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北京时间·🕒 发布 01:03:09(伦敦 07-17 18:03)·⟳ 抓取 01:03:09 +0s·⚡ 决策 07-18 01:33:21 +30m12s·101.9 天前

Trump Media拟向交易机构销售Truth Social总统帖文高速数据源

每月10万美元的数据API可能带来新收入,但客户数量、合同签署和实际收入贡献均未披露。

📄 原文Financial Times↗ 原文
Trump Media pitched $100,000 monthly fee for fast feed of president’s posts
Donald Trump’s social media company has discussed charging traders and investors as much as $100,000 a month for faster…
不做 Trump Media & Technology Group(DJT.US)
仅为未签约、未披露客户数的数据产品报价,收入增量无法量化,相对DJT高叙事估值不构成可执行正期望;不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-17 · 扩散 medium · price-in 风险 medium ↗

关键理由

  • 每月10万美元的数据API可能带来新收入,但客户数量、合同签署和实际收入贡献均未披露。

主要风险

  • DJT市值主要由政治与社媒叙事驱动,单一数据产品未验证商业化前难以支撑短线重定价。

原文全文

展开原文 · 3,194 字
Trump Media pitched $100,000 monthly fee for fast feed of president’s posts
Donald Trump’s social media company has discussed charging traders and investors as much as $100,000 a month for faster access to the US president’s posts on his Truth Social platform.
Trump Media & Technology Group has quoted the six-figure monthly sum in talks with prospective buyers of the “Truth API” data service, according to people familiar with the matter.
Proprietary trading firms and hedge funds pay huge sums for ultrafast data feeds because every millisecond counts when reacting to market-moving news. Trump often makes major announcements on Truth Social that trigger huge fluctuations across global markets.
The announcement on Thursday of the API product sparked a backlash on Wall Street as traders and investors digested the prospect of having to pay a company tied to the president for market-moving information.
“People will pay because they have to,” said an executive at a hedge fund. “If you’re behind on that news, you’ll get crushed.”
TMTG, which is majority owned by the Trump family, controls Truth Social. The company did not immediately respond to multiple requests for comment.
Trump and his sons have amassed tremendous wealth since he returned to office last year, including trading on assets and industries backed and promoted by the president. Earlier this month Trump’s financial disclosures showed he had earned more than $2bn in 2025, primarily from cryptocurrency ventures.
With 12.9mn followers on Truth Social, the president frequently posts updates on the biggest issues in current affairs, including the war with Iran and other geopolitical events, which regularly move financial markets.
Just before the Trump administration paused a host of tariffs against countries around the world last year, Trump posted on his Truth Social account that it was a “great time to buy”. The S&P 500 rallied 9.5 per cent in a historic one-day move for the index shortly after.
He has also touted specific stocks, complimenting companies such as Nvidia and Apple and fuelling rallies in their share prices.
More recently after the outbreak of the war with Iran, Trump posted on March 23 that there had been “very good and productive conversations with Iran”, sending oil prices falling sharply.
The pressure to buy faster access to those posts will increase if traders and hedge funds start purchasing the new feed as firms worry that rivals could get an edge on them, although not every financial institution will need access to fast and machine-readable data for its strategies.
Social media platforms such as X also offer data feeds to algorithmic traders through financial terminals such as Bloomberg. TMTG expects the feed to provide coverage 24 hours a day and seven days a week.
The general public would not notice the difference in speed between Truth API and updates on Truth Social itself because Truth API would give an advantage of “milliseconds” to customers of the feed.
“Milliseconds is a big deal in this world, high-frequency trading firms and systematic quant hedge funds would definitely want this product,” said the chief executive of a US market infrastructure company.

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