易理華 20億 ETH ついに元本回収！重倉WLFI ステーブルコイン 3兆市場を予測

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

Yi Lihua’s Thrilling Breakeven Journey with 626,000 ETH

With recent market recovery, renowned blockchain investor Yi Lihua’s 626,000 Ethereum purchased with a $2 billion heavy position since last November has finally broken even! Yi Lihua is the founder of LD Capital (Liquid Capital). Last year he deployed across 6 tokens, with 5 in an uptrend, achieving an overall 83.3% hit rate. According to public data, Yi Lihua’s allocation covers multiple core tracks including POW, public chains, exchanges, and stablecoins, with a structure centered on mainstream assets and tactical positions in new narratives.

The scale of 626,000 ETH is extraordinarily impressive. Calculated at an average price of $3,105, the total investment was approximately $1.94 billion. This level of concentrated single-asset holding is extremely rare among institutional investors, who typically diversify across multiple assets to reduce risk. Yi Lihua’s aggressive strategy demonstrates firm conviction in Ethereum’s long-term value, but also exposed him to massive unrealized losses when Ethereum’s price fell below $3,000 by late 2025.

Ethereum’s price dropped to around $2,800 in December 2025, meaning Yi Lihua’s 626,000 ETH position faced unrealized losses approaching $200 million. For ordinary investors, such losses would trigger panic selling, but Yi Lihua chose to hold firm. This “big position stay static” strategy was rewarded in early 2026, as Ethereum’s price recovered to around $3,190, allowing the 626,000 ETH position to break even and even achieve a modest 2.7% profit.

This breakeven experience validates the core principle of value investing: as long as fundamentals remain unchanged, short-term volatility should not affect long-term holdings. Yi Lihua’s thesis on Ethereum is built on its logic as “financial on-chain infrastructure,” a thesis validated in 2026 by the explosion of stablecoins and RWA.

Yi Lihua’s Portfolio Performance This Round

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

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

ETH (Ethereum): Modest 2.7% profit, 626,000 coins just broke even

Exchange Token (Undisclosed): In profit

Stablecoin Related (Undisclosed): In profit

ASTER (Exchange Project): Collapsed 53.54%, cut for loss

Why Strongly Supporting WLFI and Predicting USD1 to Reach $1 Trillion

Yi Lihua posted on X platform: “2026 is the first year of finance on-chain. Stablecoins and Ethereum are the most important infrastructure. WLFI today swapped 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 era, and Ethereum is the best infrastructure to support stablecoins.

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

Yi Lihua predicts three paths for WLFI’s future: First, USD1 breaks $100 billion in the near term, $1.1 trillion in the medium term, and captures $1 trillion of the $3 trillion stablecoin market in the long term. Second, USD1 collaborates with Web2 companies with hundreds of millions of active users. Third, USD1 leverages advantages in brand, compliance, ToB, and users to become the most important infrastructure among them.

This prediction is extremely aggressive. The current stablecoin market is roughly $150 billion; Yi Lihua predicts USD1 can reach $1.1 trillion in the medium term, more than 7 times the current market size. If this prediction materializes, it implies the stablecoin market itself will expand to several trillion dollars in scale, with USD1 capturing the largest share. Yi Lihua responded that if the three expected targets are achieved, WLFI will undoubtedly become one of the most valuable assets. He believes WLFI can achieve this, and 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) up 19.6% and WLFI up 15.46%. By contrast, ASTER became the only declining token with a drop of 53.54%, and Yi Lihua has clearly stated he cut losses. Regarding the failed investment in ASTER, Yi Lihua made rare strongly worded criticism of the team on social media.

Yi Lihua angrily denounced: ASTER was cut, truly regrettable, this team’s founder cannot be found. Unlike ASTER founder Leonard who previously appeared frequently on camera and at public events, even photographed with Binance founder CZ, but went missing when the project faced difficulties. Data shows he entered ASTER at an average price of 1.193 and cut at 0.777, with unrealized losses of 35%.

This “founder missing” situation is not uncommon in the crypto industry, typically a precursor to project collapse. When token prices plummet and community skepticism rises, founders choosing to disappear rather than face the issue usually means the project is beyond saving. As a seasoned investor, Yi Lihua decisively cut losses to avoid further damage.

He also admitted he still hopes new Binance-caliber teams will emerge. If quality exchange projects with strong products, execution capabilities, and transparent governance appear in the future, he will definitely provide strong support and investment. This reflects Yi Lihua’s continued optimism about the exchange track. Despite ASTER’s failed investment, 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, his 626,000 ETH’s thrilling breakeven demonstrates his risk tolerance, and ASTER’s decisive cut-off shows his discipline. His strong support for WLFI and aggressive projection of USD1 reaching $1 trillion warrant close market attention.