Trump’s wife Melania also issued coins, will the market be ruined?

Article source: Hua Li Huawai

On the morning of last Saturday (January 18), we once again witnessed history: the President of the United States issued his own currency.

Subsequently, friends in the group began to have a heated discussion around the topic of TRUMP coins. The president's issuance of coins also caused the market's mood to suddenly become FOMO. Social platforms have basically been discussing this matter in the past two days. It is said that most communities (groups) are also frantically tracking this matter.

This incident not only created an out-of-circle effect, major media and self-media immediately seized on the hot spots and reported on them. Top exchanges rushed to go online, which is estimated to have attracted many uncles and aunts to buy (jie) and buy (pan). . It also had a direct impact on the market, driving individual currencies such as SOL to rise rapidly, and at the same time causing the market as a whole to be drained.

Then, various get-rich-quick lists began to appear on social platforms and some communities (groups). It is said that some KOLs earned more than 20 million US dollars in one day. This overnight get-rich-quick effect further increased people’s FOMO mood. In the past two days, I have noticed that some new messages have come in from the background asking: Can I still buy TRUMP?

Regarding the question of whether you can buy it, my advice to MemeCoin has always remained the same (even if it is a coin issued by the president): whether to buy it or not depends on your personal risk preference. If you really can’t help it, If you want to participate, just play with a position (funds) that you can afford to lose.

Don't always think that you can do it if you see others making 20 million US dollars a day. Let me put it bluntly here. If someone can invest 2 million US dollars in principal in this matter, the premise should be that he can mentally bear 2 million US dollars. losses, and the $2 million position may not be all the other party owns. If you can do it mentally, you can certainly follow (bet) with $2 million. Of course, the allocation of positions is only the most basic, which may also require the right time (entering the market early), the right location (preparing large funds on the chain), and the right people (calling out orders and finding someone to take over).

The time when TRUMP coins are issued is also very interesting. I am very good at choosing the time. I chose Saturday morning (Beijing time) to issue coins. Therefore, there are also many people who like to sleep in and break their thighs collectively... This will create a new world for people. The conditions are created for further FOMO.

I remember that we mentioned in the e-book last year (2024): The event that marked the end of the last bull market was that various celebrities/enterprises entered the market to issue various NFTs, engage in chain games and metaverses, and this round There is a high probability that the bull market will enter the market and issue Memes or something. As shown below.

But what I didn’t expect was that the current bull market had reached this stage, and the celebrity who took the lead in issuing coins was actually the President of the United States!

In the last article (January 17), we mainly talked about the topic of "change", and mentioned a long-term hypothesis . As for whether this wave of TRUMP enthusiasm is the final climax of a periodic bull market or the symbolic starting point of a long-term bull market, we cannot yet judge this. Let time continue to verify it.

Yesterday, I saw someone joking that the next list of market gainers that people will see should be:

TRUMP

MELANIA

IVANKA

JARED

ERIC

LARA

DON JR

TIFFANY

BARRON

Now the joke has become a reality. No, while the popularity of TRUMP is still going on, Trump’s wife Melania Trump also posted on X this morning (Beijing time) that she has launched the Meme token MELANIA. When I got up this morning, I saw that my friends in the group had been discussing MELANIA since 6 o'clock. When I came back from sending my daughter to kindergarten, I took another look at the price and found that MELANIA had risen to US$9.50. As shown below.

It’s so crazy. This is the rhythm of the Trump family issuing coins one after another. It’s so crazy! However, what is more interesting is that the gradual unlocking mechanism of the Melania token locking period starts with a 30-day locking period, followed by a limited monthly release, which is different from the daily unlocking period of the TRUMP token.

It is estimated that the market will continue to fall into this FOMO mood in the next few days. There are both opportunities (more short-term speculation) and higher short-term risks. Our advice is still the same: if you want to bet, you can take it. Play with positions that you can afford to lose, manage your positions well, and try to avoid emotional operations.

With the popularity of concept tokens related to the Trump family, the number of downloads of related encryption apps is also soaring. You can feel the current mood by looking at the top apps in the financial category in the app store. . As shown below.

Another interesting thing is that the FOMO trading frenzy in the past two days also caused the interruption of some Solana infrastructure services, such as:

Phantom Wallet (known as Metamask on Solana, with more than 15 million monthly active users) just posted on It cannot be done in one go. As shown below.

Moonshot (a Solana token launch pad) also posted on X: We currently have huge traffic and some exchanges may fail. As shown below.

As the FOMO mood continues, many people who missed out on TRUMP and MELANIA seem to have taken a fancy to SOL, which has a good growth. They think that since the transactions of these Memes cannot be separated from SOL, it must be right to buy this one, and then they start buying it at around 280 US dollars. Enter the running position, and then shout the slogan that SOL will definitely reach $1,000.

Regarding the price of SOL, in fact, Li Huawai also discussed it several times in his articles last year. For example, on August 11, 2024, we published an article with the title "Will SOL exceed US$1,000 in the bull market in 2025?" Pass a separate article, as shown below. Interested partners can review the corresponding historical articles.

What I want to express here is that during the bull market in 2021, the price of SOL reached US$258, and the corresponding market value at that time was US$75 billion. As of the time of writing this article (January 20, 2025), by coincidence, the price of SOL is exactly $258, but the corresponding market value is now $120 billion. In other words, the price of SOL has not changed at the two points in time, but the market value has expanded a lot. To explain it in plain language, the inflation of SOL will dilute the value of its token, and the market needs more liquidity (funds) to maintain it. Stayed for the same price.

If you think SOL can reach $1,000 in this bull market, I will not contradict you, but my suggestion is that we must first understand the underlying logic of liquidity. In other words, if you can convince yourself about liquidity, then let alone the SOL of 258, you can directly take over the SOL of 500.

In fact, SOL is pretty good. Although the market value has expanded, the price has still exceeded ATH in the past two days. If you carefully pay attention to the market value of some other altcoins, more such situations may occur (such as the market value of tokens). exceeded the previous high, but the current price of the token is falling).

As for the reasons for the current results, we actually sorted out and analyzed them accordingly in our series of articles on the copycat season last year. The reasons include: there are too many projects born in this round, many projects have high FDV and low circulation, etc.

In short, we still maintain the point of view of the previous article. We may still have the opportunity to see the copycat season this year, but the current liquidity should theoretically not be able to support the copycat season like the last round of bull market. (Almost all altcoins have skyrocketed), various project tokens with serious inflation (including ongoing unlocking issues) are taking away the potential returns that many altcoins should have.

Finally, let me give you a question: With the popularity of the TRUMP concept coin on January 18, it should theoretically be able to attract more newcomers and funds to enter the market, so why is TOTAL2 (all altcoins except BTC Has the sum of market capitalization) still fallen? Where did the money go? Is the market going to be ruined? As shown below.

In short, no matter how FOMO the market sentiment is, we still retain our previous suggestions: emotional speculation and value investing are two completely different strategies. You must first clarify what your own strategy is, or which strategy is suitable for you.

Let’s put aside other political factors. What the encryption field needs now is liquidity. The Trump family’s issuing of coins seems to be an example to other celebrities/institutions. If the United States can really attract the return of US dollars by issuing air coins ( For example, reaching a scale of hundreds of billions of dollars), then this is much more efficient than a "tariff war" or something like that.

There can be many presidents on the earth, and there can be countless memes in the crypto market, but there is only one Bitcoin. In the end, all channels will most likely lead to Bitcoin. If you ignore any short-term fluctuations, then you just need to continue to take advantage of you. The pancake in your hand will be fine.

The biggest contribution of TRUMP tokens to the crypto market is to create out-of-circle effects and leading effects, bringing more liquidity to the market. But if you don’t know where the market’s liquidity comes from, then you are the one providing liquidity. people.