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Analysis of the Trump Family Encryption Project WLFI: Current Business Status, Token Mechanism and Valuation Expectations
In-depth Analysis of Trump's Family Encryption Project WLFI: Business Status, Project Background, Token Mechanism and Valuation Expectations
Introduction
Recently, the World Liberty Financial project has attracted market attention. This project was co-founded by the Trump family and focuses on the dollar stablecoin USD1. This article will analyze WLFI's business status, project details, Token design, and valuation expectations from multiple dimensions to provide readers with an observational perspective.
Business Status and Core Advantages
USD1 business data
As of June 2025, the circulating supply of USD1 is about 2.2 billion dollars, of which 97.8% is issued on the BNBchain. There are 248,000 wallet addresses on BNBchain and 66,000 on Ethereum.
It is worth noting that 93.7% of USD1(, approximately 2.02 billion ), is concentrated in two addresses on a certain trading platform. The market capitalization of USD1 surged by 2 billion on May 1, mainly due to an investment company's equity investment in the trading platform. Excluding this transaction, the actual circulation scale of USD1 is just over 100 million.
Business Development
WLFI has partnered with several institutions, including the launch of a USD1 vault on a certain lending protocol and staking platform, as well as being listed on mainstream exchanges. Its greatest advantage lies in the Trump family's political influence, which facilitates business expansion.
However, the main risks faced by the project include: the many channels for the Trump family's interests to be transmitted, the decoupling of the WLFI Token from the project value, and the potential risk of a soft exit.
Project Background Explanation
Core Team
The WLFI core team is composed of individuals from the political and business sectors as well as practitioners in the encryption industry. The role of the Trump family members in the project has recently changed from "Web3 Ambassador" to "Co-founder."
It is worth noting that Trump himself and another "honorary co-founder" had the description of their positions appended with "will be removed once taking office," which is a typical compliance practice.
Equity Change
The Trump family's shareholding in WLFI has decreased from the initial 75% to 40%, possibly partially transferred to new investors.
Financing History
WLFI has raised over 700 million USD since September 2024, with its valuation rapidly increasing following Trump's inauguration and coin issuance. The Trump family can receive 75% of the net income from the Token sales and 60% of the net profits from future businesses.
Token Mechanism Analysis
Distribution and Unlocking
The total supply of WLFI is 100 billion coins, of which 35% is allocated for Token sales. Apart from the public offering portion, the specific unlocking terms for other tokens are still unclear, bringing uncertainty.
Functions and Benefits
WLFI is a pure governance Token and does not have any rights to dividends or earnings. The protocol's revenue mainly belongs to the entity company behind the project, and the Token itself has no direct correlation with business income.
Discussion on Valuation Expectations
Based on the valuation levels of already listed competitors, the valuation of the WLFI project may be between 1.452 to 1.672 billion USD, corresponding to a token price of 0.0145~0.0167 USD.
However, investors have high expectations for WLFI, possibly based on the following factors:
There are also some risk factors:
The performance of WLFI after its listing will mainly depend on the progress of relevant legislation and the Trump family's level of attention to the project. The token unlock time is expected to be close to the passage of the U.S. "Genius Act" legislation.