Trump claims to have secured a $18 trillion global funding commitment

Summary

President Trump claims to have secured $18 trillion in global funding commitments, a figure equivalent to roughly 60% of U.S. GDP.Zhitong Analysts note this likely aggregates long-term corporate projections (e.g., TSMC, data centers) over decades rather than immediate cash flows. Meanwhile, specific actual inflows are targeting deregulation in crypto and AI sectors.Wallstreetcn+ 2

Impact Analysis

I don’t buy the $18 trillion headline—that’s nearly 60% of US GDP. It’s mathematically impossible unless he’s aggregating 20-year corporate capex plans and counting them as cash today .

However, the signal here isn’t the volume; it’s the transactional nature of the administration. Trump is effectively signaling that market access and tariff exemptions are for sale in exchange for investment pledges. We are seeing real, albeit smaller, capital flows from the Middle East and Silicon Valley specifically targeting regulatory moats—buying relief for Crypto and AI Wallstreetcn+ 2.

Bottom line: Fade the broad economic boom narrative implied by the $18T. Instead, treat this as confirmation of a ‘pay-to-play’ regulatory environment. The trade is to go long on sectors explicitly lobbying for deregulation (Crypto, AI infrastructure) while hedging against the volatility that comes when these inflated macro promises collide with actual GDP data Sina Finance.