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Good and Bad Trump Trades. Day 1 of Trump 2.0 | by Chris DeMuth Jr | The Capital | Jan, 2025

January 21, 2025
in Altcoin
Reading Time: 4 mins read
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Day 1 of Trump 2.0

The Capital

Disclaimer / Disclosure

Trump coin

My favourite Trump commerce stays Freddie and Fannie. They’ve finished properly over the previous few quarters however have extra room to go if Trump’s Treasury Division releases them from conservatorship.

Socialist draw back + capitalist upside = ethical hazard + earnings for FNMA and FMCC.

I additionally nonetheless personal and like Goal Hospitality, which may gain advantage from Trump’s effort to take again management of our chaotic border.

Children in cages? Any person’s received to offer the cages.

However up to now neither my Fannie/Freddie nor Goal Hospitality have been essentially the most profitable Trump trades. That distinction goes to the Trump meme coin, up >12k% as of this writing.

Sadly, I didn’t purchase it and haven’t any suggestion on it, however it’s out there to commerce on Moonshot. You will get some free cash by clicking on the hyperlink and making a deposit, which is best than nothing however not that beneficiant:

90% likelihood to win $3 of Memecoins. Meh.5% likelihood of $5 of Memecoins. Nonetheless meh.4.9% likelihood of $10 of Memecoins. Huh. Marginal.0.1percentx $100 of Memecoins. Good IRR on 5 minute enroll.

So what pursuits me about this? I like gaining access to seedier platforms in order that I can select to purchase crypto earlier than it will get added to extra respected (much less disreputable?) platforms corresponding to Coinbase (COIN) and Robinhood (HOOD). Additionally, this meme coin was launched on the Solana community so this up to now profitable launch may proceed to profit my Solana (SOL) tokens.

Monday, January 20, 2025, could possibly be at or close to a excessive water mark for mania round these matters.

There are substantive the reason why Fannie, Freddie, and to a extra modest extent Goal Hospitality may thrive in a second Trump time period. I’m invested in them and glad that I’m. I’ve no view on the Trump coin from right here; for those who purchase any that’s on you. It ought to solely be with cash you can afford to lose. Do your personal work (though not completely positive what the phrase “work” would imply on this scenario), suppose for your self, and purchaser beware (actually actually: beware). The probability that Trump coin promoters, insiders, and platforms revenue is much larger than the probability that you’ll. The rake is brutal; these getting it are going to be far happier with the Trump coin than these paying it.

I’ve written extensively about my Fannie and Freddie funding over the course of the previous a number of quarters however solely this weekend found that they weren’t in actual fact the very best Trump commerce!



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Tags: BadCapitalChrisDayDeMuthGoodJanTradesTrump
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