On January 18, 2025, the 47th President of the United States, Donald Trump, the most powerful president of a country on the blue planet, officially released a Meme named after himself—Trump. The world was shocked and the chain was boiling. In 24 hours, the market value of #Trump reached 30 billion US dollars, and the highest market value was 80 billion US dollars, surpassing DOGE to become the Meme token with the largest market value.
Just one day later, on January 20, US First Lady Melania Trump also released a meme named after herself - Melania, with a market value of up to 13 billion US dollars.
As soon as the news came out, the market was filled with curses. Everyone cursed the Trump family as vampires in the cryptocurrency circle, treating the Crypto market as a family ATM. Taking advantage of the power and influence of the US President and the upcoming presidential inauguration, the family frantically issued coins to reap profits.
There was also anger and panic selling in the market. BTC once fell below $100,000, SOL fell to $230, and Trump fell from a high of $80 to $35. All kinds of assets on the chain were in great distress.
What exactly does Trump want to do?
This is the confusion and question everyone has today!
Did Trump go through so much trouble (even nearly losing his life) to ascend to the presidency of the United States just to issue currency and reap profits?
Is Trump really just a businessman? He takes every opportunity to make a fortune?
Will Trump, who has become the President of the United States, really ignore the contempt and scorn of the whole world and risk crashing the Crypto market to make billions of dollars? Then, is the new crypto policy he is going to promote really a joke?
There are still 7 hours left before Trump's inauguration speech. Trump's attitude and true intentions may be revealed in his inaugural speech. So, before the mystery is revealed, let's make a guess. From the past behavior of Trump's team and the perspective of Trump as the president of the United States and the interest groups behind him, what is the purpose behind Trump's series of operations?
Let us state our conclusion directly
1. Trump family members have launched Memes one after another. In addition to their own interests, their bigger plan is to "use the huge influence of the US President to call on global forces to jointly expand the Crypto market", so that the entire Crypto market can expand 5 times or even 10 times, so as to accommodate a larger scale of digital dollars.
2. Trump and the American interest groups he represents are all planning to reverse the decline of the petrodollar and allow the digital dollar to continue the dollar hegemony in the general trend of the human digital wave, so that the digital dollar can continue to dominate the digital economy and digital world of mankind, thereby making America Great Again.
3. The Trump family must personally issue assets to set an example for the world, telling influential countries, organizations, companies, and individuals around the world that they can all issue digital assets on the chain, so that everyone can make money and expand the market. However, everything will be settled by digital dollars. Individuals, everyone, and the United States are all winners. The only losers are those and countries that resist this trend.
4. USDC and other compliant digital dollar stablecoins will become Trump's "on-chain Federal Reserve". USDC is a legitimate, legal and compliant digital dollar in the United States. Note: #Trump and #Melania both use USDC as the basic liquidity pool. In the future, the US dollar will continue to be printed crazily on the chain in the form of USDC. The chain is an extension of the US dollar hegemony. However, USDC is not the only choice for the US government. Various types of digital dollars will emerge. For example, Paypal's digital dollar, which has the advantage of a global payment network, will also be launched one after another.
5. The Trump family chose to send out Meme instead of other Crypto to release a signal flare because Meme is the lowest cost and most effective way (this shows that they understand Crypto very well). After the presidential concept Meme initiated by Trump caused a sensation and achieved great success, other influential presidents of other countries will follow suit. However, Meme is just a trigger, a trigger for releasing the crypto atomic bomb, and bigger things are still to come.
We call the goal behind this series of operations by the Trump administration: a global asset chain movement aimed at achieving digital dollar hegemony.
This movement requires a flare, and it must be an atomic bomb-level flare. So, is there anything more explosive than the President of the United States personally sending out a meme?
This atomic flare is so explosive. Its high spraying degree, wide coverage and great influence are the best in human history. After attracting global funds and attention, influential people around the world saw it and said, "Wow, it turns out that this is possible." Not only the president can send memes, but also the first lady.
Of course, Meme is just the first step of the plan, the next step is the key point:
The global asset blockchain movement led by Trump, which aims to achieve digital dollar hegemony, can be divided into four steps:
Step 1: Meme
Representing the celebrity, idol, and IP economy, influential presidents, celebrities, idols, and IPs around the world can all issue memes, and the market size is conservatively estimated to be between 500 billion and 1 trillion US dollars. Imagine what it would be like if Elon Musk, Taylor Swift, Lionel Messi, and Cristiano Ronaldo all personally issued memes?
Step 2: Stock-like assets
A series of commercial companies and organizations have tokenized all their unissued stock-like assets. Companies that have already issued stocks can also tokenize some of their stocks, and all of them are traded on the chain using digital dollars. The current total market value of U.S. stocks is about 50 trillion U.S. dollars. We assume that this ratio is 5%, which means that 2.5 trillion U.S. dollars of stock-like assets can be traded on the chain using digital dollars.
Step 3: Bond-like assets
The bond market is about 2.5 times the size of the stock market, currently about 120 trillion US dollars. We assume that 5% of bonds are issued in the form of tokens, then the scale will be 6 trillion US dollars.
Step 4: RWA Assets
The so-called RWA assets here include all valuable assets and interest-bearing assets that can be put on the chain, such as: precious metals such as gold, commodities, real estate and other off-chain assets. All assets that can be RWA-ized are migrated to the chain. The total valuation of this part of the assets is about 350 trillion US dollars (including 14 trillion US dollars of precious metals, 6 trillion US dollars of commodities, and 330 trillion US dollars of real estate). We assume that 3% of the assets (RWA is more complicated, so the proportion is lowered to 2%) are issued in the form of tokens, then this part will reach 7 trillion US dollars.
These four parts together total about 15 trillion US dollars. Behind this series of assets are corresponding digital dollar transactions, which means that the United States will be able to print trillions of dollars on the chain, which is tempting enough for the Trump administration and the American interest groups it represents.
All of the above cannot be accomplished in 1-2 years. It will take at least one term of Trump (4 years) or even the next term to complete.
If you think that it is illegal for celebrities such as the President of the United States to issue coins, and that the RWAization of all off-chain assets will encounter many difficulties, etc., I'm sorry, the current President of the United States is Trump, who is a veritable crypto president. In order to achieve the revival of the US dollar, he will launch a series of new crypto policies and assist in the introduction of a series of laws and regulations to ensure that all this proceeds in an orderly manner.
Opportunities for Crypto Investors
In this crypto wave led by the US President, what opportunities are there for Crypto investors?
1. BTC
BTC always comes first.
In 2025, the first year of Trump's new crypto policy, as BTC is declared a national strategic reserve, it is almost a consensus that the price of BTC will double again and exceed $200,000. During the four years of Trump's presidency, if the scale of the Crypto market can achieve a growth of more than 5 times, then BTC worth $1 million can be expected.
2. Meme
In the short to medium term, the US Presidential Meme will set off a series of celebrity Meme trends, which is the Crypto version of the IP economy. And the Presidential Meme will continue to trigger a Meme wave.
3. Agent+Crypto
The progress of human digital civilization has accelerated after LLM and Agent. Currently, the progress of human digital civilization is about 30%, but the speed is accelerating.
Based on the general trend of human politics, economy, culture, thought, life and other aspects moving towards digitalization, this US government has decisively placed the revival of the digital dollar on the chain. The chain has become a new battlefield for the hegemony of the digital dollar, and currently compared with other countries, the digital dollar has an overwhelming advantage.
So, why is Agent+Crypto important?
ABC Alpha DAO has written a special article to explain this. For details, please refer to the tweet https://x.com/ABCAlphaDAO/status/1875429038719955189
This tweet has received nearly 180,000 views and is worth a look.
The following is a brief description:
All growth materials in the digital age - "data" - eventually become productivity. Agent is the concentrated expression of productivity in the digital age, and Crypto (or Blockchain) is the production relationship. The so-called production relationship requires a set of transparent rules and protocols to clarify who produces, who trades, how to trade, how to distribute, etc.
Well, if Agent is the productivity of the digital age, and we understand Agent as "silicon-based man", then the social relations and economic behaviors of Agent, such as identity, asset account, transaction behavior, settlement distribution, etc., require a set of globally trusted and transparent protocols to be implemented. Currently, no country or organization can meet these needs of Agent. Only Crypto and Crytpo are born for Agent.
In the future, there will be hundreds of millions of Agents in Crypto, even more than the human population. There will be trillions of on-chain transaction demands, and digital dollars will be needed here, and this is also a battleground for digital dollars. Therefore, Agent is an Alpha track that must be paid attention to. As for which Alphas are worth paying attention to, you can follow the daily updates of @ABCAlphaDAO.
4. Solana
At present, the competition for the TOP of the underlying public chain is basically concentrated between Solana and Ethereum.
The public chain is a completely open source track with no technical barriers and is driven purely by continuous innovation. Once innovation stagnates, it will be overtaken by innovative competitors.
Ethereum has a longer time for value accumulation, a larger developer community, and more capital accumulation (especially the liquidity cost advantage formed by the DEFI infrastructure). However, ETH is still too expensive and the cost of use is too high. The various L2s are more like vassal states far away from the Zhou emperor, each governing its own territory. It is difficult to concentrate power on the Ethereum mainnet. The most serious problem is that the Ethereum ecosystem has lacked innovation in recent years, and other chains basically have the infrastructure that the underlying public chain should have. Therefore, in this round, the highly innovative Solana (such as the Pump.fun paradigm) has emerged as a dark horse and has now become Ethereum's most threatening competitor.
Currently, ETH’s spot ETF has been launched, and the possibility of SOL’s spot ETF passing seems natural due to the emergence of Trump Meme.
Therefore, from this cycle, SOL is more cost-effective to invest. As for ETH, we need to wait until the next cycle. Because everything will eventually return to On-Chain-Fi, and Ethereum still has a big advantage in this regard. As for whether this advantage will be surpassed by Solana, we need to wait until the next cycle to see.
Summarize
Trump personally joined the game and released the meme in order to drop a nuclear bomb on the Crypto market, to detonate the attention of this market, to mobilize global forces to expand the Crypto market, and then guide trillions of off-chain assets to issue assets on the chain and trade with digital dollars, thereby continuing the hegemony of digital dollars in the digital world. This is in line with Trump's personal interests and the fundamental interests of the United States. Of course, rising tides lift all boats, and all of this is ultimately in the interests of Crypto investors. Therefore, we should look at all this positively, get ready, and start enjoying this round of super crypto carnival!