特朗普次子的加密生意经

Odaily星球日报Publicado a 2025-04-30Actualizado a 2025-04-30

Resumen

埃里克·特朗普:他们朝我扔 Crypto,我拿Crypto砌「小」楼。

原文作者:Bright,Foresight News

正值 Token 2049 Dubai,特朗普家族又出手了。

4 月 29 日晚,据 The National 报道,特朗普集团执行副总裁埃里克·特朗普透露,特朗普集团 Trump Organisation 将与伦敦上市公司 Dar Global 合作,在迪拜推出一项价值 10 亿美元的开发项目,其中将包括一家特朗普品牌酒店以及住宅单元和俱乐部会所。该大厦将位于谢赫扎耶德路迪拜市中心入口处,预计五年内完工。而该项目将接受使用加密货币付款。这不是特朗普家族中东商业版图上的第一座地产,却是由特朗普次子埃里克·特朗普直接表态与加密货币绑定的第一座楼宇。

4 月 30 日,据 The Block 报道,特朗普媒体与科技集团计划推出 Truth Social 实用型代币。该代币将集成于 Truth 数字钱包,初期用于支付 Truth+ 订阅费用,未来可扩展至 Truth Social 生态内其他产品与服务。

在加密领域通过政治影响力尝到大甜头的特朗普家族,仍在持续扩张自己的加密版图。而埃里克·特朗普,俨然是特朗普家族里的加密「急先锋」。

一路绿灯的加密生涯

2006 年,埃里克·特朗普从乔治城大学毕业,获得金融与管理学士学位。同年加入加入特朗普集团,担任开发和收购执行副总裁。2012 年,《福布斯》将埃里克·特朗普评为房地产业的「 30 岁以下 30 人之一」。特朗普在 2017 年首次上任美国总统时,保留了特朗普集团的所有权,同时将这个庞大商业帝国的控制权交给了他的长子小唐纳德和次子埃里克。没有离经叛道的狗血剧情,埃里克·特朗普一直勤勤恳恳地为特朗普家族做事。而如今,作为特朗普集团执行副总裁的埃里克·特朗普,也仍然在不断地为押注加密的特朗普家族抛头露面。

从 24 年的阿布扎比 Bitcoin MENA 到 25 年的 Token 2049 Dubai,不到一年的时间里,埃里克 特朗普的身上便挂满了加密公司的头衔。不光是在直接利益相关的 World Liberty Financial 中担任大使、在新比特币挖矿公司 American Bitcoin 中担任首席战略官,他还被日本「微策略」Metaplanet 等一众知名加密公司聘请为顾问。

特朗普次子的加密生意经

事实上,成为加密巨头的顾问对于背靠特朗普家族的埃里克·特朗普来说只是稀松平常的小事,凭借「我爸是总统」的光环,埃里克 特朗普可以轻松愉快地约上 Micheal Saylor 在海湖庄园谈话。真正引得外界关注的,是埃里克·特朗普对于加密堪称「极度亲近」的态度。

埃里克·特朗普曾在接受 CNBC 采访时表示。「你会发现,加密货币速度更快,更务实,更透明,而且成本也低得多。」与身处总统宝座的唐纳德 特朗普不同,不受过多限制的埃里克 特朗普被视为直接施行特朗普商业意志的「白手套」。他也在社交媒体、公开场合发言中再三喊单加密,称「比特币是最伟大的价值存储手段之一」,「现在是押注加密货币的好时机」。

「现在,我几乎对这个行业里的每个人都或多或少地了解一些,」埃里克·特朗普说。「几年前,我就爱上了这个行业,然后就一头扎了进去。」

利益所趋的「双向奔赴」

然而,商人世家出身的埃里克·特朗普继承了投机主义者的风格。其「狂热喊单」的背书之后,或许更多的是特朗普家族进一步的吸金打算。

在传统金融领域,美国总统的影响力依旧受到相较完备的法律体系与金融制度制衡,盘根错节的华尔街势力也对白宫施加着不小影响。2022 年,特朗普总统第一任期结束约两年后,特朗普集团旗下两家子公司被纽约陪审团裁定多项罪名成立,包括税务欺诈、伪造商业记录和共谋。所有 17 项指控均在特朗普宣布参加 2024 年大选三周后宣判有罪。而佛罗里达州一家名为 Capital One 的银行则在 2021 年 1 月 6 日美国国会大厦骚乱后立刻关闭了特朗普集团 300 多个银行账户。

为此,在特朗普重返白宫之前,特朗普集团公布了一项新的道德计划,称将限制特朗普在总统任期间参与管理决策和其他业务方面。而埃里克·特朗普公开称,特朗普集团「可能是地球上被限制次数最多的公司」。

对比之下,游走在监管边界且流动性充足的加密货币领域成为了特朗普家族的心头之好,仅仅是 Trump 和 Melania 两个模因币就为家族增加了数十亿美元的账面财富。特朗普家族放弃了直接从盘根错节的华尔街势力手中揩油,而是以保护金融创新、加密解放者的姿态闯入加密领域。埃里克·特朗普公开表示,他进入加密货币领域并非是一场金融赌注,而是一种反抗。这一举动始于他所谓的「行业战争」。他表态道,银行正在关闭账户,美国证券交易委员会正在打击交易平台,加密货币用户仅仅因为持有加密货币就被「剥夺了银行账户」。

不过,在特朗普手握重权的第二任总统任期内,美国加密领域确实在不断卸下枷锁。美国证券交易委员会(SEC)与商品期货交易委员会(CFTC)此前对于加密交易平台与项目的审查非常严格,但自特朗普上台以来,美国在加密监管上已经迈出了一大步,先后废除了「Defi 经纪人规则」,撤销了对 Xrp 的诉讼,释放了丝绸之路创始人等等。

可以说,在权力与金钱挂钩的美国政界,特朗普家族以商人的毒辣眼光,选择了最轻松致富的一条路。

特朗普次子的加密生意经

传奇反向「喊单王」

然而,埃里克·特朗普在 2025 年的三次高调喊单,却与市场的大幅下跌形成了诡异的因果链:

2 月 3 日,埃里克在 X 平台发帖称,「在我看来,现在是加仓 $ETH 的好时机。你可以以后再谢我。」当时以太坊价格徘徊在 2900 美元,市场情绪因特朗普家族的 World Liberty Financial(WLFI)项目而略显乐观。然而,喊单后的 48 小时内,ETH 价格暴跌至 2000 美元,跌幅超 30% 。链上数据显示,WLFI 在喊单当天向 Coinbase Prime 转移了价值约 3 亿美元的加密资产,其中包括 6.6 万枚 ETH。

特朗普次子的加密生意经

而 2 月 25 日,在比特币价格回升 89000 美元附近时,埃里克再次发声,建议投资者「逢低买入 BTC,长期持有是王道」。结果次日,比特币价格骤跌至 78258 美元,单日跌幅达 12% 。Lookonchain 的分析显示,WLFI 在喊单前后抛售了约 1.2 万枚 BTC(约 10 亿美元),与市场抛压高峰高度重合。

3 月 2 日,在特朗普政府宣布探索加密资产作为国家储备的可能性后,埃里克迅速跟进,呼吁「长期持有加密货币,未来是去中心化的」。甚至当日特朗普 X 账号上宣布国家储备的推文都与埃里克有脱不开的关系。然而,次日以太坊冲高后再次闪崩 17.5% ,一周内跌幅扩大至 30% ,最低触及 1410 美元。链上分析师发现,WLFI 在此期间累计抛售 8.6 万枚 ETH(约 2.35 亿美元),持仓成本价(3354 美元)与市价(1550 美元)的巨大价差,再次暴露了其「高买低卖」的尴尬处境。X 上,NeverTrustEric(永远别信埃里克)的话题热度一度超过 #Bitcoin,社区成员开始自发整理「埃里克喊单指数」,将其作为市场风险的预警信号。

一时间,WLFI 成为市场矛头所指,抛售造成的账面亏损超过数亿美元,被质疑在场外利用衍生品对冲获利。WLFI 的商业模式也被再度批评——WLFI 已通过发行治理代币筹集 5.5 亿美元,但代币持有人仅有投票权而无分红权,官网明确声明「购买代币不应以获利为目的」。「这本质是一场无需对投资者负责的资本游戏。」加密合规机构 Chainalysis 评论称,「政治家族利用监管灰色地带,将社交媒体影响力转化为金融收割工具」。

不过,这并不影响迪拜特朗普大厦的继续动工。埃里克·特朗普知道加密世界需要特朗普家族的政治影响,他也会继续兜售。

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