自从川普胜选和比特币冲破十万大关以来的盛行，市场的目光正集中在其家族有强烈关系上的 World Liberty Financial（WLFI）上。自 2023 年 9 月上线以来，WLFI 凭借其独特的叙事和大规模的资本运作，迅速引发了市场的广泛关注。尤其是 12 月期间，WLFI 大举购入价值近 4500 万美元的加密资产，这一系列的链上操作为市场带来了诸多猜测。VX；TTZS6308WLFI未...

自从川普胜选和比特币冲破十万大关以来的盛行，市场的目光正集中在其家族有强烈关系上的 World Liberty Financial（WLFI）上。自 2023 年 9 月上线以来，WLFI 凭借其独特的叙事和大规模的资本运作，迅速引发了市场的广泛关注。尤其是 12 月期间，WLFI 大举购入价值近 4500 万美元的加密资产，这一系列的链上操作为市场带来了诸多猜测。VX；TTZS6308<h3>WLFI未来可能会继续买入哪些代币？</h3><img src="https://pic4.zhimg.com/80/v2-4af8670c38a1cd7ea1abba78573f2469_720w.webp" data-content-value="followin-img"/>需要注意的是，在官网上，WLFI 这个项目其实在法律上避免了和特朗普家族的一切联系。项目自称是“唯一一个被特朗普启发而产生的 DeFi 平台”，倡导者和大使这些职位也不能算是任何参与管理的真实职位。更何况，在网站的底下有一段小字：总的来说，项目方就是明着告诉所有人：“我们和特朗普家族有千丝万缕的联系，但是实际上在法律上就是没有任何联系。”听起来，似乎不是很负责的样子。这也就难怪基本没有人买账 WLFI 的代币：目前在项目官网显示，总量为 200 亿的代币销售额自上线以来这么长时间，仅仅完成了四分之一的销售目标，而且是在如此牛市的大背景下。<img src="https://picx.zhimg.com/80/v2-9583718a9887ccaf7c00e9b056418503_720w.webp" data-content-value="followin-img"/>但是，这同样不影响这一项目购入的资产成为某种程度上的市场风向；毕竟，“愿意给特朗普家族投资”和“特朗普家族投资了什么资产？我是否能跟单”是两件完全不同的事情。在后者上，作为加密倡导者胜出的特朗普的号召力是空前的。<h3>大规模的加密资产购入</h3>WLFI 自 2023 年 11 月以来，通过一个主要的钱包地址大举购入多种主流和新兴的加密资产。其购入的资产包括：ETH：总量 3000 万美元，购买了 8, 105 枚 ETH，买入均价为 3, 701 美元/枚；cbBTC：总量 1000 万美元，购买了 102.9 枚 cbBTC，买入均价为 97, 181 美元/枚；（后续换为 WBTC）LINK：总量 200 万美元，购买了 78, 387 枚 LINK，买入均价为 25.51 美元/枚；AAVE：总量 191 万美元，购买了 5, 886 枚 AAVE，买入均价为 324.4 美元/枚；ENA：总量 75 万美元，购买了 741, 687 枚 ENA，买入均价为 1.011 美元/枚；ONDO：总量 25 万美元，购买了 134216 枚 ONDO，买入均价为 1.86 美元/枚随后World Liberty Financial 宣布与 Ethena Labs 达成合作，双方正在寻求长期合作，合作将从 Ethena 的收益代币 sUSDe 开始。可以看到，即便经历了突破十万以后的数次回撤和受美联储鹰派降息消息影响的大暴跌之后，截止 12 月 19 日，WLFI 采购的六种代币在其 30 天走势内仍然保持了涨幅：比特币和以太坊的涨幅分别为 10% 和 15% ，Chainlink 为 65.1% ，Aave 为 103.9% ，Ethena 为 89.4% ，Ondo 为 85.1% 。也就是说，WLFI 的买入标的确实成为了市场上涨时的风向，才能在大回撤下保住 30 天涨幅。<h3>WLFI 下一步有可能买入哪些代币呢？</h3>Polychain 的投资资产在官网上可以看到，来自 Polychain 的 Luke Pearson 成为了 WLFI 的顾问之一，有相当一部分的可能，购买的代币将会出自于 Polychain 的投资组合。根据 Rootdata，我们可以看到，Polychain 投资组合中并不是每个项目都有发币，而可以称得上是资深 DeFi 项目的就更少。Coingecko 市值前百的 DeFi 资产同时，此前 WLFI 购买的资产都处于 Coingecko 市值前百的列表内，可能是出于对于波动性和回撤的考虑。同时，就 WLFI 和 Ethena 达成合作一事来看，其对于代币的购买很可能还携带了后续的合作考量；用购买的热度和影响力来与市场上较大的 DeFi 项目达成合作，然后反哺本身 WLFI 作为一个 DeFi 协议的品牌价值。那么综合这几个考量，可以找出什么代币呢？同时是 Polychain 的投资项目/CowSwap 的列出资产/以及 Coingecko 市值前百：Maker（MKR），近日品牌升级为 SKYUniswap（UNI）DYDX同时，如果把不在 Polychain 的投资组合当中，但品牌价值很高的项目也放入考量，可以加入如下的四个币种：Lido、Pendle、Eigen 和 Curve。这几个项目也有一些“美国属性”，达成合作同样是有可能的。如果把市值往后扩展一下的话，那么 1inch 和 Morpho 等也有较小的可能。综合来看，WLFI 的投资策略具备一定的战略性，显示出较强的资金运作能力。未来，WLFI 的购入目标可能会继续围绕市值前百的优质 DeFi 资产，同时此次的大回调可能也会成为买入的最好窗口。在接下来特朗普的任期内，WLFI 的买入动作或许能够为投资决策提供重要的信号。1 月份还有「懂王」川普登基，这回懂王真的来当皇帝了，参议院都归他了，后面国会的事就很容易推动了，鲍尔说联准会（Fed）没有购买比特币的资格，也不希望寻求修法推动此事，但如果川普执意推动国会立法，美国设立比特币储备也不是没有可能，所以今天我们看到的利空，或许都是未来的反向利好。另外1月份还有FTX 赔付，今年160 亿U 或者法币的赔付，多少会回流币圈，再叠加美ETF 恢复上班，可见1 月份的行情依然值得期待，所以这个坑大概率会挖在12 月底或1 月初，这个间点对于这一轮逃顶的资金是值得关注的。

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川普家族项目WLFI接下来可能买入哪些资产？我们能否提前布局？

Since Trump's victory and Bitcoin's breakthrough of the $100,000 mark, the market's attention has been focused on World Liberty Financial (WLFI), which has a strong relationship with his family. Since its launch in September 2023, WLFI has quickly attracted widespread market attention with its unique narrative and large-scale capital operations. Particularly during December, WLFI made a massive purchase of nearly $45 million worth of crypto assets, and this series of on-chain operations has brought many speculations to the market. <VX; TTZS6308WLFI未...>

Followin' the recent surge in Bitcoin's price and Trump's election victory, the market's attention is now focused on World Liberty Financial (WLFI), which has strong ties to the Trump family. Since its launch in September 2023, WLFI has quickly gained widespread market attention due to its unique narrative and large-scale capital operations. Particularly in December, WLFI made significant purchases of nearly $45 million worth of crypto assets, sparking various market speculations.

It's worth noting that WLFI has legally distanced itself from any direct association with the Trump family on its official website. The project claims to be the "only DeFi platform inspired by Trump" and the positions of advocates and ambassadors are not considered actual management roles. However, a small disclaimer at the bottom of the website suggests that the project has deep connections with the Trump family, despite the lack of legal ties.

This may explain why WLFI's token has not gained much traction, as the total token sale has only reached a quarter of its 20 billion target, even in the current bullish market.

Nevertheless, WLFI's asset purchases have become a market indicator to some extent. The Trump family's influence in the crypto space is unprecedented, and investors may be interested in following their investment decisions.

WLFI has made significant purchases of various mainstream and emerging crypto assets since November 2023, including ETH, cbBTC (later converted to WBTC), LINK, AAVE, ENA, and ONDO. Despite the market's recent corrections, these assets have maintained positive 30-day price trends, indicating that WLFI's investment targets have become market drivers during the upswing.

Looking ahead, WLFI's future investment targets may include assets from Polychain's investment portfolio, as well as top-100 DeFi assets on CoinGecko. Potential candidates include Maker (MKR), Uniswap (UNI), dYdX, Lido, Pendle, Eigen, and Curve. These projects have strong brand value and potential for collaboration with WLFI.

As Trump's presidency continues, WLFI's investment moves may provide important signals for investment decisions. With the upcoming FTX payouts and the potential return of Bitcoin ETFs in January, the crypto market's outlook remains promising.

What assets might the Trump family project WLFI buy next? Can we plan ahead?

As the market falls, how do top traders view the outlook?

Here is the English translation, with <> elements retained as is:

Author: Bitcoin Magazine Pro
Translator: Bai Hua Blockchain

As <Bit>Bitcoin</Bit> now routinely enters the six-figure range, higher prices also seem to be a given. By analyzing key on-chain data, valuable insights can be provided into the basic health of the market. After understanding these indicators, investors can better predict price trends and prepare for potential market peaks or impending corrections.

1. Realized Price
The "Realized Price" indicator combines Coin Days Destroyed (CDD) and <Bit>Bitcoin</Bit> supply to provide a weighted average of the price at which <Bit>Bitcoin</Bit> last moved.

On-chain data update: Where are we in the Bitcoin cycle?

BTT, the native token that powers the decentralized peer-to-peer (P2P) file-sharing platform BitTorrent, has emerged as the market’s top gainer in the past 24 hours, climbing by 4%.
However, while thi...