Trump Crypto Portfolio Rebalancing Continues: What Does He See That Traders Don’t?

The Coin Republic
The Coin Republic
ETH-4.44%
ARB-6.89%
AVAX-4.32%
OP-6.63%
USDT-0.01%
TRX-2.38%

Key Insights:

  • Ethereum dominates 92% of the Trump portfolio, spanning restaked, native, and L2 ETH, signaling strong conviction.
  • RWA tokens on BASE and governance tokens on Avalanche, Mantle, and BNB form the remaining bets; no meme coins or noise.
  • ETH exchange reserves are at multi-month lows, aligning with Trump’s positioning and hinting at a long-term bullish setup.

Trump’s on-chain portfolio shows a very clear pattern: Ethereum now accounts for over 92% of his total crypto holdings via the World Liberty Finance wallet. And that’s not all.

It’s spread across multiple versions of ETH, from native Ethereum to restaked assets and even bridged ETH on Layer 2s. That concentration, combined with shrinking ETH exchange reserves, suggests this move is a long-term conviction bet.

While altcoins and speculative bets make up the rest, Trump’s allocations are spread smartly across chains. From RWA tokens on BASE to governance coins on...

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