That expression of utter exhaustion at the US stock market meeting was just priceless. The old man’s state is really something else.

But the market really buys into his act. Every time he speaks about crypto, the market gets restless; this rally is definitely tied to his remarks. Calling him a "crypto-friendly president," the market has cast its vote with real money.

But the TRUMP token? I really wouldn’t touch it. Honestly, it’s just a tool for personal brand monetization, with liquidity entirely propped up by sentiment. For this kind of asset, the logic for shorting actually makes more sense—once the hype is over, who will be left holding the bag?

Policy tailwinds are one thing, but when it comes to specific projects, you still have to look at the fundamentals. There’s a huge difference between chasing hype and rational investing.