Ethereum News Today: Trump's Crypto Portfolio Now 92% Ethereum-Focused Amid Strategic Rebalancing

Trump’s crypto portfolio continues to undergo strategic rebalancing, with Ethereum now accounting for over 92% of its total value. According to on-chain analysis, the World Liberty Finance wallet holds a diverse set of Ethereum-based assets, including native ETH, restaked ETH, and bridged ETH on Layer 2 solutions such as Optimism and Arbitrum. This concentration suggests a long-term bullish stance on the Ethereum network’s continued dominance and scalability developments [1].

The portfolio’s exposure to Ethereum includes a notable $33.6 million allocation in Aave Ethereum Wrapped Ether (AETHWETH), a wrapped and restaked version of ETH. Alongside this, the portfolio holds ETH bridged to Optimism and Arbitrum, indicating a layered strategy that spans both base and secondary layer ecosystems. This approach reflects an understanding of Ethereum’s evolving infrastructure and the growing importance of Layer 2 scalability solutions [1].

On-chain data also shows that ETH exchange reserves—particularly on major platforms like Binance and Coinbase—are at multi-month lows. This trend aligns with Trump’s positioning, where large holders appear to be moving ETH off centralized exchanges. Such activity is typically seen as a sign of whale accumulation and a shift toward long-term hodling strategies, even as retail traders remain bearish [1].

Beyond Ethereum, the portfolio includes strategic allocations to RWA (real-world asset) tokens on BASE, governance tokens on Avalanche and BNB, and mid-cap protocols like Mantle. Notably, Trump holds KTA, an RWA token on BASE, and the SPACE ID governance token on Avalanche. These selections suggest a deliberate tilt toward real-world utility and governance rather than speculative or meme-driven tokens [1].

The presence of MNT, which recently crossed the $1 threshold, further underscores a focus on protocols with tangible user metrics. While not a major allocation, this indicates an interest in second-tier projects with growing traction. Additionally, tokens like TRX and EOS appear in the portfolio, signaling a cautious diversification into more established but lower-tier blockchain networks [1].

Stablecoins, particularly USDT, also feature prominently in the portfolio. This suggests a strategy of capital preservation and liquidity management rather than aggressive rotation. The broader positioning reflects a “wait and watch” approach, with the majority of capital already allocated to Ethereum and related infrastructure. This contrasts with retail speculation around airdrops and short-term token movements [1].

The World Liberty Finance wallet is not merely a cold storage address but is publicly associated with Trump’s broader blockchain strategy. This visibility positions it as a potential signal for whale activity and long-term crypto positioning. Given the high-profile nature of the portfolio, its movements are likely being closely watched by the broader market for insights into future trends [1].

With Ethereum dominating the portfolio and infrastructure-focused tokens receiving attention, the strategic rebalancing appears to be centered on readiness rather than immediate profit. The portfolio reflects a deep understanding of current blockchain developments and a belief in Ethereum’s long-term trajectory. Whether this signals a coming price move remains to be seen, but the positioning is clearly intentional and well-informed [1].

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[1] Trump Crypto Portfolio Rebalancing Continues: What Does He See That Traders Don’t? https://coinmarketcap.com/community/articles/68a4b23de6df8810f3cc20dc/