In-Depth Analysis of the World Liberty Financial Project: Current Business Status, Background Details, Token Mechanism, and Valuation Prospects

Introduction

Recently, the World Liberty Financial project has attracted market attention. This project was co-founded by the Trump family, and its core product is the USD stablecoin USD1. This article will conduct an in-depth analysis of World Liberty Financial from multiple dimensions, providing readers with different perspectives to observe the project.

Business Status and Core Advantages

The core product of World Liberty Financial is the stablecoin USD1, which is pegged to the US dollar at a 1:1 ratio and backed by cash and US Treasury bonds. As of June 2025, the circulation of USD1 is approximately 2.2 billion dollars, with 97.8% issued on the BNBchain.

The holding situation of USD1 shows that 93.7% of the tokens are concentrated in two addresses on a certain trading platform. The scale of USD1 surged by nearly 2 billion on May 1, 2025, primarily due to the Abu Dhabi investment company MGX's equity investment of 200 million USD in the trading platform using USD1 for payment.

In market expansion, World Liberty Financial has established partnerships with multiple institutions, including the launch of the USD1 vault on Ethereum and BNB Chain, as well as listings on several centralized and decentralized trading platforms.

The main competitive advantage of World Liberty lies in the political influence of the Trump family, which provides a unique advantage for the project in specific business expansions. However, the project also faces some potential risks, such as the diversity of channels for interest transfer and the decoupling of tokens from project value.

Project Background and Financing Details

The core team of World Liberty Financial mainly comes from the political and business sectors, including Trump and his three sons. The project also invites heavyweight figures like Trump's long-term business partner Steven Witkoff to participate.

It is worth noting that the Trump family's shareholding in the project has decreased from an initial 75% to the current 40%. Since the project launched in September 2024, it has raised over 700 million USD through multiple rounds of financing, and its valuation has also rapidly increased.

Token mechanism and protocol revenue

The governance Token of the WLFI platform, $WLFI, has a total supply of 100 billion coins. In the token distribution plan, the public offering accounts for 25%, the team and advisors account for 20%, and the ecosystem development accounts for 20%. Apart from the public offering, the specific unlocking terms for the other tokens are not yet clear.

WLFI is a pure governance Token and does not have dividend or income rights. The protocol revenue primarily belongs to the entity behind WLFI, and the WLFI Token itself is not directly linked to business income.

Valuation Analysis

Based on the valuation level of a certain stablecoin issuing company that is a major competitor, using the "market cap/stablecoin market cap" ratio for estimation, the reasonable valuation range for the WLFI project may be between 1.452 to 1.672 billion US dollars, corresponding to a WLFI Token price of approximately 0.0145~0.0167 US dollars.

However, the market's expectations for WLFI may be higher, for reasons including a small early circulation, great growth potential, and strong political resources. However, there are also many uncertainties, such as the strong network effects of stablecoin business, the lack of value capture for the token, and business data inflation.

The short-term price trend of WLFI Token after its launch may depend on the progress of the US stablecoin legislation, as well as whether the Trump family positions WLFI at the core as a medium for interest exchange. The future development of the project is worth continued attention.