特朗普的迷因幣在解除限售期后意外大漲10%
Catherine McGrath
2025-04-23
盡管人們預計隨著數(shù)萬枚新代幣發(fā)放給項目內(nèi)部人士,，唐納德·特朗普總統(tǒng)親自背書的迷因幣價格會下跌,，但該幣在上周末卻大幅上漲。
特朗普在第二次就職典禮前夕推出的Trump幣（迷因幣）自上周五（當時有4000萬枚新代幣進入流通市場）以來已上漲10%,。這一被稱為代幣解鎖的事件本應通過增加供應量來壓低迷因幣價格,，然而實際效果卻截然相反,。
代幣解鎖，是指在預先設定的時間周期后,，特定群體（通常涵蓋項目團隊成員,、早期投資者或顧問）得以免費獲取或以較低成本獲得分配的代幣，并獲準出售這些代幣,。這一機制是項目創(chuàng)始人向投資者保證他們不會“卷款跑路”的一種方式,。“卷款跑路”是一種常見的騙局,，即迷因幣項目的團隊成員一次性拋售所持代幣,，導致代幣價格暴跌，使投資者血本無歸,。
根據(jù)該代幣的官方網(wǎng)站信息,，上周解鎖的代幣分配給了“創(chuàng)作者和CIC Digital”。雖然該代幣的創(chuàng)作者身份尚不明確,，但眾所周知,，CIC digital是一家與特朗普存在關聯(lián)的公司。隨著價值3.3億美元的代幣解鎖,，投資者擔心這些持有者會立即拋售代幣以獲利,。
盡管存在這些擔憂，但據(jù)加密貨幣分析公司Chainalysis稱,，該團隊目前尚未進行任何大規(guī)模的拋售,。該公司向《財富》雜志表示：“截至美國東部時間周一下午1點，Chainalysis尚未檢測到Trump幣創(chuàng)作者的任何鏈上交易活動,?！?
研究公司Messari的分析師迪倫·貝恩（Dylan Bane）向《財富》雜志透露，代幣團隊對項目的承諾增強了人們對代幣持久性的信心,，進而促使投資者在周末紛紛回流,。他表示："鑒于Trump幣價格并未下跌，也未出現(xiàn)大規(guī)模拋售,，市場在定價時或許已將特朗普團隊選擇持有這些代幣的可能性納入考量,。”
不過,，貝恩補充道,，這并不意味著該代幣背后的團隊永遠不會拋售。盡管1月首發(fā)時推出了2億枚代幣,，但在此后直至2028年期間,，每隔數(shù)月便會有新一批代幣解鎖，屆時代幣總供應量將達到10億枚,。
貝恩說：“未來解鎖的代幣數(shù)量極為可觀,。因此,，一旦價格走低，團隊將遭受損失,，畢竟他們手中的大部分代幣仍處于鎖定狀態(tài),?！?/p>
投資者對特朗普迷因幣的擔憂并非毫無緣由,。該幣自入市便風波不斷，在最初兩天內(nèi),，其價格從1.21美元飆升至75.35美元,，總市值達到140億美元。但此后不久,，價格便開始暴跌,，自1月19日以來已貶值90%。目前,，該代幣的價格為8.28美元,。
根據(jù)Chainalysis為《紐約時報》撰寫的分析報告，自特朗普迷因幣推出后,，投資者損失超過20億美元,。與此同時，據(jù)《金融時報》分析,，與特朗普有關聯(lián)的實體通過收取交易手續(xù)費以及出售代幣本身,，已獲利3.5億美元。
據(jù)該“迷因幣”網(wǎng)站信息,，到2028年所有代幣解鎖時,，與特朗普有關聯(lián)的兩家實體——CIC Digital和Fight Fight Fight——將持有10億枚Trump幣中的80%。這意味著,，以當前價格計算,，特朗普團隊有望從該項目中獲利數(shù)十億美元。
目前尚不清楚特朗普及其家人是否直接持有該代幣,，以及具體的持有數(shù)量,。（財富中文網(wǎng)）
譯者：中慧言-王芳
盡管人們預計隨著數(shù)萬枚新代幣發(fā)放給項目內(nèi)部人士，唐納德·特朗普總統(tǒng)親自背書的迷因幣價格會下跌,，但該幣在上周末卻大幅上漲,。
特朗普在第二次就職典禮前夕推出的Trump幣（迷因幣）自上周五（當時有4000萬枚新代幣進入流通市場）以來已上漲10%。這一被稱為代幣解鎖的事件本應通過增加供應量來壓低迷因幣價格,，然而實際效果卻截然相反,。
代幣解鎖，是指在預先設定的時間周期后,，特定群體（通常涵蓋項目團隊成員,、早期投資者或顧問）得以免費獲取或以較低成本獲得分配的代幣,，并獲準出售這些代幣。這一機制是項目創(chuàng)始人向投資者保證他們不會“卷款跑路”的一種方式,?！熬砜钆苈贰笔且环N常見的騙局，即迷因幣項目的團隊成員一次性拋售所持代幣,，導致代幣價格暴跌,，使投資者血本無歸。
根據(jù)該代幣的官方網(wǎng)站信息,，上周解鎖的代幣分配給了“創(chuàng)作者和CIC Digital”,。雖然該代幣的創(chuàng)作者身份尚不明確，但眾所周知,，CIC digital是一家與特朗普存在關聯(lián)的公司,。隨著價值3.3億美元的代幣解鎖，投資者擔心這些持有者會立即拋售代幣以獲利,。
盡管存在這些擔憂,，但據(jù)加密貨幣分析公司Chainalysis稱，該團隊目前尚未進行任何大規(guī)模的拋售,。該公司向《財富》雜志表示：“截至美國東部時間周一下午1點,，Chainalysis尚未檢測到Trump幣創(chuàng)作者的任何鏈上交易活動?！?
研究公司Messari的分析師迪倫·貝恩（Dylan Bane）向《財富》雜志透露,，代幣團隊對項目的承諾增強了人們對代幣持久性的信心，進而促使投資者在周末紛紛回流,。他表示："鑒于Trump幣價格并未下跌,，也未出現(xiàn)大規(guī)模拋售，市場在定價時或許已將特朗普團隊選擇持有這些代幣的可能性納入考量,?！?
不過，貝恩補充道,，這并不意味著該代幣背后的團隊永遠不會拋售,。盡管1月首發(fā)時推出了2億枚代幣，但在此后直至2028年期間,，每隔數(shù)月便會有新一批代幣解鎖,，屆時代幣總供應量將達到10億枚。
貝恩說：“未來解鎖的代幣數(shù)量極為可觀,。因此,，一旦價格走低，團隊將遭受損失,，畢竟他們手中的大部分代幣仍處于鎖定狀態(tài),?！?/p>
投資者對特朗普迷因幣的擔憂并非毫無緣由。該幣自入市便風波不斷,，在最初兩天內(nèi),，其價格從1.21美元飆升至75.35美元，總市值達到140億美元,。但此后不久,，價格便開始暴跌，自1月19日以來已貶值90%,。目前,，該代幣的價格為8.28美元,。
根據(jù)Chainalysis為《紐約時報》撰寫的分析報告,，自特朗普迷因幣推出后，投資者損失超過20億美元,。與此同時,，據(jù)《金融時報》分析，與特朗普有關聯(lián)的實體通過收取交易手續(xù)費以及出售代幣本身,，已獲利3.5億美元,。
據(jù)該“迷因幣”網(wǎng)站信息，到2028年所有代幣解鎖時,，與特朗普有關聯(lián)的兩家實體——CIC Digital和Fight Fight Fight——將持有10億枚Trump幣中的80%,。這意味著，以當前價格計算,，特朗普團隊有望從該項目中獲利數(shù)十億美元,。
目前尚不清楚特朗普及其家人是否直接持有該代幣，以及具體的持有數(shù)量,。（財富中文網(wǎng)）
譯者：中慧言-王芳
President Donald Trump’s personally endorsed memecoin surged over the weekend, despite expectations that its price would tumble as tens of thousands of fresh tokens were released to project insiders.
$Trump, a memecoin launched by Trump in the lead up to his second inauguration, has gained 10% since Friday, when 40 million additional tokens were to be released into circulation. The event, known as a token unlock, was expected to depress the memecoin’s price by increasing its supply but it seems to have had the opposite effect.
Token unlocks are when a group of people—usually project team members, early investors or advisors—receive their allocated tokens for free or at a lower price after a predetermined amount of time and are allowed to sell them. Token unlocks are a way for project founders to guarantee to investors that they won’t do a rug pull—a common scam in which a memecoin project’s team members dump their holdings at once, tanking the token’s price and leaving investors holding the bag.
The tokens that were released last week were allocated to “creators and CIC digital,” according to the token’s website. While the identity of the token’s creators is unclear, CIC Digital is a company known to be affiliated with Trump. As the $330 million worth of tokens were unlocked, investors feared that these holders would immediately try to turn a profit by dumping the tokens into the market.
Despite these concerns, the team has not made any significant sales yet, according to crypto analysis firm Chainalysis. “As of 1 p.m. ET on Monday, Chainalysis hasn’t detected any on-chain actions from the creators of $Trump coins,” the firm told Fortune.
The token team’s perceived commitment to the project has led to increased confidence in the token’s longevity, leading investors to rush back over the weekend, Dylan Bane, an analyst at research firm Messari, told Fortune. “Because the price hasn’t gone down and a large-scale sale has not occurred, the markets might be pricing in the possibility that the Trump team just chooses to hold on to these tokens,” he said.
However, this does not mean that the team behind the token won’t ever sell, Bane added. While there were 200 million tokens released for the launch in January, there are staggered unlocks scheduled every few months until 2028, when the total supply of tokens will reach 1 billion.
“There’s a lot more to be unlocked,” Bane said. “So, if the price goes down, that’s not in the team’s interest since most of their tokens are not unlocked yet.”
Investors’ anxiety with Trump’s memecoin may be justified. The coin’s entry into the market was tumultuous, skyrocketing from $1.21 to $75.35 within its first two days, reaching a total market cap of $14 billion. But the coin’s price began to plummet soon after, and it has lost 90% of its value since Jan. 19. The token’s price now sits at $8.28.
In the aftermath of the launch, investors lost more than $2 billion, according to an analysis by Chainalysis for The New York Times. Meanwhile, Trump-affiliated entities have produced $350 million in revenue from trading fees and selling the token itself, according to an analysis conducted by the Financial Times.
According to the memecoin’s website, two Trump-affiliated entities—CIC Digital and Fight Fight Fight—will own 80% of the 1 billion total $Trump tokens once they are all unlocked in 2028. That would mean, at its current price, Trump’s team stands to walk away from the project with a profit in the billions of dollars.
It’s unclear how much of the token Trump and his family own directly, if at all.
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