1. 'MAGA Phone' Explosion Warning: This operation is crazier than MEME dogs.
Trump's family made a big news yesterday—launching a gold phone T1 priced at $499, bundled with a monthly fee of $47.45 for the 'No. 47 plan'. The plan is filled with essential services like road rescue and remote medical care, clearly aiming to harvest hardcore supporters.
But the craziest part is, the phone's specs are reminiscent of a mudslide in the phone industry in 2025: USB 2.0 port, 20W slow charging, and a mediocre triple camera, yet it dares to sell at mainstream flagship prices.
Core Data Face Slap:
95% of the US smartphone market is monopolized by Verizon, AT&T, and T-Mobile, while virtual operators (MVNOs) only account for 3%-4% of users.
The average price of similar MVNO plans is $35/month, while the Trump plan has a 35% premium.
The annual churn rate of US smartphone users exceeds 20%; how long can faith recharge last?
Personal Outrage: This is not a phone business at all, but a way to use the 'Made in America' shell to monetize political traffic into stable cash flow. The Trump family made $8 million selling shoes and bibles in the past two years, and now they are directly upgrading to a monthly rental model.
2. Tariff Nuclear Bomb + Phone Scythe: How Does Traditional Capital's Covert War Affect the Crypto Market?
Don't think this has nothing to do with the crypto space! Trump just raised the import phone tariff to 25% in April, forcing Apple to relocate production lines to India, and global supply chain turmoil directly raises consumer electronics costs. Under such macro disturbances, BTC as an anti-inflation asset narrative may be reactivated—this April, Binance Research reported that during the tariff war, crypto market value evaporated by $1 trillion, but BTC's decline (19.1%) was far lower than altcoins (generally over 40%).
Key Inferences:
Risk Aversion Sentiment Rising: If Trump's tariff policy continues, traditional capital may accelerate inflow to BTC.
Compliance Stablecoin Opportunities: The Trump plan bundles cross-border payment services; USDT, PYUSD, and others may become tools to bypass tariff black boxes.
Hardware Mining Game: If 'Made in America' phones use local chips, it may affect the mining machine supply chain.
3. Operator Strategy: How to Hedge Against This 'Political Dog' Risk?
Short Term:
Focus on Tariff-Sensitive Assets: Bitcoin (BTC), Gold-Linked Tokens (PAXG)
Avoid High Beta Altcoins: Under geopolitical policy fluctuations, MEME coins and AI concept tokens may face severe losses (refer to April's 50% drop of SOLX).
Medium to Long Term:
Ambush Web3 Communication Protocols: If Trump mobile users exceed one million, distributed communication projects (like Helium Mobile) may be hyped.
Bet on Political Cycle Hedging Tools: Election prediction markets like Polymarket, compliant stablecoin protocols.
The tariff war may lead to a contraction in dollar liquidity, and BTC may re-emerge in the 'safe-haven pulse' trend of 2024.
Frequent black swan events in US election years suggest allocating 5%-10% positions in gold + RWA assets for hedging.
Beware of disruptions in the hardware supply chain; tokenized computing power rentals (like RNDR) present event-driven opportunities.
When the traditional world begins to get surreal, the decentralized track is the true Noah's Ark.
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