Author: Claude, Deep Tide TechFlow

Deep Tide Introduction: An anonymous account that only reposts publicly available financial reports and records Trump's stock trading was banned on X within 24 hours of going online, only to be reinstated days later with its followers climbing to over 130,000. In contrast, an account tracking Pelosi’s trades has operated for three years without issue, whereas the one following Trump lasted less than a day, bringing a question to the forefront: Who exactly does Elon Musk's "freedom of speech" apply to? The content revealed by the account is equally concerning, showing Trump’s cryptocurrency earnings exceeding $1 billion in 2025, with holdings in sectors like rare earths, private prisons, and AI chips that are highly linked with government decision-making.

An anonymous account dedicated to tracking Trump’s stock trading was banned on X within less than a day before being reinstated a few days later.

The account named "Donald Trump Portfolio Tracker" (@TrumpsPortfolio) launched on July 1 and quickly gained popularity by systematically reposting Trump’s publicly available holdings information. According to reports from Washington Examiner and IBTimes UK, when the account was banned, it was close to 77,000 followers, and the page was left with a generic message stating “violation of rules,” without any specific reasons given by X. The operator mentioned on his Substack that he had only posted 25 tweets in total, and the only email he received categorized his account as a “fake account.” There has been no follow-up after his appeal.

By around July 4, after a significant amount of users pressure@Musk, the account was restored. As of the time of writing, followers have increased to about 150,000. The operator posted a thank-you message saying, “My account has been unbanned, now back to tracking Trump's holdings as usual.”

The account extracted a 927-page public financial report

This account did not use hacking techniques or insider information. All its materials came from the financial report disclosed by the government ethics office (OGE) on June 30, a 927-page Form 278e for Trump's 2025 financials.

The figures in the financial report are already explosive. According to calculations by several media outlets including CNBC, NBC News, and Fortune, Trump's cryptocurrency-related income in 2025 exceeds $1 billion, with total annual income around $2.2 billion—cryptocurrency first surpassing real estate as his largest single source of income. Approximately $515 million to $580 million came from the token sales of the family cryptocurrency company World Liberty Financial, with another approximately $635 million from royalties of the Trump meme coin business disclosed as “Celebration Coins.” For reference, the last similar disclosure during Obama's term was only 8 pages, Biden's 11 pages, and Vice President Pence's last year was 17 pages.

What truly sparked discussions was the account isolating each individual stock holding from the financial report.

According to NBC News' analysis, on August 18, 2025, Trump continuously bought Apple, Microsoft, and Nvidia within a single day, with each transaction amounting between $5 million and $25 million. The timing of the Nvidia purchase coincided exactly with the week after he announced that Nvidia and AMD agreed to pay 15% of their H20 chip sales to the Chinese government in exchange for export licenses. The reopening of this export channel directly favored Nvidia. The account also highlighted Trump’s holdings in the rare earth company MP Materials, as well as two publicly listed private prison operators, GEO and CXW.

For those holding these similarly named stocks or considering copying their investments, the significance of the financial report lies not in "the President is very wealthy," but in its display of the timeline between policy decisions and personal holdings.

Trump himself denies any conflict of interest, claiming his money is managed by outside firms, which is a “blind account," stating, “I never talk to the people managing my money.” This claim cannot currently be confirmed or refuted from the financial report itself.

Banned less than a day after launch, with no explanation from X regarding which rule was violated

The manner in which the account was banned is the most striking aspect of this entire situation.

According to IBTimes UK, when the account was banned, it followed only 15 users, yet had accumulated nearly 77,000 followers. The page was replaced with a standard message stating “The account has been banned, X will ban accounts that violate the rules,” without any specific terms referenced. X did not clarify if there was any manual review involved, and Musk and the company have not publicly responded to the reason for the ban.

Critics' focus has centered on the phrase "freedom of speech." Musk repeatedly positions himself as a defender of free speech, saying he wants X to be a place where legal, public information can flow freely. An account that merely reposts government public documents getting banned instantly made many users feel that this narrative does not match the actual operation.

There’s also a less conspiratorial explanation. X has always required accounts that use public figures' names and images to clearly label themselves as “imitation/parody” accounts. The account tracking Trump had the president's name and photo without adding a parody label, which may have in itself violated the rules. The operator also admitted that a few tweets in the 25 contained comparative “jokes” about Trump and Pelosi. There is currently no evidence showing that Musk personally ordered the ban.

For ordinary users, the risk warning here is straightforward: aggregating information about political figures on X has non-transparent rule enforcement, and an account that simply reposts public data can also vanish overnight, even if it gets reinstated later.

An account tracking Pelosi has been online for three years, while the one tracking Trump lasted less than a day

What makes the ban appear suspicious is a ready-made comparison group.

The account tracking Pelosi’s trades, "Nancy Pelosi Stock Tracker," operated by the investment app Autopilot, has been online since June 2022 without ever being banned. This account regularly posts about the coincidences between members of Congress' trades and government decisions, employing strategies almost identical to the Trump tracking account. One has run for three years without issue, while the other was banned in just one day—this comparison is central to the ongoing debate.

The changing relationship between Musk and Trump adds another layer of speculation to this comparison. According to IBTimes UK, for most of 2025, the two have been openly feuding, with Musk harshly criticizing Trump’s signature spending proposal and making public remarks towards one another. By early 2026, they noticeably reconciled, having dinner at Mar-a-Lago, with Musk posting that “2026 will be great,” and Trump later inviting him to visit China together. It is precisely this thawing relationship that makes the ban appear to critics as a form of “leniency” towards the president. X has yet to clarify which rule the account allegedly violated, and this question remains hanging.

After the unban: the account became more popular

The account was not suppressed by the ban; rather, it received free publicity.

After being unbanned, the account's followers rose from 77,000 to about 137,000, while the operator continued to update holdings and wrote a lengthy Substack post describing the experience of “being banned for 24 hours,” titled rather straightforwardly, “Insider trading is legal, discussing it is not.”

This statement, while emotional, touches on what many find uncomfortable about this matter: the president can trade based on public or non-public information, but someone discussing those trades online was banned first.

For readers holding related stocks or following the theme of political trades, the key takeaway here is not who is right or wrong between Musk and Trump, but rather that those holdings in Trump’s financial report that align with policy decision timelines are now in black and white public documents, accessible for anyone to examine in the 927-page report.

The author's Substack can be viewed here