On April 11, 2026, the US and Iran will hold the first round of negotiations in Islamabad.
At the same time, Trump announced that the Strait of Hormuz "will be reopened soon, regardless of anything," while threatening to restore military action with greater force if a peace agreement cannot be reached.
On the same day, the US Federal Trade Court will hear the legality of Trump's 10% global tariff. This is his attempt to bypass Congress by using Section 122 of the Trade Act of 1974 after the Supreme Court rejected his tariff authority.
The same person, the same hands, igniting the flames of war while collecting tariffs and issuing currency to harvest profits.
War demon, global turmoil disruptor.
One, war demon: the valve of the Strait of Hormuz.
On April 8, the first day of the temporary ceasefire between the U.S. and Iran took effect. Iran stated that three key provisions had been violated, once again closing the Strait of Hormuz and threatening to take deterrent actions against Israel. The White House announced that U.S.-Iran first-round talks would be held on the 11th, led by Vance, with members including Trump's son-in-law Kushner.
Iran's 'Ten-Point Plan' was directly rejected by the U.S. Levitt stated that Iran submitted a 'revised streamlined proposal' as a basis for negotiations. Qalibaf angrily responded, 'The basis for negotiations was violated before they even began.'
This is not a negotiation; this is a performance.
After the ceasefire, the Israeli military launched airstrikes with 50 fighter jets, dropping 160 bombs on 100 targets within 10 minutes, resulting in at least 254 deaths and 1,165 injuries. Iran warned: If Israel continues to violate the ceasefire, it will withdraw from the agreement. The U.S. and Israel argued that 'Lebanon is not included in the ceasefire scope.'
On the same day, Trump announced: Any country providing military weapons to Iran will immediately face a 50% tariff on goods sold to the U.S., effective immediately, without exceptions or exemptions.
On one hand, creating panic through war, on the other hand, harvesting allies with tariffs, while manipulating the market through negotiations.
The same person, the same hands, three plays.
Two, tariff disruptor: 'Liberation Day' one year anniversary.
On April 2, 2025, Trump announced the 'Liberation Day' tariff policy, imposing a 34% tax on Chinese goods, 20% on EU goods, and 46% on Vietnamese goods, triggering a global market panic sell-off.
A year later, the Supreme Court ruled that the tariff mechanism was illegal, ordering the government to refund billions of dollars to importers. Trump then changed the legal clause to push for a 10% global tariff and initiated a '301 investigation' targeting China, the EU, Japan, Switzerland, India, and more than a dozen trade partners.
Saying to fight and then fighting, finishing and then finishing, fighting again after finishing, deceiving after fighting. Policies are unpredictable, and global capital is forced to configure assets around his social media posts. The 'TACO' strategy has become popular — every time Trump issues a more radical tariff threat or major threat triggering a market crash, funds flow out of the U.S. faster.
Brazil, the UK, and Japan's benchmark indices are outperforming the S&P 500, as investors intentionally avoid the U.S. market.
Three, the crypto space harvester: four coins, $4.3 billion turned to ashes.
1. TRUMP coin: dropped from 75 to 2.87.
Launched in January 2026, with a total supply of 1 billion, an initial circulation of only 200 million, locking 800 million, gradually releasing over 36 months. The issuance price was about $0.18, skyrocketing to $75 upon launch. As of April 2026, the TRUMP price dropped to about $2.87, plummeting 96% from its peak. Retail holders bought in at highs of $10-50, now facing losses of 80%-96%.
What's even scarier is the team continues to sell off: On March 29, the team's BitGo custodial wallet transferred 5.48 million TRUMP (approximately $16 million) to exchanges in just two hours. A total of 11.97 million was transferred in March. On April 9, an accurate unlock of 904,100 (approximately $2.69 million) continued to flood the liquidity-starved market.
On April 18, the total amount for the first three months will remain unchanged, unlocking 40 million at once, putting pressure of approximately $30 million at current prices. Subsequently, monthly unlocks will continue without buybacks or destruction, only unlocking and selling.
The Trump family has made paper profits of approximately $1.36 billion from the TRUMP token.
2. MELANIA coin: dropped from 13 to 0.11, the project has remained silent for a year.
MELANIA dropped from a high of $13.05 to about $0.11, a decline of nearly 99%. According to Bubblemaps data, the project's community tokens have been sold for $16 million, and team tokens have been sold for $30 million, totaling $46 million, with the team having remained silent for a whole year.
The Trump family cashed out approximately $35.76 million from the MELANIA token.
3. WLFI token: $75 million lending game, 75% locked triggering lawsuits.
The current price is about $0.08, down over 78% from its historical high, with the market cap shrinking from nearly $3 billion to $2.58 billion.
WLFI engaged in large-scale collateralized lending through affiliated DeFi protocol Dolomite, using self-produced WLFI and stablecoin USD1 as collateral, accumulating about $75 million in stablecoins, with over $40 million flowing to Coinbase Prime. Dolomite's co-founder also serves as a WLFI advisor, raising concerns about related-party transactions, circular financing, liquidity squeezing, and liquidation risks.
Dolomite's USD1 pool utilization rate reached 93%, with depositors having only $12.5 million left in liquidity. WLFI collateral accounts for 98% of the token supply on the Dolomite platform, with collateral highly concentrated. If the WLFI price continues to fall, liquidation may trigger bad debts, ultimately borne by external depositors.
In terms of token unlocks, about 75% of the supply is still locked. Early retail investors publicly complained and initiated legal threats, forcing WLFI to start governance voting to establish an unlock timetable.
WLFI has brought the Trump family approximately $380 million in book value.
4. USD1 stablecoin: relying on WLFI to inject $40 million monthly subsidy, has decoupled once.
On February 23, 2026, USD1 briefly dropped to $0.994. WLFI blamed 'coordinated attacks,' claiming attackers invaded the founder's account to spread panic. Eric Trump deleted related promotional posts during the decoupling. Blockchain investigator ZachXBT announced an investigation into insider trading.
The ERC-20 USD1 deposit interest rate once soared to 35.81%, behind which is the WLFI strategic reserve address depositing 3 billion WLFI into lending protocols, lending out $50.44 million USD1 to support liquidity — self-lending, how long can this 'positive cycle' last?
USD1's current market value is nearly $4.8 billion, relying on Binance's support for rapid growth. However, its peg is not 1:1 with the dollar, but rather 'the $4.7 billion in short-term U.S. Treasury bonds and cash equivalents held by the WLFI team at BitGo.' Once faced with a bank run or liquidity crisis, real-time reserves cannot prevent the decoupling.
Four, conclusion: the end of four coins.
· TRUMP: 96% drop, on April 18, 40 million were unlocked, cashing out $3 billion in profits.
· MELANIA: 99% drop, $46 million sold, project silence.
· WLFI: 78% drop, $75 million lending game, 75% locked triggering lawsuits.
· USD1: has decoupled once, relying on WLFI to inject $40 million monthly subsidy.
Retail investors' total losses on the Trump family's two meme coins have reached $4.3 billion, with about 2 million retail investors trapped.
The Trump family's crypto business has generated over $1 billion in cumulative revenue, with the TRUMP token contributing about $350 million. In the first half of 2025, the family earned $802 million in the cryptocurrency field, accounting for over 90% of total revenue during the same period. As of March 2026, the family's wealth reached $6.5 billion.
Five, hedging framework: henceforth, shorting all Trump family coins.
Trump is using the White House's authority to simultaneously do three things:
1. Igniting war in the Middle East, driving up oil prices, creating market volatility through war.
2. Wielding tariffs to disrupt global trade, creating capital flows through tariffs.
3. Issuing family tokens, using the volatility created by the first two to complete sales.
More BNB, short WLFI/TRUMP/MELANIA — ecological moat vs. political harvester, one side gains while the other loses, both sides collecting rents. Not betting on whether the ceasefire will break, not betting on whether tariffs will be lifted, not betting on when tokens will go to zero.
Only betting on one iron law: political endorsements will eventually fade, but the lifting of sales will not stop.
Six, conclusion.
On April 11, U.S. and Iran will negotiate in Islamabad. Trump announced that the Strait of Hormuz is 'about to open' while threatening 'more significant military action.' On the same day, the Federal Trade Court reviewed the legality of his 10% global tariffs.
From missiles in the Strait of Hormuz to tariffs from the White House, and then to the harvesting scythe in the crypto space — Trump is using his presidential identity to create uncertainty simultaneously in three global areas for profit.
War demon, global turmoil disruptor. From now on, hedge by shorting all Trump family coins.
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