耗资1.48亿美元的加密晚宴：特朗普与TRUMP持币者的“共谋”

Odaily星球日报Published on 2025-05-23Last updated on 2025-05-24

Abstract

从高尔夫俱乐部到国会山，一场被抗议声包围的“持币者特权盛宴”。

原创 | Odaily星球日报（@OdailyChina）
作者 | 叮当（@XiaMiPP）

耗资1.48亿美元的加密晚宴：特朗普与TRUMP持币者的“共谋”


北京时间 5 月 23 日早上 7 点（美国东部时间 5 月 22 日晚），一场加密与政治交汇的特殊晚宴，在华盛顿特区郊外的特朗普国家高尔夫俱乐部如期举行。


这不是一次普通的社交晚宴，而是前 220 名 TRUMP 代币持有者的荣耀之夜——他们凭借 4 月 23 日至 5 月 12 日间的持仓排名，赢得了与美国总统特朗普共进晚餐的机会。


首届 TRUMP Meme 币竞赛回顾


4 月 19 日，加密社区成员@thetrenchdiver 发文称：特朗普计划为持有 TRUMP 币的大额投资者举办晚宴。随着消息的传播，TRUMP 代币价格从接近低谷的 7.7 美元拉升至 8.7 美元，涨幅接近 13% 。尽管如此，但许多人对消息的真实性仍是半信半疑。


直到 4 月 23 日，官方正式确认了这一消息：特朗普将于 5 月 22 日为 TRUMP 代币前 220 名持有者举办“TRUMP DINNER”晚宴，地点定于华盛顿特区的特朗普国家高尔夫俱乐部，并开放注册。此时，代币价格已经上涨至 9.2 美元左右。该则消息的正式确认瞬时将价格推升至 16.2 美元左右，涨幅达到 76% 。但是随后披露的晚宴细则称特朗普可能缺席，引发代币价格回落至 13.3 美元附近。


尽管如此，晚宴的吸引力仍持续发酵。4 月 26 日，TRUMP 代币价格稳步拉升至 16.4 美元附近。


5 月 12 日，首届 TRUMP Meme 币竞赛正式收官，排行榜锁定。排行榜根据 4 月 23 日至 5 月 12 日期间的每小时平均持币量排名，前 220 名持有者获得晚宴入场资格，其中前 25 名更可参加与特朗普的 VIP 招待会及白宫特别参观活动。此外，所有排行榜参与者均获颁 TRUMP NFT 作为纪念。活动详情可参考Odaily星球日报此前发布的《我要见特朗普之“TRUMP 晚宴”参会指南》。


晚宴流程与要求


依据 BitMart 创始人 Sheldon Xia 此前提供的信息，本次 TRUMP 晚宴禁止携带任何礼物和大型拍照设备，摄影设备不得超过手机级别的摄像头。着装方面要求遵守“Black Tie”标准，即必须穿西装、领带和皮鞋，整体着装要求非常正式。


所有参与者需提供基本的个人信息，如姓名、国籍、联系方式等，并接受严格的背景调查。非美国用户可能会接受特别审核，审核结果通常在活动临近时确认。目前尚未有因背景调查被淘汰的案例。


活动当天将进行严格的安检，VIP 参与者将提前 1 小时参加特别接待，与特朗普互动交流。随后进行为期两小时的正式晚宴。次日安排白宫参观，但特朗普是否陪同尚未确认。晚宴后还设有非正式小组活动。


1.48 亿美元的入场券：从持仓超 2000 万美元的孙宇晨到 1200 美元"漏洞玩家"


要进入这个精英俱乐部，代价远不止一套正装那么简单。


根据 Meme 币 TRUMP 官方网站公布的排行榜，这场晚宴的"门票"价格足以令人瞠目。前 25 名持有者的总持仓量高达 898 万枚代币。其中，波场创始人孙宇晨以超 2000 万美元的持仓稳居榜首，VIP 席位第二则由 MemeCore 认领，做市商 Wintermute 则凭借早期布局位列前三。


有数据统计显示，TRUMP Meme 币买家在竞赛期间共投入约 1.48 亿美元竞争 220 个席位，相当于人均豪掷 67 万美元。但最终坐在特朗普餐桌旁的，却是两个极端：

  • 顶级玩家：波场创始人孙宇晨以超 2000 万美元持仓稳居榜首，做市商 Wintermute 则凭借早期持仓策略虽仅持仓 40 万枚，却挤进前三。
  • 漏洞猎手：第 188 名的 Morten Christensen 与朋友通过"买入+做空对冲"的套利操作，仅支付 1200 美元交易费便锁定席位，其持仓甚至在排名确认后迅速清零。

这种荒诞的对比并非个例。有数据显示，前 25 名中有 22 人在活动公布后购入代币。然而排名确认后，晚宴前 220 名持有者中 17 个钱包地址持仓量已归零，其中包括排名第 25 位的“noah”。


Chainalysis 数据揭露了一个更残酷的现实： 58 个钱包盈利超 1000 万美元，总收益超过 10 亿美元，但同时有 76.4 万个钱包出现亏损。这场博弈，终归不是所有人都是赢家。


晚宴参会实录：加密与政治的微妙共舞


当特朗普如约出现在晚宴现场时，这场活动的象征意义已经超越了简单的商业聚会，成为加密资本与传统政治权力首次正式“握手”的历史性场合。


孙宇晨致辞：感谢总统力挺加密行业


作为最大持仓者，火币 HTX 全球顾问、波场 TRON 创始人孙宇晨受邀登台致辞。他表示，“非常感谢特朗普政府为我们的行业所做的一切。就在不久之前，加密人士还在不断地受到压迫，我们不可能在华盛顿举办如此盛大的活动，让所有从业者汇聚在美国，共建加密行业。这是我能想到的最美好的事。如果我能来美国，那么所有人都可以来。”其致辞视频截图也在社交媒体刷屏，孙宇晨本人随后亲自回应社区讨论。


 Sheldon Xia：千万美元买来的“黄金五分钟”


BitMart 创始人 Sheldon Xia 透露，其投入了 1000 万美元左右，进入前 25 名席位，获得了与特朗普短暂交流的机会。这一投资是晚宴确认之后进行的，目的是确保自己的席位。不过其目前依然持有这部分资产，而不是为了“锁定席位”后立刻抛售。Sheldon Xia  计划询问特朗普关于加密领域宏观监管的方向，包括美国以及全球市场的相关政策。

耗资1.48亿美元的加密晚宴：特朗普与TRUMP持币者的“共谋”


                         图源自 Sheldon 官方 X 账号

Kronos Research CIO 深度观察：从金融工具到身份象征的蜕变


Kronos Research CIO Vincent 同样受邀出席了特朗普的 VIP 晚宴，其称持有 TRUMP 是基于早期的市场信号和叙事动能，而非出于政治立场。而从一个长期观察市场结构的人角度来看，这标志着加密资产正从金融工具，逐步演化为社会与政治身份的表达方式。它并非只是“参与历史”，而是亲眼见证一种新的叙事逻辑如何走入权力中心。对整个行业来说，这是一种极具象征意义的信号。


从俱乐部到国会山：加密晚宴的政治风暴


在特朗普国家高尔夫俱乐部璀璨的水晶吊灯下，当特朗普与持币者们举杯合影时，俱乐部外的抗议者正高举"加密腐败"标语——这场耗资上亿美元的晚宴，在民主党人眼中早已逾越了“行业交流”的边界。

耗资1.48亿美元的加密晚宴：特朗普与TRUMP持币者的“共谋”


耗资1.48亿美元的加密晚宴：特朗普与TRUMP持币者的“共谋”



据 @CryptoDoggyCN 消息，因场外抗议及民主党议员反对，主办方禁止直播和录像，违规者被请出场。特朗普在晚宴一小时后离场，原计划的白宫参观可能因安保或行程调整取消，具体原因未披露。


就在晚宴进行数小时前，一场针对"加密货币腐败"的狙击战已在国会山打响。美国民主党领袖众议员 Maxine Waters 提出了一项新法案，旨在应对总统涉足数字资产引发的担忧。据悉，Maxine Waters 及另外 14 位民主党共同发起人在周四下午提出了《 2025 年停止加密货币中的交易、持有与不公平市场回报法案》。该法案明确规定：禁止总统及其亲属持有可能影响市场的数字资产。


争议的种子早已埋下。据披露，特朗普计划于 5 月举办两场加密主题活动： 除了这场持币者晚宴，还有由 MAGA Inc.超级 PAC 组织的"加密与 AI 创新者晚宴"，后者每个席位标价高达 150 万美元。这引发了包括参议员 Elizabeth Warren 在内的多位政要质疑，认为此举可能涉及"以总统特权换取商业投资"的利益交换。


特朗普在回应质疑时强调自己"未从中获利"，并将加密产业视为中美竞争的战略领域。而在面对 TRUMP 代币价格在晚宴消息公布后一度暴涨 50% ，特朗普却声称对其估值"毫无概念"。


消费者权益倡导组织 Craig Holman更是直接表示：“特朗普曾经标榜‘太富有不会被收买’，现在却开创了政治献金的新模式——用代币代替支票，我们从未有过一位总统像这位总统一样如此爱钱。”


这番控诉直指问题的核心：当加密资本与政治权力如此亲密共舞时，民主的边界是否正在被重新定义？在俱乐部外的抗议者看来，这场晚宴已经给出了答案。

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