Official Trump Meme Coin Flags Potential $150M Token Release as TRUMP Extends Slide

The team behind the Official Trump (TRUMP) meme coin said it may deploy up to 9.6% of the token's total supply over the coming months—about 96 million tokens valued near $150 million at current prices. TRUMP is down about 98% from its January 2025 high of $73.43. The contemplated deployment would amount to roughly 40% of the 237 million tokens currently in circulation and nearly three days' worth of trading based on average daily volume of about $55 million. In its latest update, the project said around 67% of the 1 billion maximum supply has already unlocked under a public daily schedule. Since February, roughly 5% of the previously unlocked tokens have been sold, deployed, or otherwise monetized. The distribution structure has amplified market focus on supply. According to the project's disclosures, CIC Digital LLC—an affiliate of the Trump Organization—and Fight Fight Fight LLC control 80% of the supply under a three-year unlock. Both entities also earn revenue tied to trading activity. With about 670 million tokens unlocked but only 237 million circulating, a large portion of unlocked supply appears to remain off-market. The team said planned dispositions would be directed to partnerships, acquisitions, the TRUMP Coin Club, and a mobile game initiative, framing the moves as long-term ecosystem development and inventory management. Holder concerns remain elevated. Nansen data cited in the report indicates nearly 1 million buyers are collectively down about $3.81 billion since launch. The team also highlighted liquidity initiatives, including a Kamino campaign that distributed roughly 114,000 TRUMP (about $180,000 at current prices). That effort helped expand the TRUMP/SOL pool from about $2,000 in March to a May peak of $1.66 million, with additional pools added on Orca and Raydium. Even so, the peak liquidity depth represents about 1% of the potential $150 million in token dispositions. Demand-side spending outlined in the update was also limited, including $1 million in entrepreneur grants and another $1 million tied to a mobile game waitlist. TRUMP recently traded near $1.57, down about 83% year over year and 22% over the past 30 days. The token hit an all-time low of $1.50 on June 6. Its market capitalization stands near $372 million, ranking roughly 120th. Critics have questioned whether the project is monetizing access rather than building a durable ecosystem. Economist Peter Schiff criticized the token, and a U.S. senator called for a meme coin ban following reports that the project generated about $636 million in windfall gains. While the team pledged a "disciplined" approach, the supply math remains a central overhang. Without sufficient ecosystem demand to absorb a potential 96 million-token pipeline, traders may see limited price relief—particularly as meme coin dominance sits near a two-year low.