Yi Lihua made a heavy investment of $2 billion to purchase 626,000 ETH in November last year (average price $3,105), achieving breakeven with 2.7% profit. 5 out of 6 positions are up, with an 83.3% hit rate. BCH rose 19.6%, WLFI rose 15.46%, ASTER fell 53.54% with losses taken. 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 market share long-term.
Yi Lihua’s Thrilling Breakeven Journey with 620,000 ETH
With recent market recovery, renowned blockchain investor Yi Lihua’s 620,000 Ethereum purchased with a $2 billion heavy position since November last year has finally broken even! Yi Lihua is the founder of LD Capital (Liquid Capital). He deployed 6 tokens last year, with 5 of them in an uptrend, achieving an overall 83.3% hit rate. According to public records, Yi Lihua’s allocation covers multiple core tracks including POW, public chains, exchanges, and stablecoins, presenting a structure with mainstream assets as the core and small positions in emerging themes for hedging.
The scale of 620,000 ETH is extremely impressive. Calculated at an average price of $3,105 per coin, the total investment is approximately $1.94 billion. This level of concentrated holdings in a single asset is extremely rare among institutional investors, who typically diversify funds across multiple assets to reduce risk. Yi Lihua’s aggressive strategy demonstrates firm conviction in Ethereum’s long-term value, but it also exposed him to tremendous paper loss pressure 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 paper losses approaching $200 million. For ordinary investors, such losses would trigger panic selling, but Yi Lihua chose to hold firm. This “large position stability” strategy was rewarded in early 2026. As Ethereum’s price rebounded to around $3,190, his 620,000 ETH position has broken even with even a slight 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 based 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): Slight 2.7% profit, 620,000 coins just broken even
Exchange Tokens (Undisclosed): Profitable status
Stablecoin-Related (Undisclosed): Profitable status
ASTER (Exchange Project): Plummeted 53.54%, losses taken
Why Strong Support for WLFI and Predicting USD1 to Reach $1 Trillion
Yi Lihua posted on X platform: “2026 is the first year of financial on-chain, stablecoins and Ethereum are the most important Infra, WLFI today swaps 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 support stablecoins.
WLFI (World Liberty Financial) is a DeFi and stablecoin project founded by the Trump family, with its USD1 stablecoin being a key target Yi Lihua is bullish on. Chase Herro, co-founder of the Trump family’s crypto project WLFI, posted on X platform expressing agreement with Yi Lihua’s analysis of WLFI, acknowledging that stablecoins have proven to be the transaction medium of the digital age. Based on this logic, the decision to convert WBTC to ETH is actually quite simple.
Yi Lihua predicts three paths for WLFI’s future: First, USD1 will break $100 billion in the near term, $1.1 trillion in the medium term, and capture $1 trillion share of the $3 trillion stablecoin market long-term. Second, USD1 will partner 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 among them.
This prediction is extremely aggressive. The current stablecoin market has a total scale of about $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 several trillion dollars, and USD1 can capture the largest share. Yi Lihua responded that if the three projected goals can be achieved, WLFI will surely become one of the most valuable assets. He believes WLFI can do it, with progress over the past few months already proving this.
The Painful Lesson of 53% Loss on ASTER
In this investment round, the two best-performing assets were BCH (Bitcoin Cash) up 19.6% and WLFI up 15.46% respectively. In contrast, ASTER became the only declining token with a drop of 53.54%, with Yi Lihua clearly taking losses. Regarding the failed ASTER investment, Yi Lihua used unusually strong language to criticize the team on social platforms.
Yi Lihua angrily stated: ASTER loss taken, truly regrettable, this team’s founder cannot be found. Unlike ASTER founder Leonard who frequently appeared on screen and in public events, even photographed with Binance founder CZ, the founder went dark after the project encountered difficulties. Data shows he deployed ASTER at an average of 1.193, took losses at 0.777, resulting in a 35% paper loss.
This “founder disappearance” situation is not uncommon in the crypto industry and is usually a precursor to project collapse. When a project’s token price plummets and community doubts surge, a founder’s disappearance rather than confrontation often means the project cannot be salvaged. As a seasoned investor, Yi Lihua decisively took losses to avoid further damage.
He also acknowledged his continued hope for new Binance-caliber teams to emerge. If future exchange projects with product strength, execution capability, and governance transparency are born, he will definitely provide strong support and investment. This remark reflects Yi Lihua’s continued optimism on the exchange track. Although the ASTER investment failed, it doesn’t change his deployment logic for quality exchange projects.
Overall, Yi Lihua’s 83.3% hit rate this round proves his investment judgment, his thrilling breakeven with 620,000 ETH demonstrates his risk tolerance, and his decisive loss-taking on ASTER shows his discipline. His strong support for WLFI and aggressive thesis predicting USD1 to reach $1 trillion warrant close market attention.
