一图带你看懂 Trump 的加密图谱

链捕手Published on 2025-01-22Last updated on 2026-07-12

Abstract

最全特朗普相关的代币集合。

原标题:《What is Next $TRUMP ?》
作者:Layergg
编译:深潮 TechFlow


特朗普与加密货币的关系图谱。


在短短一天内,$TRUMP 的市值已突破 140 亿美元,跻身市值排名前 20,并在完全稀释估值 (FDV) 上超越了 $DOGE。


当前,人们的关注点很可能会集中在与特朗普相关的代币上。


1.直接与特朗普相关的代币

  • $TRUMP: 关于其真实性的争议仍在继续,但如果它是真实的,很可能成为本轮周期中最受瞩目的表情包币。
  • Eric Trump: 特朗普的次子 Eric Trump 透露,他持有 $BTC、$ETH、$SOL 和 $SUI。
  • $WLFI: 有观点认为特朗普仅作为广告代言人,并未直接参与该项目。然而,那些对 $TRUMP 感到意犹未尽的投资者可能会因为错失恐惧症 (FOMO) 而转向 $WLFI。其链上投资组合因特朗普主题而引发广泛关注。在 $WLFI 发布后,$ENA 和其他与 $WLFI 相关的项目或将获得市场热捧。

2.D.O.G.E 生态

  • Elon Musk: 无需赘述。
    • $DOGE
    • $D.O.G.E

  • Howard Lutnick 拥有 Tether 5% 的股份,他的公司 Cantor Fitzgerald 是该项目的资产管理方。

3.Solana 生态

  • 自特朗普团队在 Solana 链上发行 $TRUMP 以来,$SOL 价格已上涨 40%。SOL/ETH 交易对或将创下新的历史高点。
  • 2025 年推出 $SOL ETF 的可能性也正在逐步逼近。
  • $SOL 生态: 随着特朗普团队与 Meteora 和 Jupiter 的合作,未来的表情包币可能延续这一路径。
    • $JUP
    • $MET

  • 另一个基于 Solana 的表情包币 (名人) 周期或将开启。
    • $RAY

4.SEC

  • Paul Atkins 被任命为接替 Gary Gensler 的 SEC 主席。
  • 他多年来一直担任 $RSR 的顾问,并在最近加入了 Securitize 的顾问委员会。Securitize 与 $ONDO 有着深厚的联系。
  • 特朗普最近提到或将暂停 SEC 对加密货币的现有诉讼。
  • 与 SEC 有诉讼纠纷或收到 Wells 通知的加密货币可能会引发关注。


5.美国币 (U.S Coin)

  • 特朗普最近对将美国创造的加密货币作为战略储备的想法持积极态度。
  • 一个典型的例子是 $XRP 和 $SOL,但还有许多基于美国的加密货币。详见以下链接: https://www.coincarp.com/project/?area=usa

6.名人币热潮 (Celebrity Coin Rush)

  • Elon Musk 或许会为了娱乐目的推出 $ELON 或 $MUSK
  • Meme 叙事正经历‘狗→猫→动物→AI→名人’的轮换。

7.风投 (VCs)

  • a16z: Sriram Krishnan 被任命为白宫高级政策顾问,他曾是 a16z 的成员。Brian Quintenz,被提名为 CFTC 主席,是 a16z 的加密货币政策负责人。a16z 的加密货币投资组合规模庞大。
  • Craft Ventures: 被任命为白宫加密货币事务专员的 David Sacks 领导 Craft Ventures。
    • $DYDX
    • $HONEY

  • Kraken Ventures: 另一位 CFTC 主席提名人 Marco Santori 曾担任 Kraken 的首席法律官。
    • $MORPHO
    • $PUFFER
    • $USUAL
    • $PSTAKE

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