Yi Lihua invested heavily $2 billion to purchase 626,000 ETH in November last year (average price $3,105), and has broken even with a 2.7% profit. 5 out of 6 tokens gained, with an 83.3% hit rate. BCH rose 19.6%, WLFI rose 15.46%, ASTER fell 53.54% and was cut. Strongly bullish on WLFI, predicting USD1 stablecoin will break through $100 billion in the near term, $1.1 trillion in the medium term, and capture $1 trillion market share in the long term.
Yi Lihua’s Risky Breakeven Journey with 620,000 ETH
With recent market recovery, renowned blockchain investor Yi Lihua has finally broken even on 620,000 ETH he invested with $2 billion starting in November last year! Yi Lihua is the founder of LD Capital (Liquid Capital), and deployed 6 tokens last year, with 5 in uptrend, achieving an overall hit rate of 83.3%. According to public analysis, Yi Lihua’s allocation spans multiple core tracks including POW, public chains, exchanges, and stablecoins, presenting a structure centered on mainstream assets with small speculative positions on new themes.
The scale of 620,000 ETH is extremely remarkable. Calculated at an average price of $3,105, the total investment is approximately $1.94 billion. Such concentrated holdings 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 firm conviction in Ethereum’s long-term value, but also exposed him to massive paper loss pressure when ETH price fell below $3,000 in late 2025.
Ethereum price temporarily fell to around $2,800 in December 2025, meaning Yi Lihua’s 620,000 ETH position suffered paper losses close to $200 million. For ordinary investors, such losses would trigger panic selling, but Yi Lihua chose to hold steadily. This “large position unchanged” strategy paid off in early 2026. As Ethereum price rebounded to around $3,190, the 620,000 ETH position broke even and even gained 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 judgment on Ethereum is built on its logic as “financial on-chain infrastructure,” a logic verified in 2026 with the explosion of stablecoins and RWA.
Yi Lihua’s Investment 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, 620,000 ETH just broke even
Exchange tokens (not disclosed): Profitable
Stablecoin-related (not disclosed): Profitable
ASTER (Exchange project): Crashed 53.54%, cut losses
Why Bullish on 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 Infra, WLFI converting BTC to ETH today, I believe reflects 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 support stablecoins.
WLFI (World Liberty Financial) is a DeFi and stablecoin project founded by the Trump family, and its USD1 stablecoin is the key target Yi Lihua is bullish on. Chase Herro, co-founder of Trump family crypto project WLFI, posted on X platform agreeing with Yi Lihua’s analysis of WLFI, that stablecoins have proven to become the transaction medium of the digital age, and based on this logic, the decision to exchange WBTC for ETH is actually quite simple.
Yi Lihua predicts WLFI’s three future paths: first, USD1 will break through $100 billion in the near term, $1.1 trillion in the medium term, and capture $1 trillion market share in the $3 trillion stablecoin market long term. Second, USD1 will collaborate with Web2 companies with hundreds of millions of active users. Third, USD1 will leverage brand, compliance, ToB, and user advantages to become the most important infrastructure in the field.
This prediction is extremely aggressive. The current stablecoin market is valued at approximately $150 billion, and Yi Lihua predicts USD1 can reach $1.1 trillion in the medium term, equivalent to more than 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 surely become one of the most valuable assets, and believes WLFI can do it, with progress over the past few months already proving this.
ASTER’s Painful 53% Loss Lesson
In this round of investment, the two best-performing assets were BCH (Bitcoin Cash) up 19.6% and WLFI up 15.46%. In contrast, ASTER became the only declining token, with a loss of up to 53.54%, and Yi Lihua has clearly stated cutting losses. Regarding the ASTER investment failure, Yi Lihua rarely criticized the team on social media with strong language.
Yi Lihua angrily complained: ASTER was cut, indeed regrettable, this team cannot be found by the founder. Unlike ASTER founder Leonard who frequently appeared on screen and at public events, even once taking photos with Binance founder CZ, but disappeared after the project encountered difficulties. Data shows he deployed ASTER at an average price of 1.193, cut losses at 0.777, with a paper loss of 35%.
This “founder disappearance” situation is not uncommon in the crypto industry, usually a precursor to project collapse. When a project’s token price crashes and community skepticism rises high, founders choosing to disappear rather than face the situation often means the project is beyond saving. As a veteran investor, Yi Lihua decisively cut losses in this situation, avoiding greater losses.
He also admitted he still looks forward to new Binance-level teams emerging. If in the future there is a new exchange project with product strength, execution capability, and governance transparency, he will definitely support and invest heavily. This statement reflects Yi Lihua’s continued optimism about the exchange track. Though the ASTER investment failed, it does not change his allocation logic for quality exchange projects.
Overall, Yi Lihua’s 83.3% hit rate this round proves his investment judgment, the risky breakeven of 620,000 ETH demonstrates his risk tolerance, and the decisive cut of ASTER shows his discipline. His strong bullish stance on WLFI and aggressive thesis predicting USD1 reaching $1 trillion deserves close market attention.
