- Trump’s Q1 2026 ethics filing revealed major buys in crypto and tech-related stocks during market panic
- Holdings including MARA, Coinbase, and Strategy were purchased during the Iran War dip
- Several positions later surged over 100%, turning the selloff into a major paper profit opportunity
President Donald Trump’s latest ethics disclosure revealed an aggressive round of stock purchases made during the market turbulence tied to the Iran conflict earlier this year. According to the filing, Trump added positions in crypto-linked companies including MARA Holdings, Coinbase, and Strategy while broader markets were selling off sharply.
The disclosure also showed repeated purchases across major tech names, including multiple buys in Nvidia, Google, and Texas Instruments throughout the first quarter of 2026. The timing stood out because many investors were reducing exposure while geopolitical fears dominated headlines.
Crypto and AI Bets Paid Off Fast
Among the crypto-related positions, MARA drew particular attention after Trump disclosed two separate purchases in the Bitcoin mining company. While the individual transactions were relatively modest in size, MARA has since expanded beyond mining after acquiring Long Ridge Energy, a large Ohio-based power plant tied to energy and AI infrastructure operations.
Several disclosed holdings later posted major gains. Intel climbed roughly 149%, PENG rose around 145%, and Sandisk surged approximately 134%, while additional names like MRVL and IRDM also delivered triple-digit percentage moves.
The Filing Is Raising New Questions
The portfolio gains are already fueling debate around the optics of a sitting president actively trading individual equities during periods of major policy discussions surrounding digital assets and financial regulation. Critics argue the trades create ethical concerns, while supporters view the moves simply as opportunistic investing during a fear-driven correction.
Regardless of the political reaction, the investment strategy itself followed a familiar pattern: buy heavily during panic, hold through recovery, and benefit once sentiment stabilizes. In this case, the rebound happened much faster than many expected.
Markets Continue Watching Trump’s Crypto Moves
Trump’s growing connection to crypto markets has become increasingly difficult to ignore as digital asset regulation moves through Washington. With legislation like the Clarity Act advancing in Congress and institutional demand for Bitcoin ETFs continuing to rise, crypto-linked equities remain closely tied to broader market sentiment around digital assets.
For now, Trump’s disclosed portfolio reads like a list of stocks many investors wish they had bought during the early 2026 selloff.
