1. Sudden Unlock: Crypto Giants Bind to the Trump Family

World Liberty Financial (WLFI) tokens were originally scheduled to unlock in 2026, but the terms were suddenly changed for early circulation. This project directly takes 75% of net income from the Trump family, raising $550 million in two rounds of public fundraising, with institutions like Sun Yuchen, DWF Labs, and Aqua 1 holding over 40%, referred to in the industry as the 'crypto donation plan'.

Core Layout:

1. Stablecoin Hegemony: USD1 received $2 billion investment from Abu Dhabi investment institution MGX just three months after launch, connecting ETH/BNB/TRX three chains, and listing on eight major exchanges including Binance and Huobi.

2. Agreement Colonization: Aave passed the proposal to integrate with full votes, Binance's Lista and Euler Finance launched USD1 interest-bearing treasury, and ecological infiltration has become a foregone conclusion.

3. Mutual Cutting Alliance: Sun Yuchen spends $75 million to hold WLFI, while the project team buys 40.71 million TRX in response—top players' chip game has already begun.

2. Harvesting Criminal Record: Reviewing Trump’s Selected Strategy

In December 2024, the WLFI official wallet purchased a large amount of ETH, AAVE, LINK, and other 'Trump-selected coins', causing retail investors to follow suit. Subsequently, these tokens halved at high positions, and the rights defenders are still shouting 'refund' in the community. What’s more concerning is that WLFI signed agreements with multiple projects—'Buy my token, and I will pump your coin', openly manipulating the market.

History does not repeat itself, but it rhymes:

Sun Yuchen invested over 400 million yuan in two rounds of public fundraising, and if WLFI tokens are sold off in a concentrated manner after unlocking, the difficulty of market cap management will increase sharply.

The project team reserves the right to 'modify terms at any time', equivalent to holding the nuclear button, and the rules can be changed at will.

The transparency of USD1 stablecoin reserves is questionable; if decoupling or bank runs occur, it will trigger a chain collapse.

3. Life-and-Death Gamble: To replicate the TRUMP myth or to replay the tragic story of retail investors?

Despite both being 'Trump concepts', WLFI and TRUMP have essential differences:

Chip Distribution: TRUMP's early circulation was highly retail-oriented, while over half of WLFI is institutional locked positions.

Profit Model: TRUMP is driven by meme sentiment, while WLFI relies on USD1 stablecoin business for revenue generation.

Political Risk: If Trump loses, project compliance and institutional support will suffer significant blows.

Summary

The eve of a bull market is often the peak cashing out period for project teams, and the unlocking of WLFT coincides with rising expectations for interest rate cuts and critical junctures for crypto legislation. Historical experience shows that when institutions flee with zero-cost chips, no matter how beautiful the K-line narrative is, it will collapse. If you still want to bet on the Trump concept, the community consensus of TRUMP meme coins may be more resilient than WLFI's institutional holdings.