Donald Trump, despite his loud public support for digital assets, in practice demonstrates a very conservative approach to managing personal capital. As recent financial disclosures show, a significant portion of the profits from cryptocurrency operations was promptly reinvested into traditional instruments — stocks and bonds.
Portfolio quadrupled
Over the past two years, the volume of Trump's investments in traditional securities has increased at least fourfold. While in 2024 the value of his stock and bond portfolio was estimated in the range of $225 million to $608 million, by the end of 2025 this figure had soared to $703 million – $2.6 billion. Such a significant jump, in my opinion, directly indicates the implementation of a "quick profit" strategy in the volatile crypto market, followed by transferring funds into more stable 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," emphasizes Timothy Massad, former head of the CFTC.
It is important to note that the decisions on asset management are not made by Trump himself. The White House clarified that his funds are held in an account with full discretion, the management of which is entrusted to independent third-party organizations.
Crypto assets remain, but in the shadows
A complete abandonment of cryptocurrencies has not occurred. Trump still retains a stake of 15.75 billion governance tokens in the World Liberty Financial (WLFI) project, worth over $50 million. Additionally, by the end of 2025, his companies held Bitcoin (BTC) and Ethereum (ETH) worth at least $160 million. This is noticeably more than the $1–5 million in ETH reported a year earlier. However, the disclosures do not mention the purchase of shares in two public crypto companies supported by his sons — Eric Trump and Donald Trump Jr.
Political tension is rising
The situation surrounding Trump's crypto income is taking on an increasingly political tone. Over the past year, he declared over $1.4 billion in income from family crypto projects, including WLFI and his own memecoin. However, for retail investors, the picture is much bleaker: nearly 1 million holders of the Official Trump (TRUMP) token are suffering a total loss of $3.81 billion.
The disclosure of data on the president's crypto assets has already sparked questions in the Senate due to 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 even called such tokens "legal bribes."
Expert opinion: Trump's actions are a classic example of risk diversification for large capital. While retail investors chase meme stories, insiders lock in profits in "hard" assets. The market should take a closer look at this model: if even America's chief crypto optimist prefers traditional securities, perhaps the current cycle is nearing its peak.