Market recovery: Trump concept coins are hot again

Author: Spirit, Golden Finance

Due to the gradual fading of tariff concerns and the improvement of the macroeconomic environment, coupled with the Federal Reserve's adjustment of its balance sheet reduction policy, the crypto market has seen a significant rebound in the past 48 hours. Overall, market sentiment has begun to pick up and the attractiveness of risky assets has increased, and this background has also driven the rise of Trump concept coins. The following article analyzes the performance of several types of Trump-related crypto assets one by one based on the macro-financial environment.

1. Macro Market Analysis

First, due to the US government's policy adjustment on tariffs on some imported goods, the market uncertainty brought about by tariffs has eased, which has injected positive expectations into global trade and economic activities. At the same time, the Fed’s recent adjustments to its balance sheet reduction policy indicate that liquidity has been released, providing investors with more funds for risky asset allocation. The Federal Reserve’s policy signals and adjustment expectations have driven a recovery in market risk appetite, leading to an overall rebound in the crypto market, with some assets rising by an average of about 5% in the past 48 hours.

II. Performance and analysis of Trump concept coins

1. OFFICIAL TRUMP (TRUMP)

Data show that the price of OFFICIAL TRUMP is currently between US$10.97 and US$11.83, with a 24-hour trading volume between US$298 million and US$1.5 billion, and a market capitalization of approximately US$2.19 billion to US$2.36 billion. Trump posted on his real social media platform to promote TRUMP, which had a positive impact on its market exposure and liquidity. Strong trading volume and significant market capitalization suggest that investors have a keen interest in Trump’s political influence behind it, and may also be optimistic about the possibility that the Trump administration will adopt policies more favorable to the crypto industry in the future.

2. MAGA (TRUMP)

The price of the MAGA token has stabilized between $0.27 and $0.28, with a 24-hour trading volume between approximately $47,000 and $83,000, and a market capitalization of approximately $11 million to $12 million. As a MEME coin, the extremely low trading volume also reveals to the market the risks associated with political celebrity tokens. Subject to certain environmental conditions, the surge and pullback of celebrity tokens are more intense, and investors need to remain vigilant.

3. Melania Token (MELANIA)

MELANIA price trend is still strongly correlated with TRUMP, with different data sources showing prices between $0.68 and $0.73, and the Canadian market price reaching $1.00 CAD. Its 24-hour trading volume is between $15 million and $18 million, and its market capitalization is approximately between $368 million and $390 million. The token is closely associated with the image of First Lady Melania, and has attracted many investors with this unique narrative. Although MEME coins often have large price fluctuations, Melania Token currently shows high market recognition and liquidity. It still has the potential to rise in the future driven by political sentiment, but the risks cannot be ignored.

4. DJT and CRO

According to market information, affected by the news that "Trump Media Group plans to cooperate with Crypto.com to launch an ETF", Trump Media Technology Group (DJT) rose 8.09% before the market opened, with the highest increase reaching 14.61%. At the same time, the cryptocurrency trading platform Crypto.com’s token CRO also gained more than 30%.

Trump Media Technology Group (TMTG, NASDAQ: DJT) recently signed a non-binding agreement with crypto trading platform Crypto.com to launch a series of exchange-traded funds (ETFs) and related products under the Truth.Fi brand. These ETFs are offered by Crypto.com’s broker Foris Capital US LLC and are expected to cover digital assets and securities primarily made in the United States, covering multiple industries such as energy; the crypto asset ETF basket may include Bitcoin, Cronos, etc. Scheduled to launch later this year, subject to regulatory approval, the fund’s products will be operated through Truth.Fi Separately Managed Accounts (SMAs) and invested by TMTG with up to $250 million in cash reserves, which will be held in safekeeping at Schwab. Devin Nunes, CEO and chairman of TMTG, said the move will promote U.S.-first investment products and support U.S. companies focused on rapid growth and technological innovation. At the same time, Kris Marszalek, co-founder of Crypto.com, also said that these new ETFs will provide more choices for more than 140 million users worldwide and further broaden the application scenarios of encrypted assets.

It is worth noting that CRO had previously destroyed 70% of its tokens, and this recovery process has sparked some discussion in the community. 5. WLFI (World Liberty Financial) WLFI is the Trump family’s crypto project, which raised $550 million through two token sales. WLFI's holdings mainly include a variety of cryptocurrencies. According to public information, WLFI's investment portfolio includes tokens such as Bitcoin (BTC), Ethereum (ETH), Tron (TRX), Chainlink (LINK), Aave (AAVE), Ethena (ENA), Movement (MOVE), Ondo (ONDO), Sei (SEI), Avalanche (AVAX) and Mantle (MNT), with a total value of approximately US$343 million, but the overall floating loss is currently about tens of millions. Among them, ETH and WBTC (wrapped Bitcoin) account for the vast majority of the portfolio.

Conclusion

The title of "America First Concept Coin" mainly reflects the market's expectations of the US political and policy tendencies. Although there is no unified list of tokens yet, the above-mentioned types of Trump concept coins all embody this concept to varying degrees. Investors generally believe that the performance of such tokens will closely depend on the Trump administration’s relevant policies, trade issues and macroeconomic trends. If Trump continues to introduce favorable policy support for cryptocurrencies in the future, these tokens may benefit; on the contrary, if negative news emerges or the macroeconomic situation deteriorates, they may face greater volatility.

Overall, Trump concept coins show high volatility and speculation. OFFICIAL TRUMP showed strong trading activity, MAGA and Melania Token remained relatively stable relying on a stable community base, while TrumpCoin appeared bleak due to insufficient liquidity. Although WLFI is well-funded, it mainly plays the role of an investment fund, and the value of its holdings is affected by the overall crypto market. In the future, the trends of these tokens will be closely related to the dynamics of Trump and his policies, US economic data and the policy direction of the Federal Reserve. Investors should pay close attention to relevant policies and market data when participating in such assets, and should remain highly cautious, especially in the context of Trump's frequent policy changes.