Yi Lihua invested heavily 2 billion USD in 626,000 ETH last November at an average price of 3105, now breaking even with a 2.7% profit. 5 out of 6 tokens gained, with an 83.3% hit rate. BCH up 19.6%, WLFI up 15.46%, ASTER down 53.54% with losses cut. Strong support for WLFI, predicting USD1 stablecoin to break 100 billion USD in the near term, 1.1 trillion in the medium term, and capture 1 trillion in market share long-term.
Yi Lihua’s Thrilling Break-Even Journey with 620,000 ETH
With recent market recovery, renowned blockchain investor Yi Lihua’s 620,000 Ethereum funded by 2 billion USD invested since last November has finally broken even! Yi Lihua is the founder of LD Capital (Liquid Capital), having laid out 6 token positions last year with 5 in uptrend, achieving an overall 83.3% hit rate. According to public records, Yi Lihua’s allocation covers POW, public chains, exchanges and stablecoins across multiple core sectors, presenting a structure with mainstream assets as the core and limited new narrative speculation.
The scale of 620,000 ETH is extraordinarily significant. Calculated at an average price of 3105 USD, total investment was approximately 1.94 billion USD. This concentrated holding in a single asset is extremely rare among institutional investors, as institutions typically diversify across multiple assets to reduce risk. Yi Lihua’s aggressive strategy demonstrates unwavering conviction in Ethereum’s long-term value, but also exposed him to enormous unrealized losses pressure when Ethereum fell below 3000 USD in late 2025.
Ethereum’s price briefly fell to around 2800 USD in December 2025, meaning Yi Lihua’s 620,000 ETH position faced unrealized losses approaching 200 million USD. For ordinary investors, such losses would trigger panic selling, but Yi Lihua chose to hold firmly. This “large position unchanged” strategy was rewarded in early 2026, as Ethereum price recovered to around 3190 USD, and his 620,000 ETH position broke even, even achieving slight 2.7% profit.
This break-even experience validates core principles of value investing: as long as fundamentals remain unchanged, short-term volatility should not affect long-term positions. Yi Lihua’s assessment of Ethereum is built on its logic as “financial on-chain infrastructure,” a logic validated in 2026 through the explosion of stablecoins and RWA.
Yi Lihua’s Investment Portfolio Performance This Round
BCH (Bitcoin Cash): +19.6%, POW narrative benefits
WLFI (Trump Family DeFi): +15.46%, policy dividends
ETH (Ethereum): Slight +2.7% profit, 620,000 units just break even
Exchange Tokens (undisclosed): Profitable
Stablecoin-Related (undisclosed): Profitable
ASTER (Exchange Project): Steep -53.54%, losses cut
Why Backing 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 trading BTC for 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 optimal infrastructure for carrying 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, acknowledging 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 pathways for WLFI’s future: First, USD1 breaks through 100 billion USD in the near term, 1.1 trillion USD medium-term, and captures 1 trillion USD in the 3 trillion total stablecoin market long-term. Second, USD1 collaborates with hundred-million active user Web2 companies. Third, USD1 leverages brand, compliance, ToB, and user advantages to become the most critical infrastructure among them.
This prediction is extremely aggressive. The current stablecoin market sits at roughly 150 billion USD, Yi Lihua predicts USD1 can reach 1.1 trillion USD medium-term, equivalent to 7 times the current market scale. If this prediction materializes, it means the stablecoin market itself will expand to multiple trillion USD scale, with USD1 capturing the largest share. Yi Lihua responded that if the three expected targets are achieved, WLFI will definitely become one of the most valuable assets, believing WLFI can achieve this, with progress over recent months already proving it.
ASTER’s Painful 53% Loss Lesson
In this round of investment, the two best-performing assets are BCH (Bitcoin Cash) up 19.6% and WLFI up 15.46%. In contrast, ASTER became the only declining token, falling 53.54%, with Yi Lihua clearly cutting losses. Regarding the ASTER investment failure, Yi Lihua remarkably used strong language on social platforms to criticize the team.
Yi Lihua angrily stated: ASTER is cut loose, truly unfortunate, this team cannot find the founder. Unlike ASTER founder Leonard who frequently appeared on screen and in public events, even once posing with Binance founder CZ, the founder went missing after the project encountered difficulties. Data shows he positioned ASTER at 1.193 average price, cutting losses at 0.777, with 35% unrealized losses.
This “founder disappearance” situation is not uncommon in the crypto industry, usually a precursor to project collapse. When project token prices crash and community doubt surges, founders choosing to disappear rather than face challenges often means the project is beyond rescue. Yi Lihua, as a seasoned investor, decisively cut losses when encountering this, avoiding greater losses.
He also frankly acknowledged still expecting new Binance-level teams to emerge. If future exchange projects with product strength, execution capability and transparent governance are born, he will definitely provide strong support and investment. This reflects Yi Lihua’s continued optimism about the exchange sector, and despite ASTER investment failure, 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 620,000 ETH’s thrilling break-even demonstrates his risk tolerance, ASTER’s decisive loss-cutting shows his discipline. His strong backing of WLFI and aggressive thesis predicting USD1 reaching 1 trillion warrants close market attention.
