On January 18, 2025, the 47th President of the United States, Donald Trump, the most powerful president on this blue planet, officially released a Meme named after himself—Trump, shocking the world and igniting the blockchain. Within 24 hours, the #Trump market cap skyrocketed to $30 billion, peaking at $80 billion, surpassing DOGE to become the largest Meme token by market cap.
Just one day later, on January 20, First Lady Melania Trump also released a Meme named after herself - Melania, with a peak market capitalization of $13 billion.
Once this news broke, the market was immediately filled with criticism, with everyone cursing the Trump family as vampires of the coin world, treating the Crypto market as a family ATM, leveraging the power and influence of the U.S. President and the world moment of the upcoming presidential inauguration to frantically issue coins and cut the leeks.
The market also saw angry and panic-driven sell-offs. BTC once fell below $100,000, SOL dropped to $230, and Trump fell from a high of $80 to $35, with various on-chain assets in disarray.
What is Trump really trying to do?
This is the confusion and question of everyone today!
Did Trump go through all this trouble (even risking his life) to take the U.S. presidency just to issue coins and cut leeks?
Is Trump really just a businessman by nature? Seizing opportunities to make a quick buck?
When Trump became President of the United States, did he really disregard the world's disdain and contempt, risking the collapse of the Crypto market to earn a few billion dollars? So, is the new crypto policy he wants to implement really just a joke?
There are 7 hours left until Trump’s presidential inauguration speech. Trump's attitude and true intentions may be revealed during the speech. So, before the mystery is unveiled, let’s make a guess. From the past behaviors of the Trump team and considering Trump as the President of the United States and the interest groups he represents, what could be the underlying purpose of this series of actions?
Let's state our conclusion directly:
1. Members of the Trump family will successively launch Memes. Beyond personal interests, the larger strategy is to 'leverage the immense influence of the U.S. President to rally global forces to expand the Crypto market,' allowing the entire Crypto market to grow 5 to 10 times larger, thus accommodating a larger scale of digital dollars.
2. Trump and the American interest groups he represents are laying the groundwork to reverse the decline of the petrodollar, allowing the digital dollar to continue the hegemony of the dollar in the grand trend of human digital waves, thereby making America great again.
3. The Trump family must personally showcase their assets, setting an example for the world, telling influential countries, organizations, companies, and individuals globally that they can issue digital assets on-chain, making money while expanding the market. However, everything will be settled in digital dollars. For individuals, for everyone, and for the United States, all are winners. The only losers are those individuals and nations resisting this trend.
4. Compliant digital dollar stablecoins like USDC will become Trump's 'on-chain Federal Reserve.' USDC is a legitimate and compliant digital dollar from the U.S., and note: #Trump and #Melania are both based on USDC liquidity pools. In the future, the dollar will be printed on-chain in the form of USDC. On-chain represents the extension of dollar hegemony. However, USDC is not the only option for the U.S. government; various types of digital dollars will emerge, such as the digital dollar from Paypal, which has the advantage of a global payment network.
5. The reason the Trump family chose to launch Memes rather than other Cryptos to release a signal flare is that Memes are the lowest-cost and most effective method (this shows a good understanding of Crypto). After the presidential concept Meme initiated by Trump caused a sensation and achieved huge success, other influential national presidents will follow suit. However, the Meme is just the beginning; it is merely the precursor to releasing a crypto atomic bomb—much more is to come.
We call the underlying goal of this series of operations by the Trump administration: a global movement to put assets on-chain aimed at achieving digital dollar hegemony.
This movement needs a signal flare, and it needs to be an atomic-level signal flare. Therefore, is there anything more explosive than the U.S. President personally launching Memes?
This atomic signal flare is incredibly explosive, with a spray degree so high, coverage so broad, and influence so large, it can be called the greatest in human history. After attracting global funding and attention, it has shown influential figures around the world that, wow, this is how it can be played. Not only can the President issue Memes, but the First Lady can too.
Of course, Meme is just the first step of the plan; the next steps are the focus:
The global movement led by Trump aimed at achieving digital dollar hegemony can be divided into four steps:
Step 1: Meme
Representing celebrities, idols, and the IP economy, influential national presidents, celebrities, idols, and IPs globally can issue Memes, with this market conservatively estimated to be worth $500 billion to $1 trillion. Imagine if Elon Musk, Taylor Swift, Lionel Messi, and Cristiano Ronaldo all personally launched Memes—what a sight that would be!
Step 2: Stock-like assets
A series of commercial companies and organizations are tokenizing all their unissued stock-like assets. Companies that have already issued stocks can also tokenize part of their stocks, all using digital dollars for transactions on-chain. Currently, the total market value of U.S. stocks is around $50 trillion. Assuming this proportion is 5%, then $2.5 trillion of stock-like assets can be traded using digital dollars on-chain.
Step 3: Bond-like assets
The bond market is about 2.5 times larger than the stock market, currently around $120 trillion. We assume that 5% of bonds are issued in token form, then this scale will reach $6 trillion.
Step 4: RWA assets
The so-called RWA assets here include all price-bearing assets and income-generating assets that can be put on-chain, such as precious metals like gold, commodities, real estate, and all off-chain assets that can be RWA-converted. The total estimated value of these assets is about $350 trillion (including $14 trillion in precious metals, $6 trillion in commodities, and $330 trillion in real estate). Assuming that 3% of the assets (since RWA conversion is complex, we lower this percentage to 2%) are issued in token form, this portion will reach $7 trillion.
The total of these four components is about $15 trillion. The series of assets behind them correspond to digital dollar transactions, meaning the U.S. could print trillions of dollars on-chain, which is sufficiently tempting for the Trump administration and the American interest groups it represents.
All of these will not be completed in 1-2 years; it will take at least one term of Trump (4 years) or even the next term to accomplish.
If you believe that it is illegal for the U.S. President and other celebrities to issue coins, and that all off-chain asset RWA conversions will encounter numerous difficulties, I’m sorry, this current U.S. President is Trump, who is a bona fide crypto president. He will launch a series of new crypto policies aimed at revitalizing the dollar, along with a set of laws and regulations to ensure everything proceeds in an orderly manner.
Opportunities for crypto investors:
In this crypto wave led by the U.S. President, what opportunities do crypto investors have?
1. BTC
BTC is always the first.
In 2025, the first year of Trump’s new crypto policy, as BTC is designated as a national strategic reserve, BTC’s price is expected to double, breaking through $200,000, which has almost become a consensus. If during Trump's four-year term the Crypto market scale can achieve more than fivefold growth, then a $1 million BTC can be anticipated.
2. Meme
In the short to medium term, the concept of the U.S. President Meme will spark a series of celebrity Meme trends, which is the Crypto version of the IP economy. The presidential concept Meme will continue to trigger Meme waves.
3. Agent + Crypto
The pace of human digital civilization is accelerating after LLM and Agents. Currently, the progress of human digital civilization is about 30%, but this speed is increasing.
Based on the overarching trend of human politics, economy, culture, thought, and life moving towards digitization, this U.S. government has decisively placed the revival of the digital dollar on-chain, making on-chain the new battleground for digital dollar hegemony. Currently, compared to other countries, the digital dollar holds overwhelming advantages.
So, why is Agent + Crypto something that must be taken seriously?
ABC Alpha DAO has specifically elaborated on this and the details can be found in the tweet https://x.com/ABCAlphaDAO/status/1875429038719955189
This tweet has garnered nearly 180,000 reads and is worth a look.
Here’s a brief description:
All growth materials in the digital age—'data'—eventually become productive forces. Agents are a concentrated expression of productive forces in the digital age, while Crypto (or Blockchain) represents the production relations. The so-called production relations require a set of transparent rules and protocols to clarify who produces, who trades, how trading occurs, and how distribution happens.
So, if Agents are the productive forces of the digital age, and we understand Agents as 'silicon-based humans,' then the identity, asset accounts, trading behaviors, settlement distributions, and other social relations and economic behaviors of this 'silicon-based human' require a globally trusted transparent protocol to be realized. Currently, no country or organization can meet these needs for Agents—only Crypto, which is inherently born for Agents.
In the future, billions of Agents, even exceeding the human population, will emerge in Crypto. This will generate trillions of on-chain transaction demands, and all of this requires digital dollars, making this a crucial battleground for digital dollars. Therefore, Agents are an Alpha track that must be focused on. As for which Alphas are worth paying attention to, you can follow the daily updates from @ABCAlphaDAO.
4. Solana
Currently, the competition for top-tier underlying public chains is primarily between Solana and Ethereum.
Public chains are a completely open-source field driven purely by continuous innovation without technical barriers. Once innovation stagnates, they will inevitably be surpassed by competitors with innovative capabilities.
Ethereum has a longer time for value accumulation, more developer communities, and more capital accumulation (especially the liquidity cost advantage formed by DEFI infrastructure). However, ETH is still too expensive, and the usage costs are too high, while various L2s resemble vassal states distancing themselves from the central power, making it difficult to concentrate efforts on the Ethereum mainnet. Most seriously, the Ethereum ecosystem has lacked innovation in recent years, and other chains have essentially developed the necessary foundational infrastructure. Therefore, the highly innovative Solana (for example, the Pump.fun model) has emerged as a strong competitor, currently the most threatening rival to Ethereum.
Currently, the spot ETF for ETH has been established, and the likelihood of SOL’s spot ETF passing has become reasonable due to the appearance of Trump Memes.
Thus, from this cycle, SOL offers better investment cost-effectiveness. ETH will need to wait for the next cycle to be reevaluated. Because, ultimately, everything will return to On-Chain-Fi, and Ethereum still holds significant advantages in this area. Whether this advantage will be surpassed by Solana will need to wait for the next cycle to reveal.
Summary:
Trump personally engages, launching Memes to drop a nuclear bomb on the Crypto market, aimed at igniting the market's attention, rallying global efforts to expand the Crypto market, and then guiding trillions of off-chain assets to issue assets on-chain and transact with digital dollars, thereby extending the hegemony of the digital dollar in the digital world. This aligns with Trump’s personal interests and the fundamental interests of the U.S., and of course, as the tide rises, it ultimately aligns with the interests of crypto investors. Therefore, we should actively view all of this positively, prepare ourselves, and start enjoying this round of super crypto frenzy!
