Yili Hua re-entered a position last November with 2 billion USD to buy 626,000 ETH (average price 3105), already breaking even with a profit of 2.7%. Out of 6 positions, 5 are up, with a hit rate of 83.3%. BCH rose 19.6%, WLFI increased 15.46%, while ASTER dropped 53.54%, resulting in a cut-loss. Strongly supporting WLFI, predicting USD1 stablecoin will break 100 billion soon, 1.1 trillion in the medium term, and long-term occupy a 1 trillion share.
Yili Hua’s Thrilling Journey to Break Even with 620,000 ETH
Recently, the market has warmed up, and renowned blockchain investor Yili Hua’s 62 million ETH investment, made last November with 2 billion USD, has finally broken even! Yili Hua is the founder of LD Capital (Liquid Capital). Last year, he allocated funds across 6 tokens, with 5 in an uptrend, achieving an overall hit rate of 83.3%. According to publicly available data, his current portfolio includes core sectors such as POW, public chains, exchanges, and stablecoins, mainly focusing on mainstream assets with some new themes.
The scale of 620,000 ETH is extremely impressive. At an average price of 3105 USD, the total investment is about 19.4 billion USD. Such concentrated holdings of a single asset are rare among institutional investors, who usually diversify to reduce risk. Yili Hua’s aggressive strategy demonstrates strong confidence in Ethereum’s long-term value, but also subjected him to significant unrealized losses when ETH’s price fell below 3000 USD at the end of 2025.
Ethereum’s price briefly dropped to around 2800 USD in December 2025, meaning Yili Hua’s unrealized loss on 620,000 ETH approached 200 million USD. For ordinary investors, such losses could trigger panic selling, but Yili Hua chose to hold firm. This “big position hold” strategy paid off in early 2026, as ETH’s price rebounded to around 3190 USD, bringing his position back to break even and even slightly profitable at 2.7%.
This experience confirms the core principle of value investing: as long as fundamentals remain unchanged, short-term volatility should not affect long-term holdings. Yili Hua’s judgment on Ethereum is based on its role as “financial on-chain infrastructure,” a logic validated in 2026 with the explosion of stablecoins and RWA.
Yili Hua’s Portfolio Performance in This Round
BCH (Bitcoin Cash): +19.6%, benefiting from POW narrative
WLFI (Trump Family DeFi): +15.46%, policy tailwinds
ETH (Ethereum): Slight profit of 2.7%, 620,000 ETH just broke even
Exchange tokens (not disclosed): Profitable
Stablecoin-related (not disclosed): Profitable
ASTER (Exchange project): Plummeted 53.54%, cut-loss to stop the loss
Why Support WLFI and Predict USD1 Will Reach 1 Trillion
Yili Hua posted on X: “2026 is the first year of financial on-chain, stablecoins and Ethereum are the most important infra. WLFI today swapped BTC for ETH, I believe it’s the same thinking.” This statement reveals his core investment logic: stablecoins will become the transaction medium of the digital era, and Ethereum is the best infrastructure to carry stablecoins.
WLFI (World Liberty Financial) is a DeFi and stablecoin project founded by the Trump family. Its USD1 stablecoin is a key target Yili Hua is optimistic about. Chase Herro, co-founder of WLFI, posted on X, expressing agreement with Yili Hua’s analysis: stablecoins have proven to be the transaction medium of the digital age. Based on this logic, swapping WBTC for ETH is a straightforward decision.
Yili Hua predicts three future paths for WLFI: first, USD1 will break 100 billion USD soon, then 1.1 trillion in the medium term, and long-term occupy a 1 trillion USD share in the stablecoin market. Second, USD1 will cooperate with Web2 companies with over 100 million active users. Third, USD1 will leverage branding, compliance, ToB, and user advantages to become one of the most important infrastructure components.
This prediction is extremely aggressive. The current total stablecoin market size is about 150 billion USD. Yili Hua forecasts USD1 reaching 1.1 trillion USD in the medium term, over 7 times the current market size. If realized, it would mean the stablecoin market could expand to several trillion USD, with USD1 capturing the largest share. Yili Hua responded that if these three goals are achieved, WLFI will become one of the most valuable assets, and he believes WLFI can do it. The progress over the past few months has already proven this.
The Painful Lesson of ASTER’s 53% Loss
In this round, the best-performing assets were BCH (+19.6%) and WLFI (+15.46%). In contrast, ASTER was the only token to decline, dropping 53.54%. Yili Hua has clearly stated he cut losses on ASTER. Regarding the investment loss in ASTER, Yili Hua publicly criticized the team with rare strong language.
Yili Hua angrily said: “ASTER was stopped out, which is very unfortunate. The team can’t find the founder. Unlike Leonard, the founder of ASTER, who used to appear frequently on screens, at public events, even taking photos with Binance founder CZ, after the project ran into trouble, he disappeared. Data shows he bought ASTER at an average price of 1.193, stopped out at 0.777, with a paper loss of 35%.”
Such “founder disappearance” situations are not uncommon in the crypto industry and often signal an impending collapse. When project tokens plummet and community doubts rise, the founder’s disappearance rather than facing the issues usually indicates the project is beyond rescue. As a seasoned investor, Yili Hua promptly cut losses to avoid bigger damage.
He also expressed hope for new Binance-level teams to emerge. If future projects with strong product, execution, and transparent governance appear, he will support and invest heavily. This reflects his continued optimism for the exchange sector. Despite the loss on ASTER, his logic of investing in quality exchange projects remains unchanged.
Overall, Yili Hua’s 83.3% hit rate in this round proves his investment judgment, his daring recovery of 620,000 ETH demonstrates risk tolerance, and his disciplined stop-loss on ASTER shows his professionalism. His support for WLFI and prediction of USD1 reaching 1 trillion are aggressive but worth close market attention.
