WOO X Research: Trump also loves Cryptocurrency Speculation, who will be the next to buy?

Background: On-chain currencies are hot, can currencies within the exchange rise?

The recent decline in Bitcoin's market share from 60% to 55% means that the altcoin season has begun. There have been continuous hot topics recently, and it can be said that there is a variety of choices: AI Agent took the lead, and Virtuals Protocol reached a market value of over $300 million. The ai16z in the Solana ecosystem also exceeded a market value of $1 billion. Hyperliquid's native token HYPE has risen more than 10 times, and in terms of products, the open interest on the exchange has repeatedly reached new highs, exceeding $4.3 billion. Even the NFT sector, which was quickly forgotten by the market, has seen some action, with Magic Eden and Pudgy Penguins launching their tokens, driving many ETH/SOL blue-chip NFT projects to rise.

The above simple inventory of hotspots in various sectors shows that they are all centered around on-chain. So, are the tokens in centralized exchanges really forgotten by the market?

In fact, there is another narrative that cannot be ignored in this bull market cycle: Trump's election.

Trump's election means that cryptocurrencies are officially entering the public's field of vision. The improvement of regulations and the relaxation of supervision all contribute to the influx of external funds into the cryptocurrency market, which is confirmed by the continuous net inflow of funds into BTC and ETH spot ETFs. The Trump family's cryptocurrency project, World Liberty Financial, also sets an example by aggressively buying DeFi-related currencies in the past month, including ETH, CBBTC, AAVE, LINK, ENA, and ONDO.

So what is the price performance of the above-mentioned currencies after purchasing them from World Liberty Financial? What are the common characteristics among these tokens? And what are the concept currencies? Let WOO X Research show you.

Purchase Record Summary

The table above shows that World Liberty Financial spent a total of 44.75 million dollars on purchasing cryptocurrencies on November 30th. As of the drafting date, December 18th, all the cryptocurrencies held by World Liberty Financial are in a floating profit state.

Interestingly, in the past, traditional institutions were more interested in Bitcoin than Ethereum, but in the investment portfolio, it can be seen that World Liberty Financial holds far more ETH than Bitcoin, perhaps indicating that they are more optimistic about the future price trend of Ethereum compared to Bitcoin.

• AAVE is the leader in the market lending sector, also ranking first in TVL among all protocols, with a deposit scale of nearly 400 billion US dollars, reaching a historical high. The coin price also rose by 35% within seven days. In addition, the World Liberty Financial community voted to cooperate with AAVE, and the proposal is currently in the TEMP CHECK stage at AaveDAO. If the proposal is passed, it will bring new users and more real profits to AAVE.
• LINK is a veteran oracle project. On November 14th, World Liberty Financial also announced that it will adopt Chainlink as the standard for on-chain data and cross-chain connections, as a secure way to bring DeFi into the next stage of widespread adoption.
• The development of ENA is closely related to this round of bull market, as the source of USDe's income is the spot-future arbitrage. As long as the market sentiment becomes more enthusiastic and the Ethereum funding rate becomes higher, Ethena can benefit from it. Recently, the TVL also broke through 6 billion US dollars, reaching a historical high. In terms of products, they also cooperated with BlackRock recently to launch the RWA stablecoin USDtb, with the income source being government bonds. The launch of this product also fills the market's concerns about the negative funding rate, which has led to the overall protocol entering a death spiral.
• ONDO is currently the leader in the RWA track, and after BlackRock announced the launch of the BUIDL Fund, Ondo Finance invested over 95 million US dollars in it, making it the largest holder. In terms of compliance, orthodoxy, fund size, and market favorability, ONDO is the best choice in the current RWA track.

In addition to the above-mentioned currencies, it is worth mentioning COW. When purchasing the above-mentioned currencies at World Liberty Financial, only Cow Protocol is used for the purchase, so it is also considered a Trump concept currency.

What coins to buy next?

After understanding the investment context of World Liberty Financial, speculate on the next targets they may focus on.

First of all, from their position layout, it is best that the token itself has a cooperative relationship with World Liberty Financial, such as AAVe m3.

LINK, the next is a 'clear business model' and 'stable actual income'. AAVE, LINK, ENA, ONDO, and others have clear product positioning, a huge ecological user base, and actual income models. This means that they will not blindly pursue 'novelty' or 'pure conceptual' tokens, but rather tend to invest in protocols that can bring long-term value.

LDO: Due to World Liberty Financial's much higher ETH holdings than BTC, it is evident that they are very bullish on the long-term potential of Ethereum. With the maturity of Ethereum's staking mechanism, coupled with the possibility of introducing Ethereum staking interest rates through ETF, the leading protocol LIDO becomes the current first choice.

It is the largest liquid staking protocol in the Ethereum ecosystem, with a TVL of up to $37 billion, accounting for 30% of the entire Ethereum staking market.

Pendle: Mainly focused on the revenue split market, allowing users to trade future revenue rights. With the rise of Ethereum staking rates and protocol yields such as USDe, the demand for revenue trading markets continues to increase, attracting high market attention to Pendle in this bull market. Recently, Pendle's TVL has surpassed $5 billion and established partnerships with multiple mainstream DeFi protocols.

UNI: Uniswap is the beginning of DeFi Summer, and it is also the most commonly used decentralized exchange by users. It is the leader in this field, and recently they also launched Unichain, but the market response has been lukewarm. However, this does not diminish the dependence of users on Uniswap products.

Conclusion: Blue chip project = Presidential coin speculation project

Regarding the situation of World Liberty Financial's large-scale speculation on cryptocurrencies, Nansen analyst Nicolai Søndergaard told Bloomberg, "The behavior of World Liberty Financial in purchasing tokens may be to gain more trust or to promote the development of its own project by attracting attention to these assets. Because if these assets perform well, World Liberty Financial may also benefit from it."

World Liberty Financial actively lays out blue-chip projects, which not only enhances market confidence in mainstream DeFi protocols but also injects more institutional funds into the cryptocurrency market. Such capital inflows further stabilize the market and propel mainstream projects towards higher market value and development potential.