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

by Catatonic Times
January 20, 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 accomplished nicely 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 + income 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.

Youngsters in cages? Any person’s obtained to supply the cages.

However to date 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 don’t have any suggestion on it, however it’s obtainable to commerce on Moonshot. You will get some free cash by clicking on the hyperlink and making a deposit, which is healthier 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 similar to Coinbase (COIN) and Robinhood (HOOD). Additionally, this meme coin was launched on the Solana community so this to date profitable launch might proceed to learn my Solana (SOL) tokens.

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

There are substantive the explanation why Fannie, Freddie, and to a extra modest extent Goal Hospitality might 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; in the event you purchase any that’s on you. It ought to solely be with cash that you could afford to lose. Do your personal work (though not solely positive what the phrase “work” would imply on this scenario), assume for your self, and purchaser beware (actually actually: beware). The probability that Trump coin promoters, insiders, and platforms revenue is way 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 reality the perfect Trump commerce!



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Tags: BadCapitalChrisDayDeMuthGoodJanTradesTrump
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