🚨 #特朗普 Unleashing a big move! When Bitcoin broke $110,000, the $2.5 billion 'ammunition depot' rushed in
Just as Bitcoin hit a historic high of $110,000 per coin, Trump's TMTG (Media Technology Group) suddenly dropped a bombshell—announcing a $2.5 billion fundraise to establish a Bitcoin vault, planning to include Bitcoin on the balance sheet!
As soon as the news broke, the cryptocurrency circle erupted:
- Bitcoin price surged by 3%, briefly touching $113,000 during trading;
- TMTG's stock price skyrocketed by 15% before the market opened, and the cryptocurrency sector celebrated collectively;
- Over 120,000 people liquidated across the network, with $525 million evaporated in a single day (approximately 3.8 billion RMB)!
But behind the celebration, doubts are everywhere: Is this another of Trump's 'Twitter governance' style hype, or a carefully planned capital harvesting scheme?💸
💼 How hardcore is the $2.5 billion 'ammunition depot'? All details exposed!
According to the latest disclosures, TMTG is taking this very 'seriously':
✅ Funding source: $1.5 billion in stocks + $1 billion in convertible bonds, with 50 institutional investors subscribing;
✅ Use of funds: 100% for purchasing Bitcoin, no other assets touched;
✅ Holdings scale: At current prices, it will directly hold 22,000 Bitcoins, accounting for 0.11% of the total circulation;
✅ Liquid assets skyrocketed: from $500 million to $3 billion, becoming the world's second-largest corporate Bitcoin holder (after MicroStrategy).
🤔 Key question: TMTG reported a net loss of $58.2 million in 2023, with revenue only $4.1 million; where does the confidence to spend $2.5 billion come from?😱
🎭 Trump's 'cryptocurrency transformation saga': from harsh criticism to wildly harvesting profits
Trump's attitude towards cryptocurrency is akin to a Sichuan opera face-changing act:
- 2018: Harshly criticized Bitcoin as a 'scam' and claimed it promotes crime;
- 2024 Election: Issued personal meme coin 'TRUMP', starting at $0.18, peaked at $75, ultimately leaving 813,000 investors with a loss of $2 billion;
- 2025: Announced the establishment of a 'national strategic Bitcoin reserve' and promoted SEC legislation for cryptocurrencies, while the family business TMTG crazily bought coins.
🤑 Dual profit model: boosting the market with policy benefits in one hand, cashing out with family businesses stockpiling coins in the other, truly 'political and business interests combined'!🚀
📈 Replicate MicroStrategy? Success or disaster?
The cryptocurrency circle's model of 'stockpiling coins to save the country', MicroStrategy, once bought coins by issuing bonds, with its stock price soaring from $5 in May 2020 to $1200 in 2025, exceeding a market value of $100 billion. TMTG clearly wants to replicate this model:
- Plan: Issue stocks to buy coins to inflate market value → Issue cryptocurrency ETFs → Asset securitization;
- Risk: MicroStrategy must pay hundreds of millions in interest annually; if Bitcoin plummets, it could become insolvent. Just a month before TMTG announced its plan, MicroStrategy suffered a $1.2 billion paper loss due to a price correction, with its stock dropping 20% in a single day!
💡 Comments from Xiaopang: This move is reminiscent of a 'gambler's bet', winning means young models from clubs, losing means going back to work...😅
👨👦 The 'family business' behind the $2.5 billion: Donald Jr. becomes the 'crypto czar'
Clearing the fog, this transaction is essentially a capital game for the Trump family:
- Equity distribution: Trump transferred 53% of TMTG shares (approximately $3 billion) to his eldest son, Donald Jr.'s trust fund, who holds absolute decision-making power;
- Cryptocurrency circle actions: Donald Jr. frequently appears at crypto summits, secretly meeting with 'Chinese billionaire' Sun Yuchen, dubbed the 'Trump family's crypto czar';
- Financial doubts: TMTG has severe losses and internal control flaws; suddenly spending $2.5 billion, is it a genuine belief in Bitcoin, or just a 'storytelling' cash-out?🤫
⚖️ Regulatory uncertainty + market 'wolf is coming': $2.5 billion could evaporate instantly!
Despite the SEC signaling regulatory relaxation, risks remain sky-high:
🔸 Policy flip-flops: Trump once promised to establish a 'strategic Bitcoin reserve', but mentioned nothing in his inauguration speech, leading to a 10% crash in Bitcoin;
🔸 Conflict of interest: Congress is investigating whether TMTG's financing exploited policy for profit, questioning the 'political-business separation' model;
🔸 Bitcoin price rollercoaster: In April 2025, due to Trump's tariff policy, Bitcoin plummeted from $109,000 to $74,000, a drop of over 30%. If TMTG buys at a high and the drop repeats, the $2.5 billion could go down the drain!💦
💥 Conclusion: Is this a Ponzi scheme, or a digital gold revolution?
From issuing meme coins to building a Bitcoin vault, the Trump family's cryptocurrency layout increasingly resembles a 'Ponzi scheme':
- Scheme: Create topics → Attract funds → Boost with policies → Cash out and exit;
- Contradiction: The decentralization of Bitcoin fundamentally opposes government regulatory demands;
- Risk: TMTG's fragile financial condition + the high volatility of coin prices could trigger a 'ticking time bomb' at any moment.
📢 Xiaopang warns: When the president starts trading coins, investors should be cautious! Instead of blindly following the trend, remember: Bitcoin is not a safe-haven asset, but a full-blown risk asset. Before entering, ask yourself—can I bear the risk of losing everything?💡#特朗普媒体科技集团比特币财库 #比特币2025大会 $BTC