Original Article Title: "WLFI Unlock Countdown: Trump 15.75% Whale Holdings, Can the Market Withstand 'Presidential Dump'?"

Original Article Author: Golem, Odaily Planet Daily

This morning, the Trump family's crypto project World Liberty Financial (WLFI) posted that a major announcement is imminent, hinting at it being related to the initiation of token transfer. The community's enthusiasm for WLFI has once again surged, exclaiming, "Something big is coming."

In mid-June, rumors had already circulated in the market that WLFI was about to start circulating ahead of schedule. This was because the WLFI team deleted the clause requiring a 12-month lockup period on their official website and added a "the company reserves the right to modify and update the terms of service at any time" statement. Influenced by this news, the price of WLFI had temporarily risen to $0.15 off-exchange, a tenfold increase from the first pre-sale price of $0.015. The current price has retraced to around $0.12.

With WLFI's launch imminent, price predictions post-launch have become a widely discussed topic in the market. In this article, the Odaily Planet Daily will review WLFI's tokenomics and analyze its post-launch price and sell pressure based on holding data for readers' reference.

WLFI Pre-sale Review, Total Fundraising Exceeding $5.5 Billion

WLFI has a total supply of 1 trillion tokens, all of which are currently locked. WLFI has previously gone through three rounds of pre-sale, with the details as follows:

WLFI's first pre-sale started in October 2024, with a price of $0.015 per token, a total of 200 billion tokens (20% of the total supply). The first pre-sale of WLFI progressed slowly due to a market filled with FUD at the time. However, with Trump's coin issuance, WLFI's popularity gradually increased, and finally, on January 20, 2025, the 200 billion WLFI tokens were successfully sold, raising $3 billion.

Following the conclusion of the first pre-sale, WLFI promptly initiated the second pre-sale at $0.05 per token, with a total of 50 billion tokens (5% of the total supply). The second pre-sale was sold out on March 14, 2025, raising $2.5 billion.

The first two rounds of WLFI's presale were open to the public, while the third round was for institutional investors only, not open to the public, at a price of $0.1 per token. It is known that on April 9th, DWF Labs subscribed to 2.5 billion WLFI tokens for $25 million, and a whale made purchases on June 4th and June 12th totaling 8 billion WLFI tokens for $80 million. The whale was initially speculated to be the B2C 2 Group institution but was later debunked.

Based on the publicly available information, WLFI sold a total of 26.05 billion tokens through the three rounds of presale, accounting for 26.05% of the total token supply. However, since the third round of presale was not open to the public, the actual presale data may have some deviations.

WLFI Holder Data and Selling Pressure

Out of the 100 billion WLFI tokens, after deducting the 26.05% from the presale, there are still 73.95 billion tokens (accounting for 73.95% of the total supply) that are "missing".

However, according to the Trump 2025 Financial Disclosure released by the White House (as of January 2025), Trump holds 15.75 billion WLFI tokens through an ETH wallet, representing 15.75% of the total supply. The financial document values this holding at around $10,000-$15,000, but based on the current OTC price of around $0.12, it is approximately worth $1.89 billion.

Among the WLFI holders, a significant presence is Justin Sun. Between November 2024 and January 2025, Justin Sun invested $75 million through HTX-linked addresses and the TRON DAO into WLFI; according to public information, Justin Sun currently holds 3 billion WLFI tokens, representing 3% of the total supply.

According to on-chain data, there are a total of 85,870 addresses holding WLFI tokens. Crypto blogger @pow_fan compiled data on the funding levels of users participating in WLFI purchases. Although the data is up to May 27th, it is still relevant. @pow_fan personally purchased $1.91 million worth of WLFI tokens.

As shown in the above chart, if the number of addresses purchasing $0-$1000 reaches 66,910, accounting for 77% of the total purchasing addresses, but these users' total purchase quantity is only about 520 million tokens, representing only 2% of the total purchase quantity. Therefore, even if all of these tokens are in circulation, they would not have a significant impact on the entire market. In contrast, although there are only 64 addresses with purchases exceeding $1 million, their purchase quantity accounts for 56.4%.

WLFI Token Sell Pressure

Therefore, as can be seen from the above data, WLFI is a token with high concentration of holdings in the hands of large holders, which is both an advantage for price pumps. However, in the event of a sale, it can instantly create selling pressure in the market, with retail investors likely buying the dip from large holders.

The token's circulation supply determines the sell pressure. The WLFI team has not publicly disclosed whether WLFI tokens, once transferable, will be released all at once, unlocked linearly, or subject to specific restrictions targeting large holders. However, if we consider the extreme case of a one-time full release, who among the large holders would become the source of sell pressure?

Based on holder data, potential sell pressure would first come from Donald Trump (holding 15.75%), followed by Justin Sun (holding 3%) and other large institutional investors, such as DWF Labs (holding 0.25%).

In reality, the probability of Justin Sun selling WLFI is relatively low. Although Justin Sun has had the habit of "selling HSR as soon as he leaves the door" and "dumping TRUMP after finishing dinner" in the past, this was only after achieving his objectives.
Justin Sun's purpose in buying WLFI is to show loyalty to the Trump family, aiming to smooth the way for Tron in achieving compliance and listing in the United States. Until this goal is reached, Justin Sun is highly likely to be wary of angering the Trump family and choose to hold WLFI.

The actual sell pressure will come from Trump and the institutions. Trump is both the largest holder and the biggest source of sell pressure for WLFI because the Trump family has already treated the crypto industry as an ATM, although it is acknowledged that they still see "value" in the crypto space. This is the reason why there has not been widespread backlash and FUD from the crypto community. If this 15.75% of tokens were to quietly enter the market, it could potentially have a significant impact, causing WLFI to mirror Trump's history. However, reaching the heights that Trump once did may be difficult before a collapse occurs.

WLFI Listing Market Cap Estimate

So, what price could WLFI potentially reach after listing?

If the over 26 billion tokens from the presale were to all enter circulation, at the current off-exchange price of $0.12, the circulating market cap would be $3.12 billion, equivalent to Aptos' market cap, ranking 39th in crypto; if the price surpasses $0.5, the market cap would be $13 billion, surpassing HYPE, ranking 13th in crypto; if the price surpasses $1, the market cap would be $26 billion, surpassing DOGE and TRX market caps, ranking 8th in crypto.

As for the previous token of the Trump family, TRUMP, its price once reached as high as $82, with a circulating market cap of around $13 billion, equivalent to WLFI's price breaking through $0.5.

Now, if we consider a business comparison, WLFI has a stablecoin product, USD1, which can be compared to Circle: Circle's current market cap is $447 billion, with a circulating market cap of around $237 billion; based on this benchmark, WLFI's price will be around $0.8 to $1.

Of course, there are also extremely optimistic community members who believe that WLFI's launch will reach $0.47, then break through $4.7, and eventually reach $47. Why the number "47"? The reason might be that previously WLFI airdropped 47 USD1 tokens to holders, and Trump is currently serving as the 47th President of the United States.

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