Trump at 154

Ang $114M na Hakbang na Nagbago ng Wall Street

Sa ika-154 araw ng pangalawang termino ni Donald Trump, gumawa siya ng hakbang na lumabas sa anumang kasunduan: nagbayad siya ng $114 milyon na cash para maayos ang isang mahalagang loan sa Trump Tower—Wall Street 40. Iyon ay katumbas ng 280 taon ng presidential salary. O halos 230 kahon na puno ng bills. At hindi ito pininutol—ito ay nabuhay sa sistema.

Nag-aral ako ng corporate finance sa panahon ng stress nang lima taon—hindi ito simpleng pagpapakita ng disiplina; ito ay mensahe. Isang mensahe sa mga may-ari: “May access pa ako.” Pero saan nagmula ang pera? Hindi mula sa pagbebenta ng property. Hindi rin mula lamang sa brand licensing.

Ang sagot ay nasa bagay na walang sinasabi: crypto.

Crypto bilang Bagong Shadow Banking System

Tama tayo—si Trump ay hindi natatakot magamit ang digital assets. Ang WLFI, isang kompanya kontrolado niya, nakakuha ng \(57 milyon lang noong unang bahagi ng 2024. Ngunit ano ang hindi nila sinasabi: ang personal niyang ETH wallet ay may higit pa sa 157 milyong governance tokens na halaga nito ay umabot sa \)15 bilyon batay sa kasalukuyan.

Opo—\(15 bilyon na hindi inirekord bilang kita batay kay IRS kung sino sila bilang "mas mababa pa sa \)200”.

At meron pang meme coin:

• Ang \(MELANIA token ni Melania ay nakapagbenta ng \)35M mula sa 44 wallets.
• Ang hiwalay na $TRUMP coin? Mas malaki ang liquidity at volume kaysa kay Dogecoin hanggang araw na ito.

Sa eskala, hindi ito side bets—it’s strategic capital extraction tools.

Ito ang paraan kung paano gumagana ang shadow banking noong 2025: hindi pamamagitan ng tradisyonal na pautangan, kundi pamamagitan ng desentralisadong asset monetization at pump-and-dump cycle gamit ang social media—which brings us back to… timing.

Oras Ay Lahat (Lalo Na Kung Mayroon Kang Truth Social)

Noong Hunyo 20, inilabas ni Trump tweet tungkol sa “pagpahinto” laban Iran—at agad sumikat si Bitcoin by 2%. Noong Hunyo 23—the day after he repaid the loan—the market rose again when he said ceasefire between Israel and Iran was underway. Coinbase jumped +12%. MicroStrategy rose over 6%. Sound familiar? It should. Remember April 9th? He tweeted “now is the time to buy DJT!” before announcing tariff suspensions—sending stocks soaring and Truth Social up +22% overnight.
The pattern isn’t coincidence—it’s calculus.
The Volfefe Index (yes, it exists) measures presidential Twitter volatility against bond yields. Now we’re seeing something more dangerous: real-time capital reallocation based on political statements.
The market isn’t reacting to policy—it’s reacting to him.

And yes—he owns Truth Social through DJT Corp., which he controls via a revocable trust managed by his eldest son.

Kaya Ano Ang Naiintindihan?

Si Trump hindi lang nabayaran utang—he restructured entire financial survival mechanism.

Mula anim na bankruptcy at paulit-ulit na exit from mainstream banking (thanks largely to old-school lenders like JPMorgan refusing him post-90s collapse), he pivoted hard into decentralized finance—and built a dual economy:
- Real-world empire (golf clubs, towers)
- Digital sovereign wealth fund (\(TRUMP/\)MELANIA/WLFI)

This is no longer traditional finance.
It’s what I call ‘presidential capitalism’—where influence = liquidity.