Make America Memes Again
Weekly Market Insights: [01/21/2025]
Was this you watching your crypto portfolio the past couple of days? 😂
Just when you think you’ve got the crypto scene all figured out, along comes another wild ride.
Unless you’ve been totally out of the loop, you’ve seen how Trump shook things up in a big way by launching his Official Trump meme token. This move sent billions shifting away from other alt coins and turned some lucky folks into overnight millionaires.
As we gear up for what everyone’s calling ‘alt coin season’ in Q1 this year, I’ve got to wonder—could this meme craze throw us more curveballs this cycle? With the continued rise of meme coins, there’s a real chance they could overshadow major alt coin projects.
What do you think, could these playful tokens not only disrupt but also prevent others from reaching, or even surpassing, their previous all-time highs? It's an interesting scenario to ponder as we dive into the Trump era of crypto.
🔄 Maybe this is the new cycle 🔄
Today’s Agenda:
The Trump Meme Cycle
Insider Trading 101 w/ Nancy Pelosi
Poppy’s ‘Top Secret’ Crypto Stock picks for 2025
→ The Trump Meme Cycle
Trump’s latest move to launch his own meme token definitely throws a spotlight on the massive possibilities within the crypto realm. It’s not just about launching a digital asset; it seems to pull back the curtain on what often happens behind the scenes in many crypto projects. There’s a lot of chatter about cutting-edge "technology software" and the utility of these tokens, but often, it can feel like just a smokescreen. It seems more about the founders, insiders, and VCs setting themselves up to profit. Really, the magic of a successful token seems to lie in the strength of its community—the loyal supporters ready to back, support, and invest in the project.
Is this Trump's way of playing a strategic game, maybe even 5D chess, as he steps back into the political arena? It looks like he’s signaling to politicians and regulatory bodies like the SEC that he intends to influence the crypto market, whether they're on board or not. Could this also be a strategic distraction, maybe taking attention away from Bitcoin or other major players, or is it just a straightforward capitalization on his brand?
Conspiracy theories and wild speculation aside, it's crucial to dig into the facts and really understand what's going on. Let’s look at the tokenomics of the Official Trump Coin, which has been stirring up quite a bit of interest and concern among crypto enthusiasts:
The tokenomics reveal an intriguing setup:
Supply Allocation: About 80% of the token supply is controlled by CIC Digital LLC and affiliated entities, allocated over three years. This heavy concentration of token ownership with the creators raises potential concerns about market manipulation and control over the token's valuation.
Public Distribution and Liquidity: Only 10% of the supply is reserved for public distribution, and another 10% is designated for liquidity purposes. This limited public availability could impact the token's trading dynamics and market accessibility.
Market Impact: The launch of the TRUMP coin had a dramatic effect on the crypto market, driving up the fully diluted valuation (FDV) significantly shortly after its release. The introduction of this meme coin also correlated with substantial fluctuations in related digital assets, like Trump Digital Trading Cards.
Market Valuation and Activity: The token quickly achieved a high market valuation, with substantial trading volumes. However, the significant control by a small number of wallets and the absence from major US exchanges like Coinbase raise further red flags about the decentralization and fairness of the token's trading environment.
Political and Strategic Considerations: The timing and manner of the launch seem to be closely tied to political events and Trump's personal branding, adding another layer of complexity and potential influence to the token's market behavior.
→ Insider Trading 101 w/ Nancy Pelosi
Don’t like crypto? Let’s check in on the recent filings from your favorite stock trader of all time: Nervous Nancy.
Sells → Apple & Nvidia stock.
Buys → Alphabet and Amazon calls.
Here’s the scoop:
Apple: Pelosi sold a whopping 31,600 shares of Apple Inc., cashing in somewhere between $5 million and $25 million on the last trading day of 2024. That was her biggest move in the period.
Alphabet and Amazon: She bought into the future of both Alphabet Inc and Amazon.com with 50 call options each, setting a strike price of $150 with expiration in January 2026. These options fell in the range of $250,001 to $500,000.
Nvidia: Not only did she sell 10,000 shares of Nvidia for between $1 million to $5 million, but she also juggled some options, exercising 500 calls and purchasing 50 more with a strike price of $80, expiring in January 2026.
Other Bets: Pelosi didn’t stop there; she exercised 140 call options in Palo Alto Networks, valued between $1 million and $5 million, and added 50 call options in both Tempus AI Inc and Vistra Energy Corp to her portfolio.
Yes, the same Palo Alto Networks which worked with UnitedHealth Group to help assess and respond to the Change Healthcare cyberattack. The attack was a ransomware attack that compromised the data of many Americans. Hmmm… maybe olive oil Luigi might have been on to something. Maybe Poppy can get baby oil Diddy to get some insight for us.
Critics often raise eyebrows at Pelosi's market activities, suggesting her insider position as a lawmaker might offer her an unfair advantage—though it's all legal under the current laws, which require prompt disclosure of such trades. Pelosi’s portfolio saw a 70.9% increase last year, significantly outperforming the S&P 500's 25% rise.
And for those who follow Congressional stock moves, there's something interesting: Unusual Whales has ETFs tracking the trading activities of Democratic and Republican lawmakers, named NANC and KRUZ, respectively. Might be worth a look if you’re into patterns in political trading!
→ Poppy’s ‘Top Secret’ Crypto Stock picks for 2025
Trump's energy strategies are set to transform the U.S. into a leading hub for Bitcoin mining, reducing energy costs and establishing supportive regulations. This shift could significantly benefit key stocks in the crypto mining sector, which Poppy believes aren't receiving enough attention despite their potential.
Here’s a brief look at each company:
Marathon Digital Holdings (MARA): Known for its extensive operational scale and robust expansion efforts, Marathon is poised for growth with strategic initiatives to increase its hash rate and mining capabilities.
Riot Blockchain (RIOT): With notable market cap advantages, Riot Blockchain has demonstrated impressive gains and holds significant growth potential within the Bitcoin mining industry.
Bit Digital (BTBT): Focusing on sustainability, Bit Digital operates with carbon-free energy sources, enhancing its operational efficiency and commitment to environmental responsibility.
Hut 8 Mining Corp (HUT): Excelling in both Bitcoin and Ethereum mining, Hut 8 operates multiple data centers in Canada and is known for its high-efficiency operations.
Argo Blockchain (ARBK): Operating one of the most efficient mining infrastructures, Argo Blockchain is based in London with facilities in North America. The company is advancing in mining growth and operational efficiency.
Top 5 Crypto Mining Stocks & 2025 Projections
Marathon Digital Holdings (MARA)
Current Price: $19.91
2025 Projected Price: $58.82
Potential Increase: +220%
Riot Blockchain (RIOT)
Current Price: $18.50
2025 Projected Price: $54.00
Potential Increase: +192%
Hut 8 Mining (HUT)
Current Price: $2.80
2025 Projected Price: $8.20
Potential Increase: +193%
Bit Digital (BTBT)
Current Price: $3.75
2025 Projected Price: $11.25
Potential Increase: +200%
Argo Blockchain (ARBK)
Current Price: $0.61
2025 Projected Price: $2.00
Potential Increase: +227%
*See disclaimer below 😉
Stock Picks Summary
Trump’s energy policies, which focus on lowering energy costs and boosting U.S. mining operations, create an advantageous environment for crypto mining companies like Marathon Digital and Riot Blockchain. Here’s how these companies stand to benefit:
Lower Costs: Reduced energy expenses mean higher profitability.
Clearer Rules: New regulations will attract more investors.
Global Leadership: The U.S. could become a leader in Bitcoin production, positively impacting these stocks.
For investors eyeing the crypto market through stocks, these companies are appealing because they're well-positioned to thrive under Trump's policies. This alignment could lead to improved profitability and operational efficiency, making these stocks attractive choices for your portfolio.
Verse and Passage of the Week: "Do not store up for yourselves treasures on earth, where moths and vermin destroy, and where thieves break in and steal. But store up for yourselves treasures in heaven, where moths and vermin do not destroy, and where thieves do not break in and steal. For where your treasure is, there your heart will be also." – Matthew 6:19-21
Reflection: This week's verse encourages us to consider the real value and security in our lives beyond financial investments and market strategies. Amid fluctuating economic conditions, power in politics and new policies, we're reminded that material wealth is temporary. Instead, we should focus on spiritual wealth that brings eternal significance and stability, helping us to align our actions with our deeper values and long-term well-being. Let's allow this insight to guide our decisions, fostering integrity and foresight for both our financial and spiritual futures.
Poppy said Dad is over the Packers loss with the Buckeyes Championship victory—Go Buckeyes!
Stay Blessed,
Tyler Bossetti
🎙️ Host: All For Nothing Podcast
💵 Investing 101: Crypto, Stocks, Real Estate, and more!
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