Good morning, everyone. I am Amir. The recent decline caused by the newly disclosed PPI index in the US has made us more aware that the impact of policy data on the blockchain is expanding. How to seize the opportunities within this is something every investor needs to care about. Below are some analyses of the Trump administration, for reference only.

🧩 One, Overview of Trump's Holdings: From Meme Coins to National Strategic Tokens

1. Core Holdings: WLFI ecosystem's “Political Capital Mapping”

- $WLFI: Governance token of World Liberty Financial (WLF) controlled 40% by the Trump family, total valuation of $4.5 billion. Recently, ALT5 Sigma acquired 7.5% of its supply for $1.5 billion, driving upgrades to the token lock-up mechanism, with potential liquidity premium reaching 230%.

- $USD1 Stablecoin: Issued by WLF, circulation exceeds $2 billion, annual interest income of $80 million. Core Scenario: PancakeSwap accounts for 90% of trading volume, cooperative projects (like Torch of Liberty) mandatorily use USD1 to pay transaction fees, forming a closed-loop economic model.

2. Policy-Linked Tokens: Betting on Regulatory Arbitrage

- Ethereum (ETH): WLFI increased its holdings by 10,574 ETH (worth $37.98 million) in the past week, average price $3,591, with a floating profit of over 10%. The increase logic: In line with the Trump administration's “Web3 Bank” strategy (investing $6 million in infrastructure in partnership with Vaulta).

- “Tariff Hedge Tokens”:

- $TRX (Tron): Sun Yuchen's deep cooperation with the Trump family, WLFI holding TRX for cross-border payments, avoiding 15%-50% new tariffs.

- $SUI: Included in WLFI's “MacroStrategy” reserve plan, focusing on high throughput trade settlement.

3. Meme Coin Matrix: Monetization of Political Appeal

- $TRUMP: Issued by Trump, family holds 80% of the tokens. Key Data: Dinner investors lost 43% amounting to $8.95 million, while the top 25 holders made a profit of $111 million — ** Insider advantages crush retail investors.

🗺️ Two, Policy Dividend Mapping: Three Major Directions for Ambush Targets

1. Pension Reform Beneficiary Chain (401k Policy)

- Target Logic: Trump relaxes 401k investment in cryptocurrencies, a 1% allocation of $8.7 trillion in pensions would bring in an additional $87 billion in funds.

- Ambush List:

-$ONDO: Tokenization of Real World Assets (RWA), WLFI holding, target price increase of 80%-120%

-$MNT: Compliance Layer2, enterprise-level DeFi entry, target price increase of 50%-70%

2. AI and Blockchain Integration (US AI Action Plan)

- Catalytic Event: The Trump administration promotes the construction of AI data centers + free open-source models, benefiting computing tokens and decentralized AI infrastructure.

- Alpha Target:

- $RNDR (Render Network): Undertaking government AI computing outsourcing orders, monthly active addresses increased by 40%.

- $OLAS (Autonomous AI Agent): The White House report names the “next-generation AI architecture,” WLFI wallet suspected of building positions.

3. Geopolitical Trade Arbitrage (Tariff Union Agreement)

- Core Opportunity: US-EU 15% mutual tariff exemption categories (aircraft, medical devices) → Surge in demand for supply chain on-chain.

- Ambush Portfolio:

- $XTZ (Tezos): Airbus supply chain partner, enterprise node count increased by 220% in Q2.

🛠️ Three, On-chain Tracking Practice: 3 Major Tools to Capture Politician Positioning Signals

1. Congress Member Position Monitoring Tool*

- Arkham Politician Tagging System: Real-time tracking of 20+ Congress member addresses (e.g., Senator Ted Cruz holding BTC, ETH), setting up alerts for “large inflows.”

- Case: WLFI transferred ETH to Coinbase Prime 6 hours prior, related addresses concentrated on staking USDC — signal accuracy rate of 92%.

2. Policy Event-Token Association Map

- Constructing Logic:

A[Policy Draft] --> B(Lobbying Group Holdings)

B --> C(On-chain Liquidity Injection)

C --> D(Exchange Listing)

D --> E(Follow Token)

- Application: After the leak of the (Genius Act) draft, WLFI increased its holdings in $ONDO by $1.8 million within 24 hours.

3. Behavior Patterns of Trump-Related Addresses

- Typical Operation Chain:

USDC Recharge → Split into small purchases → Aggregate transfer to Coinbase Prime → Family members creating buzz on social media

- Hedging Strategy: Go long on L2 tokens (like $ARB) during the ETH transition phase, average arbitrage space of 18%.

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⚠️ Four, Risk Warning: Three Major Reefs of Policy Arbitrage

1. Regulatory Sniping

- The Senate has requested a review of WLFI's conflicts of interest; if the stablecoin bill passes, USD1 may face “securitization” charges.

2. Liquidity Trap

- WLFI tokens are non-tradable, holders must lock them for 12 months, and prices are subject to overvaluation bubbles.

3. Geopolitical Black Swan

- If the Trump-Putin meeting on August 16 releases signals of sanction relief, Russian-related tokens (like $TON) may crash by 30%.

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Conclusion: Political β arbitrage — the new alpha in the crypto market

> “Every policy ripple from Washington creates a capital tsunami on-chain.”

> While the traditional world debates regulatory boundaries, savvy investors have already quantified the political influence into excess returns using on-chain tools.

Next Action Guide:

- Like, share, and comment to draw ten investors to receive (real-time list of politician position changes)

> (Disclaimer: This article does not constitute investment advice, and the author does not hold $TRUMP or $WLFI)

All investors should be clear that this crypto game rewritten by political power either makes you a prophet or fuels the fire. #美国7月PPI年率高于预期 #