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

The recent drop in BTC market dominance from 60% to 55% means that the alt season has begun. There have been many recent hot topics, and it can be said that there is a variety of altcoins: AI Agent leads the charge, Virtuals Protocol has a market cap of over $300 million; ai16z in the Solana ecosystem has a market cap of over $1 billion. Hyperliquid's HYPE has increased by over 10 times in terms of price, and in terms of product, the open interest in the exchange has repeatedly hit new highs, exceeding $4.3 billion. Even the almost forgotten Non-fungible Token zone has seen some action, with Magic Eden and Pudgy Penguins both launching coins and driving many ETH/SOL blue-chip Non-fungible Token projects to pump.

The above simple inventory of hotspots in each zone, it is not difficult to find that they are all around the chain. So, have the tokens in the centralized exchange really been forgotten by the market?

Actually, there is another narrative that cannot be ignored in this bull market cycle: the election of Trump.

Trump's election means that cryptocurrencies have officially entered the public's view. The improvement of regulations and the relaxation of supervision both contribute to the influx of external funds into the currency circle, as evidenced by the continuous net inflow of funds into BTC and ETH spot ETFs. The Trump family's currency circle project, World Liberty Financial, also sets an example by buying DeFi-related currencies frantically for a month, including ETH, CBBTC, AAVE, LINK, ENA, and ONDO.

So, what is the price performance of the above currencies after purchasing them at World Liberty Financial? What are the common features among these tokens? And what are the concept currencies? Let WOO X Research take everyone to have a look.

Purchase Record Summary

The table above shows that World Liberty Financial has purchased a total of 44.75 million US dollars worth of cryptocurrencies as of November 30th. As of the time of writing, which is December 18th, all the coins held by World Liberty Financial are in a floating profit state.

Interestingly, traditional institutions have shown more interest in BTC than Ethereum in the past. However, in their investment portfolio, World Liberty Financial holds much more ETH than BTC. Perhaps this also indicates that they have a more positive outlook on the future price trend of Ethereum compared to BTC.

AAVE is the leader in the lending market, and also ranks first in TVL among all protocols, with a deposit scale close to 400 billion US dollars, reaching a historical high. The coin price has also pumped 35% in the past seven days. In addition, the World Liberty Financial community has voted to cooperate with AAVE, and the proposal is currently in the TEMP CHECK phase at AaveDAO. If the proposal is approved, it will bring new users and more real income to AAVE.

LINK is a well-established 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 arbitrage. As long as the market sentiment becomes more enthusiastic and the funding rate of Ethereum becomes higher, Ethena can benefit from it. Recently, the TVL also exceeded 6 billion US dollars, reaching a historical high. In terms of products, they have also cooperated with BlackRock to launch the RWA stablecoin USDtb, with the income source being government bonds. The launch of this product also makes up for the market's concern 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. After BlackRock announced the launch of the BUIDL fund, Ondo Finance invested more than 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 holding currencies, it is worth mentioning COW. When purchasing the above-mentioned currencies at World Liberty Financial, only Cow Protocol is used for purchasing, so it is also considered a Trump concept currency.

What coin should I buy next?

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

First, from their position layout, it can be seen that it is best for the token itself to have a cooperation relationship with World Liberty Financial, such as AAVe m3.

LINK, on the other hand, is about "clear business model" and "stable real income". AAVE, LINK, ENA, ONDO, etc. all have clear product positioning, a large ecological user base, and actual revenue models. This means that they do not blindly pursue "novelty" or "purely conceptual" tokens, but rather tend to invest in protocols that can bring long-term value.

LDO: Due to the fact that World Liberty Financial's holdings in ETH far exceed BTC, it is evident that they have great confidence in the long-term potential of Ethereum. With the maturation of Ethereum's staking mechanism, coupled with the possibility of ETF introducing Ethereum staking interest rates, the leading protocol LIDO becomes the current top choice.

He is the largest liquidity protocol in the Ethereum ecosystem, with a TVL of up to 370 billion US dollars, accounting for 30% of the entire Ethereum staking market.

Pendle: It focuses primarily on the yield splitting market, allowing users to trade future income rights. With the rise of Ethereum staking rates and the yields of protocols like USDe, the demand for the income trading market continues to grow, making Pendle highly regarded in this bull market. Recently, Pendle's TVL has surpassed $5 billion and has established partnerships with multiple mainstream DeFi protocols.

UNI: Uniswap is the origin of DeFi Summer and the most commonly used decentralized exchange by users. It is the leader in this field. Recently, they also launched Unichain, but the market response has been lukewarm. However, this does not affect users' reliance on Uniswap products.

Conclusion: Blue chip projects = Presidential speculation projects

Regarding the situation of World Liberty Financial's large-scale speculation in coins, Nansen analyst Nicolai Søndergaard told Bloomberg: "The behavior of World Liberty Financial's purchase of 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 drive mainstream projects towards higher market capitalization and development potential.