WlFI TGE will reach: who will be the biggest winner of the Trumps' RUMP 2.0?

The World Liberty Financial (WLFI) project, which is deeply linked to President Trump’s currency, is rapidly becoming a central issue in the recent encryption market. WLFI announced on the push that it was expected that a token-generation event would take place by the end of August.

Since its inception in 2024, the WLFI has been carrying its own powerful trump political radiance, and its upcoming issue of tokens is not only a key milestone in the development of the WLFI, but is seen as a market experiment that integrates political influence with the depth of encrypted finance. What are the great uncertainties and potential opportunities of this experiment? Will there be a next fuse that will change encryption patterns? Is it profitable for the diaspora to participate?

Although the political influence of Trump is quite low, the development of the WLFI ecology is no different from that of other encryption projects. As early as last October, WLFI tried to raise public funds, selling several hours of website collapses; only around 344 million were sold in the first hours, just 1.7 per cent of the 20 billion in the public quota, far below the initial expectations. There are two reasons for this: the dual restriction of entry and narrative. At that time, public sales were addressed only to so-called United States eligible investors or non-United States residents, and both were marked by the early use of the WLFI as a non-transferable governance token, which led to a significant curtailment of market demand and to the failure of public spending at that time.

After this failure, it became clear that WLFI slowed down and focused on the area of ecological construction. As a result of the sinking, the USD1 stabilizer was born in March of this year, positioned in a transparent United States dollar, with 100 per cent of cash and assets such as United States Treasury bonds endorsed and the value of US$ 1:1. WLFI claims that the Stabilisation Currency is the core pillar of its construction of DeFi for Americans themselves, and is even promoted as an upgraded super-digit dollar. According to CoinMarketCap, USD1 expanded rapidly in the first few months after its release to be in the mainstream stable currency. By August 2025, the market value of USAID1 had reached approximately $2.1 billion.

One of the fastest-growing stabilization currencies in such a short period of time is largely due to a heavy-weight trade. WLF co-founder Vitkov announced at the Conference on Encryption in Dubai that MGX, the United Arab Emirates ' Abu Dhabi investment fund, uses USD1 as a medium and invests $2 billion in shares in Binance, the world ' s largest encryption exchange. This initiative directly enhances the status and trust of the USD1 industry. In the end, Binance itself, including centralized exchanges such as Bybit, Bitget, Gate.io, and fast-track USD1 trading match-ups and mobile pools such as the centralized exchange PancakeSwap, Uniswap and others, provided a basis for audiences to use the USD1 example.

Of course, while growing at a high rate, the USD1 has attracted some regulation and controversy. A number of United States parliamentarians have questioned the Tramp family's interests in USD1. Senator Warren accused Trump of having a foreign government-sponsored fund that announced that it would trade $2 billion in stability coins, which would make it easier for the President and his family to feed themselves, which is essentially corruption! She even asked other Democrats to investigate details of the use of USD 1 by MGX and coins. Unfortunately, shortly after that, the United States Congress passed the Act on securitization of Currency Regulation (GENIUS Act, Genius Act), a move that has the taste of being both a referee and an athlete, but set the overall tone for USD1 compliance.

TGE: How does the President's Treasury recover its governance?

The WLFI token-generation event has become a hot spot for global investors and observers. Prior to this, WLFI paved the way for TGE through a series of carefully designed steps. The USD1 is just the first step in building up the ecological landscape. The next step is to empower the WLFI tokens. To that end, the community vote adopted by WLFI in July approved, by an overwhelming majority, the transferability of coins by early supporters. This decision fundamentally changed the nature of the WLFI token from a relatively closed treasury governance tool to a real asset of market value.

The result not only marked a formal move to the open market for the project, but also prepared for the upcoming liquidity injection. At the same time, the OTC market for WLFI foreign currency transactions has become extremely active, with prices continuing to climb in unofficial channels, accumulating tens of millions of dollars in transactions.

In an off-site transaction at a centralized exchange, WLFI entered into a deal at approximately US$ 0.4. However, due to the lack of depth, this price is not indicative. For a project with a total circulation of up to 100 billion, an in-situ transaction price of US$ 0.4 would mean that the entire WLFI project reached an alarming market value of US$ 40 billion. On the basis of current market rankings, this will go beyond the total market value of dog coins and will be classified as Top10.

At the fall of the Fed, Kol even called the WLFI hit 1U. This may not be a dream. OTC’s strong trading power clearly reflects the strong demand and rising expectations of the market for WFP, but also portends the potential for sharp price fluctuations after TGE and the pressure on early-profits to sell. The difference between off-site prices and future open market prices will be the biggest focus of the post-TGE WLFI game.

Institutional funds are running in: what does Art5 Sigma see?

At this critical juncture in the TGE, WLFI has successfully introduced a heavy institutional-level cooperation and has similarly played a currency equity role. NASDAQ listed company Alt5 Sigma (Share Code: ALTS) announced a $1.5 billion WLFI treasury strategy to hold approximately 7.5 per cent of the total supply of WLFI. The Treasury strategy was widely interpreted by industry as a micro-strategy of the WLFI version.

In particular, it has established an enterprise bank for WLFI coins through stock increases and private exchange. ALT5 completed a large-scale financing deal of $1.5 billion in August 2025, issuing 200 million shares of new and existing stocks for subscription by investors, including WLF. WLFI, as one of the main contributors, subscribed a significant share of the ALT5 in WLFI coins worth $750 million. As a result, ALT5 obtained approximately 7.5 per cent of the total supply of WLFI for its balance sheet. According to KOL, the cost of obtaining WLFI tokens was approximately USD 0.2. ALTS aims to enhance its credibility and institutional recognition by consolidating WLFI tokens into the balance sheets of a listed company.

As part of the deal, the co-founder and chief executive officer of the WLFI will chair the board of directors of the AlT5 and Trump will join its board of directors, which further strengthens the deep integration of the political relevance and institutional dimensions of the project. This move not only has the potential to create price stability and lower liquidity by locking in large amounts of tokens, but, more importantly, it has brought institutional-level compliance and visibility to the WLFI tokens through formal linkages with listed companies, greatly supporting their market confidence.

The WLFI project, in its access to the open market, adopted a unique silo strategy for public corporations to endorse and raise funds for the project with the involvement of institutions in the traditional securities market. At the heart of this strategy is the in-depth cooperation with the company Alt5 Sigma.

The release of the LT5 Sigma cooperation has generated strong reactions in the capital market. Initially, the Unit became active as a result of the one-time surge in the Trump concept. However, there may subsequently be significant reversals in stock prices as a result of a reassessment of the risk of the transaction by investors. There are reports that after the announcement, the ALT5 stock price fell by about 25 per cent, from each share.$7.50 to$5.62. This roller coaster movement shows that traditional shareholders still have doubts about the company's commitment of large sums of money to encrypted assets. However, in the long run, as long as the value of the WLFI token increases steadily, the balance sheet of ALT5 will benefit and its share price is expected to be strongly supported.

Unprofitable: Why does Sun-woo show up all the time?

One of the topics of interest to the community in the context of the WLFI project is Sun Soon, the founder of the Wave Tron. Through public information, it can be ascertained that Sun Yuo Sun did play an important role in the WLF project. First, Sun was one of the largest external investors in WLFI. According to Reuters, he invested at least $75 million in WLFI through personal and associated capital. In return, he was listed as a project consultant and on several occasions on social media for WLFI. The large investment showed a remarkable degree of recognition of the project ' s future and its benefits. This was also seen as a bold attempt to bet on the United States-owned compliance DeFi, given Sun’s consistent aggressive investment style in the encryption ring. Arkham Intelligence’s chain study, in its 2025-01-31 report, clearly states:"Justin Sun's process experienced in the first case of the WLFI token sale, at the sale price of $0.015 per token (min: purchase of the first phase of Sun ' s sale of WLFI tokens at a price of 0.015 per token) "This means that Sun's leverage on the WLFI is not only substantial, but that the cost of the warehouse is extremely low.

Second, Sun Woo-sheng ' s Tron Ecology was linked to WLFI at the technical and operational levels. As early as May 2025, WLFI announced that its Stable Dollar USD1 would be integrated into the Wave Field Tron network as a TRAC-20 token on the Tron chain. Shortly after this announcement, the WLFI network provided USD1 ' s contractual address at Tron. Waves have long been one of the most active networks of stable currencies, such as USDT, due to a number of factors. The USD1 landing site can use its vast user base and trading network to accelerate the flow of USD1. For the wave field, the inclusion of a US President’s stabilization project has undoubtedly raised its ecological prestige. It is clear that this mutually beneficial cooperation cannot be facilitated without the good offices of Sun Sun. As the head of the wave field ecology, he has a decisive influence on driving the USD1 chain.

So what's Sun-woo's potential gain from WLFI? On the one hand, if WLFI succeeds in rising, part of its trade activity in WLFI and USD1 stability may occur on the wavefield network, pushing up Tron’s chain of transactions and fees. At the same time, the large amount of WLFI coins (earned through investment) held by Sun-woo in the morning by individuals will also appreciate as the market value of the project increases, thus receiving a return on wealth. On the other hand, the wave fields have been seeking to strengthen linkages with mainstream compliance projects to improve their image in Western markets, commonly known as whitewashing. It can be said that Sun Sun is seeing WLFI as a strategic investment in the United States of America.

WLFI Economic Model: Can the diaspora make money?

Prior to the formal opening of the TGE, WLFI ' s secondary market price consisted almost entirely of an out-of-the-scene mooring that had been brokered by anecdotal and private agreement, with a high level of information noise and a low degree of validation, both arbitrage and implementation risks. First of all, the cost and the potential to be pushed. Early private collection for the project, two tranches, approximately. $0.015 with $0.05. This means that, once the market has been unlocked, the earliest holders may have received several times, if not dozens, of book-to-book gains at relatively conservative secondary prices, and that in the short term, high-performing motivations exist objectively and can easily be set up at the start-up stage to throw out and play.

The second is the reference system for implied valuation. The ALT5 Sigma deal provided the market with an institutional pricing anchor: WLFI exchanged $750 million in WLFI tokens for ALT5 shares, pushed back by "getting total supply 7.5%" and implied unit prices. $0.10. Moreover, the Trump financial disclosure was interpreted by the market as a higher valuation of WLFI, which is not priced in the open market but has a profound impact on the psyche of both buyers and sellers.

And look at off-site and test mobility. After the community vote was passed, sporadic OTC offers and water test fluids began to appear, as we mentioned above, and the off-site OTC price was on average. $0.3 –$0.4, with limited cut-off depth.

The arbitrage space coexists with risk. Differing valuations from different sources have theoretically given room for low-priced high-priced move, but the risks involved in unlocking, delivering and reputable rivals cannot be underestimated. It is also important to note the misalignment of the value of the currency, namely, the large holdings of the LT5 Sigma, whose share price may be at a different pace from the value of the currency. On the face of it, there is a "low-sale" hedge, but the trading rules, the liquidity structure, the speed at which information is transmitted are not the same for stocks and coins, and implementation is complex and more risky.

Post-market outlook: medium-term elections or the biggest challenge?

The WLFI valuation and narrative of the entire project are almost entirely tied to the narrative expectations of the IP of the tranqué, a high-level tie that brings both traffic and imagination and places the project directly under the spotlight of the United States political cycle. The upcoming mid-2026 elections are likely to be the biggest entry point for the post-WLFI market: who controls the Congress, who chairs the key committees, and who leads the way around encrypted legislation and hearings will be quickly channelled to the pricing and liquidity of the WLFI project.

若共和党在2026年中期选举中稳固或扩大优势，加密监管友好的政策口径与立法推进更有可能被市场提前计价，WLFI官方背书的叙事得到再确认，生态建设、合规渠道与交易所对接的节奏也更容易提速，从而为其带来更多的溢价空间。但是相反，若形成分裂政府，立法与执法的拉锯将成为常态，WLFI项目所面临的政策不确定风险将会长期存在，价格更容易在区间内反复。最不利的情形是反对党拿下关键委员会并把加密货币的伦理与利益冲突作为攻防主轴，听证、调查与媒体审视全面增压，WLFI的估值叙事被迫折价，流动性与波动性同频折戟。

因此，WLFI项目建设在更长时间维度上的兑价应被充分考虑。特别是在中期选举前与中期选举后，市场需要密切盯住几条验伪线索：国会版图与金融相关委员会的归属变化，财政部及SEC对代币发行与稳定币的最新口径与执法节奏，家族或公司层面的持仓与治理披露是否更透明、是否继续减持，牌照、合规伙伴与交易所上线等里程碑推进是否顺利等等一系列因素。WLFI最终面临的是政治推力还是政治阻力，仍要等到明年才能充分揭晓。

Concluding remarks

WLFI项目在代币生成事件前夕呈现出政治、金融、技术多维度交织的独特景象。一方面，有特朗普家族的参与为其带来前所未有的关注度和号召力，塑造了支持者眼中的自由金融叙事；另一方面，这种高调也引来了监管审视和舆论质疑。项目团队通过社区治理稳步推进代币解锁、引入上市公司ALT5 Sigma战略合作、稳健运营高速增长的USD1稳定币，以及拥抱TRON等老牌生态，展现出扩张与合规并重的发展路径。展望未来，在WLFI代币上市后，市场将见证其价值由投机博弈向基本面定价的演进过程。价格的短期波动虽难以避免，但项目长期走向终将取决于其内在价值创造，包括能否建立起繁荣的合规DeFi生态、USD1能否继续壮大并被广泛采用、社区治理能否维持信任，以及项目能否在政策环境中游刃有余地实现成长…

Submitted by:@0xAlexWu