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#SuperEx #Trump #market The “Trump trade” does not refer to a single trading action directly associated with the traditional political figure Trump, but is a collective term for a series of trading strategies in the cryptocurrency market triggered by a series of events, expectations, and market reactions related to Trump. As an influential political figure, Trump’s policy positions, statements, and political actions can significantly impact the global economy and financial markets. The cryptocurrency market, being highly sensitive and innovative, often reacts more swiftly and intensely to external factors. Currently, with the U.S. elections approaching, over 41 million voters across the country have already cast early ballots for the 2024 presidential election. As a result, the cryptocurrency market has been experiencing increased volatility. Stimulated by “election trading,” Bitcoin has initiated a rally, reclaiming the long-awaited $71,000 mark this week, while the crypto sector has generally seen upward movement, with the MEME market particularly immersed in the wave of AI + Meme. Click to register SuperEx Click to download the SuperEx APP Click to enter SuperEx CMC Click to enter SuperEx DAO Academy — Space Returning to the two candidates, the competition between Harris and Trump has become increasingly fierce, focusing on the methods and channels for revitalizing the American economy. Trump’s campaign platform includes policies such as tax cuts, infrastructure investment, and trade protectionism, which are expected to stimulate economic growth and increase employment in the short term. These policy expectations have ignited market enthusiasm before the elections, as investors hope that the “Trump trade” will bring new growth momentum to the market in 2024. In particular, Trump’s policies could impact geopolitics and trade relations. If Trump is elected, the U.S. may reassess its trade policies toward China, the European Union, and Middle Eastern countries, creating uncertainty that intensifies the market’s demand for safe-haven assets. At the same time, some investors are betting on safe-haven assets like gold and cryptocurrencies, anticipating that Trump’s election could lead to increased market volatility. Thus, we can observe the fierce rally in the cryptocurrency market led by BTC, while the price of traditional safe-haven asset gold continues to break new highs. Let’s return to the crypto space Unlike traditional financial assets, the cryptocurrency market is also under significant scrutiny in this “Trump trade.” Trump has taken a stringent stance on digital currencies, previously stating that he would strengthen regulations on cryptocurrencies. Some analysts believe that if Trump is elected, he may introduce stricter cryptocurrency regulations, particularly targeting the DeFi and stablecoin sectors. This expectation has caused considerable fluctuations in cryptocurrency market sentiment. Some investors have chosen to sell high-risk crypto assets ahead of the elections, increasing their holdings in stablecoins to mitigate potential policy shocks. Copper analysts have pointed out that the market may be at a temporary peak before the U.S. elections. Based on on-chain data from Bitcoin, 98% of short-term holders’ wallet addresses are currently in profit. Historically, when this percentage rises significantly, investors tend to lock in profits, often leading to rapid selling pressure. It is expected that the market’s trend will only become clear one week after the U.S. elections, as primary investors typically avoid large-scale investments around the time of the elections to mitigate risks. Of course, the positive impacts must also be acknowledged. The Trump trade has introduced a new “market segment” — politically themed cryptocurrencies. The emergence of such investment themes signifies further segmentation in the crypto market. For many investors, beyond traditional metrics like market capitalization and use cases, they are also beginning to focus on the topics and attention behind the assets. The political-themed cryptocurrencies triggered by the Trump effect provide investors with new investment strategies, and similar politically influenced events may continue to drive the differentiation and development of the cryptocurrency market in the future. This cross-border effect has built a bridge between traditional financial markets and the cryptocurrency market. The decentralized and free nature of the cryptocurrency market is gradually attracting more attention from traditional investors and institutions, blurring the lines between the two. At the same time, in terms of innovation, the policies of the Trump administration may provide certain opportunities for technological innovation in the cryptocurrency market. For example, blockchain technology, as the underlying technology of cryptocurrencies, has immense application potential in supply chain management, financial services, and other areas. Support from the Trump administration for fintech may promote the development of blockchain technology, thereby driving innovation in the cryptocurrency market. The phenomenon of the Trump trade being all the rage is not merely a fleeting market trend, but a reflection of the thematic and politicized trends in the cryptocurrency market. As the crypto market gradually permeates various aspects of the global political economy, we may see more hotspot events similar to the “Trump trade” in the future. For investors, capturing emotional effects and focusing on topical assets will become a new way to gain returns in the cryptocurrency market. However, in the face of the high volatility and regulatory risks associated with topical trading, rational investment and in-depth research remain effective strategies to navigate market changes.

#SuperEx #Trump #Memecoins Omid Malekan, an adjunct professor at Columbia Business School, said in an X post on October 26th: “Trump’s election as president will be ‘bearish for Memecoins’ because they are a ‘form of economic populism and a statement against unfairness’.” Malekan added: “The regulatory sanity in the United States is unfavorable to Memecoins because it refocuses the emphasis of cryptocurrencies on DApps and other truly important matters, leading to a long bear market where most people have lost money on Memecoins. After venture-capital-backed tokens were ‘forced’ into the cryptocurrency space due to the pressure from Senator Elizabeth Warren and SEC Chairman Gary Gensler, a ‘Republican sweep’ would bring back Initial Coin Offerings, completely open token airdrops, and ‘other kings of token sanity’.” Click to register SuperEx Click to download the SuperEx APP Click to enter SuperEx CMC Click to enter SuperEx DAO Academy — Space So, is it really as Malekan said? Let’s briefly analyze this matter: First of all, let’s analyze the points mentioned by Malekan. Malekan believes that Memecoins are a “form of economic populism and a statement against unfairness”, which means they represent a certain rebellious spirit — especially against the backdrop of the traditional financial system and the unequal distribution of wealth. After Trump is elected, his policies are likely to focus on reducing regulations and restrictions, attempting to steer the financial market towards stability and maturity. Therefore, although Trump’s specific policies in the cryptocurrency field are still unclear, he may more traditional financial concepts, which would deal a blow to the “rebellious” image of Memecoins. In addition, the hype and volatility of Memecoins often rely on the fluctuations of market sentiment rather than actual technical or value support. During his tenure, Trump may take some measures to suppress the speculative behavior in the cryptocurrency market to stabilize the financial market. This could lead to more stringent market regulation, which in turn would affect those Memecoins lacking fundamental support. The Republican Party’s Attitude towards Cryptocurrency Regulation The Republican Party is generally open to blockchain technology, especially supporting applications such as DApps and DeFi, but is relatively conservative towards highly speculative Memecoins. Trump’s election may promote the application of cryptocurrencies to return to “truly meaningful” innovations such as DApps and smart contracts, rather than the highly speculative Memecoins. Therefore, the shift in regulatory focus may also cause Memecoins to lose their advantages and further hit their market performance. Senator Elizabeth Warren and SEC Chairman Gary Gensler, as relatively radical cryptocurrency regulators within the Democratic Party, their policies are often more punitive. However, after the Republicans come to power, although they may relax the regulation of some traditional crypto assets, this “sane” regulation may not include Memecoins. In other words, the Republican Party is more concerned with “functional” crypto assets rather than short-term speculative assets. From this perspective, the coming to power of the Republican Party may bring about a brand-new atmosphere in the cryptocurrency market, that is, promoting the development of value-oriented projects while restricting non-functional speculative assets. The Future of Memecoins: Bubble or Value Transfer? Supporters of Memecoins often believe that they are not just a speculative tool but also a community consensus and cultural phenomenon. However, in a more rational regulatory environment, Memecoins may lose many of their enthusiastic supporters. Without strong policy support and with the market paying more attention to “truly valuable” crypto assets, Memecoins may gradually lose their mainstream status in the market. Therefore, if Trump is elected president and implements policies oriented towards blockchain applications, the “economic populism” label of Memecoins may be weakened, and market funds may flow to projects with higher practical application values such as DeFi, NFTs.

#SuperEx #Trump #WLFI The decentralized finance project World Liberty Financial (WLFI), associated with Donald Trump, has announced that its public sale will launch on Tuesday (October 15), with a goal to raise $300 million at a valuation of $1.5 billion. Prior to this, the project had been heavily promoted for nearly two months, with the entire Trump family involved. Trump himself has repeatedly endorsed the project on platforms like Space and X, positioning himself as a new-generation crypto ambassador. However, compared to its ambitious fundraising target of $300 million, the first day of token sales only brought in tens of millions, falling far short of expectations. More importantly, while the involvement of the Trump family has brought significant attention to WLFI, the market seems to be desensitized to lofty promises. This has led to a decline in confidence in Trump’s endorsements, not to mention the project’s previous controversies surrounding nepotism. Click to register SuperEx Click to download the SuperEx APP Click to enter SuperEx CMC Click to enter SuperEx DAO Academy — Space With only 20 days left until the election, the timing of this crypto project’s debut has sparked concerns about its potential political implications. Some observers question whether the project is intended to sway voters, particularly young ones who are interested in cryptocurrency. Additionally, WLFI has faced significant criticism for its internal management issues. Detractors have pointed out that most of the project’s core team members have direct or indirect ties to the Trump family, raising concerns about transparency and fairness. Some thought leaders in the crypto community have openly suggested that WLFI may simply be using Trump’s political influence to attract investors who are not well-versed in the intricacies of decentralized finance. Beyond the internal issues, there are warnings from external observers about the political undertones of WLFI. Given the proximity to the U.S. presidential election, the project’s launch has led to concerns that it might be intended to influence voters’ support for Trump, particularly those interested in crypto. Although the WLFI team has vehemently denied any political motivations, claiming the project’s goal is to create a global decentralized financial platform free from political interference, skepticism continues to spread. Worse still, the volatility in the crypto market, particularly as the election approaches, is causing investors to be more cautious. WLFI’s ability to meet its ambitious fundraising goals in the short term will largely depend on market confidence in its long-term prospects, as well as the Trump family’s ability to maintain their position as project ambassadors. Upon closer analysis, it becomes evident that this project might merely serve as a way for Trump to expand his fundraising channels, effectively functioning as an alternative form of political donations. This theory is not baseless — compared to the traditionally well-funded Democratic Party, the Republican Party has faced significant fundraising challenges. According to Federal Election Commission records, by July 31, the Harris team had raised $770 million, having spent $440 million, while the Trump team had raised $570 million and spent $310 million. Recent data shows that from July 1 to September 30, the Harris team raised $633 million — a remarkable amount in such a short period, even by election standards — while Trump raised just $350 million in the third quarter, creating a substantial gap between the two. In terms of fundraising channels, Harris primarily utilizes the Carey Committee, while Trump relies on Super PACs. Although both allow for unlimited contributions, the former has the added advantage of allowing “direct donations,” where funds can be given directly to the candidate or party, whereas the latter can only be used for unlimited spending on advertisements and promotions, making it less efficient than the Harris team’s approach. For these reasons, Trump’s sudden move into crypto fundraising just before the election seems logical. This also indicates that the success of the project is closely tied to Trump’s election prospects. The potential benefits to donors are even more significant, but for now, it appears that the Trump family has high hopes for this project, particularly eyeing the stablecoin market as a crypto cash cow.