挖掘特朗普头号 MEME 代币 TRUMP 上的巨鲸：最高收益超 1400 万美元，传奇交易员 GCR 早期布局成最大持有者

深潮Published on 2024-07-18Last updated on 2024-07-18

TRUMP 缘何能够在众多概念币种脱颖而出？这些巨鲸又是怎样捕捉到这样的财富密码？

撰文：Frank，PANews

近期，随着特朗普遇袭事件发生，诸多特朗普相关概念 MEME 币再一次主导市场。而市值最高的特朗普系 MEME 币 TRUMP 发行已经接近一年时间，最高涨幅超过 33.5 万倍，市值一度接近 8 亿美元，在 TRUMP 上也造就了许多财富神话。

TRUMP 缘何能够在众多概念币种脱颖而出？这些巨鲸又是怎样捕捉到这样的财富密码，PANews 挖掘其中的缘由或许能给社区一些启示。

拥趸们建造的加密竞选基地？

MGAG（代币代码 Trump） 于 2023 年 8 月 11 日发行在以太坊链上，当天，审理特朗普案件的法官向特朗普颁布了一条保护令。受此消息影响，Trump 代币被发行出来。TRUMP 代币严格意义上和传统的 MEME 币不太一样。除了与其他 MEME 币一样具有专属的网站和社交媒体之外，TRUMP 代币的运营方并不像其他 MEME 一样乐于玩梗。

在实际运营中，TRUMP 项目方已经累计 48 周向退伍军人和儿童救援机构捐赠了 550ETH（价值 174 万美元），而很少通过制作 MEME 图片来吸引关注。这一点操作也确实让其看起来更像是特朗普的竞选团队的一部分而非投机者的聚集地。

目前已经公开的 TRUMP 参与者为 Steven Steele，他自称担任了 TRUMP 代币的市场总监。他在推特上的公开介绍是脱口秀主持人、录音艺术家、创意顾问等。据 Steven Steele 表示，他将在共和党全国代表大会上宣传 TRUMP 代币。另一个官网的活动主持人为 Shawn Farash，Shawn Farash 是特朗普的支持者，宪法保守派。而截至目前，TRUMP 的其他团队成员还都保持匿名状态。

与其他 MEME 相比，TRUMP 还属于 PolitiFi 范畴，这是其上线大型交易所的障碍。Steven Steele 曾表示，TRUMP 团队今年试图上线 Kraken 等多家交易所失败，原因是 TRUMP 代币过于政治化，有可能给交易所带来政治风险。

传奇交易员 GCR 布局，最大收益地址超 1400 万美元

TRUMP 代币持有量排名第 4 的地址（也是最大的个人持有地址）被标记为 GCR，持有 96.6 万枚 TRUMP，占比约为 1.99%。该地址最早从 2023 年 12 月 9 日开始买入 TRUMP 代币，前后共计投入约 70 万美元买入 TRUMP 代币，目前持仓价值达到 726 万美元，收益率超 10 倍。其最早一批加仓的成本仅为 0.27 美元，距今价格已翻了近 30 倍。

据社区猜测，GCR 指的可能是 GCRClassic 又名 Giant Cassock Revival，是一位 OG 交易员，可能是 FTX 和 Luna 崩盘中获利最多的人。2022 年 7 月，GCR 曾在社交媒体上表示看好特朗普作为共和党 2024 年的候选人，并建议做多特朗普相关概念股票和加密货币。从 GCR 的入局时间来看，他的策略应该是持续看好特朗普，随后在市场上等待相关的概念币跑出来后买入并长期持有。

特朗普本人或团队的持币地址目前持有 57.9 万枚 TRUMP，价值约 450 万美元。不过，特朗普本人并未花费资金购入该代币，这些代币都来自于 TRUMP 官方的捐赠，最早一次的捐赠是 2023 年 8 月 19 日，一共发送了 469,901 枚，当时价值 4214 美元（目前价值 355 万美元）。后期，该地址又陆续收到约 10 万枚 TRUMP 代币。

时至今日，大多数特朗普相关的代币项目方都会选择向这个地址捐赠代币，现在该地址拥有的代币种类超过 1300 种，总持仓价值超过 952 万美元。

0x63a7C66b7ef9beDF7Bb3BA36cE3f831a50eF33B2

这个地址的持仓紧随特朗普的地址之后，算是同样获利最大的交易者之一。该地址早在 2023 年 8 月 12 日开始花费 1.1ETH 购入 47 万枚 TRUMP 代币，这些代币至今价值 359 万美元。这一笔回报率达到 1795 倍。后期该地址继续补仓，总计投入 49235 美元，截至目前已卖出 199 万美元的代币，持仓总盈利 576 万美元。

0xf8Ce9f1bD06C7559ff45336D55B1C9de46CE019D

（waxl.eth）这个地址是一个 MEME 币交易大师，是在 TRUMP 上盈利最多的账户。其主要的成功来自于 TRUMP，从 TRUMP 代币上至今持仓盈利超过 1400 万美元。而该地址最早的投入仅用了 5000 美金。从其@WaxlNakamoto 推特账号来看，他还是 Chainlink 的忠实粉丝。

总统预期就一定利好市场？

从 TRUMP 的走势来看，3 月份的高点消息来源是特朗普被恢复了总统初选资格。6 月初的最高点价格超过 17 美元，当时的特朗普则被陪审团判定有罪，从利好的角度来看，这条消息并不利于特朗普，但这仍推动了这个代币的价格疯狂上涨。

而特朗普遇袭事件却并未给 TRUMP 代币带来想象中的暴涨，反而从市场的表现来看，TRUMP 代币的注意力正在被其他新的特朗普系代币分散，随着特朗普竞选过程中呈现出更多的特点内容，如 Fight、EAR、Fear not 等新的代币正逐渐将 TRUMP 代币的市场份额进一步蚕食。

特朗普遇袭发生后，TRUMP 在 7 月 13 日也迎来了 40% 的上涨，但随后几天又再次回调 20% 左右。并且这次上涨在 K 线图上看来只能算作一次反弹，并不能反映这个事件的热度。

反观几个新发行的特朗普主题代币，FIGHT 代币 7 月 14 日在以太坊上线，开盘价 0.0002386，截至 7 月 17 日最高涨至 0.08128，涨幅高达 340 倍。另一个 FEAR NOT 代币从开盘至今也有近千倍的涨幅，从财富效应的角度来看，新的代币确实更具有性价比。

不过，TRUMP 的市值达到 3.4 亿美元，这或许是其他特朗普系代币短时内难以超越的。随着总统竞选进入更加激烈的阶段，相信会有更多特朗普或其他政治概念币涌现出来。而 TRUMP 代币是否还能坐稳龙头位置，仍需要时间检验。作为投资者来说，或许从巨鲸们的投资策略上获得启发则更加重要。

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