WLFI unlock countdown: Trump’s 15.75% whale holdings, can the market withstand the “presidential selling pressure”?

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golem
5 hours ago
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After WLFI goes public, will it target Circle and reach $1, or will it replicate TRUMP’s high dive?

Original | Odaily Planet Daily ( @OdailyChina )

Author: Golem ( @web3_golem )

WLFI unlock countdown: Trump’s 15.75% whale holdings, can the market withstand the “presidential selling pressure”?

This morning, the Trump family crypto project World Liberty Financial (WLFI) posted that there will be major news soon and hinted that it is related to the start of token transfer. The communitys enthusiasm for WLFI has once again risen, shouting big things are coming.

WLFI unlock countdown: Trump’s 15.75% whale holdings, can the market withstand the “presidential selling pressure”?

In mid-June, the market had already heard the news that WLFI would soon start circulating ahead of schedule, because the WLFI project party deleted the mandatory 12-month lock-up clause on the official website and attached a domineering statement that the company can modify and update the terms of service at any time. Affected by the news, the unit price of WLFI once rose to $0.15 in the over-the-counter market, which was 10 times higher than the first round of pre-sale price ($0.015). The current price has fallen back to around $0.12.

WLFI unlock countdown: Trump’s 15.75% whale holdings, can the market withstand the “presidential selling pressure”?

WLFI is about to go online, and its price prediction after going online has also become a topic of general concern in the market. In this article, Odaliy Planet Daily will review the token economics of WLFI and analyze its price and selling pressure after going online in combination with the position data for readers reference.

WLFI pre-sale review, total fundraising exceeded US$550 million

The total amount of WLFI is 100 billion, all of which are currently locked. Previously, WLFI has gone through three rounds of pre-sales. The details are as follows:

The first round of WLFI pre-sale will start in October 2024, with a price of $0.015 per token and a total of 20 billion tokens (accounting for 20% of the total supply). The first round of WLFI pre-sale progressed slowly because the market was full of FUD at that time, but after Trump issued the coin, WLFIs popularity gradually increased. Finally, on January 20, 2025, 20 billion WLFI tokens were successfully sold, raising $300 million.

After the first round of pre-sale, WLFI immediately launched the second round of pre-sale, with a price of $0.05 per coin and a total of 5 billion coins (accounting for 5% of the total supply). The second round of pre-sale was sold out on March 14, 2025, raising $250 million.

The first two rounds of WLFI pre-sales were open to the public, and the third round of pre-sales was for institutions and not open to the public, with a price of $0.1 per coin. It is currently known that on April 9, DWF Labs subscribed for 250 million WLFIs at $25 million. At the same time, a whale purchased a total of 800 million WLFIs on June 4 and June 12, spending $80 million. The whale was once believed to be the institutional B2C 2 Group, but was later debunked.

According to the above public information, WLFI sold a total of 26.05 billion tokens through three rounds of pre-sales, accounting for 26.05% of the total supply. However, because the third round of pre-sales is not open to the public, the actual pre-sale data may be biased.

WLFI’s Position Data and Selling Pressure

Excluding the 26.05% pre-sale of the 100 billion WLFI tokens, there are still 739.5 (accounting for 73.95% of the total supply) missing.

However, according to the 2025 financial disclosure document released by the White House (the deadline is January 2025), Trump holds 15.75 billion WLFI tokens through his ETH wallet, accounting for 15.75% of the total supply. The financial document calculates this value as around US$1,000-15,000, but at the current off-market price of around US$0.12, it is worth about US$1.89 billion.

Among the holders of WLFI, another person who cannot be ignored is Justin Sun. Justin Sun invested a total of US$75 million in WLFI through HTX-related addresses and TRON DAO between November 2024 and January 2025. According to public information, Justin Sun currently holds 3 billion WLFI, accounting for 3% of the total supply.

According to the on-chain data, there are 85,870 addresses holding WLFI tokens. Crypto blogger @pow_fan counted the funding levels of users who participated in the purchase of WLFI. Although the data is as of May 27, it is also of reference significance. He personally purchased $1.91 million worth of WLFI tokens.

WLFI unlock countdown: Trump’s 15.75% whale holdings, can the market withstand the “presidential selling pressure”?

As shown in the above figure, if the number of addresses purchasing $0-1000 is 66910, accounting for 77% of the total purchase addresses, but the total purchase quantity of these users is about 520 million, accounting for only 2% of the total purchase quantity. Therefore, even if all of this part is circulated, it will not have a big impact on the entire market. On the contrary, there are only 64 addresses with purchase funds of more than $1 million, but the purchase quantity accounts for 56.4%.

WLFI token selling pressure

Therefore, from the above data, it can be seen that WLFI is a token with highly concentrated holdings in the hands of large investors, which is an advantage in pulling the market, but if it is sold, it can also instantly put pressure on the market, and retail investors will pay for the large investors to take over.

The circulation of tokens determines the selling pressure. WLFI officials have not announced whether to release all WLFI tokens at once, unlock them linearly, or restrict large users if the tokens are open for transfer. But if we consider the extreme case of releasing all tokens at once, who among the large users will become the selling pressure?

According to the holder data, possible selling pressure will first come from Trump (holding 15.75%), followed by large investors such as Justin Sun (holding 3%), and finally institutions such as DWF Labs (holding 0.25%).

In fact, the probability of Sun Yuchen selling WLFI is low. Although Sun Yuchen had the habit of selling HSR when turning a corner and selling TRUMP after dinner, this was only after the goal was achieved. Sun Yuchens purpose of buying WLFI was to show his loyalty to the Trump family, so as to clear obstacles for TRON to comply with regulations and go public in the United States. Before this goal was achieved, Sun Yuchen would most likely choose to hold WLFI for fear of angering the Trump family.

The real selling pressure will come from Trump and institutions. Trump is the largest holder and the biggest selling pressure on WLFI, because it is an indisputable fact that the Trump family treats the crypto industry as an ATM (Related reading: Presidential Privilege Cashing: How does the Trump family use TRUMP tokens to harvest the crypto market? ), but given that it still has value to the crypto industry, crypto users have not erupted in large-scale protests and FUD. If these 15.75% of tokens really flow into the market quietly, it may deal a heavy blow to the market. WLFI will replicate TRUMPs history, but it may be difficult to reach the height of TRUMP before the collapse.

WLFI IPO Market Value Estimation

So, what will be the price of WLFI after it goes online?

If all of the more than 26 billion pre-sold tokens are circulated, at the current over-the-counter price of $0.12, the circulating market value will be $3.12 billion, equivalent to the market value of Aptos, ranking 39th in crypto; if the price breaks through $0.5, the market value will be $13 billion, surpassing HYPE and ranking 13th in crypto; if the price breaks through $1, the market value will be $26 billion, and the circulating market value will surpass the market values of DOGE and TRX, ranking 8th in crypto.

The Trump family’s previous token, TRUMP, was priced as high as $82, with a market value of approximately $13 billion at the time, which is equivalent to the WLFI price breaking through $0.5.

If we combine the business comparison, WLFI has a stablecoin product USD 1, which can be compared with Circle: Circles current market value is 44.7 billion US dollars, and its circulating market value is about 23.7 billion US dollars; based on this benchmark, the price of WLFI will be around 0.8 to 1 US dollars.

Of course, there are also quarterly optimists in the community who believe that WLFI will reach $0.47 when it goes online, and then break through $4.7, and finally reach a height of $47. Why is it the number 47? The reason may be that WLFI previously airdropped 47 USD1 to holders, and Trump is now the 47th President of the United States.

Original article, author:golem。Reprint/Content Collaboration/For Reporting, Please Contact report@odaily.email;Illegal reprinting must be punished by law.

ODAILY reminds readers to establish correct monetary and investment concepts, rationally view blockchain, and effectively improve risk awareness; We can actively report and report any illegal or criminal clues discovered to relevant departments.

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