$TRUMP: Leveraged Political Access Bet

Trump II's memecoin has the following disclaimer:

Trump Memes are intended to function as an expression of support for, and engagement with, the ideals and beliefs embodied by the symbol "$TRUMP" and the associated artwork, and are not intended to be, or to be the subject of, an investment opportunity, investment contract, or security of any type.

 And Trump II's second dinner contest caused a 354% rise in $TRUMP derivatives volume?  I believe derivatives are investment contracts.

Trump II's first dinner nearly doubled his meme-coin price from roughly $8 to $16 during the contest period.  

His second is less impactful to date.  It has gone from $2.75 to currently $3.40 (with a rise to $4.25 in between).

"It's long term value is tied to Donald Trump's political relevance," which is ebbing by the tantrum and savage whim.  

A new poll on Donald Trump found that 65% of polled Americans say “arrogant” applies “a lot” to the president. More than half also describe him as “opportunistic” (57%), “reckless” (56%), “dishonest” (54%), and “corrupt” (54%).

Derivatives are risky bets, the kind Trump II would want to take (his ideals and beliefs).  Are you "all in" for Trump II's global casino rampage?  It could get you a free meal.

Old & New PEU Fed Chairs

Trump II's nominee for the Fed Chair is Kevin Warsh, who works for Stanley Drunkenmiller's Duquense Family Office.  Kevin manages the firm's private equity portfolio.  

Private equity underwriters (PEU) came up short in returns the last few years for a large Canadian pension.  It lost that pension 5.3%.

This pension essentially managed their own private equity portfolio, I imagine much like Kevin Warsh at Duquense.

I am sure many of you recall Apollo's Marc Rowan calling private credit, essentially investment grade.  That has not aged well.

Unfortunately many Americans have been sold private equity and private credit investments in their retirement funds.  Extend and pretend has been the mantra on both sides, equity and credit.  

Economic stressors tend to expose criminal behavior or the inability to handle a formerly survivable financial event.  

PEU Kevin Warsh will be installed as Fed Chair, replacing another Trump appointed PEU in Jay Powell.  

Politicians Red & Blue love PEU and their new TechGod brethren.  Increasingly, more are one.

Update:  Carlyle's 2018 European PEU fund has also performed poorly.

TechGods & PEUs Intend to Deliver Hell

Trump II never followed Christ's Gospels.  Love God and love your neighbor?  In his mind that's for suckers and losers.  Trump II is a deal maker.  Deal makers brutalize their victims, earning deal fees, directly and indirectly.

TechGod and Chief Heretic Peter Thiel has been dispatched to Rome (next to the Vatican city/state) to distort the Book of Revelations.   

Thiel might as well be wearing an "I am the Anti-Christ" hat with his unrestrained, unethical tech that seeks to usurp God at every turn. 

It's as darkly comical as Trump II pretending to be a great leader. Both Thiel and Trump cannot get enough prizes on this earthly plane. 

Bottomless is their greed, lust for power, abuse of others and need to control.  Our elected officials and their billionaire supporters, private equity underwriters (PEU) and TechGods, are crafting a literal hell on earth for most of its occupants.  

TechGods and PEUs promised only good but the public knows they've delivered far more evil than advertised.  TechGods don't allow their kids access to their products, except on a very limited basis.  

Most workers have experienced a PEU buyout of their employer and know the "shit show" that follows.  

Voters sense that elected officials cater to this billionaire class and reluctantly consider the little people around election time as their votes are needed to remain in power.  

TechGods & PEUs are legion in the U.S. political systems and are intertwined in Gordian fashion.  Christ could cast out this multitude of demons but he is not physically here.  

It is time to reverse the toxic tide that floated the privileged in their super-yachts and drowned so many.  

Politicians Red & Blue love PEU and their new TechGod brethren.  Increasingly, more have been one.  Let's make that a decreasingly in November.  

Conflicts Undeclared: McHenry's "This Week"

Former Interim Speaker of the House Patrick McHenry served on a political panel Sunday morning.  The host did not share any information about McHenry's current work, where his Congressional service to TechGods and private equity underwriters (PEU) paid off handsomely.  

McHenry has at least nine high paying gigs.  Lazard and a16z represent the old bastion (PEU) and new  guard (TechGod) of finance.  McHenry is Senior Advisor at both.

His other Senior Advisor roles are with Stripe, Equipifi and the Coalition for Prediction Markets.  

McHenry is on the Advisory Board for BGR Group a D.C. based lobbying firm that specializes in big money and high tech.  BGR lobbies for McHenry's a16z.

Other roles include Vice Chairman for Ondo Finance, a blockchain/tokenized securities fintech.  He is also on the Board of Directors for a digital bank, LiveOak Bank, which aims to be America's small business bank.  

That should give McHenry a unique perspective when looking at a16z's fintech Synapse collapse.  

"the amount of the “shortfall” in customer funds was between $65 million and $95 million"

Marc Andreessen's a16z walked away from Synapse carcass with nary a peep or care.  He did set up an office in Washington, D.C. to deter any accountability.

The Consumer Financial Protection Bureau (CFPB) set aside $46 million for jilted Synapse account holders.  

Trump II has the CFPB in his sights for disruption and dismantling, a move likely applauded by TechGods and PEUs.

McHenry is working hard, raking in the green, all for his and his numerous employers' behalf. There is little left for the common person, no service, no protection, no voice, no advocacy and no recourse after these guys "jack stuff up."   

"It's overwhelming because you really feel like you are up against this huge wall that you can't penetrate. There's nothing that you can do. And they don't care."

Politicians Red & Blue love PEU and their new TechGod brethren.  Increasingly, more are one.  

Trump Grynesty Loots the Globe

Founder Jared Kushner already has billions in Middle East money to invest through Affinity Partners, a relatively new private equity underwriter (PEU).  Jared is seeking $5 billion more.  

Simultaneously Jared is Trump II's international negotiator, alongside Steve Witkoff of The Witkoff Group. PEU Report wrote about their diplomatic push to war.  

Trump is executing his hostile takeover of Iran.  The world saw Jared's ability to take that which is not his in Davos, Switzerland:

The imagery was sleek, the promises grand. At the World Economic Forum in Davos, Donald Trump’s son-in-law, Jared Kushner, presented a “Trump economic development plan” for Gaza—complete with AI-generated renderings of glass towers and marinas which reimagined the devastated enclave as a futuristic tourist destination. 

However, these glossy images bear little relation to the reality of a population emerging from a catastrophic humanitarian crisis. Famine was recently declared, over a million people lack adequate shelter, and the health system has collapsed. Trump’s plan would obliterate Gaza’s history and society by imposing a top-down economic and tourism model. Few Palestinians, if any, have been consulted in its development: in the absence of Palestinian agency, President Trump will “exercise all power and authorities” as chairman of the Board of Peace (BoP).[1] - European Council on Foreign Relations

Jared's financial disclosure is due soon for his White House special envoy role.  It should be somewhat revealing, as much as the PEU boys are actually willing to share.  It's private equity and private capital, meaning none of anyone else's business (outside us insider connected billionaires).

The Pentagon is forming its own internal PEU and needs greed and leverage talent.  Cerberus PEUs holds top spots in the Pentagon and its Office of Strategic Capital.

Lorch needs a few heartless finance/tech bros (the kind that staffed DOGE).  

Lorch was Director and VP for The Meadows of Wickenburg, a high end mental health treatment facility for the rich and famous.  Yes, that includes political types.

Back to the Pentagon new PEU office, which needs a PEU good men.

You realize who is to be enriched by these public PEU efforts...

There is a pattern here for those willing to pull back far enough to see.

The fish rots from the head down as the government is being remade on the inside in PEU/TechGod image.  For this "economic statecraft", the little people suffer.  

It's Trump II's Greed Dynasty... and his Grynasty will wear us down.  

Update 3-17-26:  Semafor found the pattern:

This same newsletter had:

Admiral James Stavridis, the former supreme allied commander of NATO and a vice chair at Carlyle, told Semafor last year that a postwar Iran could be “the big investment opportunity in the Middle East.” An educated population of 90 million people with good demographic trends and a strong national culture — “they believe in themselves as Persians,” he said — could “look like the reconstruction of the Korean peninsula after the end of the Korean War.”

TechGods and PEUs want to profit from the war as well as its aftermath.  

Trump II Pumps Memecoin: Dinner Redux

Crypto whales bid up Trump II's flagging memecoin ($TRUMP), rescuing it from a new low around $2.75.  TechGods, CryptoBros and Sovereign Wealth Fund (SWF) Chiefs continue to throw good money after bad just to butter up our Global Tamperer in Chief.  

Catch the hype!

It was nice of Trump II to make it look like these people actually have the option of saying no.  Pick your poison, Florsheim shoes, WLFI token, USD1, a giant Ballroom donation?  Whatever you choose, it's Trump II's will that gets done.  Not yours.

The last "dinner competition" pumped $TRUMP to the $16-17 range.  It's been in a marked decline since, recently breaking $3.

Access....insiders....welcome to Trumplandia where everything is denominated and all proceeds go to Trump II and his conflicted family.  This too shall pass.

Update:  The SWF ask is actually far higher as Jared Kushner is seeking $5 billion in new investments from Saudi Arabia, Qatar and the UAE for his Affinity Partners PEU.  Nothing like a protection racket to motivate funders....

Trump comes out with another creepy, conflicted billionaire crypto-bribing opportunity and immediately attacks the media.  LOOK AWAY!!!!

Trump II is the troll that lives under the bridge and all who cross must pay a massive toll, otherwise known as a tariff.  No toll and the troll dines on your flesh and bones.  Later, it steals your house.

Finally, a crypto website called it like it is:

$TRUMP, a meme-coin with no utility, dependent on Trump II's political relevance. which is waning rapidly after his terrible call to wage his War of Choice on Iran.  The coin has been in the crapper for quite some time.  

Trump II does not know it but he is done.  Donald is no Tricky Dick.  He will fight dirty every step of the way and take down as many around him as possible.  

Update 3-18-26:  The Trump meme website has this on the conference and dinner event:

April 2026 Conference and Gala Luncheon Event 

• The April 2026 Conference and Gala Luncheon Event (the “2026 Event”) is scheduled to take place on April 25, 2026 at Mar-a-Lago in Palm Beach, Florida but may be rescheduled to a different date or location, as determined in our sole discretion. 

• President Trump may not be able to attend the 2026 Event, and the 2026 Event may be cancelled for any reason (including, but not limited to, a force majeure event). In the event President Trump is unable to attend the 2026 Event, or if the 2026 Event does take place, then in our sole discretion, the 2026 Event may be rescheduled to another date, or persons who are qualified for the 2026 Event will receive a limited edition TRUMP NFT in lieu thereof. 

• All expenses incurred by the verified Gala Luncheon recipients in connection with attending the 2026 Event (including, but not limited to, travel costs, ground and other transportation, parking, meals, gratuities and incidental hotel expenses) are the sole responsibility of verified 2026 Event recipients. 

• All 2026 Event attendees must be 18 years or older and the age of majority in their local jurisdiction, will be required to sign a release and any other requested documents, must meet the 2026 Event eligibility requirements, and must undergo a security and background check and investigation and be approved in advance as determined by us in our sole discretion. 

We reserve the right, in its sole discretion, to invite additional guests to the 2026 Event beyond the initial number of attendees, subject to such guests meeting all applicable eligibility, security, and background check requirements set forth herein.

Whales Gorge on $TRUMP

Yesterday Trump II's memecoin had "no catalyst" to break its year long plunge.  Today it went up 54.5%.  One prior boost came from TechGod purchases for the "dinner with the President" opportunity.  Other bump ups occurred in conjunction with Saudi Arabian economic summits.

Today's massive rise comes as Middle East governments (with giant sovereign wealth funds-SWF) wrestle with protecting their public from Iranian retaliation for Trump II's War of Choice.

It also occurs after Iran's new Supreme Leader indicated TechGod facilities are fair targets under the current war.  Might either group have steered protection money to $TRUMP?  Maybe both...

I can imagine Trump II asking TechGods and Middle East governments to show him some love.  Deal fees can be direct or indirect.  

Trump Billionaires Club Game has been pushed back yet again.  That may be cover for $TRUMP's next big rise (also, a more palatable political influence laundering opportunity).  However, TechGods and Middle East monarchs don't care about hiding their money flaunting and the political benefit it buys.  And Trump II is shameless in his overt selling of same.

Update:  Trump will host a dinner at Mara-Lago for the top 297 $TRUMP holders with the top 29 having VIP privileges.  It was nice of Trump II to give TechGods and SWF Chiefs a reason to go "all in" on his waning memecoin.

Update 3-14-26:  WSJ found the story.  A White House official stated Trump is not confirmed to attend the event.  Someone is out of the communication loop.