特朗普头号 MEME 代币 TRUMP 巨鲸：TRUMP为何能够在众多概念币种中脱颖而出？

币界网Published on 2024-07-18Last updated on 2024-07-18

币界网报道：

近期，因特朗普遇袭事件，诸多与特朗普相关的概念 MEME 币再度掌控市场。其中，市值最高的特朗普系 MEME 币 TRUMP 发行将近一年，最高涨幅超 33.5 万倍，市值曾逼近 8 亿美元，TRUMP 造就了众多财富神话。

TRUMP 何以能在众多概念币种中崭露头角？这些巨鲸又是如何获取这样的财富密码？探寻其中缘由或许能为社区带来启示。

拥趸们建造的加密竞选基地？

MGAG（代币代码 Trump）于 2023 年 8 月 11 日在以太坊链上发行。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 代币应运而生。严格来讲，TRUMP 代币与传统的 MEME 币有所不同。它不仅拥有专属的网站和社交媒体，与其他 MEME 币类似，而且其运营方并不像其他 MEME 币那样热衷于玩梗。

在实际运作中，TRUMP 项目方在长达 48 周的时间里，已累计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 图片来博取关注。这样的操作的确让人感觉它更像是特朗普的竞选团队的一部分，而非投机者的汇聚之地。

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目前已公开的 TRUMP 参与者是 Steven Steele，他自称担任 TRUMP 代币的市场总监。其在推特上的公开身份为脱口秀主持人、录音艺术家、创意顾问等。据 Steven Steele 所言，他会在共和党全国代表大会上对 TRUMP 代币进行宣传。另外，官网的活动主持人是 Shawn Farash，Shawn Farash 是特朗普的支持者，也是宪法保守派。然而截至当下，TRUMP 的其他团队成员仍处于匿名状态。

和其他 MEME 相比，TRUMP 归属于 PolitiFi 范畴，这成为了其上线大型交易所的阻碍。Steven Steele 曾透露，TRUMP 团队今年试图在 Kraken 等多家交易所上线，但均以失败告终，原因在于 TRUMP 代币过于政治化，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。

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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。

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特朗普本人或团队的持币地址现持有57.9万枚 TRUMP，其价值约为450万美元。然而，特朗普本人并未花费资金去购入该代币，这些代币均来自于 TRUMP 官方的赠予。最早的一次捐赠发生在 2023 年 8 月 19 日，当时共发送了 469,901 枚，价值 4214 美元（目前价值 355 万美元）。后期，该地址又陆续收到了约 10 万枚 TRUMP 代币。

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

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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？

TRUMP 的走势颇为值得关注。3 月份，特朗普被恢复总统初选资格这一消息，成为其价格高点的推动因素。6 月初，其价格最高点超过 17 美元，当时特朗普被陪审团判定有罪，从利好的角度分析，此消息对特朗普不利，可即便如此，仍促使该代币价格疯狂上扬。

然而，特朗普遇袭事件并未如预期般使 TRUMP 代币暴涨。从市场表现来看，TRUMP 代币的注意力正被其他新的特朗普系代币分散。随着特朗普竞选过程展现出更多特点内容，如 Fight、EAR、Fear not 等新的代币，正逐步蚕食 TRUMP 代币的市场份额。

特朗普遇袭发生后，TRUMP 于 7 月 13 日迎来 40%的上涨，但随后几天又回调约 20%。并且，从 K 线图来看，此次上涨只能算作一次反弹，未能充分反映该事件的热度。

再看几个新发行的特朗普主题代币。FIGHT 代币于 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 代币自开盘至今，也有着近千倍的涨幅。从财富效应的角度来讲，新代币的确更具性价比。

不过，TRUMP 的市值达到 3.4 亿美元，或许这是其他特朗普系代币短期内难以超越的。随着总统竞选进入更激烈的阶段，想必会有更多特朗普或其他政治概念币涌现。而 TRUMP 代币能否继续稳坐龙头之位，仍有待时间的检验。对于投资者而言，或许从巨鲸们的投资策略中获取启发更为重要。

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