in the future.
On September 24th this year, the company fell to around $12, the lowest point of the year, but with the rise in the probability of Trump's victory, the company's stock price has risen to a high of $33.85, an increase of about 183%.
2. World Liberty Financial (WLFI)
It is a crypto project initiated by the Trump family, which will build lending services, including a credit account system built on Aave and the Ethereum blockchain, as well as the cryptocurrency WLFI.
On October 15th, the project conducted a public offering, with data showing that more than $12.5 million was raised, and the Trump family will receive 75% of the net proceeds of the project.
However, the WLFI token terms stipulate that the token cannot be transferred for one year, and the project party currently has no plans to create a secondary market. Animoca Brands co-founder Yat Siu also said that the Trump family's crypto project WLFI "looks a bit like a gimmick to make money".
3. Non-Fungible Token (NFT)
Trump has publicly praised NFTs on multiple occasions, and on September 17th he reiterated that NFTs are like beautiful works of art, making him realize the value of crypto assets.
Trump-related NFT series include:
The first NFT series "Donald Trump Digital Trading Card"
The second series: "Trump Digital Trading Cards Series 2"
The third series: "MugShot Edition"
The fourth NFT series: "America First Collection"
Former First Lady Melania Trump launched the NFT series "The 1776 Collection"
II. Strongly Related Crypto Sectors and Projects
1. Public Chain
BTC
Geoff Kendrick, head of digital asset research at Standard Chartered Bank, estimates that Bitcoin could reach $73,800 before the US presidential election in November.
Solana
Standard Chartered Bank predicts that if Trump wins the presidential election, Solana could rise by 400%.
Scroll (SCR)
Scroll co-founder Sandy Peng has become an advisor to World Liberty Financial, and the project also plans to expand to Scroll.
2. DeFi
StakeStone
StakeStone is a cross-chain LST liquidity protocol aimed at bringing native staking rewards and liquidity to Layer 2 in a decentralized manner. It supports not only top-tier staking pools, but also compatible restaking.
On October 15th, StakeStone announced a liquidity partnership with the Trump family's crypto project WLFI.
Aave
Previously, World Liberty Financial proposed to use Aave V3 on the Ethereum mainnet to allow users to borrow and lend assets such as ETH, WBTC, USDC and USDT. WLF plans to allocate 20% of the protocol interest to the Aave ecosystem reserve.
3. MEME
Trump concept coins:
FIGHT TO MAGA (FIGHT)
After being attacked, Trump greeted the crowd on site and raised his arms high, shouting the slogan "Fight", which has become one of the most actively traded tokens.
On September 17th, Trump posted on the X platform again "FIGHT, FIGHT, FIGHT!!!!!".
MAGA (TRUMP)
A meme coin named after Trump and his campaign slogan "Make America Great Again" (MAGA).
Other PolitiFi-related coins include: Super Trump (STRUMP), MAGA Hat (MAGA), Doland Tremp (TREMP), Dark MAGA (DMAGA), etc.
FreeRossDAO (FREE)
On October 3rd, Trump again vowed to "save" Silk Road founder Ross Ulbricht, and reiterated his story and the Silk Road platform that defined the early use of Bitcoin.
On May 25th this year, the FreeRossDAO (FREE) token surged by over 200% due to the impact of Trump's promise to pardon the Silk Road founder.
Musk concept coins:
Dogecoin (DOGE)
Musk is a staunch supporter of Trump, and public filings show that Musk donated $75 million to the America PAC, which supports Trump's presidential campaign, in the third quarter ending in September. If Trump wins, Musk will also be a beneficiary. And the crypto currency most closely tied to him is naturally DOGE.
On September 28th, Musk posted a picture with Trump and the DOGE character.
TERMINUS
The name TERMINUS comes from Musk's Mars colonization plan, with the first Martian city in the plan called TERMINUS.
The above MEME coins are strongly associated with a Trump victory, but users should note that the relevant concept coins have no real use cases and their prices fluctuate greatly, so users need to be aware of the risks.
Summary
The World Liberty Financial whitepaper once listed Trump as the "Chief Crypto Advocate", further demonstrating Trump's enthusiasm for the crypto market. With only two weeks left until the US election results are announced, many institutions and investors are generally bullish. Among the many financial investment targets, projects closely related to Trump are more likely to rise. However, the crypto market is always unpredictable, and investors still need to be aware of risk prevention and capital preservation.
