Liquid Capital (formerly LD Capital) founder Yi Lihua stated that 2026 is the first year of finance on-chain, with stablecoins and Ethereum being the most important infrastructure. WLFI swapped BTC for ETH today, and I believe it is the same thinking. WLFI has three future paths: first, USD1 will recently break through 10 billion, reach 100 billion in the medium term, and hold a trillion market share in the long-term 3 trillion stablecoin market. Second, USD1 will cooperate with Web2 companies with over 100 million active users; the advantages of stablecoin payments far exceed traditional Visa, which will bring hundreds of millions of users into blockchain and stablecoins. Third, in the future hundreds of trillions on-chain financial market, USD1 will leverage its brand, compliance, B2B, and user advantages to become the most important infrastructure. This is the reason and logic for our heavy ETH and WLFI positions.
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Yi Lihua comments on WLFI's BTC-to-ETH swap: Stablecoins and Ethereum are the most important on-chain financial infrastructure.
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