特朗普总统严选TRX等代币?WLFI介绍及最新持仓一览

Odaily星球日报Published on 2025-01-21Last updated on 2025-01-23

Abstract

ETH仍是WLFI主要仓位,最新加入WBTC和TRX。

原创 | Odaily星球日报(@OdailyChina
作者|Golem(@web3_golem

特朗普总统严选代币?WLFI介绍及最新持仓一览


今日凌晨,特朗普宣誓就职。
让加密行业略感遗憾的是,特朗普在近 1 小时的就职演讲中并未提到加密货币,随后在第一天完成签署的诸多行政命令中,也未提及比特币或 Crypto。这使得熬夜观看特朗普就职的我们多少有些失望,仿佛前几日在 Solana 链上发行 Meme 币 TRUMP 的人不是他一样,并引得众人进一步怀疑加密支持政策的落地排期。
不过也有人为这位“加密总统”正名,Bitcoin Magazine CEO David Bailey 今日发文表示,“得到确认比特币或加密货币相关行政命令涵盖在特朗普就职后发布的前 200 项行政命令之中。我不知道具体是什么让它们入选,但这是好消息。”
除此之外,证明特朗普不会抛弃 Crypto 的最具说服力的证据或许就是与其家族有千丝万缕联系的 DeFi 项目 World Liberty Financial(WLFI)了。昨日为了庆祝特朗普美国第 47 任总统,World Liberty Financial发文宣布购买多种加密资产,包括 ETH、wBTC、Aave、LINK、TRX 和 ENA,每个代币买入金额为 4700 万美元或 470 万美元,总成本超过 1.128 亿美元(有钱人的庆祝方式果然不同)。
那么,WLFI 与特朗普家族究竟有何渊源,为何所买代币被戏称为“总统严选”,WLFI 当前主要持有哪些代币?如果你还对 World Liberty Financial 一知半解或想跟单“加密总统代币列表”,Odaily星球日报将在本文中进行介绍。
World Liberty Financial 和特朗普家族的关系
8 月底,特朗普次子 Eric Trump 在社交媒体宣布推出加密项目 WLFI。但项目一经推出便饱受争议,包括代币分配比例不合理、治理结构的中心化、免责条款等。
在 WLFI 的官网中显示,WLFI 是唯一受特朗普启发的 DeFi 平台,通过 WLFI 代币来塑造去中心化金融的未来。同时在网站底下的小字中也明确了特朗普家族与 WLFI 的关系。
DT Marks DEFI LLC 是特朗普及其部分家庭成员的附属实体,拥有 WLF Holdco LLC 约 60% 的股权,而 WLF Holdco LLC 持有特拉华州非股份公司 World Liberty Financial, Inc. 的唯一成员权益,该公司正在开发 WLF 协议并运营 WLF 治理平台。根据与 World Liberty Financial, Inc. 签订的协议条款,WLF Holdco LLC 拥有 WLF 协议净协议收入的所有权利(出售 $WLFI 代币的净收益除外)。特朗普及其家庭成员或特朗普集团或 DT Marks LLC 的任何董事、高管或员工均不是 WLF Holdco LLC 或 World Liberty Financial, Inc. 的高管、董事或员工,但 Eric Trump 是 WLF Holdco LLC 董事会的一名经理。 DT Marks DEFI LLC 以及特朗普的某些家庭成员还持有 225 亿枚 $WLFI 代币,并且 DT Marks DEFI LLC 有权根据服务协议从 World Liberty Financial, Inc. 收取费用,该费用相当于扣除约定的储备金、费用和其他金额后 $WLFI 代币销售收益的 75% 。
可见,虽然特朗普家族并未直接管理 WLFI,但通过股权也已经间接控制了该项目,同时可以合法获取 WLFI 75% 的收入,因此将 WLFI 划入特朗普家族项目之一无可厚非。
尽管初期遭遇 FUD,也未阻挡 WLFI 项目发展的脚步。1 月 20 日,WLFI 宣布已成功通过公募出售了 20% 的$WLFI 代币,即 200 亿枚,按 0.05 美元的公募价格,共赚取 10 亿美元,该公募轮从 2024 年 10 月 15 日开始至结束,历时约 3 个月。WLFI 在完成原定 20% 的代币销售目标后,由于市场需求旺盛,同时又宣布额外开启了 5% 的代币销售,截止目前,共销售出 21.6 亿枚$WLFI 代币。

特朗普总统严选代币?WLFI介绍及最新持仓一览


World Liberty Financial 主要持仓一览
因与特朗普家族的亲密关系,再加上如今特朗普已入住白宫,WLFI 只要买入和持有某一加密资产都会被视为潜在利好,带来“美国属性”的标签。那么 WLFI 目前主要有哪些持仓呢——

特朗普总统严选代币?WLFI介绍及最新持仓一览


如图所示,WLFI 持仓比例最大的是 ETH,占比 61% 。此前,因特朗普个人 Meme 代币 TRUMP 发行在 Solana 链而不是以太坊,再加上 ETH 价格长期萎靡不振,社交媒体上掀起了许多唱空以太坊和清仓 ETH 换持 SOL 的做法,诸如“美国总统都在 Solana 链上发币,你还守着以太坊?”但随后 WLFI 持续买入 ETH 的行为打了众人一个措手不及。
同时,在持仓中较为显眼的是便是 TRX。1 月 20 日,WLFI 斥资 470 万美元购入波场代币 TRX,这是 WLFI 首次投资华人项目。若是深究便会发现,WLFI 与波场 TRON 的关系并不简单。早在 2024 年 11 月 26 日,波场 TRON 创始人孙宇晨宣布以 3000 万美元投资特朗普家族加密项目 WLFI,成为其最大投资者,随后他还加入了 WLFI担任顾问。此外,波场 TRON 代表还受邀参加了 1 月 20 日的总统就职典礼。
此外,ENA 项目方 Ethena Labs 此前也与 WLFI 达成了合作。
WLFI 持仓列表已经俨然成为了“川皇亲信榜”,与其有合作或关系亲密的项目便会光荣入选。通过链上数据来看,WLFI 此前也曾小额买入过 UNI 和 POL,不知未来是否会和 WLFI 有所联动。
虽然 WLFI 每次大笔买入活动都会给对应代币带来短期 FOMO,但长期而言依然要看实质性合作情况以及特朗普是否能迅速落地加密友好政策。

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