What does Trump want to do?

Author: ABC Alpha DAO researcher

On January 18, 2025, the 47th President of the United States, Donald Trump, the most powerful president on the blue planet, officially released a Meme named after himself—Trump. The world was shocked, the chain was boiling, and the 24-hour #Trump market value It has reached 30 billion U.S. dollars, with a maximum market value of 80 billion U.S. dollars, surpassing DOGE to become the Meme token with the largest market value.

Just one day later, on January 20, the first lady of the United States, Melania Trump, also released a Meme named after herself - Melania, with the market value reaching a maximum of 13 billion US dollars.

As soon as this news came out, there was a lot of criticism in the market. Everyone called the Trump family a vampire in the currency circle. They used the Crypto market as a family cash machine. They took advantage of the power and influence of the President of the United States and the world moment of the upcoming presidential inauguration. , the whole family was frantically issuing coins to cut leeks.

There was also anger and panic selling in the market. BTC once fell below 100,000 US dollars, SOL fell to 230 US dollars, Trump fell from a high of 80 US dollars to 35 US dollars, and various assets on the chain were in dire straits.

What on earth is Trump going to do?

This is everyone’s confusion and question today!

Did Trump go to such great lengths (even nearly losing his life) to ascend to the throne of the United States just to cut leeks by issuing coins?

Is Trump really just businessman inertia? Is it possible to make a fortune if you seize the opportunity?

When he became the President of the United States, did Trump really ignore the contempt and scorn of the world and risk the collapse of the Crypto market to earn billions of dollars? So, what is the new encryption policy he wants to implement? Is it really just a joke?

There are seven hours left before Trump's presidential inauguration speech. Trump's attitude and true intentions may be revealed in his inauguration speech. So, before the answer is revealed, we might as well make a conjecture. From the past behavioral trajectories of the Trump 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’s get straight to our conclusion:

1. Members of the Trump family have launched memes one after another. In addition to self-interest, the larger plan is to "use the huge influence of the President of the United States to call on global forces to jointly expand the Crypto market" and expand the entire Crypto market by 5 times or even 10 times. Can accommodate larger digital dollars.

2. All the plans of Trump and the American interest groups he represents are to reverse the decline of the petrodollar. In the general trend of human digital wave, let the digital dollar continue the hegemony of the US dollar and let the digital dollar continue to rule the human digital economy and digital world. Thus Make America Great Again.

3. The Trump family must personally issue assets and set an example to the world, telling influential countries, organizations, companies, and individuals around the world that they can issue digital assets on the chain. Everyone can make money and expand the market. . However, everything is settled by digital dollars. It is a winner for individuals, for everyone, and for the United States. The only losers are the people and countries that resist this trend.

4. Compliant digital U.S. dollar stablecoins such as USDC will become Trump’s “on-chain Federal Reserve.” USDC is a well-established, legal and compliant digital dollar in the United States. Note: #Trump and #Melania both use USDC as their base liquidity pool. In the future, U.S. dollars will continue to be printed crazily on the chain in the form of USDC. The chain is an extension of the hegemony of the US dollar. However, USDC is not the only option for the U.S. government. Various types of digital dollars will emerge. For example, Paypal’s digital dollars, which have the advantages of a global payment network, will also continue to develop.

5. The reason why the Trump family chose to send out memes instead of other Crypto to release flares is because Meme is the lowest cost and most effective way (this is very familiar with Crypto). The presidential concept Meme initiated by Trump caused a sensation and achieved great success. Later, presidents of other influential countries would follow suit. However, Meme is just the introduction, the introduction to the release of the encrypted atomic bomb, and the bigger one is yet to come.

We call the goal behind this series of operations of the Trump administration: the global asset on-chain movement with the goal of achieving digital dollar hegemony.

This movement needs a signal flare, and it is an atomic bomb-level signal flare. Therefore, what could be more explosive than the President of the United States personally sending a meme?

This atomic signal bomb is so explosive, with such a high degree of spraying, wide coverage, and great influence that it can be called the best in mankind. After attracting global funds and attention, influential people around the world can see that, holy shit, it can still be played like this. Not only can the president post memes, but so can the president’s wife.

Of course, Meme is only the first step of the plan, and the next step is the focus:

The Trump-led global asset on-chain movement with the goal of achieving digital dollar hegemony can be divided into four steps:

Step one: Meme

Representing the celebrity, idol, and IP economy, globally influential national presidents, celebrities, idols, and IP can all issue Meme. The market size of this part is conservatively estimated at 500 billion to 1 trillion US dollars. Just imagine what it would be like if Elon Musk, Taylor Swift, Lionel Messi, and Cristiano Ronaldo all personally posted memes.

Step 2: Stock-like assets

A series of commercial companies and organizations have tokenized all their unissued stock-like assets. Companies that have issued stocks can also tokenize part of their stocks, and all use digital dollars on the chain. Come trade. The current total market value of U.S. stocks is about 50 trillion U.S. dollars. If we assume that this ratio is 5%, then 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 size of the bond market is about 2.5 times that of the stock market, currently about 120 trillion U.S. dollars. If we assume that 5% of bonds are issued in the form of tokens, then the scale will be 6 trillion U.S. dollars.

Step 4: RWA Assets

The so-called RWA assets here include all valuable assets and interest-earning assets that can be put on the chain, such as: gold and other precious metals, commodities, real estate and other off-chain assets. All assets that can be RWA will be migrated to the chain. This part The total asset valuation is approximately 3 50 trillion U.S. dollars (including 14 trillion U.S. dollars in precious metals, 6 trillion U.S. dollars in commodities, and 330 trillion U.S. dollars in real estate), we assume that 3% of the assets (RWA is more complicated, so the proportion is lowered to 2%) are issued in tokens, then This part will reach 7 trillion US dollars.

These four parts add up to a total of about 15 trillion U.S. dollars. Behind this series of assets are corresponding digital dollar transactions, that is, the United States will be able to print trillions of U.S. dollars on the chain. This is very important to the Trump administration and everyone involved. It is tempting enough for the American interest groups it represents.

The above cannot be completed within 1-2 years. It will take at least one term of Trump (4 years) or even the next term.

If you think that it is illegal for celebrities such as the President of the United States to issue coins, and that the RWA of all off-chain assets will encounter many difficulties, etc., I’m sorry, the President of the United States this time is Trump, and he is a veritable crypto president. He will work hard to realize the U.S. dollar It has revived again, launched a series of new encryption policies, and assisted in the introduction of a series of laws and regulations to ensure the orderly progress of all this.

Opportunities for Crypto Investors:

What are the opportunities for Crypto investors in this crypto wave led by the President of the United States?

1.BTC

BTC will always come first.

In 2025, the first year of Trump's new encryption policy, with BTC being called the national strategic reserve, it has almost become a consensus that the price of BTC will double again and exceed 200,000 US dollars. During Trump’s four years in office, if the Crypto market size can achieve more than 5 times of growth, then we can expect $1 million in BTC.

2.Meme

In the short to medium term, the U.S. presidential concept Meme will set off a series of celebrity Meme trends. This is the Crypto version of the IP economy. The presidential concept Meme continues to trigger a Meme wave.

3.Agent+Crypto

The process of human digital civilization has accelerated after LLM and Agent. Currently, the process of human digital civilization is about 30%, but this speed is accelerating.

Based on the general trend that human politics, economy, culture, thought, life and other aspects are moving towards digitization, this U.S. government has decisively placed the revival of the digital dollar on the chain, and the chain has become a new platform for digital dollar hegemony. battlefield, and currently the digital dollar has an overwhelming advantage compared to other countries.

So, why must Agent+Crypto be taken seriously?

ABC Alpha DAO has written a special article to explain it. For specific details, you can check the tweet https://x.com/ABCAlphaDAO/status/1875429038719955189

The tweet has received nearly 180,000 views and is worth reading.

A brief description follows:

All growth materials in the digital age - "data", eventually become productivity. Agent is the concentrated expression of productivity in the digital age, while Crypto (or Blockchain) is the production relationship. The so-called production relationship requires a set of transparent rules. and agreements to clarify issues such as who produces, who trades, how to trade, how to distribute, etc.

So, if Agent is the productive force in the digital age, and we understand Agent as a "silicon-based person", then the identity, asset account, transaction behavior, settlement distribution and other social relations and economic behaviors of Agent, a "silicon-based person", all require A set of globally trusted and transparent protocols can be implemented. Currently, no country or organization can meet these needs of Agents. Only Crypto and Crytpo are naturally born for Agents.

In the future, hundreds of millions of Agents will be born in Crypto, even exceeding the number of humans. There will be trillions of on-chain transaction needs, and digital dollars will be needed here. This is also a battleground for digital dollars. Therefore, Agent is the Alpha track that must be paid attention to. As for which Alphas are worthy of attention, you can follow @ABCAlphaDAO for daily updates.

4. Solana

At present, the battle for TOP of the underlying public chains is basically concentrated between Solana and Ethereum.

The public chain is a completely open source track with no technical barriers and is purely driven by continuous innovation. Once innovation stagnates, it will be overtaken by innovative competitors.

Ethereum has a longer period of value accumulation, a larger developer group, and more capital accumulation (especially the liquidity cost advantage formed by DEFI infrastructure). However, ETH is still too expensive and the cost of use is too high, while each L2 It's more like the vassal states far away from the Emperor Zhou are doing their own thing, and it is difficult to concentrate their power on Ethereum. On the mainnet, the most serious thing 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, this round, the highly innovative Solana (such as Pump. fun paradigm) has suddenly emerged and has now become the most threatening competitor of Ethereum.

At present, 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 for investment. ETH needs 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, you need to wait for the next cycle to find out. .

Summarize:

Trump personally entered the game and released the meme himself, in order to drop a nuclear bomb on the Crypto market, to detonate the market's attention, to mobilize global power to expand the Crypto market, and then guide the trillion-level Crypto market Off-chain assets are in Issuing assets on the chain and generating transactions with digital dollars, thereby continuing the hegemony of digital dollars in the digital world, is in Trump’s personal interests and in line with the fundamental interests of the United States. Of course, a rising tide lifts all boats, and ultimately it is also in the interests of Crypto investors. Therefore, we should take a positive view of all this, get ready, and start enjoying this round of super crypto carnival!