On February 3, Trump reiterated his strong support for cryptocurrency in public, stating that he is a "big supporter of cryptocurrency" and that "I have done more for cryptocurrency than anyone else because I believe in it."
He emphasized that if the United States does not quickly advance relevant legislation, China may dominate the field.
He said so, and he did so.
Even the entire family took action.
USD1, as a dollar stablecoin issued by WLFI, has rapidly evolved from a family endorsement project in March 2025 to a digital dollar infrastructure with quasi-sovereign characteristics.
The Trump family holds 75% of the net income from the project through DT Marks DEFI LLC, with Donald Trump Jr. and Eric Trump serving as 'Web3 Ambassadors', while Barron Trump is titled 'DeFi Visionary'.
This family deeply embedded governance structure ensures a high binding of political narrative and commercial interests.
At the beginning of 2026, World Liberty Trust under WLFI officially applied to the OCC (Office of the Comptroller of the Currency) for a national trust bank license, planning to increase the USD1 issuance scale from $3 billion to at least $12 billion within 18 months. What truly transforms the USD1 narrative is the 'compensation scheme of $100,000 USD1 per person' for Greenland—resulting in a one-time minting and airdrop of approximately 5.7 billion USD1.
1. The Dual Leverage of Arctic Geopolitical Games: US-Russia and China-US
US-Russia Game—GIUK Gap and Arctic Militarization
Greenland guards the GIUK Gap (the gap between Greenland, Iceland, and the UK), a chokepoint for NATO to monitor the Russian Northern Fleet's entry into the Atlantic. Between 2022 and 2025, Russia has built or renovated over 475 military facilities in the Arctic and deployed over 40 new icebreakers (the US had only 2 during the same period). In October 2025, the Russian nuclear-powered icebreaker 'Arctic Star' completed full navigation tests of the Arctic Northeast Passage, reducing travel time by nearly 9 days compared to 2020.
Trump stated publicly at a Florida rally in December 2025: 'If we don't take Greenland, Putin's submarines will be at our doorstep.' The 'Iron Dome' missile defense system (an upgraded version of Israel's 'Iron Dome') is precisely a key project the US plans to deploy in Greenland. According to the 2025 US Department of Defense (Arctic Strategy Report), this system is expected to extend the warning time for Russian ballistic missiles from 12–15 minutes to 22–28 minutes.
USD1 plays the role of 'economic binding + soft occupation': Each of the 57,000 Greenland residents receives an equivalent of $100,000 in USD1, after which daily consumption, salaries, pensions, and cross-border remittances may gradually anchor to USD1, forming a de facto 'Dollar Zone Arctic Extension', significantly weakening Russia's economic penetration space in the Arctic.
China-US Game—Control of Rare Earths and Critical Minerals
Greenland possesses approximately 8.7% of the world's proven rare earth reserves (USGS 2025 data estimates about 1.58 million tons REO), with heavy rare earths (such as Dysprosium, Terbium, Yttrium, etc.) significantly higher than in other regions outside China. In 2025, China's rare earth export quotas will tighten again (down 14% year-on-year), leading to an average global price increase of 37–62% for heavy rare earths (2025 full-year data).
In recent years, the US has taken intensive actions: In 2024, the US Department of Defense signed a 10-year priority supply agreement for rare earth magnets with MP Materials; in June 2025, the US, Canada, Australia, Japan, and South Korea signed a (Critical Minerals Security Partnership) (MSP+); in November 2025, US companies won a 51% stake in the Tanbreez rare earth mine project through Greenland's local government bidding (previously, this project had deep contact with Chinese capital).
If Greenland's mineral royalties, mining labor wages, equipment imports, and ore export settlements fully adopt USD1, WLFI will directly extract on-chain payment and clearing fees (typically 0.08%–0.35% per transaction) and turn USD1 into the de facto settlement benchmark for Arctic resource trade, forming a 'Mineral–Energy–Stablecoin' three-in-one closed loop.
2. Quantitative Profit Breakdown
First is the one-time income from minting and redemption. Assuming WLFI charges an average of 0.25% minting/redemption fee for the 5.7 billion USD1, it could generate approximately $142.5 million in one-time income, of which the Trump family would directly receive about $107 million based on a 75% share.
Secondly, there is the continuous yield from reserve assets. The reserves of USD1 are primarily composed of US Treasury bonds and cash equivalents, assuming an annual yield of 3.1%, WLFI extracts a 0.6% management fee from this, generating approximately $10.6 million in interest income annually, with the family's share being about $7.95 million/year.
In addition to the custody fee portion. World Liberty Trust, as the reserve custodian, charges a custody fee at an annual rate of 0.06%, generating an annual income of $3.42 million for a scale of $5.7 billion, with the family's share being about $2.56 million/year.
Finally, there are the long-term dividends from subsequent on-chain transactions. Assuming the annual settlement volume of Greenland's minerals, energy, and related infrastructure transactions reaches $12 billion, if WLFI takes an average of 0.15% on-chain clearing/payment fee rate, it could generate an additional $18 million in income annually, with the family's share being about $13.5 million/year.
Based on the above four parts, a conservative estimate of the annual cash flow the Trump family could obtain from the Greenland USD1 project ranges from approximately $24 million to $28 million. This figure does not include the valuation premium effect brought about by the explosive growth in USD1 circulation.
If the total circulation of USD1 rises from 3 billion to 8.7 billion, becoming the third largest stablecoin globally (after USDT at about 148 billion and USDC at about 62 billion), its valuation multiple usually falls within the range of 15–35 times, the overall valuation of WLFI could jump from the current $8–12 billion to $80–200 billion. The UAE sovereign fund Aryam has already invested $520 million in Q4 2025; if the valuation achieves a tenfold increase, its stock appreciation space exceeds $4 billion, with the Trump family as the biggest beneficiary.
3. Historical Analogy and Risk Hedging Script
In 1867, the US purchased Alaska from Russia for $7.2 million (equivalent to about $160 million today), ridiculed by the media as 'Seward's Icebox', which became a strategic energy and mineral hub a century later. The 'USD1 Greenland Plan' of 2026 is essentially the 'Arctic Westward Movement' of the digital age—using private stablecoins to bypass congressional appropriations, treaty approvals, and international legal obstacles.
Even if the island purchase ultimately fails, the Trump family still has multiple fallback options:
Scenario A (Success): USD1 receives sovereign endorsement, circulation and valuation suffer double hits, family annual cash flow locked in at over $20 million.
Scenario B (Long-term Stalemate): The concept continues to be hyped, and the WLFI governance token price has risen approximately 4.7 times from Q4 2025 to Q1 2026, allowing the family to gradually reduce their holdings in the secondary market.
Scenario C (Complete Failure): Blaming Denmark/EU for 'refusing financial inclusion', WLFI retains the brand halo of 'having approached sovereign-level transactions', turning to dollarized countries in Latin America (such as Ecuador, El Salvador for subsequent cooperation), Pacific island nations, etc.
Conclusion
On January 21, Trump softened his stance at the World Economic Forum in Davos, promising not to use force and announcing a 'Future Agreement Framework' with NATO Secretary General, involving Arctic security cooperation, mineral development, and missile defense (such as the 'Iron Dome' system) deployment, though details remain vague.
The foreign ministers of Denmark and Greenland subsequently engaged in high-level negotiations with the US side. Greenland's Foreign Minister Motzfeldt expressed 'optimism' on February 3 in Tromsø, Norway, hoping to find common ground that respects the 'red line' (sovereignty not to be ceded). Greenland's Prime Minister Nielsen warned that the US's goal remains to control the island, with fears and unrest spreading among the populace, many viewing this as a resurgence of colonialism.
Economically, Greenland relies on fisheries and Danish subsidies, with a growth of only 0.8% in 2025, facing slowdown pressures. Climate change accelerates ice cap melting (an average annual loss of about 140 billion tons of ice), exposing Arctic resources and opening shipping routes, while amplifying strategic value. Russia has stated it will respond to any US weapon deployment.
Overall, while the Greenland crisis has temporarily alleviated military confrontation risks, the negotiation outlook remains unclear, with island residents and Denmark seeking diplomatic balance to maintain autonomy and security under NATO framework.
Regardless of whether Greenland ultimately integrates into the US territory, USD1 has already completed the leap from 'Trump Family Crypto Project' to 'Quasi-Official Arctic Payment Infrastructure' by leveraging the dual winds of US-Russia military games and China-US resource games.
This is not a simple stablecoin business, but a sophisticated operation that packages and monetizes geopolitical dividends, financial seigniorage, on-chain transaction fees, and family political legacies.
Regardless of how the international community ultimately characterizes it, the Trump family has likely already secured the largest digital dividend in this Arctic chess game.