WLFI Unlock Countdown: Trump 15.75% Whale Holdings, Can the Market Withstand the "Presidential Sell Pressure"?

Author: Golem, Odaily Planet Daily

This morning, the Trump family crypto project World Liberty Financial (WLFI) posted that significant news will be released soon, hinting at the initiation of token transfers. The community's enthusiasm for WLFI has surged again, chanting "Big things are coming."

In mid-June, news circulated that WLFI would begin circulating ahead of schedule, as the WLFI project team removed the mandatory 12-month lock-up clause from its official website and added a statement that "the company can modify and update the terms of service at any time." As a result, WLFI's price in the over-the-counter market once surged to $0.15, a tenfold increase compared to the first round pre-sale price ($0.015), although the current price has retreated to around $0.12.

With WLFI's launch imminent, the price predictions post-launch have become a topic of widespread concern in the market. Odaily Planet Daily will revisit WLFI's token economics in this article and analyze its post-launch price and selling pressure based on holding data for readers' reference.

WLFI Pre-sale Review, Total Fundraising Exceeds $550 Million

The total supply of WLFI is 100 billion tokens, currently all locked. WLFI has gone through three rounds of pre-sale, with detailed information as follows:

The first round of WLFI pre-sale started in October 2024, priced at $0.015 per token, with a total of 20 billion tokens (20% of total supply). The first round of pre-sale progressed slowly due to the market being filled with FUD, but after Trump launched the token, WLFI's popularity gradually increased, ultimately selling 20 billion WLFI tokens on January 20, 2025, raising $300 million.

Following the first round of pre-sale, WLFI quickly launched the second round, priced at $0.05 per token, with a total of 5 billion tokens (5% of total supply). The second round of pre-sale sold out on March 14, 2025, raising $250 million.

The first two rounds of WLFI pre-sale were open to the public, while the third round was for institutional investors only, not open to the public, priced at $0.1 per token. It is known that on April 9, DWF Labs subscribed for 250 million WLFI tokens for $25 million, while a certain whale purchased a total of 800 million WLFI tokens on June 4 and June 12 for $80 million, which was initially thought 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-sale, accounting for 26.05% of the total supply. However, since the third round of pre-sale was not open to the public, the actual pre-sale data may be skewed.

WLFI Holder Data and Selling Pressure

Excluding the 26.05% from the pre-sale, there are still 739.5 billion WLFI tokens (73.95% of total supply) that are "missing."

However, according to the financial disclosure document released by the White House regarding Trump's financial status in 2025 (as of January 2025), Trump holds 15.75 billion WLFI tokens through his ETH wallet, accounting for 15.75% of the total supply. The financial document values this portion at around $10,000 to $15,000, but at the current over-the-counter price of around $0.12, it is worth approximately $1.89 billion.

Among WLFI holders, another significant presence is Sun Yuchen. From November 2024 to January 2025, Sun Yuchen invested $75 million into WLFI through HTX-related addresses and TRON DAO; according to public information, Sun Yuchen currently holds 3 billion WLFI tokens, accounting for 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 statistics on the funding tiers of users participating in WLFI purchases. Although the data is as of May 27, it is still of reference value, as he personally purchased $1.91 million worth of WLFI tokens.

As shown in the above image, the number of addresses purchasing $0-1000 amounts to 66,910, accounting for 77% of total purchasing addresses, but this group of users only purchased about 520 million tokens, which is only 2% of the total purchase amount. Therefore, even if this portion were to circulate entirely, it would not have a significant impact on the overall market. In contrast, while there are only 64 addresses with purchases exceeding $1 million, they account for 56.4% of the purchase volume.

WLFI Token Selling Pressure

Thus, from the above data, it can be seen that WLFI is a token whose holdings are highly concentrated among large holders. This is both an advantage for price increases, but if sold, it can instantly create pressure on the market, with retail investors bearing the cost of large holders.

The token circulation determines the selling pressure. WLFI has not disclosed whether, when WLFI tokens are allowed to transfer, they will choose to release all at once, unlock linearly, or impose restrictions specifically on large holders. However, if we consider the extreme case of a one-time full release, who among the large holders might become the selling pressure?

Based on holder data, potential selling pressure will likely first come from Trump (holding 15.75%), followed by Sun Yuchen (holding 3%), and then institutional investors like DWF Labs (holding 0.25%).

In reality, the probability of Sun Yuchen selling WLFI is relatively low. Although Sun Yuchen has previously had the habit of "selling HSR as soon as he turns the corner" and "dumping TRUMP after dinner," this is usually after achieving his objectives. Sun Yuchen's purpose in purchasing WLFI is to show loyalty to the Trump family, thereby removing obstacles for TRON's compliance and listing in the U.S. Until this goal is achieved, Sun Yuchen is likely to hold WLFI to avoid angering the Trump family.

The real selling pressure will come from Trump and the institutions. Trump is not only the largest holder but also the biggest source of selling pressure for WLFI, as it is an undeniable fact that the Trump family views the crypto industry as a cash cow (related reading: Presidential Privilege Monetization: How the Trump Family Harvests the Crypto Market with TRUMP Tokens). However, given that it still holds "value" in the crypto industry, crypto users have not erupted in large-scale protests and FUD. If this 15.75% of tokens were to quietly enter the market, it could severely impact the market, and WLFI may replicate the history of TRUMP, but it may be difficult to reach the heights previously achieved by TRUMP before a collapse.

WLFI Market Capitalization Estimate Post-Launch

So, what price can WLFI reach after its launch?

If the over 26 billion tokens from the pre-sale are fully circulated, at the current over-the-counter price of $0.12, the circulating market capitalization would be $3.12 billion, equivalent to the market capitalization of Aptos, ranking 39th in crypto; if the price breaks $0.5, the market capitalization would be $13 billion, surpassing HYPE and ranking 13th in crypto; if the price exceeds $1, the market capitalization would be $26 billion, surpassing the market capitalizations of DOGE and TRX, ranking 8th in crypto.

The last token from the Trump family, TRUMP, reached a peak price of $82, with a circulating market capitalization of about $13 billion, equivalent to WLFI's price breaking $0.5.

If we compare business models, WLFI has a stablecoin product USD 1, which can be compared to Circle: Circle currently has a market capitalization of $44.7 billion, with a circulating market capitalization of about $23.7 billion; based on this benchmark, WLFI's price will be around $0.8 to $1.

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