靠 TRUMP 狂赚超 1 亿美元,是“走运”还是“内幕交易”?

链捕手Published on 2025-01-22Last updated on 2025-01-22

Abstract

一位匿名用户在一个全新的加密钱包(标识为「6QSc2」)中充值了价值超过 100 万美元的 SOL,然后坐等升值。

原标题:《This Lucky Crypto Trader Made Over $100 Million on Trump’s Meme Coin》
作者:Sander Lutz
编译:比推 BitpushNews

本周末,总统和第一夫人推出的新 meme Coin 让很多人措手不及。但一些交易员早早就下了大赌注,并获得了回报。


当特朗普周五推出自己的 meme Coin 时,很多人很快就赚了很多钱——但至少有一位大赚特赚的交易员下注时间比大多数人快得多。


周五,在特朗普宣布推出自己的 Solana meme Coin TRUMP 四个小时前,一位匿名用户在一个全新的加密钱包(标识为「6QSc2」)中充值了价值超过 100 万美元的 SOL,然后坐等升值。


周五晚上,特朗普在 Truth Social 上宣布 meme Coin 后 30 秒内,该钱包悉数购买了超过 590 万个 TRUMP 代币。几个小时内,这些代币的价值就超过 1.16 亿美元。


根据链上研究公司 Bubblemaps 的分析,该交易员随后将大量的 TRUMP 代币分成 10 个不同的 Solana 钱包,并在第二天开始大量出售。据 Bubblemaps 称,截至周一上午,该交易员已售出价值 8500 万美元的 TRUMP,还持有另外 7500 万美元。目前,区块链数据显示,这些钱包加起来只持有价值 1800 万美元的 meme 币,该交易员大概已经卖掉了大部分仓位。


不过,故事并没有就此结束。周日,第一夫人梅拉尼娅·特朗普 (Melania Trump) 效仿其丈夫的做法,推出了自己的 meme 币——这位幸运的交易员又早早地来了。在第一夫人在 Truth Social 上发布关于 MELANIA 代币的帖子之后一分半钟内,以及在关于该代币的信息发布到 X 之前的一分钟内,与该用户关联的钱包之一就购买了大量 MELANIA 代币。


据 Bubblemaps 称,交易员出售了价值 4500 万美元的 TRUMP 代币,显然是为了用于建立巨大的 MELANIA 头寸,这导致 TRUMP 代币在周日下午几分钟内暴跌近 50%。


在 X 上关于其他几位 TRUMP 代币的早期买家从中获利颇丰的传闻比比皆是,这导致人们怀疑存在广泛的内幕交易。Decrypt 无法确认是否存在任何内幕信息,但与「6QSc2」账户关联的大量关联钱包足以让人侧目。


考虑到这位交易员在大多数加密货币用户了解到这一消息并意识到这不是精心策划的黑客攻击之前就下了如此大额的买单,这不得不让人怀疑。


不过,也有可能这位交易员恰好在正确的时间出现在了正确的地点,刚建了新的钱包,且及时做出了正确的决定。关联钱包的交易历史表明,这位用户买卖了大量 meme 币,至少在过去三个月里一直如此。这位交易员甚至在 Hawk Tuah 女孩的 meme 币发布时,还购买了一些。


不过,也有可能这位交易员人脉很广,并得到了特朗普 meme 币即将发布的消息。如果确实有内幕消息,那么泄密可能不一定来自于特朗普的核心圈子或加密团队。


上周末,几个 Solana 去中心化金融项目(如 Jupiter、Meteora 和 Moonshot)透露,他们提前与特朗普代币团队合作,以确保发布能够顺利。


该代币导致 Solana 网络上的活动达到前所未有的水平,许多人必须共同努力以确保基础设施能够正常运作。然而,目前尚不清楚这些项目有多少员工提前了解了代币的计划,目前也没有证据表明任何提供商存在不当行为。


不过,至少有一位知名的加密货币人士似乎公开吹嘘自己提前收到了有关即将推出的 MELANIA 代币的内部信息。区块链投资基金 Onchain Capital 的联合创始人兼首席执行官 Ran Neuner 在周一于 X 的一篇贴文中承认了这一点,他哀叹特朗普一家现在「以牺牲加密货币社区为代价来行骗」。


「别误会我的意思,」Neuner 写道。「正如我的时间表所示,我在发布之前就知道了 MELANIA 代币,我显然从中获利了。」


事实上,在第一夫人在 Truth Social 上发布关于该代币的第一条公告的近 90 分钟前,Neuner 就公开发布了 MELANIA 代币即将推出的信息。


Decrypt 就该帖子联系了 Neuner,但未收到回复。


特朗普的代币周二上涨 8%,截至撰写本文时为 43.94 美元。该代币的完全摊薄价值仍超过 430 亿美元。与此同时,MELANIA 当日下跌近 24%,截至撰写本文时为 4.60 美元,完全摊薄价值为 46 亿美元。

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