数据复盘TRUMP大户持仓变化：86.9%已清仓，有人浮亏超3000万美元

Odaily星球日报Pubblicato 2025-04-22Pubblicato ultima volta 2025-04-22

Introduzione

三个月过去了。如今的大户们盈亏如何？TRUMP在筹码的分布上又有了哪些新的变化？

原文作者：Frank，PANews

作为名人币的巅峰之作，TRUMP 代币的上线引发了市场的极度 FOMO 情绪，并吸引了不少大户入场。但随着整个 MEME 市场的冷寂和相继曝光的内幕团队，TRUMP 的价格一落千丈，从顶峰的 75 美元最低跌至 7.2 美元，跌幅超过九成。4 月 18 日，TRUMP 代币迎来 4% 的代币解锁，市场预估这将加剧该代币的恐慌，引发新的下跌。另一方面， 4 月 20 日有消息传出，特朗普计划为 TRUMP 代币持有者举办晚宴。利好利空的结合下，TRUMP 代币似乎已经开始止跌，开始反弹。

此前，PANews 曾对 TRUMP 代币的持币筹码进行过深入分析（相关阅读：《TRUMP 代币的财富真相：大户角逐竞技场，人均买入 59 万美元，发币 1 分钟有地址买入 109 万美元》），三个月过去了。如今的大户们盈亏如何？TRUMP 在筹码的分布上又有了哪些新的变化？

大户也扛不住暴跌， 86.9% 已清仓

对比整体的数据来看，三个月来 TRUMP 的大户换手情况十分频繁。对比 1 月 20 日的数据，前 1000 名的持币大户当中，有 86.9% 的大户选择清仓代币，总计清仓代币 4800 万枚，占全部流通量的 24% 。

数据复盘TRUMP大户持仓变化：86.9%已清仓，有人浮亏超3000万美元

截至 4 月 21 日的数据显示，前 1000 名地址持有的 TRUMP 代币数量约为 98.51% ，较 1 月 20 日的 95.83% 上升了 3.68% 。上述的数据说明，TRUMP 的代币换手明显，且在低谷阶段似乎筹码变得更加集中。

数据复盘TRUMP大户持仓变化：86.9%已清仓，有人浮亏超3000万美元

近三个月来，新增的大户地址当中，Robinhood 成为交易所当中比较突出的新晋大户地址， 3 个月，增加了 1.44% 的代币持有量。此外像 Crypto.com、Meteora 等美国市场为主的交易所地址持币量有了明显提升。而在个人大户当中，有不少大户都是在 1 月底 TRUMP 价格高点时开始进场，被套后目前仍在不断加仓，但总体来看亏损严重。从代币的持有量来看，这些持有地址在 1 月 20 日后买入了 12.2% 的代币。

而在持续持有的大户地址当中，代币的开发地址增加了约 138 万枚代币的持有，不过这些代币大多是由其他小号地址转移回来归集的，并不是购买增持。

而在清仓的地址当中，根据 PANews 观察，不少头部的大户都是在 1 月 18 日左右开始买进， 2 月 1 日及之前选择清仓，多数都是有不少盈利。

总体的来看，最早获利的 TRUMP 的盈利大户们基本都已出场。场内新晋的地址不少是在 1 月 20 日之后在价格高点多次抄底被套的大户留存。不过从交易行为上来看，不少大户似乎对 TRUMP 币的后期仍旧看好，还在不停的加仓。

有人盈利 2500 万出场，有人被割 3366 万美元

数据复盘TRUMP大户持仓变化：86.9%已清仓，有人浮亏超3000万美元

在清仓解套的大户当中，盈利金额最大的应该是2Fe47zbh8svDNGNehFy1NY8bsjQNtomvKFuq1jNgWSkv（下称：“ 2 Fe 47 ”）地址，这个地址在 TRUMP 未上线交易之前，就从创始地址处接收了 2500 万枚 TRUMP 代币，在上线后立马分配在市场上售出，后来又从创始地址 5 e 2 qR 处接收了 2700 万枚再次卖出，总计资金超过 1.12 亿美元，最后将剩余代币归集到创始地址 5 e 2 qR 当中。1 月 20 日的数据显示，该地址共持有超过 100 万枚代币，目前已全部清零。从操作路径来看，这个地址疑似是 TRUMP 代币项目方的小号地址。

另一个大户，3AWDTDGZiW8joyfA52LKL7GUWLoKBCBUBLUE5JoWgBCu从 1 月 18 日 TRUMP 刚刚上线后就开始大举买进，前后花费 7855 万美元买进，最后卖出 1.03 亿美元，大赚 2517 万美元。不过，最后的一次进场，是在 1 月 25 日~ 1 月 27 日之间，该用户认为 TRUMP 币已经跌到低位，花费了 1278 万美元建仓，到 2 月 2 日可能眼看跌无止境，全部清仓卖出 923 万美元。不过总体来说，这个地址在 TRUMP 代币上还是取得了相当大的收益。

数据复盘TRUMP大户持仓变化：86.9%已清仓，有人浮亏超3000万美元

还有一个大户，从 1 月 20 日左右开始从各个交易所大举购买 TRUMP 代币，总计花费 4573 万美元，买入 111 万枚，平均成本约为 41 美元。到 2 月 7 日以 17.6 美元卖出 30 万枚后，目前仍持有 81 万枚代币，截至目前浮亏约 3366 万美元，亏损率达到 73% 。是新晋大户当中，单个亏损金额最高的地址。

无独有偶，6qgBGeZgPyxdobeHhcNtAqVe927zodpiuoufhwGN8BhP地址的用户与上述的地址操作类似，也是从 1 月 20 日开始通过几个关联地址开始囤币，前后花费 1667 万美元，目前仍持有 600 万美元代币，亏损也金额也超过 1000 万美元。

TRUMP 代币的剧烈波动，如同一场加密市场的“真人秀”，既展现了 MEME 币投机浪潮中的暴富神话，也揭示了高杠杆博弈下的残酷现实。从早期大户的精准套现离场，到后续接盘者的深陷泥潭，这场游戏中的赢家与输家已被市场清晰分野。尽管特朗普的“晚宴利好”暂时为代币注入反弹动力，但筹码高度集中、项目方疑似操纵的阴影始终挥之不去。当下的 TRUMP 代币，看似在利空出尽后迎来喘息，但其命运仍牢牢受制于名人效应与市场情绪的共振。对散户而言，这场过山车般的行情无疑是一堂风险教育课：在缺乏基本面支撑的 MEME 币战场，即便是“顶级流量”背书，也可能只是资本收割的华丽外衣。

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