What does Trump want to do?

Author: ABC Alpha DAO Researcher

On January 18, 2025, the 47th President of the United States, Donald Trump, the most powerful president of the country on the blue planet, officially released a Meme named after himself—Trump, which shocked the world and the blockchain. In 24 hours, the market value of #Trump reached 30 billion US dollars, and the highest market value was 80 billion US dollars, surpassing DOGE to become the largest Meme token by market value.

Only one day later, on January 20, the first lady of the United States, Melania Trump, also released a Meme named after herself—Melania, with a market value of up to 13 billion US dollars.

As soon as the news came out, the market was filled with curses. Everyone cursed the Trump family as vampires in the cryptocurrency circle, treating the Crypto market as a family ATM. Taking advantage of the power and influence of the US President and the upcoming presidential inauguration, the family all issued coins crazily to cut leeks.

There was also anger and panic selling in the market. BTC once fell below $100,000, SOL fell to $230, and Trump fell from a high of $80 to $35. All kinds of assets on the chain were in mourning.

What exactly is Trump going to do?

This is the confusion and question of everyone today!

Did Trump go to such great lengths (even nearly losing his life) to ascend to the presidency of the United States just to issue coins and make money?

Is Trump really a businessman? He will take every opportunity to make a fortune?

Will Trump, as the president of the United States, really ignore the contempt and scorn of the whole world and risk crashing the Crypto market to make billions of dollars? Then, is the new crypto policy he is going to promote? Is it really a joke?

There are still 7 hours left before Trump's presidential inauguration speech. Trump's attitude and true intentions may be revealed in his inaugural speech. So, before the answer is revealed, let's make a guess. From the perspective of some past behaviors of the Trump team and Trump as the president of the United States and the interest groups behind him, what is the purpose behind Trump's series of operations?

Let's directly state our conclusion:

1. Trump family members have launched Meme one after another. In addition to their own interests, the bigger layout is to "use the huge influence of the US president to call on global forces to jointly expand the Crypto market", so that the entire Crypto market can expand 5 times or even 10 times, so that it can accommodate a larger scale of digital dollars.

2. Trump and the American interest groups he represents have all laid out to reverse the decline of the petrodollar. In the general trend of the human digital wave, let the digital dollar continue the hegemony of the US dollar and let the digital dollar continue to dominate the digital economy and digital world of mankind. So as to Make America Great Again.

3. The Trump family must personally issue assets to set an example for the world, telling influential countries, organizations, companies, and individuals around the world that they can all issue digital assets on the chain, so that everyone can make money and expand the market. However, everything is settled by digital dollars. Individuals, everyone, and the United States are all winners. The only losers are those and countries that resist this trend.

4. USDC and other compliant digital dollar stablecoins will become Trump's "on-chain Federal Reserve". USDC is a legitimate and legal digital dollar in the United States. Note: #Trump and #Melania are both based on USDC liquidity pools. In the future, the US dollar will continue to be printed crazily on the chain in the form of USDC. The chain is an extension of the US dollar hegemony. However, USDC is not the only choice for the US government. Various types of digital dollars will emerge. For example, Paypal's digital dollar, which has the advantage of a global payment network, will also be launched one after another.

5. The reason why the Trump family chose to send Meme instead of other Crypto to release flares is that Meme is the lowest cost and most effective way (this is very understanding of Crypto). After the presidential concept Meme initiated by Trump caused a sensation and achieved great success, other influential presidents of countries will follow suit. However, Meme is just a primer, a primer for releasing the encrypted atomic bomb, and the bigger one is still to come.

We call the goal behind this series of operations of the Trump government: a global asset chain movement aimed at achieving digital dollar hegemony.

This movement requires a flare, and it is an atomic bomb-level flare. Therefore, is there anything more explosive than the US president personally sending a Meme?

This atomic flare is so explosive. Its high spraying degree, wide coverage and great influence are the best in human history. After attracting global funds and attention, influential people around the world saw it and said, "Wow, it turns out that this is possible." Not only the president can send memes, but also the first lady.

Of course, Meme is only the first step of the plan, and the next step is the key:

The global asset chain movement led by Trump to achieve digital dollar hegemony can be divided into four steps:

First step: Meme

Representing the celebrity, idol, and IP economy, influential national presidents, celebrities, idols, and IPs around the world can issue Memes. The market size of this part is conservatively estimated to be 500 billion to 1 trillion US dollars. Imagine what it would be like if Elon Musk, Taylor Swift, Lionel Messi, and Cristiano Ronaldo all personally issued Memes?

Step 2: Stock-like assets

A series of commercial companies and organizations have tokenized all of their unissued stock-like assets. Companies that have already issued stocks can also tokenize some of their stocks, and all of them are traded on the chain using digital dollars. The current total market value of U.S. stocks is about 50 trillion U.S. dollars. We assume that this ratio is 5%, then 2.5 trillion U.S. dollars of stock-like assets can be traded on the chain using digital dollars.

Step 3: Bond-like assets

The bond market is about 2.5 times the size of the stock market, currently about 120 trillion U.S. dollars. We assume that 5% of bonds are issued in the form of tokens, then this scale will be 6 trillion U.S. dollars.

Step 4: RWA assets

The so-called RWA assets here include all valuable assets and interest-bearing assets that can be on-chain, such as: precious metals such as gold, commodities, real estate and other off-chain assets. All assets that can be RWA-ized are migrated to the chain. The total valuation of this part of the assets is about 350 trillion US dollars (including 14 trillion US dollars in precious metals, 6 trillion US dollars in commodities, and 330 trillion US dollars in real estate). We assume that 3% of the assets (RWA is more complicated, so the proportion is lowered to 2%) are issued in the form of tokens, then this part will reach 7 trillion US dollars.

These four parts add up to about 15 trillion US dollars. Behind this series of assets are digital dollar transactions, that is, the United States will be able to print trillions of dollars on the chain, which is attractive enough for the Trump government and the American interest groups it represents.

The above cannot be completed within 1-2 years. It will take at least one term of Trump (4 years) or even the next term to complete.

If you think that the issuance of coins by celebrities such as the President of the United States is illegal, and the RWA of all off-chain assets will encounter many difficulties, etc., I'm sorry, the President of the United States this term is Trump. He is a veritable crypto president. He will launch a series of crypto new policies to achieve the revival of the US dollar, and assist in launching a series of laws and regulations to ensure that all this is carried out in an orderly manner.

Opportunities for Crypto Investors:

In this crypto wave led by the US President, what opportunities do Crypto investors have?

1. BTC

BTC is always the first.

In 2025, the first year of Trump's new crypto policy, as BTC is called a national strategic reserve, it is almost a consensus that the price of BTC will double again and exceed 200,000 US dollars. During the four years of Trump's presidency, if the size of the Crypto market can achieve a 5-fold increase, then BTC worth 1 million US dollars can be expected.

2. Meme

In the short to medium term, the US Presidential concept Meme will set off a series of celebrity Meme trends, which is the Crypto version of the IP economy. And the Presidential concept Meme continues to trigger the Meme wave.

3. Agent+Crypto

The process of human digital civilization is accelerated after LLM and Agent. At present, 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 moving towards digitalization, this US government has decisively placed the revival of the digital dollar on the chain, which has become a new battlefield for the hegemony of the digital dollar, and at present, compared with other countries, the digital dollar has an overwhelming advantage.

So, why must Agent+Crypto be taken seriously?

ABC Alpha DAO has written a special article to explain this. For details, please see the tweet https://x.com/ABCAlphaDAO/status/1875429038719955189

The tweet has received nearly 180,000 reads and is worth a look.

The following is a brief description:

All the growth materials in the digital age - "data", finally become productivity. Agent is the concentrated expression of productivity in the digital age, and Crypto (or Blockchain) is the production relationship. The so-called production relationship requires a set of transparent rules and protocols to sort out who produces, who trades, how to trade, how to distribute, etc.

So, if Agent is the productivity of the digital age, we understand Agent as "silicon-based people", then the social relations and economic behaviors of Agent, the "silicon-based people", such as identity, asset accounts, transaction behaviors, settlement distribution, etc., need a set of globally credible and transparent protocols to achieve. At present, no country or organization can meet these needs of Agent. Only Crypto and Crytpo are born for Agent.

In the future, there will be hundreds of millions of Agents in Crypto, even more than the number of humans. There will be trillions of on-chain transaction demands, and digital dollars are needed here, and this is also a place where digital dollars must be fought for. Therefore, Agent is an Alpha track that must be paid attention to. As for which Alphas are worth paying attention to, you can pay attention to the daily updates of @ABCAlphaDAO.

4. Solana

The current competition for the top of the underlying public chain is basically concentrated between Solana and Ethereum.

The public chain is a completely open source track without technical barriers that is purely driven by continuous innovation. Once innovation stagnates, it will be overtaken by innovative competitors.

Ethereum has a longer time for value accumulation, more developer groups, and more capital accumulation (especially the liquidity cost advantage formed by DEFI infrastructure), but ETH is still too expensive and the cost of use is too high, and each L2 is more like a vassal state far away from the Zhou emperor, each acting independently, and it is difficult to concentrate its power on the Ethereum mainnet. The most serious thing is that the Ethereum ecosystem has lacked innovation in recent years, and the infrastructure that the underlying public chain should have is basically available in other chains. Therefore, in this round, Solana (such as the Pump.fun paradigm), which is highly innovative and dynamic, has emerged and has become the most threatening competitor of Ethereum.

At present, ETH's spot ETF has landed, and the possibility of SOL's spot ETF passing seems natural because of the emergence of Trump Meme.

Therefore, from this round of cycles, SOL is more cost-effective for investment. As for ETH, we need to wait until the next cycle. Because everything will eventually return to On-Chain-Fi, and Ethereum still has a great advantage in this regard. As for whether this advantage will be surpassed by Solana, we need to wait for the next cycle to see the result.

Summary:

Trump personally entered the game and released Meme in order to drop a nuclear bomb on the Crypto market, to detonate the attention of this market, to mobilize global forces to expand the Crypto market, and then guide trillions of off-chain assets to issue assets on the chain and trade with digital dollars, thereby 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, rising tides lift all boats, and all of this is in the interests of Crypto investors in the end. Therefore, we should look at all this positively, be prepared, and start enjoying this round of super encryption carnival!