Или Хуа 20 миллиардов ETH наконец окупились! Увеличение позиций WLFI прогнозирует стабильный рынок на 3 триллиона

Yi Lihua made a heavy investment of $2 billion in 626,000 ETH last November at an average price of $3,105, and has now broken even with a 2.7% profit. 5 out of 6 tokens went up, with a hit rate of 83.3%. BCH rose 19.6%, WLFI rose 15.46%, while ASTER fell 53.54% and was cut for losses. Strong support for WLFI, predicting USD1 stablecoin to break $100 billion in the near term, $1.1 trillion in the medium term, and capture $1 trillion in market share long-term.

Yi Lihua’s Harrowing Break-Even Journey with 620,000 ETH

With recent market recovery, well-known blockchain investor Yi Lihua finally broke even on 620,000 Ethereum coins invested with $2 billion since last November. Yi Lihua is the founder of LD Capital (Liquid Capital), and deployed 6 tokens last year, with 5 of them in an uptrend, achieving an overall hit rate of 83.3%. According to public records, Yi Lihua’s current allocation covers multiple core tracks including POW, public chains, exchanges, and stablecoins, with an overall structure centered on mainstream assets with a small amount of new narrative speculation.

The scale of 620,000 ETH is extremely impressive. Calculated at an average price of $3,105, the total investment was approximately $1.94 billion. This concentrated position in a single asset is extremely rare among institutional investors, as institutions typically diversify funds across multiple assets to reduce risk. Yi Lihua’s aggressive strategy demonstrates his firm conviction in Ethereum’s long-term value, but also subjected him to massive paper losses when Ethereum’s price fell below $3,000 in late 2025.

Ethereum’s price dropped to around $2,800 in December 2025, meaning Yi Lihua’s 620,000 ETH position faced a paper loss approaching $200 million. For ordinary investors, this loss would be sufficient to trigger panic selling, but Yi Lihua chose to hold firm. This “large position unchanged” strategy was rewarded in early 2026, as Ethereum’s price recovered to around $3,190, and his 620,000 ETH position has broken even and even micro-profited 2.7%.

This break-even experience validates the core principle of value investing: as long as fundamentals remain unchanged, short-term fluctuations should not affect long-term holdings. Yi Lihua’s judgment on Ethereum is built on the logic of it being “financial infrastructure on-chain,” a logic that was validated in 2026 with the explosion of stablecoins and RWA.

Yi Lihua’s Investment Portfolio Performance This Round

BCH (Bitcoin Cash): Up 19.6%, benefits from POW narrative

WLFI (Trump Family DeFi): Up 15.46%, policy dividend

ETH (Ethereum): Micro-profit 2.7%, 620,000 coins just broke even

Exchange Tokens (undisclosed): Profitable

Stablecoin Related (undisclosed): Profitable

ASTER (exchange project): Plummeted 53.54%, cut for losses

Why Supporting WLFI and Predicting USD1 to Hit $1 Trillion

Yi Lihua posted on X: “2026 is the first year of financialization on-chain, stablecoins and Ethereum are the most important Infra, WLFI today exchanged BTC for ETH, I believe it’s the same thinking.” This statement reveals the core of his investment logic: stablecoins will become the transaction medium of the digital age, and Ethereum is the best infrastructure to carry stablecoins.

WLFI (World Liberty Financial) is a DeFi and stablecoin project founded by the Trump family, and its USD1 stablecoin is a key target that Yi Lihua is bullish on. Chase Herro, co-founder of Trump family crypto project WLFI, posted on X expressing agreement with Yi Lihua’s analysis of WLFI, stating that stablecoins have proven to become the transaction medium of the digital age, based on this logic, the decision to swap WBTC for ETH is quite simple.

Yi Lihua predicts three paths for WLFI’s future: first, USD1 will break through $100 billion in the near term, $1.1 trillion in the medium term, and capture $1 trillion of the $3 trillion stablecoin market in the long term. Second, USD1 cooperates with Web2 companies with hundreds of millions of active users. Third, USD1 leverages advantages in branding, compliance, ToB, and user base to become the most important infrastructure among them.

This prediction is extremely aggressive. The current stablecoin market is worth approximately $150 billion, and Yi Lihua predicts USD1 can reach $1.1 trillion in the medium term, equivalent to over 7 times the current market size. If this prediction materializes, it means the stablecoin market itself will expand to a multi-trillion dollar scale, with USD1 capturing the largest share. Yi Lihua responded that if the three expected targets can be achieved, WLFI will become one of the most valuable assets, believing WLFI can do it, and the progress over the past few months has already proven this.

The Painful Lesson of ASTER’s 53% Loss

In this round of investments, the two best-performing assets were BCH (Bitcoin Cash) with 19.6% gain and WLFI with 15.46% gain. In contrast, ASTER became the only falling token, with a loss of as much as 53.54%, with Yi Lihua clearly stating he cut losses. Regarding the investment loss in ASTER, Yi Lihua rarely used strong language on social platforms to criticize the team.

Yi Lihua angrily criticized: ASTER was stopped out, truly regrettable, this team cannot find the founder. Unlike ASTER founder Leonard who frequently appeared on screen and at public events in the past, even photographed with Binance founder CZ, he has now gone silent after the project encountered difficulties. Data shows he deployed ASTER at an average price of 1.193 and stopped loss at 0.777, with a paper loss of 35%.

This “founder disappearance” situation is not uncommon in the crypto industry, and is typically a harbinger of project collapse. When a project’s token price crashes and community doubts surge, if the founder chooses to disappear rather than face the situation, it often means the project is unsalvageable. As a seasoned investor, Yi Lihua decisively cut losses when encountering such situations, avoiding larger losses.

He also openly stated his hope for new Binance-level teams to emerge. If future exchange projects are born with product strength, execution capability, and governance transparency, he will definitely provide strong support and investment. This reflects Yi Lihua’s continued bullishness on the exchange track. Although the ASTER investment failed, it doesn’t change his allocation logic for quality exchange projects.

Overall, Yi Lihua’s 83.3% hit rate this round proves his investment judgment, the harrowing break-even of 620,000 ETH demonstrates his risk tolerance, and the decisive cut on ASTER shows his discipline. His strong support for WLFI and aggressive thesis that USD1 will hit $1 trillion deserves close market attention.