Trump is deepening exposure to cryptocurrencies through Coinbase and Strategy investments



US President Donald Trump And his family They expanded their indirect exposure to the cryptocurrency sector. New financial disclosures reveal an increase in investments linked to major cryptocurrency-related stocks, including Coinbase Global and Strategy (formerly MicroStrategy).

These shares were acquired in the first quarter of 2026, according to the financial disclosure submitted to the US Office of Government Ethics (OGE).

The OGE Model 278-T was released to the public this week. It revealed thousands of stock trades that took place in the names of Trump and his family so far this year.

this Deposit Covers the collective assets and investments of the President, First Lady Melania Trump, and their dependent children. The competent authorities who conducted the investigation found that the president’s children control the family assets.

The Trump family’s major investments in major cryptocurrency companies have made headlines

The OGE document identified nine purchases of Coinbase Global Inc. shares. Class A regular. On February 10, 2026, the largest single transaction occurred on Coinbase. The value of this purchase was estimated at between $100,001 and $250,000. The Trump family also made smaller purchases of Coinbase shares throughout the quarter.

Aside from Coinbase, they have also allocated significant funds to it Mara Holding. MARA is one of the largest publicly traded Bitcoin mining companies. It is also a major holder of Bitcoin.

MARA purchases were minor, similar to Coinbase purchases. They have consistently ranged between $15,001 and $50,000. The 113-page filing dated March 20, 2026, lists one transaction on page 35. In the first quarter, MARA reported a net loss of $1.26 billion. Analysts claimed that the company intends to redirect its strategic focus towards artificial intelligence and data center infrastructure.

Meanwhile, OGE Form 278-T described eight transactions involving buying and selling activities in the strategy. The most important purchase was made on February 12th. Its value fell within a range of $50,001 to $100,000. The largest sale occurred on January 12, where it ranged from $15,001 to $50,000.

The strategy is The largest companies Bitcoin holder worldwide. The company has more than 818,000 BTC on its balance sheet. All eight transactions were related to the strategy’s Class A common stock.

Through significant investments in cryptocurrency companies, the Trump family had generated profits of more than $1 billion by October 2025. However, a representative for the Trump Organization insisted that the deals mentioned in these ethics filings did not involve the president or his family.

The spokesperson stressed that “President Trump’s investments are managed only through fully discretionary accounts by independent financial institutions that have full control over all investment decisions.” “Neither President Trump, his family, nor the Trump Organization are involved in selecting or approving specific investments.”

Major issue during The law of clarity Discussions were about how to restrict the president’s personal cryptocurrency projects. The Clarity Act is legislation introduced in May 2026 to create a comprehensive regulatory framework for digital assets.

However, although the ethical guidelines of the bill have not yet been agreed upon, Senate Banking Committee It was approved on Thursday, May 14, 2026, by a vote of 15 to 9.

Cryptocurrency companies are adopting a new strategy in their operations

As investigations into Trump’s involvement in the cryptocurrency industry intensify, Cantor Fitzgerald He identifies prediction markets as a high-growth “secret weapon” for Coinbase and Robinhood. Cantor Fitzgerald is a leading global financial services firm and investment bank.

This result suggests that investors are ignoring weak cryptocurrency trading in the first quarter and instead focusing on future product launches. “Investors increasingly view quarterly results as outdated, with more attention now paid to future demand trends and the product roadmap,” said an analyst from Cantor Fitzgerald. This includes new offerings such as prediction markets.

The two companies are expected to report poor results for the first quarter of this year amid falling cryptocurrency prices and decreased trading activity. Bitcoin and Ethereum (ETH) prices fell by about 23% and 29% this quarter, driving them lower Exchange volumes.

Third-party data also indicated a slowdown in trading activity during the quarter. Coinbase volumes fell to $54 billion in March of About $66 billion in January.

Cantor expects Coinbase’s trading volume to reach $35 billion for retail trading and $167 billion for consumers and institutions. This forecast failed to meet consensus expectations on Wall Street.

However, Ramzi Al-Assal, an analyst at Cantor Fitzgerald, maintained an “overweight” rating and raised his price target to $250. He pointed to positive market sentiment and strong long-term growth drivers.



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