WOO X Research: Even Presidents Love Crypto Trading—Who’s Next to Buy In?
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WOO X Research: Even Presidents Love Crypto Trading—Who’s Next to Buy In?
Will on-chain cryptocurrencies surge, and can those within exchanges rise as well?
Navigating Web3 tides with focused insightsRecently, Bitcoin's market dominance dropped from 60% to 55%, signaling the start of an altcoin season. The market has seen a surge of activity across various sectors—AI Agents leading the charge, with Virtuals Protocol reaching a peak market cap of over $300 million; Solana-based ai16z briefly surpassing $1 billion in market cap; and HYPE, the native token of Hyperliquid’s ecosystem, surging more than 10x. On the product front, open interest on exchanges has repeatedly hit new highs, exceeding $4.3 billion. Even the NFT sector, nearly forgotten by the market, has shown signs of revival—Magic Eden and Pudgy Penguins launched their tokens, driving gains across many blue-chip ETH/SOL NFT projects.
A quick overview of these trending sectors reveals one common thread—they’re all centered around on-chain activity. But does this mean that centralized exchange (CEX) tokens have been completely overlooked?
Not at all. Another critical narrative in this bull cycle cannot be ignored: Donald Trump’s election victory.
Trump’s win signifies a turning point for cryptocurrency entering mainstream public awareness. Regulatory improvements and loosened oversight are paving the way for external capital to flow into the crypto space—evidenced by continuous net inflows into BTC and ETH spot ETFs. Moreover, Trump’s family-backed crypto project, World Liberty Financial, is walking the talk, aggressively purchasing DeFi-related assets over the past month: ETH, CBBTC, AAVE, LINK, ENA, and ONDO.
How have these assets performed since being acquired by World Liberty Financial? What characteristics do they share? And which other concept-driven tokens might follow? Let WOO X Research break it down for you.
Purchase Summary
The table above summarizes World Liberty Financial’s crypto purchases since November 30, totaling $44.75 million. As of December 18 (the time of writing), all held assets are currently in profit.
Interestingly, while traditional institutions historically favored Bitcoin over Ethereum, World Liberty Financial holds significantly more ETH than BTC—suggesting stronger confidence in Ethereum’s future price trajectory.
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AAVE is the leading lending protocol across all markets and ranks first in total value locked (TVL), with deposits nearing $40 billion—a record high. Its token price surged 35% within a week. Additionally, the World Liberty Financial community voted in favor of a collaboration proposal with AAVE, which is now in the TEMP CHECK phase within AaveDAO. If approved, this partnership could bring AAVE new users and increased real yield opportunities.
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LINK, a veteran oracle project, was officially adopted by World Liberty Financial on November 14 as the standard for on-chain data and cross-chain connectivity—an effort to securely advance DeFi into the next stage of mass adoption.
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ENA’s growth is closely tied to this bull market. Since USDe generates yield through basis trading, higher market enthusiasm and elevated Ethereum funding rates directly benefit Ethena. Recently, its TVL surpassed $6 billion, hitting an all-time high. On the product side, Ethena partnered with BlackRock to launch USDtb, an RWA-backed stablecoin yielding returns from U.S. Treasuries. This innovation alleviates concerns about a potential death spiral should funding rates turn negative.
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ONDO is currently the frontrunner in the RWA sector. After BlackRock announced its BUIDL fund, Ondo Finance invested over $95 million—making it the largest holder. In terms of compliance, legitimacy, capital scale, and market appeal, ONDO stands out as the top choice in today’s RWA landscape.
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Beyond the listed holdings, COW deserves special mention. All of World Liberty Financial’s purchases were executed exclusively via Cow Protocol, earning COW recognition as a "Trump-themed" token.
What Tokens Might They Buy Next?
Understanding World Liberty Financial’s investment strategy helps identify potential future targets.
First, their portfolio suggests a preference for tokens linked to direct partnerships—like AAVE—and those with clear business models and sustainable real-world yields. AAVE, LINK, ENA, and ONDO all feature well-defined product positioning, large user ecosystems, and proven revenue mechanisms. This indicates they avoid chasing novelty or purely speculative narratives, instead favoring protocols capable of delivering long-term value.
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LDO: Given World Liberty Financial’s substantial ETH holdings far exceeding BTC, their bullish outlook on Ethereum’s long-term potential is evident. With Ethereum’s staking mechanism maturing and the possibility of ETH staking yields being included in ETF offerings, Lido—the leading liquid staking protocol—becomes a natural candidate. It commands a TVL of $37 billion, representing 30% of the entire Ethereum staking market.
It is the largest liquid staking protocol in the Ethereum ecosystem, with a TVL of $37 billion, accounting for 30% of the entire Ethereum staking market.
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Pendle: Focused on yield-trading markets, Pendle allows users to tokenize and trade future yield rights. As Ethereum staking yields and returns from protocols like USDe rise, demand for yield trading grows—propelling Pendle into the spotlight during this bull run. Recently, Pendle’s TVL exceeded $5 billion, and it has formed strategic partnerships with multiple major DeFi platforms.
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UNI: Uniswap sparked the DeFi Summer and remains the most widely used decentralized exchange—the undisputed leader in its category. Although its recent launch of Unichain received lukewarm market response, user reliance on Uniswap’s core products remains strong.
Conclusion: Blue-Chip Projects = Presidential Meme Coins
Regarding World Liberty Financial’s aggressive token acquisitions, Nansen analyst Nicolai Søndergaard told Bloomberg: “World Liberty Financial’s buying behavior may aim to build trust or drive attention toward these assets to benefit their own project. If these assets perform well, World Liberty Financial stands to gain as well.”
By actively investing in blue-chip DeFi projects, World Liberty Financial not only strengthens market confidence in leading protocols but also channels institutional capital into the crypto ecosystem. This capital flow further stabilizes the market and accelerates the growth trajectory of mainstream projects toward higher valuations and expanded potential.
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