WOO

Background: The currency on the chain is hot, can the currency on the

exchange rise?

The market share of Bitcoin has recently dropped from 60% to 55%, which means that the copycat season has begun. Recently, hot topics have continued, and it can be said that a hundred flowers are blooming: led by AI Agent, Virtuals Protocol has a market value of over 300 million U.S. dollars; ai16z of the Solana ecosystem has the highest market value The market value of Hyperliquid ecological currency HYPE also exceeded US$1 billion, with an increase of more than 10%. times, and in terms of products, the open interest on the exchange has repeatedly reached new highs, exceeding US$4.3 billion. Even the NFT sector, which is almost forgotten by the market, has also made some moves. Magic Eden and Pudgy Penguins have issued coins one after another, driving the rise of many ETH/SOL blue-chip NFT projects.

From the above simple inventory of hot spots in each sector, it is not difficult to find that they are all centered on the chain. So are the tokens in centralized exchanges really forgotten by the market?

In fact, this is not the case. There is another narrative in this bull market that cannot be ignored: Trump’s election.

Trump’s election means that cryptocurrency has officially entered the public eye. The improvement of laws and regulations and the loosening of supervision will help external funds enter the currency circle. The continuous net inflow of funds from BTC and ETH spot ETFs can confirm the above discussion. World Liberty Financial, the currency circle project of the Trump family, also led by example and frantically purchased DeFi-related currencies in a month, namely: ETH, CBBTC, AAVE, LINK, ENA, and ONDO.

So what is the price performance of the above currencies after purchasing them from World Liberty Financial? What are the common features between these tokens? What other conceptual currencies are there? Let WOO X Research take everyone to take a look.

Summary of purchase history

The above table counts the total cost of cryptocurrency purchased by World Liberty Financial from November 30 to 44.75 million US dollars. The current writing date is December 18. Currently, all currencies held by World Liberty Financial are in a floating profit state.

What’s interesting is that in the past, traditional institutions were more interested in Bitcoin than Ethereum. However, it can be seen from the investment portfolio that World Liberty Financial holds much more ETH than Bitcoin. Perhaps this also means that they are more optimistic about the subsequent development of Ethereum than Bitcoin. The price trend of the market.

• AAVE is the leader in lending in the market and ranks first in TVL among all protocols. Its deposit scale is close to US$40 billion, a record high, and its currency price has also increased by 35% in seven days. In addition, the World Liberty Financial community voted to approve the proposal to cooperate with AAVE. AaveDAO is currently in the TEMP CHECK stage. If the proposal is passed, it will bring new users and more real benefits to AAVE.
• LINK is a veteran oracle project. On November 14, World Liberty Financial also announced that it will adopt Chainlink as a standard for on-chain data and cross-chain connections, as a safe way to introduce DeFi to the next stage of large-scale adoption.
• The development of ENA is closely related to this bull market. Since USDe's income comes from futures arbitrage, as long as the market sentiment becomes more exciting and the Ethereum funding rate becomes higher, Ethena can benefit from it. Recently, TVL has also exceeded 6 billion US dollars, a record high. In terms of products, they have also recently cooperated with BlackRock to launch the RWA stablecoin USDtb. The source of income is treasury bonds. The launch of this product has also made up for the market's negative funding rate. , causing the overall agreement to enter a death spiral.
• ONDO is the current leader in the RWA track. After BlackRock announced the launch of the BUIDL fund, Ondo Finance invested more than US$95 million in it and became the largest holder. Regardless of compliance, legitimacy, amount of funds, and market favorability, ONDO is the best choice in the current RWA track.

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

What coin might I buy next?

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

First of all, we can see from their position layout that it is best if the token itself has a partnership with World Liberty Financial, such as AAVe m3

LINK, then comes "clear business model" and "stable actual income". AAVE, LINK, ENA, ONDO, etc. all have clear product positioning, huge ecological users and actual revenue models. This means that they do not blindly pursue "novel" or "pure concept" tokens, but are more inclined to invest in protocols that can bring long-term value.

LDO: Since World Liberty Financial’s position in ETH is much higher than that of BTC, it can be seen that they are very optimistic about the long-term potential of Ethereum. As the Ethereum staking mechanism matures, and ETFs may introduce Ethereum staking interest rates, the leading protocol LIDO becomes the current first choice.

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

Pendle: Mainly focused on the income split market, allowing users to trade future income rights. As the Ethereum staking interest rate and the yield rate of protocols such as USDe rise, the demand in the income trading market continues to increase, making Pendle receive great attention from the market in this bull market. Recently, Pendle's TVL has exceeded US$5 billion and has established partnerships with multiple mainstream DeFi protocols.

UNI: Uniswap is the origin of DeFi Summer and is also the decentralized exchange most commonly used by current users. It is the leader in this track. Recently, they also launched Unichain, but the market response was lukewarm, but this did not damage users' reliance on Uniswap products.

Conclusion: Blue chip project = presidential currency speculation project

Regarding World Liberty Financial’s massive currency speculation, Nansen analyst Nicolai Søndergaard told Bloomberg: “World Liberty Financial’s purchase of tokens may be to gain more trust, or to promote itself by drawing attention to these assets. project development. Because if these assets perform well, World Liberty Financial may also benefit.”

World Liberty Financial actively deploys blue-chip projects, which not only enhances market confidence in mainstream DeFi protocols, but also injects more institutional funds into the crypto market. This flow of funds further stabilizes the market and drives mainstream projects towards higher market value and development potential.