An analysis of Donald Trump's latest financial disclosures reveals an interesting trend: despite his loud public support for digital assets, a significant portion of his cryptocurrency profits from last year was reinvested into traditional instruments. My team examined this data, and the picture that emerges is quite telling.
Traditional portfolio quadrupled
Over two years, Trump's stock and bond portfolio has grown at least fourfold. While his investments in these assets ranged from $225 million to $608 million by the end of 2024, that figure soared to between $703 million and $2.6 billion by the end of 2025. This points to a clear strategy: profit from crypto market volatility and immediately lock in gains in more conservative assets.
"Despite the president's statements about the prospects of digital assets, the reports show he uses cryptocurrencies for quick profits and then transfers the income into traditional instruments like stocks and bonds," noted former CFTC Chairman Timothy Massad.
It is important to emphasize that these decisions are not made by Trump personally. The White House clarified that his assets are managed by independent third-party organizations, while the president himself retains full control over the account. Nevertheless, this sends a signal to the market.
Crypto assets are not the top priority
Currently, Trump holds 15.75 billion WLFI governance tokens worth over $50 million. By the end of 2025, his companies owned at least $160 million worth of Bitcoin (BTC) and Ethereum (ETH). This is significantly more than the $1–5 million in ETH he reported a year earlier. However, the purchase of shares in two public crypto companies backed by his sons — Eric and Donald Jr. — does not appear in the disclosures.
In my view, this is a pragmatic approach: Trump uses cryptocurrencies as a high-yield but risky tool to generate capital, which then flows into classic assets. This is not a belief in a "crypto revolution," but the cold calculation of an experienced businessman.
Political tension over crypto income
Over the past year, Trump declared over $1.4 billion in income from family crypto projects, including World Liberty Financial (WLFI) and his own memecoin. For private investors, the picture is much bleaker: nearly 1 million holders of Official Trump (TRUMP) are suffering a collective loss of $3.81 billion. The disclosure of the president's crypto assets has already raised questions in the Senate over a potential conflict of interest.
Senator Kirsten Gillibrand has again proposed banning the president, members of Congress, and their spouses from issuing memecoins. Economist Peter Schiff called such tokens "legal bribes." The debate around the issue is intensifying, and this only underscores how deeply cryptocurrencies have penetrated high-level politics.
My expert opinion: Trump's strategy is a classic example of "volatility trading." He is not building long-term plans on crypto but using it as a tool for rapid capital accumulation. For institutional investors, this could be a signal: if even the biggest crypto enthusiast among politicians prefers to lock in profits in traditional assets, it means the risks of digital currencies remain high.