回顾特朗普发币第一天:市值突破数百亿,链上生态赚饱

链捕手Published on 2025-01-19Last updated on 2025-01-19

Abstract

TRUMP 能飞到 20B 成为 MEME 之王,造就这一切的是总统发币这个确定性机会,和市场上大部分 MEME 有根本区别。

编辑 | 吴说区块链

本文仅为客观信息汇总,不对任何投资行为做背书,请读者严格遵守所在地法律法规。


北京时间 2025 年 1 月 18 日上午,特朗普 Truth Social 社交账号上发文宣布,将推出个人 Meme 币 TRUMP,用户需访问域名为「gettrumpmemes」的网站以获取该 Meme 代币。GMGN 数据显示,开盘不到 30 分钟,TRUMP 市值已涨至约 7 亿美元左右。其中持币排名第一的地址持有 80% 的 Token,持币前 5 名持有超过 90% 的 Token。随后特朗普推特账户上也转发了该消息,Token 市值随后涨至 28 亿美元。18 日晚间,TRUMP 市值一度突破 300 亿美金。


特朗普 memecoin 创建地址增加了 4000 万美元的单边流动性,并将 80% 的供应存入多重签名。创建者的多重签名持有全部供应量的 80%。


据 GetTrumpMemes 官网介绍,Trump Memes 旨在表达对 “TRUMP” 符号及其相关艺术品所有权的独特理解和信念的支持和参与,并非旨在成为投资机会,投资合同或任何类型的证券主题。GetTrumpMemes.com 不涉及政治、与任何政治竞选活动或任何政治办公室或政府机构无关。特朗普集团的附属公司 CIC Digital LLC 和 Fighter Fight LLC 共同拥有 80% 的 TRUMP,但需遵守 3 年解锁计划。Fighter Fight LLC 所有者 CIC Digital LLC 和 Celebration Cards LLC 将获得 TRUMP 交易活动产生的交易收入。同时,第一天将有 2 亿 TRUMP 可用。三年内预计达到 10 亿 TRUMP。每组的分配都将在 3 年内按照自己的时间表发布。
其初始 SOL 资金来源可追溯至 Gate 平台。数据显示,TRUMP 的主要代币持有者地址为 5e2qRc,资金由地址 DKbF4 提供支持。值得注意的是,该地址曾在 2 天前收到来自 Gate 的资金,并在 10 天前收到来自 Binance 的资金。


BitMEX 联合创始人 Arthur Hayes 在 X 上发文表示,“特朗普推出代币,这是政治 memecoin 市场开启。任何不怕实时了解民众想法的政治家都会推出自己的 memecoin。代币经济学是虚假的,但该代币 FDV 正在朝着 1000 亿美元的方向发展。”


据 Jupiter 官方 X 发文,「通过与 Meteora 团队密切合作,确保 TRUMP 的完美发行,这显然是加密历史上最大的发行之一。」据悉,TRUMP 的发行使用了与 JUP 发行相同的 LFG 技术栈,包括 DLMM 池、ILM 设计以及紧密的 Jupiter 集成。


据 appfigures 数据显示,加密货币交易平台 Moonshot 应用在苹果 App Store 美区免费金融类应用排行榜中位居第一,超过 Cash APP、Coinbase、Cryptocom 等。早先 Jupiter 表示与 Moonshot 合作推动了 TRUMP 代币的发行与交易。
Moonshot 表示,在过去的 12 小时内,我们在 TRUMP 代币的官方网站上被推荐为购买方式,处理了近 4 亿美元的交易量,打破了法定货币入场记录,并吸引了 20 多万新用户加入。Moonshot 刚刚为加密货币历史上最重要的入职活动之一提供了支持。


知名做市商 Wintermute 表示,TRUMP 代币目前已经可以在 Wintermute OTC 交易台上交易。早先有链上分析指出,TRUMP 第一大持仓地址疑似为 Wintermute,可能是 Wintermute 早先已合作为 TRUMP 代币提供做市服务。


特朗普长子 Eric Trump 在 X 平台发文,引用了加密沙皇 David Sacks 的发言内容,“针对加密货币的恐怖统治已经结束,美国加密货币创新的开始才刚刚开始。” 同时还提及到了 BTC、特朗普家族项目 World Liberty Financial、以及 TRUMP。


Alliance DAO 创始人 Qiao WANG 批评,总统公平地推出模因币很酷,全力支持;但推出一种将 80% 的供应量提供给内部人员的货币完全改变了它的性质,这是教科书上对诈骗的定义。此外他表示,jupiter meteora moonshot phantom pumpfun 是对中心化交易所最大的威胁,不知道中心化交易所将如何与他们竞争。


据链上数据显示,有超过十余名链上交易者通过在早期购买 TRUMP 代币获利数百万甚至数千万美金,部分已经卖出获利退出。


分析师 Haotian 表示,这是 DEX 叫板 CEX 的一次现象级事件,短期对 DEX 上的已有资产造成吸血,但长期看实则是大利好,因此依然坚定看好 “链上之春” 的爆发。超级 MEME 的赚钱效应是真的强,毕竟 MEME 简单易理解,参与门槛低,能快速教育市场、吸引新用户和资金的进场,链上市场的繁荣业态少不了 MEME 的存在。但 MEME 只是催化剂,并不等于市场的全部,TRUMP 能飞到 20B 成为 MEME 之王,造就这一切的是总统发币这个确定性机会,和市场上大部分 MEME 有根本区别。

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