当总统玩转加密：特朗普家族的金钱与权力新游戏

比推Publicado em 2025-07-22Última atualização em 2025-07-22

作者：Jack Inabinet，Bankless分析师

翻译：金色财经xiaozou

原标题：追踪日益壮大的特朗普加密帝国

距离"懂王"重返白宫仅过去六个月，这位自封为"加密货币总统"的政客已经忙得不可开交。最新报道显示，今年第一家庭通过代币销售已获利超6亿美元现金，并持有价值数十亿美元的加密相关投资组合。

今天，我们将深入剖析特朗普家族最引人注目的加密布局，并探讨他们大力推动加密货币可能带来的深远影响。

1、特朗普数字交易卡（Trump Digital Trading Cards）

特朗普总统进军加密货币领域的首次尝试——"特朗普数字交易卡"于2022年12月在Polygon PoS链上推出。

首发系列包含4.5万张单价99美元的数字卡，数小时内即告售罄，创造了逾440万美元的首发收入。此后该系列又新增三个子系列，总计发行了数十万张独特数字卡。

虽然宣传称这些数字收藏品仅供个人娱乐，不具投资属性且与特朗普政治竞选无关，但持卡人仍可享受多项实体权益：包括获邀前往海湖庄园与特朗普共进晚餐的保证、2024年总统辩论"KO款"西装的真实剪裁面料，以及免费获取特朗普运动鞋。

该数字卡在首发期间支持信用卡和加密货币购买，发售后可在OpenSea等常规NFT市场交易。所有特朗普数字交易卡的二级市场销售均需缴纳10%的版税。

2、世界自由金融（WLFI）

世界自由金融本质上是一个与特朗普相关的投资型DAO，持有价值近2亿美元的各类主流加密货币——从稳定币到BTC、ETH等主流币，再到多种山寨币（包括TRX、ONDO和MOVE）。

尽管最初被宣传为类似Aave的原生加密借贷应用，但除了在其官网"借贷"按钮旁标注"即将上线"外，世界自由金融在部署链上货币市场方面毫无实质进展。

与后文将讨论的TRUMP和MELANIA模因币（可自由购买）不同，只有符合美国证监会D条例和S条例豁免注册要求的合格投资者（即经认证的美国投资者及未受制裁的国际投资者）才能参与WLFI投资。

虽然世界自由金融治理层刚通过投票取消WLFI代币的转账限制，但仍将持续进行KYC重审和合规监控，以确保代币不会流入未经批准的购买者手中。

2025年3月，WLFI推出由短期美债储备、BitGo托管的美锚定稳定币USD1。截至撰稿时，USD1市值达22亿美元，位列稳定币第七位，仅次于MakerDAO/Sky的DAI。

特朗普家族除持有225亿枚WLFI代币外，还拥有"WLF控股有限责任公司"40%的股权——这家作为世界自由金融开发主体的公司获得了代币销售收入的75%。

3、TRUMP/MELANIA币

这对模因币分别以总统和第一夫人为原型，于2025年1月特朗普就职后不久推出。虽然两者价格走势总体呈单边下跌态势，但TRUMP代币屡次因各类公告出现阶段性暴涨。

例如：4月底因特朗普宣布邀请220名TRUMP持有者参加私人晚宴，代币价格翻倍；6月埃里克·特朗普透露世界自由金融将为财政部购入"大量TRUMP头寸"后，价格应声上涨10%。

任何用户均可通过链上去中心化交易所（如Uniswap）购买TRUMP和MELANIA币，部分中心化交易所（包括币安、Coinbase、Kraken和Robinhood）也已上线其中一种或两种代币交易对。

4、特朗普媒体与技术集团（DJT）

由特朗普总统于2021年联合创立的"特朗普媒体与技术集团"，正是另类科技社交平台Truth Social的所有者及运营商。该平台基于开源社交媒体框架Mastodon定制开发而成。

2024年3月，通过与上海ARC资本旗下特殊目的收购公司Digital World Acquisition Corp合并，特朗普的媒体公司以股票代码"DJT"登陆公开市场。

2025年5月，特朗普媒体披露已从约50家机构投资者处筹集25亿美元资金用于组建比特币储备库。同年6月初，公司向美国证监会提交储架发行注册文件，拟追加发售120亿美元证券为后续比特币收购提供资金。若全额执行，此举将使DJT成为仅次于Strategy的全球第二大加密货币储备控股公司。

为配合向加密资产控股公司的转型，特朗普媒体已与Crypto.com达成合作，拟通过即将推出的Truth.Fi金融服务平台推出一系列主打"美国制造"概念的证券型及加密货币ETF。截至撰稿时，DJT已向美国证监会提交了三支加密ETF的申请文件。

此外，7月9日Truth Social宣布，订阅9.99美元/月"特朗普媒体爱国者套餐"的用户，将获赠存储在"Truth数字钱包"中的功能性代币，该代币可在"Truth生态圈"内购买商品及服务。

5、美国比特币公司（American Bitcoin）

美国比特币公司是比特币矿企Hut 8与"美国数据中心"合资成立的控股子公司，专注于"工业级比特币挖矿及战略性比特币储备开发"。该集团成立于2025年3月，根据合并协议，Hut 8将其大部分ASIC矿机转移至由小唐纳德·特朗普和埃里克·特朗普支持的美国数据中心公司，换取合资企业80%的股权。

埃里克·特朗普被任命为首席战略官。据公司官网描述，美国比特币公司具备独特优势：既能依托Hut 8成熟的挖矿运营体系，又能结合埃里克·特朗普的"商业头脑、资本市场专业素养以及对推进去中心化金融体系的坚定承诺"。

6月10日，美国比特币公司披露已购入价值2300万美元的比特币。随后公司宣布通过私募配售筹集2.2亿美元资金，用于未来增持比特币及采购更多矿机设备。

6、Metaplanet（前称Red Planet）

Metaplanet是一家日本酒店控股集团，2021年因新冠疫情持续冲击导致资不抵债，在被Evolution金融集团收购后免除了东京证券交易所的退市风险。

2024年6月，Metaplanet迈出转型"亚洲顶级加密资产储备平台"的第一步：通过向Evolution金融集团发行债券筹集10亿日元购买比特币。此后该公司通过股票与债券组合发行（资金完全来自Evolution金融集团的"Evo基金"），累计斥资1222亿日元构建了8888枚比特币的储备库。

日本证券经纪账户目前不提供现货比特币托管服务。与同类加密储备企业不同，Metaplanet频繁出售现金担保看跌期权来获取比特币，这种操作既能赚取权利金，又能以低于期权发行时的价格购入代币。

2025年3月20日，唐纳德·特朗普次子埃里克·特朗普被任命为Metaplanet"战略顾问委员会"首位成员。比特币布道者、Nakamoto Capital创始人David Bailey随后于四月加入该工作团队。

7、TRON Inc.

玩具制造商SRM娱乐于6月16日宣布，将从"私人投资者"处筹集最多2.1亿美元资金用于收购TRX。截至当月月底，该公司已完成首批价值1亿美元的TRX收购，并将这些代币部署至JustLend平台获取约10%的年化收益。

该交易使波场创始人孙宇晨成为SRM娱乐的顾问，该公司将更名为"TRON Inc."。此外，SRM计划在"成功实施"TRX质押计划后推行股息政策。

尽管小唐纳德·特朗普和埃里克·特朗普担任本次募资独家配售代理Dominari证券的顾问委员会成员，但埃里克·特朗普驳斥了《金融时报》早前关于其将在SRM娱乐担任公开职务的报道。虽然具体条款未披露，但Dominari证券很可能因其配售代理角色获得了股票补偿。

结语：

特朗普与加密世界的深度关联，已引发关于其是否滥用总统职权谋取私利的广泛质疑。多位民主党重量级议员对其加密商业版图发出尖锐抨击。

例如，参议员伊丽莎白·沃伦谴责总统"一边通过加密业务为家族敛财，一边削弱政府对市场的监管"，直指其加密资产组合构成重大利益冲突，恐将酿成灾难性后果。

白宫官员对所有不当行为指控均予以否认。特朗普家族成员则将其商业参与诠释为"金融民主化使命"的一部分，旨在使美国成为全球加密之都。

尽管特朗普确实从总统任期中获利，但支持者认为，相较于其扭转拜登时代行业打压的亲加密政策，个人收益只是微不足道的代价。

原文链接:https://www.jinse.cn/blockchain/3717726.html

说明: 比推所有文章只代表作者观点，不构成投资建议

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